Great Lakes Advisors LLC Trims Stock Position in Visa Inc. $V

Great Lakes Advisors LLC cut its stake in Visa Inc. (NYSE:V) by 13.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,723 shares of the credit-card processor’s stock after selling 3,908 shares during the quarter. Great Lakes Advisors LLC’s holdings in Visa were worth $8,440,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the stock. Brighton Jones LLC grew its stake in Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after purchasing an additional 6,883 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Visa by 68.9% in the 4th 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 period. Nicholas Hoffman & Company LLC. grew its position 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 worth $3,834,000 after buying an additional 477 shares during the period. GC Wealth Management RIA LLC increased its stake in shares of Visa by 315.7% in the 2nd quarter. GC Wealth Management RIA LLC now owns 39,994 shares of the credit-card processor’s stock worth $14,200,000 after acquiring an additional 30,372 shares in the last quarter. Finally, Moss Adams Wealth Advisors LLC lifted its position in Visa by 22.6% during the 2nd quarter. Moss Adams Wealth Advisors LLC now owns 5,683 shares of the credit-card processor’s stock valued at $2,018,000 after acquiring an additional 1,048 shares during the period. Institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

V has been the topic of a number of recent research reports. UBS Group restated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Piper Sandler set a $160.00 price target on Visa in a research note on Wednesday. KeyCorp reaffirmed an “overweight” rating and set a $405.00 price objective on shares of Visa in a research report on Wednesday, October 22nd. Evercore ISI set a $380.00 price objective on Visa in a research note on Friday, December 12th. Finally, Citigroup raised Visa to a “strong-buy” rating in a research note on Thursday, October 23rd. Six equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $391.58.

Visa Stock Performance

V stock opened at $332.21 on Friday. The stock’s 50 day simple moving average is $338.87 and its 200 day simple moving average is $341.79. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The stock has a market capitalization of $605.20 billion, a PE ratio of 32.54, a price-to-earnings-growth ratio of 1.92 and a beta of 0.81.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 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 analyst estimates of $10.69 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter last year, the company earned $2.75 EPS. As a group, research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 beat — Visa posted $3.17 EPS vs. $3.14 consensus and revenue of $10.90B, driven by strong holiday consumer spending and higher payment volumes; profit was $5.85B and revenue rose ~14.6% YoY. This is the primary driver of the stock’s upside. Visa beats first-quarter estimates as holiday sales boost payment volumes
• Positive Sentiment: Company release & investor materials — Visa provided an official earnings release, slide deck and webcast that underscore healthy margins (net margin ~50%) and high ROE, giving investors confidence in execution and cash generation. Visa Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrades — Multiple boutiques raised ratings/targets (including Cantor Fitzgerald and Rothschild/Redburn), reflecting bullish analyst reaction to the print and incremental upside in cross-border and volumes. Upgrades supported buying interest. Analyst upgrade coverage
• Neutral Sentiment: Partnerships expand reach but are incremental — New tie-ups (e.g., GCash cross-border funding and Amenify resident-commerce work) broaden product placement and long-term growth avenues but are unlikely to move near-term revenue materially. Visa, GCash partner for cross-border account funding
• Neutral Sentiment: Product reviews and card-market chatter — Various card reviews and product rollouts (broader Visa-branded card ecosystem) maintain brand momentum but have limited direct impact on Visa’s network economics. TD Cash Back Visa Infinite Card Review
• Negative Sentiment: Regulatory/political headline risk — Visa’s public pushback against the Credit Card Competition Act and reports about rewards being usable on controversial accounts create regulatory and reputational scrutiny that could weigh on sentiment if escalated. Visa: Credit Card Competition Act not needed
• Negative Sentiment: Political/PR noise — Headlines suggesting changes to reward-redemption policies (e.g., spending rewards on certain political accounts) may create short-term volatility and draw investor focus to non-financial risks. Visa allowing rewards on Trump accounts

Insiders Place Their Bets

In other news, Director Lloyd Carney sold 900 shares of Visa stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the sale, the director directly owned 2,468 shares in the company, valued at $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the transaction, the chief executive officer directly owned 537 shares of the company’s stock, valued at $183,117. The trade was a 95.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is owned by 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.