Janus Henderson Group PLC Has $1.36 Billion Stock Holdings in Visa Inc. $V

Janus Henderson Group PLC boosted its position in Visa Inc. (NYSE:V) by 33.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,486,927 shares of the credit-card processor’s stock after acquiring an additional 1,116,498 shares during the period. Visa accounts for 0.6% of Janus Henderson Group PLC’s portfolio, making the stock its 22nd largest position. Janus Henderson Group PLC’s holdings in Visa were worth $1,356,090,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC boosted its stake in Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after acquiring an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. grew its holdings in Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after acquiring an additional 477 shares during the period. Matrix Asset Advisors Inc. NY grew its holdings in Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after acquiring an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. raised its position in shares of Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after acquiring an additional 2,230 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Trading Up 0.8%

V opened at $369.69 on Thursday. The stock has a market capitalization of $663.14 billion, a P/E ratio of 31.44, a P/E/G ratio of 1.95 and a beta of 0.75. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $373.97. The firm’s fifty day simple moving average is $339.67 and its 200 day simple moving average is $325.38.

Visa (NYSE:V) last released its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. Visa had a return on equity of 66.68% and a net margin of 50.78%.The firm had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. During the same quarter in the prior year, the company earned $2.98 EPS. The company’s revenue was up 14.4% on a year-over-year basis. As a group, research analysts anticipate that Visa Inc. will post 13.12 EPS for the current fiscal year.

Visa declared that its board has authorized a share repurchase plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio is currently 23.34%.

Insider Buying and Selling

In related news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 20,970 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $340.25, for a total value of $7,135,042.50. Following the completion of the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,162,953.50. The trade was a 58.02% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 44,126 shares of company stock worth $14,928,871. 0.12% of the stock is owned by corporate insiders.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Results exceeded expectations: Visa reported adjusted earnings of $3.32 per share versus the $3.23 consensus and revenue of $11.63 billion, up 14.4% year over year. Payments volume surpassed $4 trillion, while cross-border activity, processed transactions and resilient consumer spending supported double-digit growth. Visa Q3 Earnings Beat Estimates on Cross-Border Volume Strength
• Positive Sentiment: Analysts raised price targets: JPMorgan increased its target to $450, Baird to $420, BMO to $405 and Cantor Fitzgerald maintained an overweight rating with a $410 target. The revisions reflect confidence in Visa’s fundamentals and continued payment growth. Visa Analyst Forecasts
• Positive Sentiment: Growth initiatives remain active: Management highlighted AI-enabled commerce, stablecoin settlement, Visa Direct, commercial payments and value-added services as longer-term growth opportunities. The launch of X Money with a Visa-branded debit card could provide additional network activity. Visa Outlines Stablecoin Strategy
• Positive Sentiment: Shareholder return: Visa declared a quarterly dividend of $0.67 per share, payable September 1 to shareholders of record August 11. Visa Dividend Announcement
• Neutral Sentiment: Workforce restructuring: Visa plans to eliminate approximately 2,600 jobs, or 7% of its workforce, mainly in technology and product operations. The cuts may reduce costs and fund AI, stablecoin and B2B investments, but also signal a significant organizational transition. Visa Slashes Thousands of Jobs
• Negative Sentiment: Margin and valuation concerns: Shares faced pressure after the earnings release as investors focused on higher operating expenses and potential margin compression. Some analysts also view Visa’s premium valuation—roughly 26 times forward earnings—as limiting near-term upside. Visa Stock and Margin Concerns
• Negative Sentiment: Market backdrop: A sharp oil-price increase tied to escalating U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s rate decision pressured major equity indexes, creating a broader headwind for Visa’s stock.

Wall Street Analysts Forecast Growth

V has been the topic of a number of analyst reports. JPMorgan Chase & Co. increased their price target on Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday. Raymond James Financial reiterated an “outperform” rating and issued a $406.00 price objective on shares of Visa in a report on Wednesday. Cantor Fitzgerald reissued an “overweight” rating and issued a $410.00 target price on shares of Visa in a research note on Wednesday. Truist Financial raised their target price on Visa from $371.00 to $394.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Finally, Wolfe Research restated an “outperform” rating and set a $435.00 target price (up from $430.00) on shares of Visa in a report on Wednesday. Eight investment analysts have rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $411.00.

Visa Company Profile

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.