Flossbach Von Storch SE Buys 21,073 Shares of Visa Inc. $V

Flossbach Von Storch SE raised its stake in Visa Inc. (NYSE:V) by 1.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,172,103 shares of the credit-card processor’s stock after buying an additional 21,073 shares during the period. Visa comprises about 2.9% of Flossbach Von Storch SE’s portfolio, making the stock its 13th biggest position. Flossbach Von Storch SE’s holdings in Visa were worth $741,513,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in V. Vanguard Group Inc. increased its position in Visa by 0.9% during 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 during the period. Geode Capital Management LLC boosted its stake in shares of Visa by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after purchasing an additional 1,067,631 shares during the last quarter. Norges Bank acquired a new stake in shares of Visa during the second quarter worth $7,034,939,000. TCI Fund Management Ltd. increased its position in shares of Visa by 14.6% during the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after buying an additional 2,429,996 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its stake in Visa by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock worth $4,552,057,000 after buying an additional 145,665 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on V. UBS Group reiterated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Rothschild & Co Redburn upgraded Visa from a “neutral” rating to a “buy” rating and set a $385.00 target price on the stock in a research report on Wednesday. KeyCorp reiterated an “overweight” rating and issued a $405.00 target price on shares of Visa in a report on Wednesday, October 22nd. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research note on Tuesday. Finally, Redburn Partners set a $385.00 price objective on shares of Visa in a research report on Wednesday. Five equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Visa currently has a consensus rating of “Buy” and a consensus target price of $391.58.

Visa Trading Up 0.5%

Shares of Visa stock opened at $326.96 on Thursday. The stock has a market capitalization of $595.63 billion, a PE ratio of 32.02, a price-to-earnings-growth ratio of 1.91 and a beta of 0.81. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The stock has a 50 day moving average price of $338.70 and a two-hundred day moving average price of $341.86. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08.

Visa (NYSE:V) last issued its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company had revenue of $10.72 billion for the quarter, compared to analysts’ expectations of $10.60 billion. During the same period last year, the business earned $2.71 EPS. Visa’s quarterly revenue was up 11.5% compared to the same quarter last year. As a group, equities analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Lloyd Carney sold 900 shares of the company’s stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the sale, the director owned 2,468 shares in the company, valued at $830,432.64. This represents a 26.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the completion of the transaction, the insider directly owned 26,413 shares in the company, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 24,042 shares of company stock worth $8,247,289. Insiders own 0.12% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Cantor Fitzgerald initiated/upgraded Visa to a “strong-buy,” highlighting Visa as a top fintech pick ahead of earnings — a catalyst for buying interest. Cantor Fitzgerald buy call
• Positive Sentiment: Rothschild & Co Redburn lifted Visa from “neutral” to “buy” and set a $385 price target (~17.8% upside from the cited quote), reinforcing upside expectations and supporting bullish analyst sentiment. Rothschild upgrade
• Positive Sentiment: Visa deepens crypto-to-fiat payout capabilities via a Mercuryo/Visa Direct arrangement, which could increase cross-border payout volumes and position Visa in faster settlement rails. Zacks: crypto payout partnership
• Positive Sentiment: Amenify announced a collaboration with Visa to embed resident commerce and rewards into rental experiences — an example of Visa expanding payment/rewards use cases and merchant integrations. Amenify partnership
• Positive Sentiment: Visa partnered with GCash to enable seamless cross-border account funding for Filipinos and tourists — a regional expansion that can drive higher cross-border transaction volumes in Southeast Asia. Visa–GCash partnership
• Positive Sentiment: Belpointe Asset Management increased its stake in Visa (reported in a 13F), a small institutional accumulation signal that can be read as confidence from active managers. Belpointe stake increase
• Neutral Sentiment: Visa is publicly urging banks to rethink loyalty beyond simple rewards, positioning itself as a platform provider for next‑gen loyalty programs — long‑term strategic positioning but not an immediate earnings driver. PYMNTS: loyalty strategy
• Neutral Sentiment: Media/commentary pieces (Jim Cramer, stock comparisons with Mastercard) are highlighting valuation and sector dynamics; useful for sentiment but not direct company news. Jim Cramer commentary
• Negative Sentiment: Report that Visa plans to allow cardholders to spend rewards on Trump-related accounts could provoke political controversy or merchant/brand backlash for some investors — reputational risk that may weigh on sentiment for certain investor groups. Rewards on Trump accounts

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.