Strs Ohio Sells 21,740 Shares of Visa Inc. $V

Strs Ohio lowered its position in Visa Inc. (NYSE:V) by 4.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 508,517 shares of the credit-card processor’s stock after selling 21,740 shares during the quarter. Visa accounts for approximately 0.6% of Strs Ohio’s investment portfolio, making the stock its 21st largest position. Strs Ohio’s holdings in Visa were worth $173,598,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. BankPlus Wealth Management LLC grew its position in shares of Visa by 0.9% in the 2nd quarter. BankPlus Wealth Management LLC now owns 3,338 shares of the credit-card processor’s stock valued at $1,185,000 after buying an additional 29 shares during the last quarter. Transcendent Capital Group LLC boosted its holdings in Visa by 2.9% in the second quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock valued at $360,000 after acquiring an additional 29 shares during the last quarter. Insight Wealth Strategies LLC raised its holdings in Visa by 1.6% during the 3rd quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock worth $640,000 after purchasing an additional 29 shares during the last quarter. Old Port Advisors lifted its position in shares of Visa by 0.9% in the 3rd quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after purchasing an additional 29 shares during the period. Finally, Interchange Capital Partners LLC boosted its stake in shares of Visa by 0.5% in the 2nd quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock valued at $2,276,000 after purchasing an additional 30 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on V shares. Bank of America raised Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective for the company in a research report on Thursday, December 11th. Citigroup upgraded Visa to a “strong-buy” rating in a report on Thursday, October 23rd. HSBC upgraded Visa from a “hold” rating to a “buy” rating and increased their price target for the stock from $335.00 to $389.00 in a report on Sunday, December 7th. Evercore ISI set a $380.00 target price on shares of Visa in a research report on Friday, December 12th. Finally, KeyCorp restated an “overweight” rating and issued a $405.00 price target on shares of Visa in a report on Wednesday, October 22nd. Four research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $401.52.

Insider Activity at Visa

In related news, insider Paul D. Fabara sold 2,172 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the sale, the insider owned 26,413 shares in the company, valued at $8,608,789.09. The trade was a 7.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction that occurred on 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 owned 537 shares of the company’s stock, valued at approximately $183,117. The trade was a 95.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 24,042 shares of company stock valued at $8,247,289. Corporate insiders own 0.12% of the company’s stock.

Visa Price Performance

NYSE V opened at $325.97 on Friday. The company has a market cap of $593.83 billion, a PE ratio of 31.93, a price-to-earnings-growth ratio of 1.91 and a beta of 0.81. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The firm’s 50-day simple moving average is $338.57 and its two-hundred day simple moving average is $342.71. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51.

Visa (NYSE:V) last released its quarterly earnings data 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 company had revenue of $10.72 billion during the quarter, compared to the consensus estimate of $10.60 billion. During the same period last year, the firm earned $2.71 EPS. Visa’s revenue for the quarter was up 11.5% on a year-over-year basis. Research analysts predict that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Increases Dividend

The company also recently declared 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%. This is an increase from Visa’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Wednesday, November 12th. Visa’s dividend payout ratio is presently 26.25%.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded crypto utility by partnering with Mercuryo to enable near‑instant crypto‑to‑fiat conversions via Visa Direct, a move that broadens rails for crypto flows and could increase transaction volume. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
• Positive Sentiment: Visa launched an account‑to‑account (A2A) payments solution with Acquired.com in the U.K., targeting recurring and variable payments — another product expansion that can reduce friction and potentially win share from slower legacy direct‑debit systems. Visa Launches A2A Payments Partnership With Acquired.com
• Positive Sentiment: Circle CEO Jeremy Allaire told Davos audiences that USDC is a neutral infrastructure layer and not a rival to Visa/Mastercard — framing stablecoins as complementary rails and signaling partnership opportunities rather than competitive threats. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
• Positive Sentiment: Analyst commentary comparing Visa and Mastercard highlights Visa’s scale, margins and valuation edge, which may support investor preference for V over peers. Visa vs. Mastercard: Which Payments Giant Looks More Attractive Now?
• Neutral Sentiment: Markets are broadly positive this morning (futures up) after geopolitical tariff headlines, which is giving cyclical support to large-cap names including Visa ahead of earnings. Nasdaq tipped to continue rebound on tariff U-turn, with Visa, P&G and Intel earnings eyed
• Neutral Sentiment: Visa is scheduled to report quarterly results next week — a focal point for near‑term price action as investors price in growth expectations and guidance. Visa (V) to Release Quarterly Earnings on Thursday
• Neutral Sentiment: Several retail and investment pieces note Visa as a trending/dividend growth name, which can sustain investor interest but is background noise relative to earnings and partnerships. The Best Dividend Growth Stocks to Buy With $2,000 Right Now
• Negative Sentiment: A Zacks preview warns Visa may lack the setup for an earnings beat next week, raising downside risk to the stock if results or guidance disappoint. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Political headlines: President Trump’s push for a 10% credit‑card interest‑rate cap and ensuing debate (Jamie Dimon calling it an “economic disaster”) inject regulatory/policy risk into the consumer‑credit ecosystem — a potential headwind for transaction volumes or card economics if policy moves forward. Trump calls for Congress to enact 10% credit card interest rate cap; bank stocks rise JPMorgan CEO Dimon says credit card rate cap will be an economic disaster

About Visa

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.