California Public Employees Retirement System Sells 54,577 Shares of Visa Inc. $V

California Public Employees Retirement System reduced its stake in shares of Visa Inc. (NYSE:V) by 1.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 3,537,873 shares of the credit-card processor’s stock after selling 54,577 shares during the period. Visa makes up 0.7% of California Public Employees Retirement System’s investment portfolio, making the stock its 16th biggest position. California Public Employees Retirement System owned about 0.19% of Visa worth $1,207,759,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Visa by 0.9% during the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after purchasing an additional 1,461,575 shares during the last quarter. Capital World Investors increased its position in shares of Visa by 0.8% during the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after purchasing an additional 193,288 shares during the last quarter. Norges Bank purchased a new position in shares of Visa during the 2nd quarter valued at about $7,034,939,000. TCI Fund Management Ltd. raised its holdings in shares of Visa by 14.6% during the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after buying an additional 2,429,996 shares in the last quarter. Finally, Ameriprise Financial Inc. lifted its position in Visa by 4.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock worth $4,475,403,000 after buying an additional 530,995 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

Shares of Visa stock opened at $307.15 on Friday. The company’s fifty day simple moving average is $325.50 and its two-hundred day simple moving average is $336.01. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The firm has a market cap of $557.53 billion, a PE ratio of 28.81, a price-to-earnings-growth ratio of 1.76 and a beta of 0.78. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. The company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. Visa’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same period in the prior year, the business posted $2.75 earnings per share. As a group, equities analysts expect that Visa Inc. will post 11.3 EPS for the current year.

Visa Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a $0.67 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.9%. Visa’s dividend payout ratio (DPR) is 25.14%.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the sale, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

V has been the topic of several research reports. Piper Sandler set a $160.00 price target on shares of Visa in a research note on Wednesday, January 28th. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Bank of America began coverage on Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective on the stock. Finally, Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective on the stock in a report on Monday, February 2nd. Seven analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $392.65.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa’s Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

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.