Caisse de depot et placement du Quebec Trims Stock Holdings in Visa Inc. $V

Caisse de depot et placement du Quebec trimmed its holdings in shares of Visa Inc. (NYSE:V) by 58.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 181,592 shares of the credit-card processor’s stock after selling 255,219 shares during the period. Caisse de depot et placement du Quebec’s holdings in Visa were worth $62,302,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. XXEC Inc. grew its position in Visa by 153,118.8% during the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after buying an additional 186,138,883 shares during the period. Norges Bank acquired a new stake in shares of Visa in the fourth quarter valued at about $5,877,738,000. Cardano Risk Management B.V. grew its position in shares of Visa by 867.6% in the fourth quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock valued at $2,880,595,000 after purchasing an additional 7,364,762 shares during the period. Diamant Asset Management Inc. boosted its stake 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 worth $2,216,310,000 after acquiring an additional 7,308,345 shares during the last quarter. Finally, Jupiter Topco LLC purchased a new position in shares of Visa in the second quarter worth about $1,435,262,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Stock Down 1.2%

V opened at $379.23 on Friday. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The stock has a market capitalization of $676.72 billion, a P/E ratio of 32.25, a price-to-earnings-growth ratio of 2.06 and a beta of 0.74. The business’s 50-day simple moving average is $357.99 and its 200-day simple moving average is $331.08. Visa Inc. has a one year low of $293.89 and a one year high of $385.57.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating the consensus estimate of $3.23 by $0.09. The firm had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. Visa’s revenue for the quarter was up 14.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.98 EPS. Analysts anticipate that Visa Inc. will post 13.16 EPS for the current year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be issued a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is currently 22.79%.

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 5,875 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,582,059.38. This represents a 27.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. This represents a 9.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 96,634 shares of company stock valued at $34,537,016. Corporate insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on V. Raymond James Financial reissued an “outperform” rating and set a $406.00 price objective on shares of Visa in a research note on Wednesday, July 29th. Clear Str upgraded Visa to a “strong-buy” rating in a report on Thursday, July 16th. Susquehanna reaffirmed a “positive” rating and set a $427.00 price objective (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Royal Bank Of Canada restated an “outperform” rating and set a $412.00 target price (up from $395.00) on shares of Visa in a report on Wednesday, July 29th. Finally, Citigroup reissued a “buy” rating and issued a $440.00 price target (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the stock. Based on data from MarketBeat.com, Visa currently has an average rating of “Buy” and an average price target of $414.54.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded its AI-powered Vulnerability Agentic Harness to identify, remediate and validate cyber vulnerabilities for clients. The broader cybersecurity offering could strengthen Visa’s value proposition to merchants and financial institutions. Visa Rolls Out AI-Powered Cyber Vulnerability Patching for Clients
• Positive Sentiment: Visa and Bluefin launched a unified card-present payments platform combining acceptance, security and device management. The solution may simplify deployments, reduce compliance burdens and deepen Visa’s relationships with enterprise merchants. Visa Launches Unified Card Present Payment Platform
• Positive Sentiment: Visa completed a live payment transaction in Syria after reopening network access, creating a potential future growth opportunity in an underserved market. Visa Reopens Syria With One Payment and No Monopoly
• Positive Sentiment: Visa’s BLOOM initiative and stablecoin-related efforts could improve cross-border settlement, payment interoperability and digital-payment efficiency over time. Will Visa’s BLOOM Initiative Give It an Edge in Digital Payments?
• Neutral Sentiment: Analyst commentary remains constructive, citing Visa’s revenue and earnings momentum and the possibility of continued growth into 2027. However, these views largely reinforce an already-recognized investment thesis rather than provide a new earnings catalyst. Why Visa Stock Could Keep Growing Into 2027
• Negative Sentiment: Mastercard reportedly reached Syria almost simultaneously with Visa, limiting the exclusivity and near-term competitive advantage of Visa’s market reopening. Visa Reopens Syria With One Payment and No Monopoly
• Negative Sentiment: Visa recently touched a record high before surrendering the breakout. With the stock trading at a premium valuation, investors may be taking profits and demanding stronger incremental catalysts to support further gains. Visa Hits Record, Then Surrenders the Breakout

Visa Company Profile

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.