Robeco Institutional Asset Management B.V. Acquires 178,911 Shares of Visa Inc. $V

Robeco Institutional Asset Management B.V. increased its holdings in shares of Visa Inc. (NYSE:V) by 9.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,012,704 shares of the credit-card processor’s stock after acquiring an additional 178,911 shares during the period. Visa comprises approximately 0.8% of Robeco Institutional Asset Management B.V.’s holdings, making the stock its 19th largest holding. Robeco Institutional Asset Management B.V. owned approximately 0.11% of Visa worth $723,225,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. XXEC Inc. boosted its stake in Visa by 153,118.8% in the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after purchasing an additional 186,138,883 shares in the last quarter. State Street Corp grew its holdings in shares of Visa by 0.7% during the second quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock worth $28,432,626,000 after purchasing an additional 566,194 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Visa by 13.0% during 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 worth $5,393,398,000 after purchasing an additional 1,808,496 shares during the last quarter. Dimensional Fund Advisors LP increased its stake in shares of Visa by 3.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock valued at $2,672,655,000 after buying an additional 316,559 shares in the last quarter. Finally, Amundi increased its stake in shares of Visa by 16.5% in the second quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock valued at $2,646,911,000 after buying an additional 1,092,315 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa Trading Up 0.4%

V opened at $408.02 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 company has a market cap of $728.09 billion, a price-to-earnings ratio of 34.70, a price-to-earnings-growth ratio of 1.91 and a beta of 0.77. The firm has a 50 day simple moving average of $375.43 and a 200 day simple moving average of $348.85. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $409.53.

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

Visa Announces Dividend

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

Insider Activity

In related news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the completion of the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,444,582.94. The trade was a 27.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,028 shares of Visa stock in a transaction on Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $7,018,365.40. This trade represents a 9.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 78,792 shares of company stock valued at $28,863,319 in the last 90 days. 0.12% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Clear Str raised Visa to a “strong-buy” rating in a report on Thursday, July 16th. JPMorgan Chase & Co. upped their price target on shares of Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Weiss Ratings raised shares of Visa from a “buy (b)” rating to a “buy (b+)” rating in a report on Tuesday, October 13th. Erste Group Bank upgraded shares of Visa from a “hold” rating to a “buy” rating in a research report on Monday, July 27th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $430.00 price objective on shares of Visa in a research report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $426.12.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: AI-driven business payments: Visa launched a live pilot with BILL Holdings and Billtrust that allows authenticated AI agents to initiate and complete approved invoice payments through supplier portals. The initiative could help Visa capture more high-value business-to-business transactions while reducing reliance on checks and legacy payment processes. Visa Launches Agentic Payments Pilot With BILL and Billtrust
• Positive Sentiment: Fraud prevention and commercial-card tools: New capabilities for virtual commercial cards are designed to improve transaction security, authentication and corporate payment controls. These products may support growth in Visa’s commercial payments and value-added services businesses. Visa Debuts Tools to Keep Fraud Out of Virtual Commercial Card Payments
• Positive Sentiment: Crypto and stablecoin reach: Visa’s partnership with Mesh is intended to let users spend eligible cryptocurrency and stablecoin balances at more than 175 million Visa-accepting locations without first using a separate crypto card. Although rollout details remain limited, the arrangement could increase payment volume and reinforce Visa’s role as digital assets enter mainstream commerce. Visa Starts AI Agent Pilot for Business Payments
• Neutral Sentiment: Earnings and valuation are key near-term tests: Analysts expect continued earnings growth following Visa’s latest revenue and EPS beat, while investors will look for guidance and a potential dividend increase in the October 27 report. However, the stock’s premium valuation—around 35 times earnings—leaves less room for disappointment. Visa Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Fee and regulatory pressure: Canadian merchants are urging card networks to reduce interchange fees, and Visa is changing certain Canadian fees. Broader merchant resistance, antitrust scrutiny and potential U.S. credit-card competition legislation remain risks to Visa’s pricing power and future valuation multiples. Visa Changes Fees in Canada

Visa 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.