Tamar Securities LLC Sells 1,697 Shares of Visa Inc. $V

Tamar Securities LLC trimmed its position in Visa Inc. (NYSE:V) by 2.1% during the third quarter, Holdings Channel.com reports. The firm owned 78,735 shares of the credit-card processor’s stock after selling 1,697 shares during the period. Visa accounts for approximately 2.6% of Tamar Securities LLC’s holdings, making the stock its 14th largest position. Tamar Securities LLC’s holdings in Visa were worth $28,292,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. XXEC Inc. increased its holdings in shares of Visa by 153,118.8% in the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after purchasing an additional 186,138,883 shares during the period. State Street Corp lifted its stake in Visa by 0.7% in the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock valued at $28,432,626,000 after buying an additional 566,194 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Visa by 13.0% in 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 valued at $5,393,398,000 after buying an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP increased its stake in Visa by 3.7% during the first quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock worth $2,672,655,000 after acquiring an additional 316,559 shares during the last quarter. Finally, Amundi grew 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 in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Key Stories Impacting 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

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 5,875 shares of Visa 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 transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,582,059.38. This trade represents a 27.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,028 shares of the stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the completion of the transaction, the general counsel directly owned 18,404 shares in the company, valued at $7,018,365.40. The trade was a 9.93% 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. In the last 90 days, insiders have sold 27,395 shares of company stock valued at $10,406,050. 0.12% of the stock is currently owned by company insiders.

Visa Trading Up 0.0%

Visa stock traded up $0.17 during mid-day trading on Friday, reaching $422.76. 9,219,148 shares of the company traded hands, compared to its average volume of 6,437,748. Visa Inc. has a 52-week low of $293.89 and a 52-week 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. The firm’s 50 day moving average price is $385.86 and its 200 day moving average price is $344.69. The firm has a market capitalization of $754.39 billion, a price-to-earnings ratio of 34.29, a P/E/G ratio of 1.81 and a beta of 0.80.

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

Visa Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be given a dividend of $0.78 per share. The ex-dividend date is Tuesday, November 10th. This is an increase from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 annualized dividend and a yield of 0.7%. Visa’s dividend payout ratio (DPR) is currently 21.74%.

Wall Street Analysts Forecast Growth

V has been the topic of a number of recent research reports. Rothschild & Co Redburn raised their target price on Visa from $430.00 to $444.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Oppenheimer raised their price objective on shares of Visa from $403.00 to $440.00 and gave the stock an “outperform” rating in a report on Wednesday, October 28th. Clear Str raised shares of Visa to a “strong-buy” rating in a research report on Thursday, July 16th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $430.00 price target on shares of Visa in a research note on Wednesday, July 29th. Finally, DZ Bank reaffirmed a “buy” rating on shares of Visa in a report on Monday, August 3rd. Two analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the company. According to MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $440.82.

Visa Company Profile

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.