Nordea Investment Management AB Trims Stake in Visa Inc. $V

Nordea Investment Management AB cut its position in shares of Visa Inc. (NYSE:V) by 2.7% in the third quarter, Holdings Channel.com reports. The firm owned 2,821,352 shares of the credit-card processor’s stock after selling 76,986 shares during the quarter. Visa comprises approximately 0.8% of Nordea Investment Management AB’s investment portfolio, making the stock its 20th biggest position. Nordea Investment Management AB’s holdings in Visa were worth $961,855,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Visa during the second quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. raised its holdings in shares of Visa by 14.6% in 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. Corient Private Wealth LLC lifted its stake in shares of Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after acquiring an additional 2,075,289 shares during the last quarter. Vanguard Group Inc. boosted its holdings 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 acquiring an additional 1,461,575 shares during the period. Finally, Geode Capital Management LLC grew its position in 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 acquiring an additional 1,067,631 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on V shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research note on Wednesday, October 8th. Robert W. Baird set a $425.00 price target on shares of Visa in a report on Wednesday, October 29th. Hsbc Global Res upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. KeyCorp reissued an “overweight” rating and issued a $405.00 price objective on shares of Visa in a research report on Wednesday, October 22nd. Finally, Evercore ISI set a $380.00 target price on shares of Visa in a research note on Friday, December 12th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $402.52.

Visa Stock Performance

V stock opened at $327.81 on Wednesday. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. The business has a 50-day moving average price of $339.98 and a 200 day moving average price of $343.96. The company has a market capitalization of $597.18 billion, a P/E ratio of 32.11, a PEG ratio of 2.02 and a beta of 0.81. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08.

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

Visa Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Wednesday, November 12th were issued a dividend of $0.67 per share. The ex-dividend date of this dividend was Wednesday, November 12th. This is a positive change from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio is 26.25%.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expands in Africa — Access Bank partnership launches a corporate card solution for Nigerian businesses, which supports incremental transaction volume and regional payment growth. Access Bank/Visa partnership
• Positive Sentiment: Network resilience argument — analysis notes Visa and Mastercard act like toll roads (collecting interchange on every swipe) and are structurally less exposed than lenders to an APR cap, suggesting the core payments franchise is durable even if issuing banks face pressure. MarketBeat analysis
• Neutral Sentiment: Wall‑street takeaways — some analyst commentaries remain broadly constructive on Visa’s long‑term growth (digital commerce, cross‑border volumes), but analysts’ optimism may be offset short‑term by regulatory headlines. Zacks: analyst views
• Neutral Sentiment: Longer‑term thematic tailwinds — AI‑driven e‑commerce and “smarter” checkout experiences are expected to lift fintech and payments volumes, which could benefit Visa over time if transaction growth holds. Investopedia on AI-driven shopping
• Negative Sentiment: Interest‑rate cap risk — President Trump’s proposed 10% credit‑card APR cap is prompting warnings from bank CFOs and industry groups that the measure could force issuers to cut accounts, tighten underwriting and reduce consumer spending, which would indirectly lower Visa’s transaction volumes. Fox Business: JPMorgan CFO warns CNBC: banks could fight cap
• Negative Sentiment: Routing / swipe‑fee threat — proposals to require lower‑cost routing alternatives or cap swipe fees have analysts and strategists expressing hesitation on Visa/Mastercard near term because any structural reduction in interchange or mandated routing change could pressure network economics. YouTube: Chris Grisanti on swipe fee legislation MarketWatch on sharp drops
• Negative Sentiment: Immediate market reaction — coverage and bulletin headlines drove a quick sell‑off in payments and bank names as investors price in regulatory uncertainty and potential volume/margin hits to issuers (the source of Visa’s transaction flow). TipRanks: stocks fall on cap

Insider Buying and Selling

In other news, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction on Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the transaction, the insider directly owned 26,413 shares in the company, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $341.00, for a total value of $3,575,385.00. Following the completion of the transaction, the chief executive officer directly owned 537 shares of the company’s stock, valued at approximately $183,117. The trade was a 95.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 24,042 shares of company stock valued at $8,247,289 over the last 90 days. Corporate insiders own 0.12% of the company’s stock.

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.