Quilter Plc grew its position in shares of Visa Inc. (NYSE:V – Free Report) by 4.8% in the third quarter, Holdings Channel reports. The fund owned 797,198 shares of the credit-card processor’s stock after buying an additional 36,382 shares during the quarter. Visa makes up about 4.7% of Quilter Plc’s portfolio, making the stock its 5th biggest position. Quilter Plc’s holdings in Visa were worth $272,147,000 at the end of the most recent quarter.
Other large investors also recently bought and sold shares of the company. Provident Trust Co. raised its stake in Visa by 0.3% during the third quarter. Provident Trust Co. now owns 1,434,051 shares of the credit-card processor’s stock valued at $489,556,000 after purchasing an additional 3,615 shares in the last quarter. Heritage Investment Group Inc. increased its holdings in shares of Visa by 14.6% in the 3rd quarter. Heritage Investment Group Inc. now owns 1,535 shares of the credit-card processor’s stock worth $524,000 after buying an additional 195 shares during the last quarter. TFR Capital LLC. raised its position in shares of Visa by 0.7% during the 3rd quarter. TFR Capital LLC. now owns 6,501 shares of the credit-card processor’s stock valued at $2,219,000 after buying an additional 43 shares in the last quarter. FSB Premier Wealth Management Inc. lifted its holdings in shares of Visa by 3.5% in the 3rd quarter. FSB Premier Wealth Management Inc. now owns 8,043 shares of the credit-card processor’s stock valued at $2,746,000 after acquiring an additional 269 shares during the last quarter. Finally, Sagespring Wealth Partners LLC grew its position in Visa by 0.5% in the third quarter. Sagespring Wealth Partners LLC now owns 39,556 shares of the credit-card processor’s stock worth $13,504,000 after acquiring an additional 192 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.
Insider Buying and Selling at Visa
In other Visa news, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the transaction, the insider directly owned 26,413 shares in the company, valued at $8,608,789.09. This represents a 7.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 24,042 shares of company stock valued at $8,247,289 in the last three months. Company insiders own 0.12% of the company’s stock.
Visa Price Performance
Visa (NYSE:V – Get Free Report) last released its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. The business had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The business’s revenue was up 11.5% compared to the same quarter last year. During the same quarter last year, the firm posted $2.71 earnings per share. As a group, sell-side analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.
Visa Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Wednesday, November 12th were issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Wednesday, November 12th. This is a positive change from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio (DPR) is 26.25%.
Visa News Roundup
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Analysts remain upbeat ahead of earnings — JPMorgan and others expect resilient consumer spending and solid growth at Visa and Mastercard into the Jan. 29 earnings window, which supports upside if volume and revenue trends hold. Visa, Mastercard Head Into Earnings With Spending Holding Firm
- Positive Sentiment: Partnership expansion into crypto-to-fiat rails via Mercuryo could open new volume and fees through Visa Direct and faster fiat conversions, a potential long-term revenue tailwind if adoption scales. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
- Neutral Sentiment: Wall Street broadly expects earnings growth for the quarter, which tempers downside risk — but forecasts leave little margin for a surprise beat, so guidance will drive near-term moves. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
- Neutral Sentiment: Industry commentary at Davos frames stablecoins (USDC) as complementary infrastructure rather than direct competition to card networks — this reduces regulatory/competitive threat but leaves blockchain adoption as a parallel opportunity. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
- Negative Sentiment: Caution from some analysts: rising incentives and operating costs plus Visa’s rich valuation are cited as reasons to wait before buying ahead of the report — any weak guidance on margins or incentives could pressure the stock. Thinking of Buying Visa Before Q1 Earnings? You Might Want to Wait
Wall Street Analysts Forecast Growth
A number of equities research analysts have issued reports on V shares. UBS Group restated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Hsbc Global Res raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Raymond James Financial restated an “outperform” rating and set a $408.00 price target (up previously from $398.00) on shares of Visa in a report on Wednesday, October 29th. Macquarie dropped their price objective on shares of Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research note on Wednesday, October 29th. Finally, Wells Fargo & Company upgraded shares of Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Four analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $401.52.
Check Out Our Latest Analysis on Visa
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.
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