Overbrook Management Corp Sells 1,848 Shares of Visa Inc. $V

Overbrook Management Corp lessened its holdings in Visa Inc. (NYSE:V) by 2.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 62,035 shares of the credit-card processor’s stock after selling 1,848 shares during the period. Visa accounts for approximately 3.8% of Overbrook Management Corp’s holdings, making the stock its 11th biggest position. Overbrook Management Corp’s holdings in Visa were worth $21,756,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of V. Capital World Investors grew its position in shares of Visa by 0.8% during the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock worth $8,463,484,000 after purchasing an additional 193,288 shares in the last quarter. Norges Bank purchased a new position in Visa in the 2nd quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. boosted its stake in Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after purchasing an additional 2,429,996 shares during the period. Ameriprise Financial Inc. boosted its stake in Visa by 4.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock worth $4,475,403,000 after purchasing an additional 530,995 shares during the period. Finally, Legal & General Group Plc boosted its stake in Visa by 3.3% in the 3rd quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock worth $4,253,224,000 after purchasing an additional 399,845 shares during the period. 82.15% of the stock is owned by institutional investors.

Visa Price Performance

Visa stock opened at $305.11 on Thursday. Visa Inc. has a 52-week low of $297.03 and a 52-week high of $375.51. 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’s fifty day moving average is $318.78 and its 200 day moving average is $333.46. The company has a market cap of $553.82 billion, a price-to-earnings ratio of 28.62, a PEG ratio of 1.74 and a beta of 0.78.

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

Visa Announces Dividend

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

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa joins the Canton Network as its first major global payments “Super Validator,” enabling privacy-preserving on‑chain payments and helping banks migrate payment flows to blockchain — a meaningful strategic step into tokenized capital markets and enterprise on‑chain rails. Visa Becomes ‘Super Validator’ For Canton Network
• Positive Sentiment: Coverage emphasizing the Canton role frames Visa as a bridge between traditional capital markets and on‑chain payments — this narrative supports upside from new fee streams, network effects, and partnerships with banks and asset managers. Visa Bridges Capital Markets and Onchain Payments on Canton Network
• Positive Sentiment: Multiple fintech/blockchain outlets highlight the privacy-preserving angle of Visa’s Canton relationship — this differentiator can ease institutional adoption where confidentiality is required, improving Visa’s competitive positioning in enterprise blockchain payments. Visa Teams With Canton Network to Preserve Blockchain Privacy
• Positive Sentiment: Visa broadens crypto/payment product reach via partner launches: Rain expanding Visa membership into Asia‑Pacific for stablecoin payment infrastructure and NFT/crypto brands (e.g., Pudgy Penguins) launching Visa‑backed cards — incremental adoption and card volume opportunities in APAC and web3 ecosystems. Rain Expands Visa Membership into Asia-Pacific Pudgy Penguins Launches Visa-Backed Crypto Debit Card
• Positive Sentiment: Separately, Visa’s partnership with Ingenico to link AXIUM POS terminals to Visa’s Acceptance Platform (gateway + risk management) shortens merchant onboarding and could drive incremental acceptance revenue and deeper in‑store penetration. Assessing Visa (V) Valuation After The New Ingenico Payments Partnership
• Neutral Sentiment: Macro/sector commentary (XLF and broader financials weakness) is relevant: Visa sits in financial ETFs and can be affected by sector flows even if company fundamentals are solid — keep an eye on ETF rebalancing and sentiment. Financials Are Down Big This Year. The XLF Affords an Opportunity
• Negative Sentiment: Reports of a Visa payments outage in the U.K. (user complaints of card declines) are a short‑term operational headwind; repeated outages can damage merchant trust and lead to fines or remediation costs, so investors should watch incident scope and company response. Visa down LIVE as UK shoppers report payments not working

Wall Street Analyst Weigh In

V has been the topic of several recent analyst reports. Morgan Stanley reiterated an “overweight” rating and set a $411.00 price objective (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Piper Sandler set a $160.00 target price on shares of Visa in a research report on Wednesday, January 28th. 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. Truist Financial set a $372.00 price target on shares of Visa in a report on Tuesday, February 10th. Finally, HSBC upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Seven equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Visa currently has an average rating of “Buy” and an average price target of $392.65.

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the business’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 sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Lloyd Carney sold 650 shares of the company’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 value of $201,253.00. Following the sale, the director 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.

About Visa

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.