Visa Inc. $V Holdings Raised by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. lifted its position in Visa Inc. (NYSE:V) by 7.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 190,976 shares of the credit-card processor’s stock after purchasing an additional 12,737 shares during the quarter. Visa comprises about 0.7% of Oppenheimer & Co. Inc.’s investment portfolio, making the stock its 20th biggest position. Oppenheimer & Co. Inc.’s holdings in Visa were worth $68,623,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. XXEC Inc. lifted its holdings in shares of Visa by 153,118.8% in the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after acquiring an additional 186,138,883 shares during the last quarter. State Street Corp grew its stake in Visa by 0.7% in the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock worth $28,432,626,000 after acquiring an additional 566,194 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in 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 worth $5,393,398,000 after purchasing an additional 1,808,496 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in shares of Visa by 3.7% during 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 during the period. Finally, Amundi increased its position in Visa by 16.5% during the 2nd quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock valued at $2,646,911,000 after purchasing an additional 1,092,315 shares during the period. Institutional investors own 82.15% of the company’s stock.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa exceeded expectations with adjusted earnings of $3.48 per share versus the $3.43–$3.44 consensus, while revenue rose 13% year over year to approximately $12.14 billion, ahead of estimates. Adjusted EPS increased 17% from a year earlier, supported by higher payment volumes and transaction growth. Visa Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: The company reported approximately $6 billion in quarterly profit and raised its quarterly dividend by 16%, reinforcing its strong cash generation and shareholder-return profile. Visa Reports Higher Profit on Payment Volumes and Transactions Growth
• Positive Sentiment: Visa’s expansion into AI-enabled payments could provide a longer-term growth opportunity. The company is piloting trusted AI agents that can complete approved invoice payments, while Visa Direct is being expanded for international transfers. Visa’s Agent Payment Pilot
• Neutral Sentiment: The results exceeded forecasts, but Visa trades at a premium valuation, with a price-to-earnings ratio above 34 and the shares near their 52-week high. Investors may require continued strong growth to justify further gains. Visa Likely to Beat Q4 Earnings
• Negative Sentiment: Visa faces a potential £5 billion UK collective lawsuit involving roughly one million businesses. The claim alleges excessive and anti-competitive card fees; any resulting liability or changes to interchange-fee practices could pressure future profitability. Visa and Mastercard UK Lawsuit

Insider Buying and Selling

In related news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction that occurred 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 transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,444,582.94. This trade 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 1,867 shares of the business’s stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total transaction of $687,690.78. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,778,929.36. The trade was a 9.21% 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. Over the last ninety days, insiders sold 78,792 shares of company stock worth $28,863,319. 0.12% of the stock is owned by corporate insiders.

Visa Stock Performance

Shares of Visa stock opened at $401.31 on Wednesday. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $414.60. The business has a 50-day moving average price of $378.75 and a 200 day moving average price of $341.35.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.43 by $0.05. The business had revenue of $12.14 billion for the quarter, compared to analysts’ expectations of $12.09 billion. During the same quarter in the prior year, the company posted $2.98 EPS. The business’s revenue for the quarter was up 13.2% compared to the same quarter last year. As a group, equities analysts expect that Visa Inc. will post 13.22 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on V. Argus lifted their target price on Visa from $396.00 to $420.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Erste Group Bank upgraded shares of Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. Raymond James Financial reissued an “outperform” rating and set a $406.00 price target (up from $389.00) on shares of Visa in a research report on Wednesday, July 29th. UBS Group restated a “buy” rating and set a $420.00 price objective (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Finally, Daiwa Securities Group upped their price objective on shares of Visa from $375.00 to $422.00 and gave the company an “outperform” rating in a report on Thursday, August 6th. Three analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the stock. According to MarketBeat, Visa presently has an average rating of “Buy” and an average price target of $428.85.

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.