Visa Inc. $V Stock Position Raised by Candriam S.C.A.

Candriam S.C.A. lifted its stake in shares of Visa Inc. (NYSE:V) by 5.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 679,710 shares of the credit-card processor’s stock after purchasing an additional 36,159 shares during the quarter. Visa comprises approximately 1.1% of Candriam S.C.A.’s portfolio, making the stock its 14th biggest position. Candriam S.C.A.’s holdings in Visa were worth $245,133,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Bank Pictet & Cie Europe AG increased its stake in Visa by 0.9% in the 3rd quarter. Bank Pictet & Cie Europe AG now owns 606,500 shares of the credit-card processor’s stock valued at $217,934,000 after purchasing an additional 5,568 shares in the last quarter. CFC Planning Co LLC raised its holdings in Visa by 13.7% during the third quarter. CFC Planning Co LLC now owns 13,305 shares of the credit-card processor’s stock worth $4,781,000 after purchasing an additional 1,607 shares during the last quarter. Vega Investment Solutions acquired a new position in Visa during the second quarter worth $829,000. Brooklands Fund Management Ltd purchased a new stake in Visa during the third quarter worth $5,291,000. Finally, XXEC Inc. boosted its position in Visa by 153,118.8% during the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after purchasing an additional 186,138,883 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, General Counsel Julie B. Rottenberg sold 2,028 shares of the stock in a transaction on Monday, August 31st. The stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the sale, the general counsel owned 18,404 shares of the company’s stock, valued at $7,018,365.40. This trade represents a 9.93% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $367.87, for a total value of $2,161,236.25. Following the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,582,059.38. This represents a 27.91% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 27,395 shares of company stock valued at $10,406,050. Insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

Several analysts have weighed in on V shares. The Goldman Sachs Group upped their target price on Visa from $420.00 to $438.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Rothschild & Co Redburn lifted their price target on Visa from $430.00 to $444.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Daiwa Securities Group lifted their price target on Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a research note on Thursday, August 6th. Citigroup reiterated a “buy” rating and issued a $440.00 price objective (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, Bank of America boosted their price objective on shares of Visa from $410.00 to $430.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the company. According to MarketBeat, Visa has an average rating of “Buy” and a consensus price target of $440.82.

More Visa News

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

Visa Trading Up 0.0%

Shares of Visa stock opened at $422.76 on Friday. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $442.23. The company has a market capitalization of $754.39 billion, a P/E ratio of 34.29, a P/E/G ratio of 1.80 and a beta of 0.80. The business has a 50 day moving average price of $385.86 and a 200 day moving average price of $344.69.

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

Visa Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be issued a $0.78 dividend. This represents a $3.12 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Visa’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, November 10th. Visa’s payout ratio is presently 25.30%.

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.