Visa Inc. $V Stock Position Decreased by Teacher Retirement System of Texas

Teacher Retirement System of Texas decreased its holdings in shares of Visa Inc. (NYSE:V) by 12.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 408,862 shares of the credit-card processor’s stock after selling 55,607 shares during the quarter. Visa makes up approximately 0.6% of Teacher Retirement System of Texas’ holdings, making the stock its 21st biggest holding. Teacher Retirement System of Texas’ holdings in Visa were worth $139,577,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. Harbor Asset Planning Inc. acquired a new stake in shares of Visa during the 2nd quarter worth approximately $29,000. Sagard Holdings Management Inc. acquired a new position in Visa during the 2nd quarter valued at approximately $31,000. Bare Financial Services Inc grew its stake in Visa by 287.0% during the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after buying an additional 66 shares during the last quarter. Hoese & Co LLP acquired a new stake in Visa in the second quarter worth $36,000. Finally, Quaker Wealth Management LLC increased its position in Visa by 202.7% in the second quarter. Quaker Wealth Management LLC now owns 114 shares of the credit-card processor’s stock worth $40,000 after buying an additional 225 shares during the period. Institutional investors own 82.15% of the company’s stock.

Visa Stock Down 0.1%

V stock opened at $326.01 on Friday. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a market capitalization of $593.90 billion, a price-to-earnings ratio of 31.93, a price-to-earnings-growth ratio of 1.92 and a beta of 0.81. The firm’s 50-day moving average is $338.50 and its two-hundred day moving average is $342.50. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.97 by $0.01. Visa had a net margin of 50.15% and a return on equity of 60.31%. The business had revenue of $10.72 billion during the quarter, compared to analysts’ expectations of $10.60 billion. During the same period last year, the firm posted $2.71 earnings per share. The business’s revenue was up 11.5% on a year-over-year basis. On average, analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Increases Dividend

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

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysts remain upbeat ahead of earnings — JPMorgan and others expect resilient consumer spending and solid growth at Visa and Mastercard into the Jan. 29 earnings window, which supports upside if volume and revenue trends hold. Visa, Mastercard Head Into Earnings With Spending Holding Firm
• Positive Sentiment: Partnership expansion into crypto-to-fiat rails via Mercuryo could open new volume and fees through Visa Direct and faster fiat conversions, a potential long-term revenue tailwind if adoption scales. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
• Neutral Sentiment: Wall Street broadly expects earnings growth for the quarter, which tempers downside risk — but forecasts leave little margin for a surprise beat, so guidance will drive near-term moves. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Industry commentary at Davos frames stablecoins (USDC) as complementary infrastructure rather than direct competition to card networks — this reduces regulatory/competitive threat but leaves blockchain adoption as a parallel opportunity. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
• Negative Sentiment: Caution from some analysts: rising incentives and operating costs plus Visa’s rich valuation are cited as reasons to wait before buying ahead of the report — any weak guidance on margins or incentives could pressure the stock. Thinking of Buying Visa Before Q1 Earnings? You Might Want to Wait

Insider Transactions at Visa

In related news, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction 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. The trade was a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the sale, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 24,042 shares of company stock valued at $8,247,289. Corporate insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on V. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a report on Wednesday. Truist Financial set a $374.00 price objective on shares of Visa in a research report on Tuesday. HSBC upgraded shares of Visa from a “hold” rating to a “buy” rating and upped their target price for the stock from $335.00 to $389.00 in a research report on Sunday, December 7th. Hsbc Global Res upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Finally, Morgan Stanley set a $398.00 price objective on Visa and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. Four analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $401.52.

Visa Company 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.