NorthRock Partners LLC Raises Stake in Visa Inc. $V

NorthRock Partners LLC boosted its position in shares of Visa Inc. (NYSE:V) by 13.1% in the 3rd quarter, HoldingsChannel reports. The fund owned 42,170 shares of the credit-card processor’s stock after acquiring an additional 4,891 shares during the period. NorthRock Partners LLC’s holdings in Visa were worth $14,396,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Bank OZK raised its holdings in shares of Visa by 3.7% in the 3rd quarter. Bank OZK now owns 858 shares of the credit-card processor’s stock valued at $293,000 after purchasing an additional 31 shares in the last quarter. Prudential PLC grew its stake in shares of Visa by 10.5% during the third quarter. Prudential PLC now owns 229,292 shares of the credit-card processor’s stock worth $78,276,000 after purchasing an additional 21,720 shares in the last quarter. Sanders Capital LLC grew its stake in shares of Visa by 1.2% during the third quarter. Sanders Capital LLC now owns 3,112,880 shares of the credit-card processor’s stock worth $1,062,675,000 after purchasing an additional 36,120 shares in the last quarter. Texas Capital Bank Wealth Management Services Inc increased its holdings in Visa by 8.1% in the third quarter. Texas Capital Bank Wealth Management Services Inc now owns 8,457 shares of the credit-card processor’s stock valued at $2,887,000 after buying an additional 633 shares during the last quarter. Finally, United Financial Planning Group LLC purchased a new position in Visa in the third quarter valued at $315,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.12% of the company’s stock.

Visa Stock Performance

NYSE V opened at $307.15 on Friday. The company has a fifty day moving average of $325.50 and a two-hundred day moving average of $336.11. The company has a market capitalization of $557.53 billion, a PE ratio of 28.81, a P/E/G ratio of 1.76 and a beta of 0.78. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

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. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same quarter in the previous year, the firm earned $2.75 earnings per share. The business’s revenue was up 14.6% compared to the same quarter last year. As a group, analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

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

Analyst Ratings Changes

V has been the subject of a number of recent analyst reports. Piper Sandler set a $160.00 price target on Visa in a report on Wednesday, January 28th. UBS Group reiterated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Finally, HSBC raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Seven analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $392.65.

More 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

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.