Visa Inc. $V Shares Purchased by True North Advisors LLC

True North Advisors LLC lifted its holdings in shares of Visa Inc. (NYSE:V) by 12.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,984 shares of the credit-card processor’s stock after acquiring an additional 1,860 shares during the quarter. Visa comprises approximately 0.9% of True North Advisors LLC’s holdings, making the stock its 19th biggest holding. True North Advisors LLC’s holdings in Visa were worth $5,798,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Family Legacy Financial Solutions LLC purchased a new stake in shares of Visa in the second quarter worth about $28,000. Harbor Asset Planning Inc. acquired a new position in Visa during the 2nd quarter worth approximately $29,000. Sagard Holdings Management Inc. purchased a new position in Visa in the 2nd quarter worth approximately $31,000. Bare Financial Services Inc grew its position in Visa by 287.0% in the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after acquiring an additional 66 shares in the last quarter. Finally, Cranbrook Wealth Management LLC raised its stake in shares of Visa by 82.0% during the second quarter. Cranbrook Wealth Management LLC now owns 91 shares of the credit-card processor’s stock valued at $32,000 after purchasing an additional 41 shares during the period. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the completion of the transaction, the chief executive officer directly owned 537 shares of the company’s stock, valued at approximately $183,117. This trade represents a 95.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This represents a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 24,042 shares of company stock worth $8,175,152 over the last quarter. 0.12% of the stock is currently owned by company insiders.

Visa Stock Performance

Shares of NYSE V opened at $354.78 on Thursday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The firm’s 50-day moving average price is $337.95 and its two-hundred day moving average price is $344.33. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51. The stock has a market capitalization of $646.31 billion, a P/E ratio of 34.75, a P/E/G ratio of 2.08 and a beta of 0.82.

Visa (NYSE:V) last issued its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping the consensus estimate of $2.97 by $0.01. The firm had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The firm’s revenue for the quarter was up 11.5% on a year-over-year basis. During the same period last year, the company earned $2.71 earnings per share. As a group, sell-side analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. This is a boost from Visa’s previous quarterly dividend of $0.59. The ex-dividend date was Wednesday, November 12th. Visa’s payout ratio is 26.25%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Raymond James Financial reaffirmed an “outperform” rating and set a $408.00 price target (up from $398.00) on shares of Visa in a report on Wednesday, October 29th. Morgan Stanley set a $398.00 price objective on shares of Visa and gave the company an “overweight” rating in a research report on Wednesday, October 29th. HSBC upgraded Visa from a “hold” rating to a “buy” rating and raised their target price for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Evercore ISI set a $380.00 price target on Visa in a research note on Friday, December 12th. Finally, Macquarie lowered their price objective on Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research note on Wednesday, October 29th. Five investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Visa currently has an average rating of “Buy” and an average price target of $402.52.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa’s Retail Spend Monitor shows U.S. holiday retail spending rose ~4.2% YoY and e‑commerce grew strongly, supporting higher transaction volume and revenue for Visa’s payments network. This directly bolsters near‑term volumes and merchant activity. Visa Analysis: U.S. Holiday Spending Rose 4.2%
• Positive Sentiment: Visa’s Canada Retail Spend Monitor shows holiday retail spending up ~4.4% with 88% in‑store and e‑commerce +7% — evidence of resilient consumer demand across geographies that should lift Visa’s payment volumes and cross‑border flows. Visa Analysis: Canada Holiday Spending Rises 4.4%
• Positive Sentiment: Long‑term performance story: retrospective pieces note that a $1,000 investment in Visa 10 years ago would have materially outpaced the S&P 500, underscoring Visa’s durable scale (handling nearly $17 trillion TPV in fiscal 2025) and investor appetite for platform leaders. This supports longer‑term sentiment and multiple expansion. If You’d Invested $1,000 in Visa 10 Years Ago, Here’s How Much You’d Have Today
• Neutral Sentiment: Competitive/industry note — analysts and comparisons (e.g., Visa vs. PayPal) emphasize fintech competition around AI-driven commerce; this is a medium‑term thematic risk/benefit depending on execution. Visa vs. PayPal: Which Fintech Stock Has More Upside Today?
• Neutral Sentiment: Consumer behavior trends: coverage notes increased use of cross‑channel shopping and AI tools for deal‑finding — this shapes where growth comes from (in‑store vs online) but is not an immediate earnings swing. Holiday Shoppers Increase Their Use of Cross-Channel Shopping and AI Tools
• Negative Sentiment: Insider selling and mixed institutional flows were flagged in a summary feed (multiple executive sales reported), which can create short‑term sentiment pressure even if fundamentals remain solid — monitor insider activity and quarter‑end filings. Visa Reports Strong Holiday Retail Performance with 88% of Spending In-Store and 7% Growth in E-Commerce

Visa Profile

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.