Nilsine Partners LLC Buys 1,666 Shares of Visa Inc. $V

Nilsine Partners LLC raised its stake in Visa Inc. (NYSE:V) by 5.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,849 shares of the credit-card processor’s stock after acquiring an additional 1,666 shares during the period. Visa makes up 1.0% of Nilsine Partners LLC’s portfolio, making the stock its 22nd biggest position. Nilsine Partners LLC’s holdings in Visa were worth $11,170,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently modified their holdings of the stock. Parvin Asset Management LLC grew its position in Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares during the last quarter. Sagard Holdings Management Inc. purchased a new position in Visa in the second quarter worth about $31,000. Imprint Wealth LLC purchased a new position in Visa in the third quarter worth about $39,000. Strategic Advocates LLC bought a new position in shares of Visa in the third quarter worth approximately $43,000. Finally, Moisand Fitzgerald Tamayo LLC lifted its stake in shares of Visa by 344.8% in the third quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock worth $44,000 after buying an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the sale, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.12% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

V has been the subject of several analyst reports. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective on the stock in a research report on Monday, February 2nd. UBS Group cut their target price on Visa from $425.00 to $390.00 and set a “buy” rating on the stock in a research note on Tuesday. TD Cowen reissued a “buy” rating on shares of Visa in a report on Friday, January 30th. Finally, Truist Financial set a $372.00 price target on Visa in a research note on Tuesday, February 10th. Seven investment 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 data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $390.96.

Visa Stock Up 0.8%

V opened at $300.88 on Friday. 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 50 day moving average price of $315.58 and a 200-day moving average price of $331.79. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The stock has a market capitalization of $546.14 billion, a price-to-earnings ratio of 28.22, a PEG ratio of 1.71 and a beta of 0.80.

Visa (NYSE:V) last issued its earnings results 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. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same quarter last year, the company posted $2.75 earnings per share. The firm’s quarterly revenue was up 14.6% on a year-over-year basis. Equities research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is 25.14%.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out six AI-powered dispute-resolution tools aimed at cutting fraud losses, speeding chargeback resolution and reducing back‑office costs — a direct path to improving net margins and issuer/acquirer retention. Visa launches new AI tools to manage the charge dispute process
• Positive Sentiment: Visa highlights the same AI dispute push in broader press coverage; investors may view this as a scalable revenue/profitability lever if it reduces billions in avoidable costs across the payments ecosystem. AI Could Handle Your Next Credit Card Dispute, Visa Says
• Positive Sentiment: Deeper Ramp integration and expanded issuing deals position Visa as an embedded finance layer for enterprise bill-pay and real‑time controls — this can increase TPV and stickiness with corporate clients. How Ramp Visa (V) AI Bill‑Pay Deal Has Changed Its Embedded Payments Investment Story
• Positive Sentiment: Partnerships that bring crypto-to-payments (e.g., Bitget card launch with Visa in APAC) broaden payment flow sources and may lift transaction volumes over time. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Positive Sentiment: Product enhancements that surface recurring payments in mobile banking apps improve cardholder engagement and reduce churn for issuers and merchants — supportive for long‑term TPV growth. Visa Inc. (V) makes it easy to track recurring payments on mobile banking apps
• Neutral Sentiment: Analyst coverage remains generally favorable (consensus Buy) even as some targets shift; watch revisions for guidance on margin and volume assumptions. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Several market writeups include Visa as a beneficiary of broader crypto and blockchain adoption — positive optionality but not a primary revenue driver yet. Top Cryptocurrency Stocks You Should Watch for a Healthy Portfolio
• Negative Sentiment: UBS trimmed its price target on Visa, signaling some analyst caution on upside from current levels — investors should monitor whether other firms follow. UBS Group Lowers Visa (NYSE:V) Price Target to $390.00
• Negative Sentiment: Competitive moves (e.g., Mastercard targeting SMB spend via Amazon integrations) increase rivalry in embedded payments and could pressure interchange and product-share gains. Can Mastercard Capture SMB Spend Through Amazon’s Ecosystem?
• Negative Sentiment: Policy risks remain: proposals to cap credit-card interest rates could reduce interchange yields and card availability if enacted — a macro/regulatory downside to monitor. Credit card interest rate cap could reduce access for over 100 million Americans, analysis finds

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.