Pictet North America Advisors SA Cuts Stock Position in Visa Inc. $V

Pictet North America Advisors SA cut its holdings in shares of Visa Inc. (NYSE:V) by 4.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 56,467 shares of the credit-card processor’s stock after selling 2,454 shares during the quarter. Visa makes up about 1.9% of Pictet North America Advisors SA’s investment portfolio, making the stock its 17th biggest position. Pictet North America Advisors SA’s holdings in Visa were worth $19,804,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Parvin Asset Management LLC boosted its stake in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the period. Sagard Holdings Management Inc. purchased a new position in shares of Visa in the second quarter worth $31,000. Imprint Wealth LLC purchased a new position in shares of Visa in the third quarter worth $39,000. Strategic Advocates LLC bought a new position in shares of Visa during the third quarter worth $43,000. Finally, Moisand Fitzgerald Tamayo LLC boosted its position in shares of Visa by 344.8% during the third quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock worth $44,000 after acquiring an additional 100 shares during the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched six AI-powered dispute tools aimed at automating case analysis, merchant responses and real‑time insights — management says this should reduce fraud-related losses and backstop issuer/merchant relationships, supporting the company’s growth and margin story. Visa’s New AI Dispute Tools Target Fraud Costs And Support Growth Narrative
• Positive Sentiment: Visa is part of new merchant/payment product rollouts (example: Bitget Card in APAC), which can expand transaction volume and cross‑border flows in growing crypto-related payment use cases. These partnerships support TPS and fee growth if adoption scales. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Neutral Sentiment: Analysts and trade press continue to flag Visa as a play on payments/crypto exposure in thematic lists — this can attract long-term thematic flows but is unlikely to move near-term fundamentals by itself. Top Cryptocurrency Stocks You Should Watch for a Healthy Portfolio
• Negative Sentiment: An analyst downgrade was published today, citing valuation or near-term concerns — downgrades can trigger short-term selling and pressure relative performance. Visa (NYSE:V) Stock Price Down 1.2% on Analyst Downgrade
• Negative Sentiment: UBS cut Visa’s price target (to $390), a formal pullback in street expectations that can limit upside for investor models and reweight recommendations. UBS Group Lowers Visa (NYSE:V) Price Target to $390.00
• Negative Sentiment: Competitive pressures: coverage notes that Mastercard is pursuing SMB spend via Amazon and embedded payments — successful wins by rivals in high-frequency merchant ecosystems could pressure Visa’s market-share or interchange trends over time. Can Mastercard Capture SMB Spend Through Amazon’s Ecosystem?
• Negative Sentiment: Emerging local competitors (discussion of a UK-focused rival) highlight regulatory and market-share risk in key markets — incremental but worth monitoring for longer-term competitive dynamics. Interview: Boku CEO Stuart Neal on why the UK needs a Mastercard, Visa rival

Insider Transactions at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction that occurred 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 sale, the director directly owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. 0.12% of the stock is currently owned by company insiders.

Analyst Ratings Changes

V has been the topic of a number of research reports. Daiwa Securities Group upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target on the stock in a report on Monday, February 2nd. Evercore set a $380.00 price objective on shares of Visa in a report on Friday, December 12th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Friday, January 30th. Loop Capital initiated coverage on Visa in a research report on Tuesday. They issued a “buy” rating and a $387.00 target price on the stock. Finally, Truist Financial set a $372.00 price target on Visa in a research note on Tuesday, February 10th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $390.96.

Visa Price Performance

V stock opened at $300.88 on Friday. Visa Inc. has a 52 week low of $293.89 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 company has a fifty day simple moving average of $315.08 and a two-hundred day simple moving average of $331.53. The firm has a market capitalization of $546.14 billion, a P/E ratio of 28.22, a price-to-earnings-growth ratio of 1.72 and a beta of 0.80.

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

Visa Dividend Announcement

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

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.