First Fiduciary Investment Counsel Inc. Acquires 1,472 Shares of Visa Inc. $V

First Fiduciary Investment Counsel Inc. increased its holdings in Visa Inc. (NYSE:V) by 8.9% during the third quarter, HoldingsChannel.com reports. The fund owned 17,957 shares of the credit-card processor’s stock after buying an additional 1,472 shares during the period. First Fiduciary Investment Counsel Inc.’s holdings in Visa were worth $6,452,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. XXEC Inc. boosted its stake in Visa by 153,118.8% during the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after purchasing an additional 186,138,883 shares during the period. Jupiter Topco LLC acquired a new position in Visa in the second quarter valued at $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Visa by 13.0% in 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 during the period. Janus Henderson Group PLC raised its holdings in shares of Visa by 33.1% in 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 buying an additional 1,116,498 shares during the last quarter. Finally, Amundi raised its holdings 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 valued at $2,646,911,000 after buying an additional 1,092,315 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Stock Down 0.3%

Shares of Visa stock opened at $400.79 on Thursday. The company has a market cap of $715.18 billion, a P/E ratio of 34.08, a PEG ratio of 1.92 and a beta of 0.77. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. Visa Inc. has a one year low of $293.89 and a one year high of $414.60. The firm has a fifty day moving average of $379.47 and a two-hundred day moving average of $341.60.

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

Visa Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be issued a dividend of $0.78 per share. This is an increase from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, November 10th. Visa’s dividend payout ratio is currently 22.79%.

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

Wall Street Analysts Forecast Growth

V has been the topic of a number of research reports. Citigroup reissued a “buy” rating and set a $440.00 price target (up from $400.00) on shares of Visa in a report on Wednesday, July 29th. President Capital boosted their price target on Visa from $411.00 to $474.00 and gave the company a “buy” rating in a research report on Monday, August 17th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $430.00 price objective on shares of Visa in a research note on Wednesday, July 29th. Wolfe Research reaffirmed an “outperform” rating and set a $460.00 price objective (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Finally, Truist Financial set a $443.00 target price on Visa and gave the company a “buy” rating in a research note on Friday, October 23rd. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $437.42.

Insider Activity

In other Visa news, General Counsel Julie B. Rottenberg sold 2,028 shares of Visa stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the sale, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $367.87, for a total value of $2,161,236.25. Following the transaction, the chief executive officer owned 15,174 shares in the company, valued at $5,582,059.38. The trade was a 27.91% decrease in their position. 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. Insiders have sold 21,520 shares of company stock valued at $7,960,757 over the last three months. 0.12% of the stock is currently owned by corporate insiders.

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.