Visa Inc. $V Shares Sold by Tableaux LLC

Tableaux LLC trimmed its stake in shares of Visa Inc. (NYSE:V) by 91.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,358 shares of the credit-card processor’s stock after selling 15,305 shares during the quarter. Tableaux LLC’s holdings in Visa were worth $464,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of V. Norges Bank acquired a new position in Visa in the second quarter worth about $7,034,939,000. TCI Fund Management Ltd. lifted its holdings in Visa by 14.6% during the 2nd 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 last quarter. Corient Private Wealth LLC lifted its holdings in 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 buying an additional 2,075,289 shares during the last quarter. Vanguard Group Inc. grew its position in shares of Visa by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after acquiring an additional 1,461,575 shares in the last quarter. Finally, Geode Capital Management LLC increased its holdings in shares of 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. Institutional investors own 82.15% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expands in Argentina — the company agreed to acquire Prisma Medios de Pago and Newpay to bring local processing infrastructure in‑house and roll out tokenization/biometric tools, supporting Latin American growth prospects. Visa Deepens Argentina Roots
• Positive Sentiment: Underlying fundamentals remain supportive — Visa recently beat on revenue and EPS, holds strong margins and ROE, and continues to generate high free cash flow, which investors treat as a stabilizer versus cyclical headlines. (Quarterly results released Jan. 29.)
• Neutral Sentiment: Europe is evaluating ways to reduce reliance on Visa/Mastercard — discussions about alternative settlement rails in the UK and eurozone are developing but face structural and political hurdles; a long‑term risk to interchange and network economics if alternatives scale. Is Europe ready to reduce reliance on Visa and Mastercard?
• Neutral Sentiment: Competitive landscape commentary — analyst pieces contrast Visa with fast‑growing BNPL/digital players like Affirm and debate PayPal’s strategic options; these highlight potential upside for challengers but don’t immediately undercut Visa’s core network economics. Visa vs Affirm
• Negative Sentiment: AI routing scare hit the sector — a Citrini Research scenario about AI agents routing payments around card networks sparked heavy selling across payments firms, pressuring Visa and peers on concerns over future processing fee erosion. AI scenario spooked payments sector
• Negative Sentiment: Regulatory setback in Mexico — Mexico’s antitrust regulator blocked Visa’s proposed controlling stake in Prosa, signaling tougher review of market consolidation and data/competition concerns in an important growth market. Mexico blocks Visa-Prosa acquisition
• Negative Sentiment: Merchant fee pressure risk — reports from other markets (e.g., New Zealand) show retailers warning that bans on card surcharges could push prices higher and squeeze merchant economics, which would indirectly pressure network/processor fee dynamics over time. NZ retailers warn on surcharge ban

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. HSBC raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 price target on shares of Visa in a report on Friday, January 30th. Raymond James Financial reaffirmed an “outperform” rating and set a $408.00 price objective (up from $398.00) on shares of Visa in a research report on Wednesday, October 29th. Truist Financial set a $372.00 target price on shares of Visa in a report on Tuesday, February 10th. Finally, Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Seven analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $391.43.

Visa Trading Up 0.3%

Shares of Visa stock opened at $307.29 on Wednesday. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm has a market cap of $557.78 billion, a price-to-earnings ratio of 28.83, a price-to-earnings-growth ratio of 1.76 and a beta of 0.79. The business has a fifty day simple moving average of $334.82 and a 200-day simple moving average of $338.56.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.14 by $0.03. The company had revenue of $10.90 billion for 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 business’s revenue was up 14.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.75 EPS. On average, equities analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th will be issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Tuesday, February 10th. Visa’s dividend payout ratio is currently 25.14%.

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. This trade represents a 52.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.12% of the stock is currently owned by corporate insiders.

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.