2,133 Visa Inc. $V Shares Purchased by Redmond Asset Management LLC

Redmond Asset Management LLC increased its holdings in Visa Inc. (NYSE:V) by 9.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,272 shares of the credit-card processor’s stock after acquiring an additional 2,133 shares during the quarter. Visa comprises about 2.6% of Redmond Asset Management LLC’s investment portfolio, making the stock its 5th biggest holding. Redmond Asset Management LLC’s holdings in Visa were worth $8,722,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of V. XXEC Inc. boosted its stake in Visa by 153,118.8% during the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after acquiring an additional 186,138,883 shares in the last quarter. Jupiter Topco LLC purchased a new stake in Visa in the second quarter worth about $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Visa by 13.0% during the second 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 purchasing an additional 1,808,496 shares in the last quarter. Janus Henderson Group PLC increased its stake in shares of Visa by 33.1% during the first quarter. Janus Henderson Group PLC now owns 4,486,927 shares of the credit-card processor’s stock valued at $1,356,090,000 after purchasing an additional 1,116,498 shares in the last quarter. Finally, Amundi increased its stake in shares of Visa by 16.5% during the second quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock valued at $2,646,911,000 after purchasing an additional 1,092,315 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Visa

In other news, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction on 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 1,867 shares of the company’s stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total value of $687,690.78. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,778,929.36. The trade was a 9.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 21,520 shares of company stock worth $7,960,757. 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 reported adjusted earnings of $3.48 per share, exceeding the $3.43 consensus estimate, while revenue rose 13.2% year over year to $12.14 billion, ahead of expectations. Growth was supported by higher payment volumes, cross-border activity and processed transactions. Visa Q4 Earnings Beat Estimates on Strong Payment Volumes
• Positive Sentiment: Management highlighted resilient consumer spending, international payment growth, value-added services and stablecoin initiatives, while targeting double-digit revenue growth for fiscal 2027. Commentary that the U.S. consumer is holding up supports Visa’s near-term transaction outlook. Visa Q4 Earnings Call Highlights FY27 Outlook and Growth Priorities
• Positive Sentiment: Visa raised its quarterly dividend to $0.78 per share from $0.67, a 16.4% increase. The higher payout signals confidence in cash generation and strengthens the shareholder-return story, despite the stock’s relatively low 0.8% dividend yield.
• Positive Sentiment: JPMorgan raised its price target to $455, Barclays to $440 and Oppenheimer to $440, while RBC reaffirmed an “outperform” rating with a $466 target. The revisions reflect confidence in Visa’s earnings momentum and long-term growth prospects.
• Neutral Sentiment: Analysts cited Visa’s results as a favorable read-through for Mastercard, particularly on consumer spending and international transactions. This reinforces the health of the payments industry but offers only indirect benefit to Visa. Analyst Signals Favorable Earnings Setup for Mastercard After Visa’s Results
• Negative Sentiment: Higher client incentives and expenses, along with slightly slower payment-volume growth, could temper the earnings reaction. Visa’s premium valuation also leaves less room for execution disappointments.
• Negative Sentiment: Visa faces a collective lawsuit in the United Kingdom seeking about £5 billion on behalf of roughly one million businesses. The claim alleges excessive interchange fees and competition-law violations, creating a potentially significant legal and regulatory overhang. Visa Is Defending a UK Card Fee Lawsuit

Analyst Ratings Changes

Several equities analysts have recently issued reports on V shares. Clear Str upgraded shares of Visa to a “strong-buy” rating in a report on Thursday, July 16th. Raymond James Financial restated an “outperform” rating and issued a $445.00 price target on shares of Visa in a research note on Wednesday. BMO Capital Markets set a $438.00 price objective on Visa and gave the company an “outperform” rating in a research report on Wednesday. Evercore set a $405.00 price objective on Visa in a research note on Wednesday. Finally, Argus boosted their target price on Visa from $396.00 to $420.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Two research analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the company’s stock. Based on data from MarketBeat.com, Visa presently has an average rating of “Buy” and a consensus target price of $437.42.

Visa Stock Down 0.3%

Shares of Visa stock opened at $400.79 on Thursday. 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 stock has a market capitalization of $715.18 billion, a PE ratio of 34.08, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $414.60. The company has a 50-day simple moving average of $379.47 and a two-hundred day simple moving average of $341.60.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, beating the consensus estimate of $3.44 by $0.04. Visa had a net margin of 50.78% and a return on equity of 67.68%. The company had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. During the same quarter last year, the firm earned $2.98 earnings per share. The firm’s quarterly revenue was up 13.2% compared to the same quarter last year. On average, analysts anticipate that Visa Inc. will post 13.22 EPS for the current fiscal year.

Visa Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be paid a dividend of $0.78 per share. The ex-dividend date is Tuesday, November 10th. This represents a $3.12 annualized dividend and a yield of 0.8%. This is a positive change from Visa’s previous quarterly dividend of $0.67. Visa’s dividend payout ratio (DPR) is 22.79%.

About Visa

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.