Visa Inc. $V Shares Bought by Choreo LLC

Choreo LLC increased its position in shares of Visa Inc. (NYSE:V) by 3.2% during the 3rd quarter, Holdings Channel reports. The firm owned 78,021 shares of the credit-card processor’s stock after purchasing an additional 2,448 shares during the quarter. Choreo LLC’s holdings in Visa were worth $28,036,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. XXEC Inc. lifted its position 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 worth $63,904,097,000 after buying an additional 186,138,883 shares in the last quarter. State Street Corp raised its stake in shares of Visa by 0.7% during the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock worth $28,432,626,000 after purchasing an additional 566,194 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of Visa by 13.0% during 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 worth $5,393,398,000 after purchasing an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Visa by 3.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock worth $2,672,655,000 after purchasing an additional 316,559 shares during the period. Finally, Amundi boosted its holdings in shares of Visa by 16.5% in the 2nd 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 institutional investors.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Quarterly results exceeded expectations. Visa beat consensus earnings estimates on resilient consumer spending, higher payment volumes, cross-border growth and transaction-processing gains. Management also indicated that the U.S. consumer remains healthy and outlined a target for double-digit revenue growth in fiscal 2027. Visa Q4 Earnings Beat Estimates on Strong Payment Volumes
• Positive Sentiment: Analysts raised their targets. Wells Fargo lifted its target to $463 and maintained an overweight rating. JPMorgan raised its target to $455, while Barclays increased its target to $440; RBC maintained an outperform rating with a $466 target. These revisions reflect confidence in payment growth, international transactions and Visa’s expanding services business.
• Positive Sentiment: China and Tencent partnership expands Visa’s opportunity. Visa received approval to begin preparations for a domestic bank-card clearing business in China and signed an agreement with Tencent covering cross-border payments, AI-enabled commerce and international money transfers. Access to China’s domestic card market could provide a significant long-term growth opportunity. Tencent, Visa deepen payments push in China
• Positive Sentiment: Stablecoin adoption is accelerating. Visa said annualized stablecoin settlement volume has surpassed $25 billion, roughly ten times the prior year, while stablecoin-linked card programs grew more than 70% to over 225. The developments support Visa’s strategy in digital settlement and cross-border payments. Visa Stablecoin Settlement Tops $25 Billion
• Positive Sentiment: Shareholder returns improved. Visa declared a quarterly dividend of $0.78 per share, a 16.4% increase from the prior payout, signaling continued confidence in cash generation.
• Neutral Sentiment: Visa and Mastercard agreed to drop the “honor all cards” requirement as part of a merchant litigation settlement. The concession could increase payment-choice flexibility for merchants, although its financial impact may be limited.
• Negative Sentiment: Some analysis favors Block over Visa because of Block’s faster growth, lower valuation and expanding Square and Cash App ecosystems. Visa’s premium valuation—near a 35 earnings multiple—could limit additional upside if growth moderates.

Wall Street Analysts Forecast Growth

V has been the subject of several research reports. TD Cowen restated a “buy” rating and set a $450.00 price target (up from $420.00) on shares of Visa in a research report on Wednesday. Citigroup reaffirmed a “buy” rating and issued a $440.00 price objective (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. KeyCorp boosted their target price on shares of Visa from $415.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $430.00 target price on shares of Visa in a research report on Wednesday, July 29th. Finally, Weiss Ratings lowered shares of Visa from a “buy (b+)” rating to a “buy (b)” rating in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $438.41.

Insiders Place Their Bets

In other Visa news, General Counsel Julie Rottenberg sold 1,867 shares of the firm’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $368.34, for a total value of $687,690.78. Following the completion of the transaction, the general counsel owned 18,404 shares in the company, valued at $6,778,929.36. This trade represents a 9.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $358.81, for a total value of $2,108,008.75. Following the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,444,582.94. 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. Over the last quarter, insiders have sold 21,520 shares of company stock worth $7,960,757. 0.12% of the stock is currently owned by corporate insiders.

Visa Price Performance

V opened at $410.25 on Friday. The firm has a 50-day moving average price of $380.36 and a 200-day moving average price of $341.90. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $414.60. The company has a quick ratio of 0.99, a current ratio of 0.97 and a debt-to-equity ratio of 0.54. The company has a market capitalization of $732.06 billion, a price-to-earnings ratio of 33.27, a PEG ratio of 1.88 and a beta of 0.77.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, beating analysts’ consensus estimates of $3.44 by $0.04. The company had revenue of $12.14 billion for the quarter, compared to analysts’ expectations of $12.09 billion. Visa had a net margin of 51.20% and a return on equity of 70.50%. Visa’s revenue was up 13.2% compared to the same quarter last year. During the same period in the prior year, the company posted $2.98 EPS. Equities analysts expect that Visa Inc. will post 15.03 EPS for the current 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 issued a dividend of $0.78 per share. This represents a $3.12 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, November 10th. This is a positive change from Visa’s previous quarterly dividend of $0.67. Visa’s payout ratio is presently 25.30%.

Visa Company 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.