Visa Inc. $V Stock: Simplicity Wealth LLC Boosts Holdings

Simplicity Wealth LLC raised its holdings in Visa Inc. (NYSE:V) by 119.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 54,733 shares of the credit-card processor’s stock after purchasing an additional 29,797 shares during the quarter. Simplicity Wealth LLC’s holdings in Visa were worth $19,667,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. XXEC Inc. raised its stake in shares of Visa by 153,118.8% during the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after buying an additional 186,138,883 shares during the last quarter. State Street Corp lifted its holdings in shares of Visa by 0.7% in the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock valued at $28,432,626,000 after buying an additional 566,194 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Visa by 13.0% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 15,720,068 shares of the credit-card processor’s stock valued at $5,393,398,000 after buying an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP boosted its stake in shares of Visa by 3.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock worth $2,672,655,000 after buying an additional 316,559 shares during the last quarter. Finally, Amundi boosted its stake in shares of Visa by 16.5% in the second quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock worth $2,646,911,000 after buying an additional 1,092,315 shares during the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

V has been the topic of several analyst reports. Daiwa Securities Group raised their target price on Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a report on Thursday, August 6th. JPMorgan Chase & Co. boosted their price target on Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Morgan Stanley reissued an “overweight” rating and issued a $416.00 price target (up from $415.00) on shares of Visa in a report on Wednesday, July 29th. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research report on Monday, July 27th. Finally, Robert W. Baird raised their price objective on shares of Visa from $420.00 to $430.00 and gave the stock an “outperform” rating in a research note on Monday, October 12th. Three equities research analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $427.24.

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $358.81, for a total value of $2,108,008.75. Following the completion of the transaction, the chief executive officer owned 15,174 shares in the company, valued at $5,444,582.94. The trade was a 27.91% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $364.97, for a total value of $20,902,561.84. Following the completion of the transaction, the insider directly owned 49,662 shares of the company’s stock, valued at $18,125,140.14. The trade was a 53.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 78,792 shares of company stock worth $28,863,319 in the last 90 days. Corporate insiders own 0.12% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Tokenization may support revenue growth. UBS said Visa and Mastercard could generate additional revenue as digital transactions expand and merchants adopt tokenized payments to improve security and reduce fraud. Tokenization could contribute low-single-digit percentage growth to total revenue and a somewhat larger contribution to value-added services. UBS tokenization revenue article
• Positive Sentiment: Visa is building new growth channels in commercial payments. The company introduced tools using AI agents, virtual-card security and fraud prevention for business payments. Visa is also participating in cross-border stablecoin and tokenized-bank-deposit initiatives involving Singapore, Malaysia and Thailand. These efforts could expand payment volume and Visa’s technology-related services over time. Visa AI and stablecoin technology article
• Positive Sentiment: Analyst estimates edged higher. Erste Group raised its fiscal 2027 EPS forecast for Visa to $15.04 from $15.01 and maintained a Buy rating, reinforcing confidence in the company’s earnings outlook. Visa analyst estimates
• Neutral Sentiment: Reports of a Fireblocks acquisition were denied. Fireblocks said rumors that Visa was pursuing a roughly $2.5 billion acquisition were not true, removing speculation about a potentially significant crypto expansion or acquisition cost. Fireblocks acquisition report
• Negative Sentiment: Payment stocks faced sector-wide pressure. Visa and Mastercard slipped alongside American Express after investors questioned the quality and sustainability of American Express’s quarterly revenue and tax-related results. The reaction suggests investors may be demanding stronger evidence of durable growth ahead of Visa’s earnings report. Payment stocks sector pressure article
• Negative Sentiment: Valuation and execution risks remain. With Visa trading at a premium earnings multiple and approaching its 52-week high, investors may be taking profits while awaiting confirmation that AI, stablecoins and tokenization will materially accelerate revenue. Visa’s reported workforce reductions also highlight potential restructuring and automation-related uncertainty.

Visa Stock Up 0.0%

V opened at $408.02 on Monday. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $414.60. 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 company has a fifty day moving average of $377.30 and a two-hundred day moving average of $350.38. The stock has a market capitalization of $728.08 billion, a price-to-earnings ratio of 34.70, a PEG ratio of 1.92 and a beta of 0.77.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. During the same quarter in the prior year, the firm posted $2.98 earnings per share. The company’s revenue was up 14.4% compared to the same quarter last year. On average, research analysts expect that Visa Inc. will post 13.22 earnings per share for the current year.

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were given a dividend of $0.67 per share. The ex-dividend date was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s dividend payout ratio (DPR) is 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.