Lloyd Carney Sells 650 Shares of Visa (NYSE:V) Stock

Visa Inc. (NYSE:V) Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Visa Trading Up 0.2%

NYSE V opened at $307.15 on Friday. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The company has a market capitalization of $557.53 billion, a price-to-earnings ratio of 28.81, a price-to-earnings-growth ratio of 1.76 and a beta of 0.78. The company’s 50-day simple moving average is $325.50 and its two-hundred day simple moving average is $336.11.

Visa (NYSE:V) last announced its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. During the same quarter in the prior year, the company earned $2.75 EPS. The company’s revenue was up 14.6% compared to the same quarter last year. Equities analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The business 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 0.9%. Visa’s dividend payout ratio is currently 25.14%.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa’s Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on V shares. Piper Sandler set a $160.00 price target on Visa in a report on Wednesday, January 28th. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Morgan Stanley reiterated an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Finally, Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Seven 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 company’s stock. According to MarketBeat, Visa has an average rating of “Buy” and a consensus price target of $392.65.

Institutional Trading of Visa

Several hedge funds and other institutional investors have recently made changes to their positions in the business. World Investment Advisors grew its stake in Visa by 12.9% during the 4th quarter. World Investment Advisors now owns 119,198 shares of the credit-card processor’s stock worth $41,804,000 after buying an additional 13,614 shares during the last quarter. Farmers National Bank increased its position in Visa by 6.0% during the 4th quarter. Farmers National Bank now owns 25,390 shares of the credit-card processor’s stock valued at $8,905,000 after buying an additional 1,443 shares in the last quarter. Nalls Sherbakoff Group LLC purchased a new stake in Visa in the fourth quarter valued at about $50,000. Meadowbrook Advisors Group LLC purchased a new stake in Visa in the fourth quarter valued at about $5,322,000. Finally, DUTCH ASSET Corp acquired a new stake in Visa in the fourth quarter worth about $2,763,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

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.