National Wealth Management Group LLC Acquires New Holdings in Visa Inc. $V

National Wealth Management Group LLC purchased a new position in shares of Visa Inc. (NYSE:V) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,525 shares of the credit-card processor’s stock, valued at approximately $520,000.

Other hedge funds also recently added to or reduced their stakes in the company. Transcendent Capital Group LLC boosted its stake in shares of Visa by 2.9% in the second quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock worth $360,000 after buying an additional 29 shares during the last quarter. Insight Wealth Strategies LLC lifted its holdings in Visa by 1.6% in the third quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock valued at $640,000 after acquiring an additional 29 shares during the period. Old Port Advisors boosted its position in Visa by 0.9% in the 3rd quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after purchasing an additional 29 shares in the last quarter. Interchange Capital Partners LLC grew its stake in shares of Visa by 0.5% during the 2nd quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock worth $2,276,000 after purchasing an additional 30 shares during the period. Finally, Carr Financial Group Corp increased its holdings in shares of Visa by 2.4% during the 3rd quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock valued at $440,000 after purchasing an additional 30 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts recently commented on V shares. UBS Group restated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Morgan Stanley set a $398.00 price target on Visa and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Cantor Fitzgerald initiated coverage on shares of Visa in a research note on Monday. They issued an “overweight” rating and a $400.00 price target on the stock. Finally, Citigroup raised shares of Visa to a “strong-buy” rating in a research note on Thursday, October 23rd. Four analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $401.46.

Visa Stock Performance

NYSE:V opened at $328.43 on Tuesday. The firm has a market capitalization of $598.31 billion, a price-to-earnings ratio of 32.17, a PEG ratio of 1.92 and a beta of 0.81. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. The company’s 50-day moving average is $338.55 and its two-hundred day moving average is $342.12. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51.

Visa (NYSE:V) last posted its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, beating analysts’ consensus estimates of $2.97 by $0.01. The company had revenue of $10.72 billion for the quarter, compared to the consensus estimate of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company’s revenue for the quarter was up 11.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.71 earnings per share. Analysts forecast that Visa Inc. will post 11.3 EPS for the current year.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded crypto-to-fiat capability by partnering with Mercuryo to enable near-instant crypto-to-fiat payouts via Visa Direct — a move that broadens payment rails, could capture new transaction volume and fee income, and deepens Visa’s role in digital/crypto on-ramps. Visa Strengthens Crypto-to-Fiat Access Through Mercuryo Partnership
• Positive Sentiment: Visa is pushing banks to modernize loyalty beyond simple card rewards — emphasizing contextual, real-time offers — which could increase card activation, consumer engagement and transaction frequency if banks adopt Visa’s solutions. Visa Urges Banks to Rethink Loyalty Beyond Credit Card Rewards
• Positive Sentiment: Macro lift from an international equity rally (weaker dollar, easier policy abroad) highlights Visa’s sensitivity to cross-border volumes and FX-driven transaction growth — a structural tailwind for revenue outside the U.S. Netflix, Visa and 7 Other U.S. Stocks to Ride the International Stock Rally
• Neutral Sentiment: Small institutional buying: Belpointe Asset Management increased its Visa stake by ~8.1% to 21,852 shares (~$7.46M position) per a 13F filing — a minor vote of confidence but unlikely to move the market materially. Belpointe Asset Management LLC Has $7.46 Million Stock Position in Visa Inc. $V
• Neutral Sentiment: Analyst/earnings coverage: Multiple previews and comparison pieces (Visa vs. Mastercard) note both firms are on an active earnings calendar — investors are watching Q1 metrics (volumes, cross-border, margins) that will more directly affect near-term price action. Ahead of Visa (V) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Branding/marketing: Visa launched a Milano Cortina 2026 athlete-led campaign (Mikaela Shiffrin, Oksana Masters) — good for awareness and consumer positioning but with limited immediate financial impact. Visa Debuts Milano Cortina 2026 Campaign

Insider Buying and Selling at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $341.00, for a total value of $3,575,385.00. Following the completion of the sale, the chief executive officer owned 537 shares in the company, valued at approximately $183,117. This trade represents a 95.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the transaction, the director owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This represents a 26.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 24,042 shares of company stock valued at $8,247,289 over the last 90 days. 0.12% of the stock is owned by insiders.

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.