Visa Inc. $V Stock: University of Texas Texas AM Investment Management Co. Increases Stake

Key Points

• University of Texas Texas AM Investment Management Co. increased its Visa stake by 2,071.3% in the third quarter, adding 39,003 shares to hold 40,886 shares valued at about $14.7 million.
• Visa reported quarterly EPS of $3.48 and revenue of $12.14 billion, both above analyst expectations. It also raised its quarterly dividend from $0.67 to $0.78 per share.
• Analyst sentiment remains broadly positive, with a consensus “Buy” rating and an average price target of $440.82, though rising client incentives and Visa’s premium valuation were cited as risks.

University of Texas Texas AM Investment Management Co. lifted its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 2,071.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,886 shares of the credit-card processor's stock after purchasing an additional 39,003 shares during the quarter. Visa accounts for about 1.9% of University of Texas Texas AM Investment Management Co.'s portfolio, making the stock its 11th biggest position. University of Texas Texas AM Investment Management Co.'s holdings in Visa were worth $14,692,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. XXEC Inc. grew its position in shares of Visa by 153,118.8% in the 2nd 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 raised its holdings in Visa by 0.7% during the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor's stock worth $28,432,626,000 after buying an additional 566,194 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Visa by 13.0% during 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 worth $5,393,398,000 after buying an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP raised its holdings in Visa by 3.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor's stock worth $2,672,655,000 after buying an additional 316,559 shares during the period. Finally, Amundi raised its holdings in Visa by 16.5% during the 2nd quarter. Amundi now owns 7,714,919 shares of the credit-card processor's stock worth $2,646,911,000 after buying an additional 1,092,315 shares during the period. Institutional investors own 82.15% of the company's stock.

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

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $367.87, for a total value of $2,161,236.25. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,582,059.38. This trade represents a 27.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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, General Counsel Julie Rottenberg sold 2,028 shares of Visa stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the sale, the general counsel owned 18,404 shares in the company, valued at $7,018,365.40. This trade represents a 9.93% decrease in their ownership of the stock. 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 27,395 shares of company stock valued at $10,406,050 over the last ninety days. Company insiders own 0.12% of the company's stock.

Visa Stock Up 0.0%

NYSE:V opened at $422.76 on Monday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.97 and a current ratio of 0.97. The company has a market cap of $754.39 billion, a PE ratio of 34.29, a PEG ratio of 1.80 and a beta of 0.80. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $442.23. The stock has a 50-day simple moving average of $385.86 and a 200 day simple moving average of $344.69.

Visa (NYSE:V - Get Free Report) last announced 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 business had revenue of $12.14 billion for the quarter, compared to analyst estimates of $12.09 billion. Visa had a return on equity of 70.50% and a net margin of 51.20%. Visa's revenue for the quarter was up 13.2% compared to the same quarter last year. During the same quarter last year, the firm earned $2.98 EPS. On average, sell-side analysts expect that Visa Inc. will post 15.02 EPS for the current fiscal year.

Visa Increases Dividend

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

Wall Street Analyst Weigh In

A number of research analysts have weighed in on V shares. Wells Fargo & Company lifted their price target on shares of Visa from $432.00 to $463.00 and gave the company an "overweight" rating in a research note on Thursday, October 29th. TD Cowen reissued a "buy" rating and set a $450.00 price objective (up from $420.00) on shares of Visa in a research report on Wednesday, October 28th. Evercore set a $405.00 price objective on shares of Visa in a report on Wednesday, October 28th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $430.00 price objective on shares of Visa in a research report on Wednesday, July 29th. Finally, Weiss Ratings cut shares of Visa from a "buy (b+)" rating to a "buy (b)" rating in a research report on Wednesday, October 28th. Two investment analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Buy" and a consensus price target of $440.82.

Visa 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.

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