Visa Inc. $V Shares Purchased by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co increased its position in shares of Visa Inc. (NYSE:V) by 21.7% during the 3rd quarter, Holdings Channel.com reports. The firm owned 291,841 shares of the credit-card processor’s stock after buying an additional 52,100 shares during the quarter. Visa accounts for 0.6% of Varma Mutual Pension Insurance Co’s investment portfolio, making the stock its 19th biggest holding. Varma Mutual Pension Insurance Co’s holdings in Visa were worth $99,629,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after acquiring an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Visa by 68.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after buying an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. raised its stake in shares of Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares in the last quarter. Fourpath Capital Management LLC raised its position in shares of Visa by 2.9% in the second quarter. Fourpath Capital Management LLC now owns 2,874 shares of the credit-card processor’s stock valued at $1,020,000 after purchasing an additional 80 shares during the period. Finally, Blue Trust Inc. lifted its stake in shares of Visa by 2.6% in the second quarter. Blue Trust Inc. now owns 14,248 shares of the credit-card processor’s stock worth $5,059,000 after buying an additional 366 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Price Performance

NYSE:V opened at $330.04 on Thursday. The company has a market capitalization of $599.08 billion, a price-to-earnings ratio of 30.96, a PEG ratio of 1.88 and a beta of 0.79. The company has a 50-day moving average of $338.37 and a 200-day moving average of $340.29. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11.

Visa (NYSE:V) last announced its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. The business had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter last year, the company posted $2.75 EPS. As a group, equities research analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.

Wall Street Analysts Forecast Growth

V has been the subject of a number of recent analyst reports. Citigroup upgraded shares of Visa to a “strong-buy” rating in a report on Thursday, October 23rd. Evercore set a $380.00 price objective on Visa in a research report on Friday, December 12th. Rothschild & Co Redburn set a $385.00 target price on Visa in a research note on Wednesday, January 28th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Finally, Daiwa America upgraded Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 2nd. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $392.21.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks Research has lifted multiple near‑ and longer‑term EPS forecasts for Visa (Q2–FY2028 upgrades), which supports a higher earnings trajectory and helps justify current valuation multiples. Here’s Why Visa (V) is a Strong Momentum Stock
• Positive Sentiment: Mentions of a new crypto debit‑card tied to the Pudgy Penguins NFT project (reports indicate the card uses Visa rails) create a narrative that Visa continues to capture new payment corridors (crypto/consumer finance) — incremental volumes and interchange over time if partnerships scale. Pudgy Penguins (PENGU) Lifts After Visa Debit Card Reveal: What You Should Know
• Neutral Sentiment: Visa announced upcoming investor presentations (Morgan Stanley TMT on March 3; Wolfe Research FinTech on March 11). These events can provide management updates and near‑term cadence but are routine — potential for small guidance/strategy clarifications. Visa to Participate in Upcoming Investor Conferences
• Negative Sentiment: Europe is moving to reduce reliance on Visa and Mastercard (policy proposals/local initiatives), which creates regulatory and competitive risk — possible lower cross‑border volumes, pricing pressure or product reengineering in the region if measures advance. This is the clearest near‑term regulatory downside to monitor. Europe Moves to Cut Reliance on Visa and Mastercard

Insiders Place Their Bets

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 completion of the sale, the insider directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares in the company, valued at $3,282,641.18. This trade represents a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by company insiders.

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.