Visa Inc. $V Shares Bought by LGT Group Foundation

LGT Group Foundation grew its position in Visa Inc. (NYSE:V) by 9.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 382,649 shares of the credit-card processor’s stock after acquiring an additional 33,221 shares during the period. Visa comprises approximately 1.5% of LGT Group Foundation’s investment portfolio, making the stock its 15th biggest position. LGT Group Foundation’s holdings in Visa were worth $133,097,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. increased its stake 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 valued at $57,711,249,000 after purchasing an additional 1,461,575 shares in the last quarter. Geode Capital Management LLC boosted its position in Visa by 2.5% during the second 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 in the last quarter. Norges Bank acquired a new stake in Visa in the second quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. increased its position in shares of Visa by 14.6% in 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 in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its position in shares of Visa by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock valued at $4,552,057,000 after buying an additional 145,665 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

V has been the subject of several research analyst reports. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. UBS Group reissued a “buy” rating on shares of Visa in a report on Tuesday, January 13th. HSBC upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Finally, Evercore set a $380.00 target price on shares of Visa in a research note on Friday, December 12th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $392.65.

Visa Stock Performance

Shares of NYSE:V opened at $317.23 on Monday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. 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 $575.83 billion, a PE ratio of 29.76, a P/E/G ratio of 1.82 and a beta of 0.78. The business’s 50 day moving average price is $329.57 and its 200-day moving average price is $337.25.

Visa (NYSE:V) last posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm’s revenue was up 14.6% compared to the same quarter last year. During the same period in the prior year, the company earned $2.75 EPS. As a group, equities research analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio is 25.14%.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.12% of the stock is owned by company insiders.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Bank of America initiated coverage on Visa with a Buy rating and a $410 price target, signaling material upside from current levels and likely supporting sentiment among institutional investors. Finviz: Bank of America coverage
• Positive Sentiment: Visa is pushing into stablecoin-linked card offerings globally with Bridge, a move that could expand payment rails, capture crypto-related volume, and diversify revenue sources beyond traditional card fees. Visa and Bridge take stablecoin cards global
• Positive Sentiment: Visa appointed a veteran executive, Leonardo J. Collado, to lead growth for Pismo (the payments processor Visa acquired), which could accelerate integration and revenue expansion in processing services. Visa taps Leonardo Collado to lead Pismo’s global growth
• Neutral Sentiment: Analyst and media pieces continue to highlight Visa’s strong free cash flow and high margins, reinforcing its long-term valuation case even as the stock pulls back; useful for buy-and-hold investors but not new operational news. These 3 Cash Flow Machines Provide Stability
• Neutral Sentiment: New U.S. legislative text (H.R. 7316) would mandate chip-enabled EBT/SNAP terminals and stronger fraud controls; this could require upgrades by retailers/processors and create both compliance costs and potential processing opportunities for networks like Visa. SNAP Payment Security and Fraud Prevention Act of 2026
• Negative Sentiment: Brazil’s instant-pay system PIX processed 64 billion transactions in 2024—surpassing Visa and Mastercard combined in that market—and charges far lower merchant fees, demonstrating a fast-shifting payments landscape that pressures Visa’s merchant-fee and growth prospects in Brazil and similar markets. Brazil’s PIX Outpaces Visa and Mastercard Combined
• Negative Sentiment: Fintech Revolut is pursuing a U.S. bank charter and named a former Visa executive as U.S. CEO, an effort that could accelerate Revolut’s U.S. card, deposit and lending capabilities and intensify competition for transaction volume and card issuance. Revolut files for US bank charter

About Visa

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.