Tranquility Partners LLC Boosts Stake in Visa Inc. $V

Tranquility Partners LLC boosted its position in shares of Visa Inc. (NYSE:V) by 23.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,481 shares of the credit-card processor’s stock after acquiring an additional 1,830 shares during the period. Visa accounts for 1.1% of Tranquility Partners LLC’s holdings, making the stock its 19th biggest position. Tranquility Partners LLC’s holdings in Visa were worth $3,237,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in V. Vanguard Group Inc. boosted its holdings in shares of Visa by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after acquiring an additional 1,461,575 shares during the last quarter. Geode Capital Management LLC raised its position in Visa by 2.5% during the second quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after acquiring an additional 1,067,631 shares in the last quarter. Norges Bank acquired a new position in Visa in the second quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. boosted its position in Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after purchasing an additional 2,429,996 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in Visa by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock valued at $4,552,057,000 after purchasing an additional 145,665 shares during the period. 82.15% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

V has been the topic of several analyst reports. Evercore ISI set a $380.00 price target on shares of Visa in a research report on Friday, December 12th. Bank of America upgraded Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target for the company in a report on Thursday, December 11th. Raymond James Financial reaffirmed an “outperform” rating and issued a $408.00 target price (up previously from $398.00) on shares of Visa in a research report on Wednesday, October 29th. Citigroup upgraded Visa to a “strong-buy” rating in a research note on Thursday, October 23rd. Finally, Macquarie dropped their price target on shares of Visa from $425.00 to $410.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 29th. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $401.52.

Insider Activity

In related news, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the sale, the insider directly owned 26,413 shares in the company, valued at $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the completion of the sale, the chief executive officer directly owned 537 shares of the company’s stock, valued at $183,117. The trade was a 95.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 24,042 shares of company stock valued at $8,247,289. Company insiders own 0.12% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded its product set in the U.K. with a partnership to roll out Visa A2A (account‑to‑account) payments for recurring and variable transactions, which helps Visa capture volumes outside traditional card rails. Visa Launches A2A Payments Partnership With Acquired.com
• Positive Sentiment: Visa teamed with TreviPay to offer a “pay by invoice” tool for issuers to capture more B2B payments — a move that targets a large, higher‑margin addressable market and supports long‑term revenue diversification. TreviPay Teams With Visa to Offer Banks Pay by Invoice Tool
• Neutral Sentiment: Visa is scheduled to release quarterly earnings on Thursday — an event that typically drives short‑term volatility as investors focus on payments volumes, cross‑border travel trends and guidance. Visa (V) to Release Quarterly Earnings on Thursday
• Neutral Sentiment: Analyst coverage highlights Visa’s scale, margins and valuation versus Mastercard, keeping it in favor among some investors as a core payments play — this can support interest but won’t mute near‑term regulatory risk. Visa vs. Mastercard: Which Payments Giant Looks More Attractive Now?
• Neutral Sentiment: Media pieces continue to flag Visa as a dividend or dividend‑growth candidate in investor screens — supportive for long‑term demand but not a major catalyst for short‑term price moves. The Best Dividend Growth Stocks to Buy With $2,000 Right Now
• Negative Sentiment: President Trump urged Congress to enact a 10% cap on credit‑card interest rates, prompting investor concern that tougher regulation on card lending and swipe fees could pressure network volumes and fees. That regulatory headline is the primary near‑term drag on the stock. Trump calls for Congress to enact 10% credit card interest rate cap; bank stocks rise
• Negative Sentiment: Market reaction to the regulatory push has already shown up in price action: coverage notes Visa shares slipping after renewed support for credit‑card competition and fee reforms, creating near‑term selling pressure. Visa Shares Slip As Trump Backs Credit Card Competition Act

Visa Stock Down 0.0%

V stock opened at $325.71 on Thursday. The stock has a market cap of $593.36 billion, a PE ratio of 31.90, a price-to-earnings-growth ratio of 1.92 and a beta of 0.81. The firm’s 50-day simple moving average is $338.77 and its 200 day simple moving average is $342.83. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53.

Visa (NYSE:V) last posted its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, topping the consensus estimate of $2.97 by $0.01. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm had revenue of $10.72 billion during the quarter, compared to analysts’ expectations of $10.60 billion. During the same quarter in the prior year, the firm earned $2.71 EPS. Visa’s quarterly revenue was up 11.5% on a year-over-year basis. As a group, sell-side analysts predict that Visa Inc. will post 11.3 EPS for the current year.

Visa Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, November 12th. This is an increase from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio (DPR) is presently 26.25%.

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.