Applied Finance Capital Management, LLC has added 19,221 shares of $V to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $V.
VISA Hedge Fund Activity
We have seen 1,945 institutional investors add shares of VISA stock to their portfolio, and 1,951 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 9,043,483 shares (+54.7%) to their portfolio in Q3 2025, for an estimated $3,087,264,226
- TCI FUND MANAGEMENT LTD added 8,989,793 shares (+47.1%) to their portfolio in Q3 2025, for an estimated $3,068,935,534
- JPMORGAN CHASE & CO removed 7,211,590 shares (-31.6%) from their portfolio in Q3 2025, for an estimated $2,461,892,594
- FMR LLC removed 7,158,378 shares (-12.8%) from their portfolio in Q3 2025, for an estimated $2,443,727,081
- CITADEL ADVISORS LLC added 3,037,976 shares (+14838.2%) to their portfolio in Q3 2025, for an estimated $1,037,104,246
- CORIENT PRIVATE WEALTH LLC removed 2,168,777 shares (-54.8%) from their portfolio in Q3 2025, for an estimated $740,377,092
- SG AMERICAS SECURITIES, LLC added 2,008,954 shares (+198.2%) to their portfolio in Q4 2025, for an estimated $704,560,257
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
VISA Insider Trading Activity
VISA insiders have traded $V stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $V stock by insiders over the last 6 months:
- RYAN MCINERNEY (Chief Executive Officer) has made 0 purchases and 5 sales selling 52,425 shares for an estimated $18,054,598.
- RAJAT TANEJA (PRESIDENT, TECHNOLOGY) has made 0 purchases and 2 sales selling 30,048 shares for an estimated $9,919,275.
- PAUL D FABARA (CHIEF RISK & CLIENT SVCS OFC) has made 0 purchases and 2 sales selling 9,728 shares for an estimated $3,212,353.
- JULIE B ROTTENBERG (GENERAL COUNSEL) has made 0 purchases and 2 sales selling 4,054 shares for an estimated $1,396,643.
- LLOYD CARNEY sold 900 shares for an estimated $302,832
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
VISA Congressional Stock Trading
Members of Congress have traded $V stock 13 times in the past 6 months. Of those trades, 9 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $V stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 5 times. They made 5 purchases worth up to $75,000 on 01/16, 12/03, 11/12, 08/13 and 0 sales.
- SENATOR KATIE BOYD BRITT purchased up to $15,000 on 11/07.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE BYRON DONALDS purchased up to $15,000 on 10/24.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 08/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
VISA Analyst Ratings
Wall Street analysts have issued reports on $V in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 01/30/2026
- HSBC issued a "Buy" rating on 12/08/2025
- UBS issued a "Buy" rating on 10/29/2025
- Macquarie issued a "Outperform" rating on 10/29/2025
- Citigroup issued a "Buy" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Keybanc issued a "Overweight" rating on 10/22/2025
To track analyst ratings and price targets for VISA , check out Quiver Quantitative's $V forecast page.
VISA Price Targets
Multiple analysts have issued price targets for $V recently. We have seen 12 analysts offer price targets for $V in the last 6 months, with a median target of $409.0.
Here are some recent targets:
- Daniel R. Perlin from RBC Capital set a target price of $395.0 on 01/30/2026
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $400.0 on 01/30/2026
- Paul Golding from Macquarie set a target price of $410.0 on 01/30/2026
- James Faucette from Morgan Stanley set a target price of $411.0 on 01/30/2026
- Mihir Bhatia from B of A Securities set a target price of $382.0 on 12/11/2025
- Saul Martinez from HSBC set a target price of $389.0 on 12/08/2025
- John Davis from Raymond James set a target price of $408.0 on 10/29/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $V ticker page for more data.
