2,310 Visa Inc. $V Shares Acquired by Moody National Bank Trust Division

Moody National Bank Trust Division boosted its position in shares of Visa Inc. (NYSE:V) by 9.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 27,509 shares of the credit-card processor’s stock after buying an additional 2,310 shares during the period. Visa makes up approximately 0.7% of Moody National Bank Trust Division’s investment portfolio, making the stock its 21st largest position. Moody National Bank Trust Division’s holdings in Visa were worth $9,885,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. XXEC Inc. increased its stake in 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 acquiring an additional 186,138,883 shares during the last quarter. State Street Corp boosted its holdings in shares of 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 purchasing an additional 566,194 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of 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 purchasing an additional 1,808,496 shares in the last quarter. Franklin Resources Inc. increased its stake in shares of Visa by 9.2% in the 4th quarter. Franklin Resources Inc. now owns 8,843,623 shares of the credit-card processor’s stock valued at $3,101,547,000 after purchasing an additional 746,917 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in shares of Visa by 3.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock valued at $2,672,655,000 after purchasing an additional 316,559 shares during the last quarter. 82.15% of the stock is owned by institutional investors.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Expanded OpenTable partnership: Visa and OpenTable renewed their agreement across the U.S., Mexico and Canada. The deal will broaden the Visa Dining Collection, expand events, and give eligible cardholders more dining experiences—supporting customer engagement and premium-card value. OpenTable and Visa Extend Their Agreement
• Positive Sentiment: Stablecoin and artificial-intelligence opportunities: Visa is scaling stablecoin settlement and AI-driven commerce while payment volumes and core transactions grow. A separate Visa survey found that 46% of people in Asia may use stablecoins by 2031, highlighting a potentially significant long-term growth market. Visa is Betting on Stablecoins and AI
• Positive Sentiment: Broader distribution and brand partnerships: Visa is expanding its fan-focused strategy through new and renewed professional football partnerships. It also partnered with Paytm on discounts for metro tickets, recharges and bill payments, potentially increasing transaction activity and consumer reach in India. Visa Expands Fan-First Strategy
• Neutral Sentiment: Analyst and valuation debate: Recent coverage compares Visa with PayPal and reviews brokers’ generally favorable views, but the discussion indicates investors are focused on whether Visa’s premium valuation is justified by its growth and profitability. PYPL or V: Which Is the Better Value Stock
• Negative Sentiment: Disruption risk: A bearish analysis argues that Visa and Mastercard could face pressure from account-to-account payments, fintech platforms, stablecoins and other alternatives, leading the author to recommend underweighting both stocks. This creates a potential overhang despite Visa’s current earnings strength. Visa and Mastercard Are at Risk of Disruption

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,444,582.94. The trade was a 27.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 1,867 shares of the company’s stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total value of $687,690.78. Following the completion of the sale, the general counsel owned 18,404 shares in the company, valued at $6,778,929.36. This trade represents a 9.21% 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. Insiders have sold a total of 78,792 shares of company stock valued at $28,863,319 over the last 90 days. 0.12% of the stock is owned by insiders.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $430.00 price target on shares of Visa in a report on Wednesday, July 29th. Clear Str upgraded Visa to a “strong-buy” rating in a research report on Thursday, July 16th. JPMorgan Chase & Co. boosted their target price on Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. BNP Paribas Exane increased their target price on shares of Visa from $420.00 to $425.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Finally, Raymond James Financial restated an “outperform” rating and issued a $406.00 price target (up from $389.00) on shares of Visa in a research note on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the stock. Based on data from MarketBeat, Visa has an average rating of “Buy” and an average target price of $425.21.

Visa Trading Up 0.3%

Shares of NYSE:V traded up $1.01 during midday trading on Tuesday, hitting $370.72. 3,534,134 shares of the stock were exchanged, compared to its average volume of 7,591,455. The stock has a market capitalization of $661.52 billion, a price-to-earnings ratio of 31.52, a P/E/G ratio of 1.70 and a beta of 0.77. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The business’s 50-day moving average price is $369.19 and its 200 day moving average price is $341.21. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $385.57.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same quarter last year, the business earned $2.98 EPS. The firm’s quarterly revenue was up 14.4% on a year-over-year basis. Analysts predict that Visa Inc. will post 13.22 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, August 11th. Visa’s payout ratio is 22.79%.

About Visa

Visa Inc is a global payments technology company that operates one of the world’s largest electronic payments networks. Through its VisaNet platform, the company facilitates the authorization, clearing and settlement of payment transactions between consumers, merchants, financial institutions and governments.

Visa provides payment products and services for credit, debit, prepaid and commercial transactions. Its offerings also include digital payment capabilities, tokenization, fraud prevention, risk management and other value-added services designed to support secure electronic commerce and contactless payments.