New York State Teachers Retirement System Cuts Stock Holdings in Visa Inc. $V

13 Jan 2026, 11:31 by Sarita Garza · The Markets Daily

New York State Teachers Retirement System lessened its holdings in Visa Inc. (NYSE:V – Free Report) by 2.5% in the 3rd quarter, Holdings Channel.com reports. The firm owned 1,383,995 shares of the credit-card processor’s stock after selling 35,001 shares during the quarter. Visa makes up about 0.9% of New York State Teachers Retirement System’s holdings, making the stock its 13th largest holding. New York State Teachers Retirement System’s holdings in Visa were worth $472,468,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Sonoma Allocations LLC purchased a new position in Visa in the third quarter valued at about $710,000. AQR Capital Management LLC boosted its holdings in shares of Visa by 1.8% in the 2nd quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock valued at $438,196,000 after buying an additional 21,401 shares in the last quarter. Precedent Wealth Partners LLC grew its position in shares of Visa by 7.5% in the 2nd quarter. Precedent Wealth Partners LLC now owns 1,588 shares of the credit-card processor’s stock worth $564,000 after buying an additional 111 shares during the last quarter. Baltimore Washington Financial Advisors Inc. grew its position in shares of Visa by 5.9% in the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock worth $33,783,000 after buying an additional 5,295 shares during the last quarter. Finally, Consilium Wealth Advisory LLC bought a new position in shares of Visa during the 2nd quarter worth approximately $862,000. 82.15% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have weighed in on V. Macquarie lowered their target price on shares of Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research note on Wednesday, October 29th. Morgan Stanley set a $398.00 price objective on Visa and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. Bank of America upgraded Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price on the stock in a research note on Thursday, December 11th. Hsbc Global Res raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, UBS Group set a $425.00 price target on Visa and gave the stock a “buy” rating in a report on Wednesday, October 29th. Five investment 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 MarketBeat, Visa currently has an average rating of “Buy” and a consensus target price of $402.52.

Get Our Latest Report on Visa

Insiders Place Their Bets

In related news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction on 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 of the company’s stock, valued at $8,608,789.09. The trade was a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 24,042 shares of company stock worth $8,247,289. Corporate insiders own 0.12% of the company’s stock.

Visa Trading Down 1.8%

NYSE V opened at $343.32 on Tuesday. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. The company has a market capitalization of $625.45 billion, a PE ratio of 33.63, a P/E/G ratio of 2.06 and a beta of 0.81. The company has a fifty day moving average of $340.22 and a 200 day moving average of $344.11.

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

Visa Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were issued a $0.67 dividend. The ex-dividend date of this dividend was Wednesday, November 12th. This is a boost from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s dividend payout ratio is presently 26.25%.

About Visa

(Free Report)

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.