Integrity Advisory Solutions LLC purchased a new position in shares of Visa Inc. (NYSE:V – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 2,080 shares of the credit-card processor’s stock, valued at approximately $710,000.
Several other hedge funds have also recently added to or reduced their stakes in the company. Sonoma Allocations LLC purchased a new position in Visa during the third quarter worth about $710,000. AQR Capital Management LLC grew its stake 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 during the period. Baltimore Washington Financial Advisors Inc. increased its holdings in shares of Visa by 5.9% during 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. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA raised its position in shares of Visa by 2.6% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after buying an additional 14,581 shares during the period. Finally, Federated Hermes Inc. lifted its holdings in Visa by 24.1% in the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after acquiring an additional 159,906 shares during the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several equities research analysts have issued reports on the company. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. TD Cowen reiterated a “buy” rating on shares of Visa in a report on Friday, January 30th. Rothschild & Co Redburn set a $385.00 price objective on Visa in a research report on Wednesday, January 28th. Morgan Stanley reaffirmed an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $395.00 target price on shares of Visa in a research note on Friday, January 30th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Visa presently has a consensus rating of “Buy” and a consensus price target of $392.65.
Visa News Summary
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Bank of America initiated coverage with a “Buy” and a $410 price target, signaling institutional support and implying meaningful upside versus current levels. This can attract demand from growth-oriented investors and funds.
- Positive Sentiment: Visa is expanding its partnership with Stripe’s Bridge to roll out stablecoin‑linked cards across 100+ countries and is running on‑chain settlement pilots — moves that broaden addressable payment flows, open crypto-native volume, and support long‑term revenue diversification. Visa tests stablecoin spending while shares trade below valuation estimates
- Positive Sentiment: Visa appointed veteran Leonardo J. Collado to lead growth at Pismo (the payments processing platform it acquired in 2024), highlighting active integration and an emphasis on scaling processing/OEM relationships — a potential driver of incremental processing revenue. Visa Taps Veteran Leonardo Collado to Lead Pismo’s Global Growth
- Positive Sentiment: Recent fundamentals remain solid: Visa beat Q1 estimates (EPS and revenue) and continues to generate strong free cash flow and high margins, supporting dividends and buyback capacity — a structural tailwind for the stock.
- Neutral Sentiment: Revolut filed for a U.S. bank charter and hired a former Visa executive as U.S. CEO — a potential long‑term competitor in cards/deposits if approvals succeed, but outcomes and timing are uncertain. Revolut files for US bank charter, names Duransoy as US CEO
- Neutral Sentiment: Analyst and media coverage is mixed: long‑term bull narratives (e.g., speculative pieces on very large upside) coexist with valuation checks — these stories can amplify short‑term trading but don’t change Visa’s cash‑flow fundamentals. Is Visa Stock Going to $1,000?
- Neutral Sentiment: Valuation focus persists—several pieces discuss whether recent pullbacks make Visa attractively priced; that debate helps explain muted price moves as investors reassess multiples vs. growth. Is Visa (V) Still Attractively Priced After Recent Share Price Pullback?
- Negative Sentiment: Near‑term selling/profit‑taking tied to valuation concerns and market rotation is keeping shares under pressure despite the strategic wins; until headlines consistently translate into higher volumes or upgraded consensus estimates, sentiment may remain mixed.
Insider Buying and Selling
In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were 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. The trade was a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.12% of the stock is owned by corporate insiders.
Visa Price Performance
V opened at $319.42 on Friday. The stock’s 50-day moving average price is $330.33 and its 200 day moving average price is $337.51. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm has a market cap of $579.80 billion, a price-to-earnings ratio of 29.96, a PEG ratio of 1.84 and a beta of 0.78.
Visa (NYSE:V – Get Free Report) last released its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating the consensus estimate of $3.14 by $0.03. The company had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.Visa’s revenue was up 14.6% compared to the same quarter last year. During the same period in the previous year, the company posted $2.75 EPS. As a group, sell-side analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.
Visa Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a dividend of $0.67 per share. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s dividend payout ratio is 25.14%.
Visa Company Profile
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.
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