Visa Inc. $V Stake Cut by Knights of Columbus Asset Advisors LLC

Knights of Columbus Asset Advisors LLC reduced its stake in shares of Visa Inc. (NYSE:V) by 4.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,961 shares of the credit-card processor’s stock after selling 1,816 shares during the quarter. Visa comprises approximately 0.8% of Knights of Columbus Asset Advisors LLC’s holdings, making the stock its 25th largest position. Knights of Columbus Asset Advisors LLC’s holdings in Visa were worth $13,983,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in shares of Visa by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after acquiring an additional 1,461,575 shares during the period. Geode Capital Management LLC grew its position in Visa by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after purchasing an additional 1,067,631 shares during the last quarter. Norges Bank acquired a new stake in shares of Visa in the second quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. raised its holdings in shares of Visa by 14.6% during the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after buying an additional 2,429,996 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its position in shares of Visa by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock worth $4,552,057,000 after buying an additional 145,665 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of the company’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 represents a 52.73% decrease in their position. The transaction was disclosed in a legal filing 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 that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the transaction, the insider directly owned 26,413 shares in the company, valued at $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 24,042 shares of company stock valued at $8,247,289. Insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on V shares. Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a research report on Tuesday. Wells Fargo & Company raised Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Macquarie decreased their target price on shares of Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research report on Wednesday, October 29th. KeyCorp restated an “overweight” rating and set a $405.00 price target on shares of Visa in a research report on Wednesday, October 22nd. Finally, Evercore ISI set a $380.00 price target on shares of Visa in a research note on Friday, December 12th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $391.58.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 earnings beat and strong holiday volumes — Visa reported $3.17 EPS vs. $3.14 expected and $10.90B revenue vs. $10.69B expected; management cited robust consumer spending that lifted payment volumes, supporting margin and revenue growth. This beats consensus and supports near-term earnings momentum. Read More.
• Positive Sentiment: Analyst upgrades — Rothschild & Co Redburn and Cantor Fitzgerald moved V to buy/strong-buy (Rothschild also raised a ~$385 PT), which can attract flows and lift sentiment. Upgrades signal higher expectations for growth and multiple expansion. Read More.
• Positive Sentiment: Strategic commentary on credentials and agentic commerce — Management emphasized credentials (not just cards), agentic commerce, stablecoins and B2B/P2P money movement on the call, pointing to new revenue levers beyond card transactions. This supports longer-term TAM expansion and recurring revenue potential. Read More.
• Positive Sentiment: Dividend track record highlighted — Analyst write-ups note Visa’s long history of dividend growth (payouts up materially since 2008), which supports its appeal to income-seeking investors despite a sub‑1% yield. This can stabilize shareholder base. Read More.
• Neutral Sentiment: Partnerships and product integrations — Recent collaborations (Amenify resident commerce, GCash cross‑border funding) expand distribution and product integrations but will take time to move the revenue needle. Good for strategic positioning. Read More. | Read More.
• Neutral Sentiment: Investor materials available — Slides, press release and earnings presentation were posted (useful for modeling and guidance checks); no major forward-guidance shock reported in headlines. Read More.
• Negative Sentiment: Political/reputational noise around “Trump” branded rewards — Coverage about Visa enabling spending of rewards on Trump-related accounts and celebrity “gold card” stories creates media noise and potential reputational/regulatory scrutiny in a polarized environment; could generate short-term volatility or activist attention. Read More. | Read More.
• Negative Sentiment: Regulatory posture — Visa publicly argued the Credit Card Competition Act isn’t needed; while that protects business model, it keeps regulatory risk on the table and could be a focus for lawmakers. Read More.

Visa Stock Up 1.6%

NYSE:V opened at $332.21 on Friday. The business’s fifty day moving average price is $338.87 and its 200 day moving average price is $341.79. 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 Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. The firm has a market capitalization of $605.20 billion, a price-to-earnings ratio of 32.54, a PEG ratio of 1.92 and a beta of 0.81.

Visa (NYSE:V) last released its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. The firm had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The firm’s revenue was up 14.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.75 earnings per share. On average, sell-side analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

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.