Visa Inc. $V Stock: SBI Securities Co. Ltd. Increases Stake

SBI Securities Co. Ltd. boosted its holdings in shares of Visa Inc. (NYSE:V) by 11.2% in the 3rd quarter, Holdings Channel.com reports. The firm owned 93,188 shares of the credit-card processor’s stock after purchasing an additional 9,358 shares during the quarter. Visa makes up about 0.8% of SBI Securities Co. Ltd.’s portfolio, making the stock its 25th largest position. SBI Securities Co. Ltd.’s holdings in Visa were worth $33,485,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in V. XXEC Inc. lifted its holdings in shares of Visa by 153,118.8% during the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after buying an additional 186,138,883 shares during the last quarter. Diamant Asset Management Inc. boosted its position in shares of Visa by 29,706.3% in the first quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock valued at $2,216,310,000 after acquiring an additional 7,308,345 shares during the period. Jupiter Topco LLC bought a new stake in shares of Visa in the second quarter valued at approximately $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Visa by 13.0% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 15,720,068 shares of the credit-card processor’s stock valued at $5,393,398,000 after acquiring an additional 1,808,496 shares during the period. Finally, Janus Henderson Group PLC grew its stake in shares of Visa by 33.1% in the first quarter. Janus Henderson Group PLC now owns 4,486,927 shares of the credit-card processor’s stock worth $1,356,090,000 after acquiring an additional 1,116,498 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Activity

In related news, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $364.97, for a total value of $20,902,561.84. Following the sale, the insider owned 49,662 shares of the company’s stock, valued at $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, General Counsel Julie B. Rottenberg sold 1,867 shares of the stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $368.34, for a total transaction of $687,690.78. Following the completion of the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at $6,778,929.36. This trade represents a 9.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 78,792 shares of company stock worth $28,863,319. Corporate insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

V has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $430.00 target price on shares of Visa in a research report on Wednesday, July 29th. DZ Bank reissued a “buy” rating on shares of Visa in a report on Monday, August 3rd. Raymond James Financial reissued an “outperform” rating and issued a $406.00 price target (up from $389.00) on shares of Visa in a report on Wednesday, July 29th. Erste Group Bank upgraded shares of Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. Finally, Evercore boosted their price target on Visa from $350.00 to $370.00 in a research note on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $427.24.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Tokenization may support revenue growth. UBS said Visa and Mastercard could generate additional revenue as digital transactions expand and merchants adopt tokenized payments to improve security and reduce fraud. Tokenization could contribute low-single-digit percentage growth to total revenue and a somewhat larger contribution to value-added services. UBS tokenization revenue article
• Positive Sentiment: Visa is building new growth channels in commercial payments. The company introduced tools using AI agents, virtual-card security and fraud prevention for business payments. Visa is also participating in cross-border stablecoin and tokenized-bank-deposit initiatives involving Singapore, Malaysia and Thailand. These efforts could expand payment volume and Visa’s technology-related services over time. Visa AI and stablecoin technology article
• Positive Sentiment: Analyst estimates edged higher. Erste Group raised its fiscal 2027 EPS forecast for Visa to $15.04 from $15.01 and maintained a Buy rating, reinforcing confidence in the company’s earnings outlook. Visa analyst estimates
• Neutral Sentiment: Reports of a Fireblocks acquisition were denied. Fireblocks said rumors that Visa was pursuing a roughly $2.5 billion acquisition were not true, removing speculation about a potentially significant crypto expansion or acquisition cost. Fireblocks acquisition report
• Negative Sentiment: Payment stocks faced sector-wide pressure. Visa and Mastercard slipped alongside American Express after investors questioned the quality and sustainability of American Express’s quarterly revenue and tax-related results. The reaction suggests investors may be demanding stronger evidence of durable growth ahead of Visa’s earnings report. Payment stocks sector pressure article
• Negative Sentiment: Valuation and execution risks remain. With Visa trading at a premium earnings multiple and approaching its 52-week high, investors may be taking profits while awaiting confirmation that AI, stablecoins and tokenization will materially accelerate revenue. Visa’s reported workforce reductions also highlight potential restructuring and automation-related uncertainty.

Visa Stock Down 1.5%

Shares of V stock opened at $408.02 on Friday. Visa Inc. has a one year low of $293.89 and a one year high of $414.60. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The stock has a fifty day moving average price of $377.30 and a 200 day moving average price of $350.05. The stock has a market cap of $728.08 billion, a P/E ratio of 34.70, a price-to-earnings-growth ratio of 1.95 and a beta of 0.77.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.09. The firm had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business’s revenue for the quarter was up 14.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.98 EPS. Analysts predict that Visa Inc. will post 13.22 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Tuesday, August 11th. Visa’s payout ratio is 22.79%.

Visa Company Profile

Visa Inc (NYSE: V) is a global payments technology company that facilitates electronic payments between consumers, businesses, financial institutions and governments. Through its VisaNet network, the company authorizes, clears and settles transactions made with Visa-branded credit, debit and prepaid cards, while generally not issuing cards, extending credit or setting cardholder account terms.

Visa provides payment products and services for consumer, commercial and government payments, as well as digital commerce and money movement.