Visa Inc. $V Stock Bought by Candriam S.C.A.

Candriam S.C.A. lifted its stake in shares of Visa Inc. (NYSE:V) by 5.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 679,710 shares of the credit-card processor’s stock after buying an additional 36,159 shares during the quarter. Visa comprises about 1.1% of Candriam S.C.A.’s holdings, making the stock its 14th biggest holding. Candriam S.C.A.’s holdings in Visa were worth $245,133,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. XXEC Inc. raised 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 acquiring an additional 186,138,883 shares in the last quarter. State Street Corp lifted its position in Visa by 0.7% in the second quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock valued at $28,432,626,000 after acquiring an additional 566,194 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position 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 acquiring an additional 1,808,496 shares during the last quarter. Dimensional Fund Advisors LP lifted its position in 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 valued at $2,672,655,000 after acquiring an additional 316,559 shares during the last quarter. Finally, Amundi lifted its position in 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 acquiring an additional 1,092,315 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported record fourth-quarter and full-year results, with adjusted earnings up 17% year over year, and raised its dividend by 16%. Truist also raised its price target to $470 and maintained a Buy rating, signaling analyst confidence in further upside. Visa earnings and dividend report Truist price target report
• Positive Sentiment: Visa is building six technology hubs in Singapore focused on AI, cybersecurity, and next-generation payments. The investment could strengthen its capabilities and support future commerce growth. Singapore technology hubs
• Neutral Sentiment: Visa launched an AI-shopping benchmark, highlighting potential opportunities in agentic commerce while noting that many test runs failed—evidence the technology is still developing. AI shopping benchmark announcement
• Negative Sentiment: Analysts have flagged rising client incentives and Visa’s premium valuation as risks that could constrain the case for buying the stock despite strong results. Zacks analysis of incentives and valuation
• Negative Sentiment: Gnosis Pay, a crypto-card provider that uses Visa, disclosed exposure of customers’ payment and personal data. The report says customer funds were safe; the incident was at Gnosis Pay’s legacy system, not Visa’s own platform, though it may raise broader questions about payment security. Gnosis Pay breach report

Visa Stock Performance

Shares of Visa stock opened at $422.76 on Friday. The firm’s fifty day simple moving average is $385.86 and its 200-day simple moving average is $344.69. The stock has a market capitalization of $754.39 billion, a price-to-earnings ratio of 34.29, a PEG ratio of 1.80 and a beta of 0.80. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $442.23. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, beating the consensus estimate of $3.44 by $0.04. The firm had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. Visa had a net margin of 51.20% and a return on equity of 70.50%. Visa’s revenue for the quarter was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.98 EPS. As a group, equities analysts forecast that Visa Inc. will post 15.02 earnings per share for the current year.

Visa Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be paid a $0.78 dividend. This is a boost from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, November 10th. Visa’s dividend payout ratio (DPR) is presently 25.30%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on V. JPMorgan Chase & Co. upped their price objective on shares of Visa from $450.00 to $455.00 and gave the company an “overweight” rating in a research note on Wednesday, October 28th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $430.00 target price on shares of Visa in a research report on Wednesday, July 29th. UBS Group reiterated a “buy” rating and set a $420.00 target price (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Piper Sandler reissued an “overweight” rating and issued a $479.00 target price (up from $430.00) on shares of Visa in a report on Wednesday, October 28th. Finally, Wolfe Research reissued an “outperform” rating and issued a $460.00 target price (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $440.82.

Insiders Place Their Bets

In other Visa news, General Counsel Julie Rottenberg sold 2,028 shares of Visa stock in a transaction on Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the completion of the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,582,059.38. The trade was a 27.91% 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 90 days, insiders sold 27,395 shares of company stock worth $10,406,050. 0.12% of the stock is currently owned by company insiders.

About Visa

Visa Inc operates a global payments network that connects consumers, merchants, financial institutions and governments. Its network supports the authorization, clearing and settlement of electronic payments, including transactions made in person and online.

The company’s services include payment processing, fraud prevention, identity and risk management, and money-transfer solutions such as Visa Direct. Visa-branded credit, debit and prepaid cards are issued by participating financial institutions; Visa generally provides the network and related services rather than issuing cards or extending credit directly to consumers.

Visa traces its roots to BankAmericard, a bank card program launched in California in 1958.