Visa Inc. $V Stock Sold by Palisade Asset Management LLC

Palisade Asset Management LLC decreased its stake in shares of Visa Inc. (NYSE:V) by 3.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 42,764 shares of the credit-card processor’s stock after selling 1,329 shares during the quarter. Visa comprises 1.5% of Palisade Asset Management LLC’s holdings, making the stock its 22nd largest position. Palisade Asset Management LLC’s holdings in Visa were worth $15,366,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in V. XXEC Inc. increased its stake 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 worth $63,904,097,000 after acquiring an additional 186,138,883 shares during the last quarter. State Street Corp raised its holdings in shares of 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 acquiring an additional 566,194 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of 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 valued at $5,393,398,000 after acquiring an additional 1,808,496 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in shares of 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 valued at $2,672,655,000 after acquiring an additional 316,559 shares during the last quarter. Finally, Amundi boosted its position in shares of Visa by 16.5% during the 2nd 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 during 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

Visa Price Performance

NYSE:V opened at $422.76 on Friday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $442.23. The company has a quick ratio of 0.99, a current ratio of 0.97 and a debt-to-equity ratio of 0.54. 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 stock’s fifty day moving average is $385.86 and its two-hundred day moving average is $344.69.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, beating the consensus estimate 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%. The company’s quarterly revenue was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.98 EPS. Equities analysts expect that Visa Inc. will post 15.02 EPS for the current year.

Visa Increases Dividend

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

Insider Activity

In other Visa news, 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 transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $6,778,929.36. This represents a 9.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the stock in a transaction dated Monday, November 2nd. The stock was sold at an average price of $416.22, for a total transaction of $2,445,292.50. Following the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $6,315,722.28. This trade represents a 27.91% 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. Over the last 90 days, insiders sold 27,395 shares of company stock worth $10,406,050. 0.12% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on V shares. KeyCorp upped their price objective on shares of Visa from $415.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. DZ Bank reaffirmed a “buy” rating on shares of Visa in a research note on Monday, August 3rd. Truist Financial lifted their target price on shares of Visa from $443.00 to $470.00 and gave the stock a “buy” rating in a research note on Thursday. President Capital boosted their target price on shares of Visa from $411.00 to $474.00 and gave the company a “buy” rating in a report on Monday, August 17th. Finally, UBS Group reissued a “buy” rating and issued a $420.00 price target (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Two analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and an average target price 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.