Visa Inc. $V Shares Acquired by Victory Financial Group LLC

Victory Financial Group LLC grew its holdings in Visa Inc. (NYSE:V) by 37.7% in the third quarter, Holdings Channel reports. The firm owned 6,072 shares of the credit-card processor’s stock after buying an additional 1,661 shares during the quarter. Victory Financial Group LLC’s holdings in Visa were worth $2,182,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Guerra Pan Advisors LLC raised its position in Visa by 1.8% in the 3rd quarter. Guerra Pan Advisors LLC now owns 5,791 shares of the credit-card processor’s stock worth $2,081,000 after buying an additional 102 shares during the last quarter. Great Lakes Retirement Inc. lifted its stake in Visa by 3.8% during the 3rd quarter. Great Lakes Retirement Inc. now owns 16,783 shares of the credit-card processor’s stock valued at $6,031,000 after acquiring an additional 618 shares during the period. Generali Asset Management SPA SGR boosted its holdings in shares of Visa by 4.3% during the 3rd quarter. Generali Asset Management SPA SGR now owns 153,455 shares of the credit-card processor’s stock valued at $55,141,000 after acquiring an additional 6,371 shares during the last quarter. John Boyer Inc. purchased a new stake in shares of Visa during the 3rd quarter valued at about $27,000. Finally, Latitude Advisors LLC boosted its holdings in shares of Visa by 1.8% during the 3rd quarter. Latitude Advisors LLC now owns 2,315 shares of the credit-card processor’s stock valued at $832,000 after acquiring an additional 41 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported adjusted earnings of $3.48 per share, exceeding the $3.43 consensus estimate, while revenue rose 13.2% year over year to $12.14 billion, ahead of expectations. Growth was supported by higher payment volumes, cross-border activity and processed transactions. Visa Q4 Earnings Beat Estimates on Strong Payment Volumes
• Positive Sentiment: Management highlighted resilient consumer spending, international payment growth, value-added services and stablecoin initiatives, while targeting double-digit revenue growth for fiscal 2027. Commentary that the U.S. consumer is holding up supports Visa’s near-term transaction outlook. Visa Q4 Earnings Call Highlights FY27 Outlook and Growth Priorities
• Positive Sentiment: Visa raised its quarterly dividend to $0.78 per share from $0.67, a 16.4% increase. The higher payout signals confidence in cash generation and strengthens the shareholder-return story, despite the stock’s relatively low 0.8% dividend yield.
• Positive Sentiment: JPMorgan raised its price target to $455, Barclays to $440 and Oppenheimer to $440, while RBC reaffirmed an “outperform” rating with a $466 target. The revisions reflect confidence in Visa’s earnings momentum and long-term growth prospects.
• Neutral Sentiment: Analysts cited Visa’s results as a favorable read-through for Mastercard, particularly on consumer spending and international transactions. This reinforces the health of the payments industry but offers only indirect benefit to Visa. Analyst Signals Favorable Earnings Setup for Mastercard After Visa’s Results
• Negative Sentiment: Higher client incentives and expenses, along with slightly slower payment-volume growth, could temper the earnings reaction. Visa’s premium valuation also leaves less room for execution disappointments.
• Negative Sentiment: Visa faces a collective lawsuit in the United Kingdom seeking about £5 billion on behalf of roughly one million businesses. The claim alleges excessive interchange fees and competition-law violations, creating a potentially significant legal and regulatory overhang. Visa Is Defending a UK Card Fee Lawsuit

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the stock. Piper Sandler reiterated an “overweight” rating and issued a $479.00 price target (up from $430.00) on shares of Visa in a research note on Wednesday. TD Cowen restated a “buy” rating and set a $450.00 price objective (up from $420.00) on shares of Visa in a research report on Wednesday. Morgan Stanley restated an “overweight” rating and set a $471.00 price objective (up from $416.00) on shares of Visa in a research report on Wednesday. Susquehanna set a $480.00 target price on shares of Visa and gave the stock a “positive” rating in a report on Monday. Finally, Bank of America lifted their target price on shares of Visa from $410.00 to $430.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $437.42.

Insider Activity at Visa

In related news, General Counsel Julie B. Rottenberg sold 2,028 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,582,059.38. This represents a 27.91% decrease in their ownership of the stock. 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. Insiders sold a total of 21,520 shares of company stock worth $7,960,757 in the last quarter. Company insiders own 0.12% of the company’s stock.

Visa Stock Down 0.3%

Visa stock opened at $400.79 on Thursday. Visa Inc. has a one year low of $293.89 and a one year high of $414.60. The stock has a fifty day moving average of $379.47 and a 200 day moving average of $341.60. 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 cap of $715.18 billion, a PE ratio of 34.08, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77.

Visa (NYSE:V) last announced its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.44 by $0.04. The business had revenue of $12.14 billion for the quarter, compared to analysts’ expectations of $12.09 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. The business’s revenue for the quarter was up 13.2% on a year-over-year basis. During the same period last year, the firm posted $2.98 earnings per share. As a group, sell-side analysts predict that Visa Inc. will post 13.22 EPS for the current year.

Visa Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be paid a $0.78 dividend. This is a boost from Visa’s previous quarterly dividend of $0.67. The ex-dividend date is Tuesday, November 10th. This represents a $3.12 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is currently 22.79%.

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.