V
Visa Inc.Financial Services · $685.4B market cap
Verdict
Share price
$360.66
close of Oct 3, 2026
Fair value
$275.46
Sticker Price
Payback Price
$110.19
buy price
V is Overpriced: at $360.66 it trades 31% above its fair value of $275.46. Its buy price (Payback Price) is $110.19, 69% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 11% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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29 of the investors we track hold V. In Q2 2026, 2 opened a position, 4 added and 7 trimmed. Who we track
Chris Hohn
TCI Fund Management · as of Q2 2026
$10.5B
30,494,133 shares
Viking Global Investors
Viking Global Investors · as of Q2 2026
$2.2B
6,393,604 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$1.9B
5,417,326 shares
John Armitage
Egerton Capital · as of Q2 2026
$1.5B
4,264,651 shares
ValueAct Capital
ValueAct Capital · as of Q2 2026
$794.7M
2,316,250 shares
Show all 29 holdersShow fewer
Terry Smith
Fundsmith · as of Q2 2026
$693.0M
2,019,810 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$619.5M
1,805,617 shares
Chuck Akre
Akre Capital Management · as of Q2 2026
$381.1M
1,110,881 shares
Thomas Gayner
Markel Group · as of Q2 2026
$347.9M
1,013,912 shares
AKO Capital
AKO Capital · as of Q2 2026
$338.0M
985,126 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$292.3M
852,050 shares
AltaRock Partners
AltaRock Partners · as of Q2 2026
$287.0M
836,470 shares
Chase Coleman
Tiger Global Management · as of Q2 2026
$274.0M
798,697 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$258.1M
752,252 shares
Bill Nygren
Oakmark Funds · as of Q2 2026
$244.2M
711,659 shares
Seth Klarman
Baupost Group LLC · as of Q2 2026
$240.6M
701,355 shares
Vulcan Value Partners
Vulcan Value Partners · as of Q2 2026
$158.9M
463,268 shares
Valley Forge Capital Management
Valley Forge Capital Management · as of Q2 2026
$158.8M
462,978 shares
Francois Rochon
Giverny Capital · as of Q2 2026
$133.8M
389,900 shares
Wallace Weitz
Weitz Investment Management · as of Q2 2026
$91.0M
265,330 shares
Stephen Mandel
Lone Pine Capital · as of Q2 2026
$56.9M
165,960 shares
David Rolfe
Wedgewood Partners · as of Q2 2026
$30.6M
89,188 shares
Thomas Russo
Gardner Russo & Quinn · as of Q2 2026
$29.9M
87,256 shares
William Von Mueffling
Cantillon Capital Management · as of Q2 2026
$28.7M
83,643 shares
Torray Funds
Torray Funds · as of Q2 2026
$7.6M
22,017 shares
Lindsell Train
Lindsell Train · as of Q2 2026
$3.6M
10,500 shares
David Katz
Matrix Asset Advisors · as of Q2 2026
$384K
1,120 shares
Yacktman Asset Management
Yacktman Asset Management · as of Q2 2026
$251K
732 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$212K
618 shares
Moves in Q2 2026
New position: Glenn Greenberg, Chase Coleman
Added: Torray Funds, Stephen Mandel, Dodge & Cox Funds, AltaRock Partners
Trimmed: Terry Smith, William Von Mueffling, Vulcan Value Partners, Valley Forge Capital Management, Polen Capital Management, Chuck Akre, AKO Capital
Insider activity
Since Jun 29, 2026: no open-market purchases, 9 sales worth $41.3M and 12 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
ROTTENBERG JULIE B
GENERAL COUNSEL · 2026-09-09
Sold
$688K
MCINERNEY RYAN
Chief Executive Officer · 2026-09-01
Sold
$2.2M
ROTTENBERG JULIE B
GENERAL COUNSEL · 2026-08-31
Sold
$773K
MCINERNEY RYAN
Chief Executive Officer · 2026-08-21
Sold
$2.2M
Taneja Rajat
PRESIDENT, TECHNOLOGY · 2026-08-21
Sold
$6.7M
Other filings
ROTTENBERG JULIE B
GENERAL COUNSEL · 2026-09-09
Option exercise
$252K
MCINERNEY RYAN
Chief Executive Officer · 2026-09-01
Option exercise
$792K
ROTTENBERG JULIE B
GENERAL COUNSEL · 2026-08-31
Option exercise
$223K
MCINERNEY RYAN
Chief Executive Officer · 2026-08-21
Option exercise
$792K
Suh Chris
CHIEF FINANCIAL OFFICER · 2026-08-15
Tax withholding
$2.5M
Show all 12 other filingsShow fewer
Suh Chris
CHIEF FINANCIAL OFFICER · 2026-08-15
Option exercise
15,289 shares
ANDRESKI PETER M
GBL CORP CONTROLLER, CAO · 2026-08-15
Award
5,492 shares
ANDRESKI PETER M
GBL CORP CONTROLLER, CAO · 2026-08-15
Tax withholding
$624K
ANDRESKI PETER M
GBL CORP CONTROLLER, CAO · 2026-08-15
Option exercise
4,170 shares
MAHON TULLIER KELLY
VICE CHAIR, CHF PPL & CORP AFF · 2026-07-30
Option exercise
$4.1M
ROTTENBERG JULIE B
GENERAL COUNSEL · 2026-07-02
Option exercise
$223K
MCINERNEY RYAN
Chief Executive Officer · 2026-06-29
Option exercise
$2.3M
About Visa Inc.
Visa Inc. functions globally as a leading technology company dedicated to payments. Its primary role is to enable the secure and efficient digital transfer of funds among a wide array of participants, including individual consumers, retail businesses, banking institutions, corporations, strategic partners, and governmental bodies. At the heart of its operations is VisaNet, a highly sophisticated transaction…
Financial - Credit Services
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works