National Pension Service Has $1.19 Billion Stake in Visa Inc. $V

National Pension Service lifted its stake in Visa Inc. (NYSE:V) by 1.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,456,128 shares of the credit-card processor’s stock after purchasing an additional 57,299 shares during the period. Visa accounts for 0.8% of National Pension Service’s portfolio, making the stock its 24th largest position. National Pension Service’s holdings in Visa were worth $1,185,763,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of V. Parvin Asset Management LLC raised its holdings in Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Philadelphia Investment Partners LLC bought a new position in shares of Visa in the 2nd quarter valued at about $29,000. Virtus Advisers LLC acquired a new stake in shares of Visa during the 2nd quarter worth approximately $33,000. RHL Group LLC acquired a new stake in shares of Visa during the 4th quarter worth approximately $34,000. Finally, Timmons Wealth Management LLC bought a new stake in shares of Visa during the fourth quarter worth approximately $34,000. Institutional investors own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Truist Financial set a $406.00 price objective on shares of Visa and gave the company a “buy” rating in a report on Wednesday, August 5th. Barclays began coverage on shares of Visa in a research report on Tuesday, July 7th. They set an “overweight” rating and a $420.00 target price for the company. Citigroup reissued a “buy” rating and issued a $440.00 price target (up from $400.00) on shares of Visa in a research note on Wednesday, July 29th. Wells Fargo & Company restated an “overweight” rating and issued a $432.00 price target (up from $412.00) on shares of Visa in a research report on Thursday, July 30th. Finally, Robert W. Baird lifted their price objective on Visa from $412.00 to $420.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the stock. According to data from MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $416.62.

Insiders Place Their Bets

In other Visa news, General Counsel Julie Rottenberg sold 2,028 shares of the stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the transaction, the general counsel owned 18,404 shares in the company, valued at approximately $7,018,365.40. This represents a 9.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 20,970 shares of Visa stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $340.25, for a total value of $7,135,042.50. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,162,953.50. This represents a 58.02% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 104,537 shares of company stock worth $37,540,837. Corporate insiders own 0.12% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported that more than 160 stablecoin-linked card programs are now active on its network, with related payment volume approaching a $20 billion annualized run rate and rising sharply year over year. The growth supports Visa’s position as a bridge between traditional payments and digital assets. Visa Grows Stablecoin Card Network
• Positive Sentiment: The company is combining VisaNet settlement data with blockchain lending infrastructure to help stablecoin-focused fintechs secure working capital. This could create new financing-related opportunities while making Visa’s network more useful to digital-asset issuers. Visa Is Turning Stablecoin Growth Into a Financing Opportunity
• Positive Sentiment: Visa partnered with the International Finance Corporation, part of the World Bank Group, on a risk-sharing initiative designed to expand digital-payment access in emerging markets. Greater adoption could support long-term transaction growth and financial inclusion. Visa and World Bank Group Initiative
• Positive Sentiment: A partnership with PhonePe adds cardless and potentially cross-border payment tools for Indian consumers and merchants, expanding Visa’s reach in a large, growing digital-payments market. PhonePe and Visa Cardless Payment Tools
• Neutral Sentiment: Visa’s research found that 72% of consumers have used AI assistants, but only 23% of U.S. consumers trust generative AI to make payments. Visa ranked as the most trusted payments brand, suggesting long-term opportunity but limited near-term adoption. Visa Research on Agentic Commerce
• Negative Sentiment: Visa’s CEO said AI shopping is gaining traction, but autonomous payments have not yet arrived. That cautious outlook may temper expectations for immediate growth from agentic commerce, particularly while the stock trades at a premium earnings multiple.

Visa Trading Down 0.2%

NYSE V opened at $367.92 on Thursday. 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’s 50-day moving average is $365.13 and its 200-day moving average is $334.48. Visa Inc. has a one year low of $293.89 and a one year high of $385.57. The firm has a market cap of $656.53 billion, a P/E ratio of 31.29, a P/E/G ratio of 1.97 and a beta of 0.76.

Visa (NYSE:V) last announced its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping the consensus estimate of $3.23 by $0.09. The firm had revenue of $11.63 billion for 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%. The business’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period last year, the company posted $2.98 EPS. Sell-side analysts anticipate that Visa Inc. will post 13.16 earnings per share for the current fiscal year.

Visa Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were paid a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. Visa’s dividend payout ratio is presently 22.79%.

Visa Profile

Visa Inc is a global payments technology company that operates one of the world’s largest electronic payment networks. The company connects consumers, businesses, financial institutions and governments, enabling transactions through credit, debit, prepaid and commercial payment products. Visa generally does not issue cards, extend credit or set consumer interest rates; instead, it provides the network, technology and services that support payments.

Visa’s products and services include Visa-branded cards, digital payment solutions, tokenization, fraud prevention, risk management, data analytics and payment acceptance tools.