Riverbridge Partners LLC Sells 6,401 Shares of Visa Inc. $V

Riverbridge Partners LLC decreased its holdings in shares of Visa Inc. (NYSE:V) by 4.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 152,913 shares of the credit-card processor’s stock after selling 6,401 shares during the quarter. Riverbridge Partners LLC’s holdings in Visa were worth $53,628,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Butensky & Cohen Financial Security Inc. raised its stake in Visa by 2.1% in the fourth quarter. Butensky & Cohen Financial Security Inc. now owns 17,239 shares of the credit-card processor’s stock valued at $6,046,000 after purchasing an additional 350 shares in the last quarter. Well Done LLC grew its stake in Visa by 41.4% in the 4th quarter. Well Done LLC now owns 2,980 shares of the credit-card processor’s stock worth $1,045,000 after buying an additional 873 shares in the last quarter. Presilium Private Wealth LLC grew its stake in Visa by 3.1% in the 4th quarter. Presilium Private Wealth LLC now owns 1,549 shares of the credit-card processor’s stock worth $543,000 after buying an additional 46 shares in the last quarter. Compton Wealth Advisory Group LLC increased its holdings in shares of Visa by 0.4% in the 4th quarter. Compton Wealth Advisory Group LLC now owns 11,163 shares of the credit-card processor’s stock worth $3,915,000 after buying an additional 50 shares during the last quarter. Finally, Argentarii LLC increased its holdings in shares of Visa by 5.8% in the 4th quarter. Argentarii LLC now owns 13,096 shares of the credit-card processor’s stock worth $4,593,000 after buying an additional 719 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Truist Financial set a $372.00 price objective on shares of Visa in a report on Tuesday, February 10th. Morgan Stanley restated an “overweight” rating and set a $411.00 price target (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Bank of America initiated coverage on Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 price target for the company. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Finally, Rothschild & Co Redburn set a $385.00 price objective on Visa in a research report on Wednesday, January 28th. Seven 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 company. Based on data from MarketBeat, Visa presently has a consensus rating of “Buy” and a consensus price target of $392.65.

Insider Activity

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

Visa Price Performance

Shares of Visa stock opened at $295.23 on Friday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. Visa Inc. has a 52-week low of $294.32 and a 52-week high of $375.51. The company has a fifty day moving average of $317.68 and a 200-day moving average of $332.86. The stock has a market capitalization of $535.89 billion, a price-to-earnings ratio of 27.69, a price-to-earnings-growth ratio of 1.69 and a beta of 0.78.

Visa (NYSE:V) last issued 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. The company had revenue of $10.90 billion for 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 firm’s revenue was up 14.6% compared to the same quarter last year. During the same quarter last year, the company earned $2.75 EPS. Equities research analysts expect that Visa Inc. will post 11.3 EPS for the current year.

Visa Announces Dividend

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

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched an Enhanced Subscription Manager with partner Pinwheel to help issuers give cardholders better control of recurring payments — a product that can deepen issuer relationships and produce new value‑added revenue. Visa Launches Enhanced Subscription Manager (BusinessWire)
• Positive Sentiment: Visa joined the Canton Network as a “Super Validator,” signalling a strategic push into institutional on‑chain settlement and privacy‑focused blockchain infrastructure — a move that could expand Visa’s role in regulated digital-asset rails and future settlement revenue. Visa Canton Role Signals Onchain Settlement (Yahoo Finance)
• Positive Sentiment: Analyst coverage remains constructive: Zacks highlights Visa’s earnings growth and price strength as reasons it sits on watchlists, reinforcing the view that fundamentals remain intact despite recent volatility. Earnings Growth & Price Strength Make Visa a Stock to Watch (Zacks)
• Neutral Sentiment: Visa‑commissioned data and industry reports show growing euro stablecoin activity and payment‑rail integrations, highlighting the company’s influence in non‑dollar stablecoin settlement — strategically relevant but not immediately earnings‑driving. Euro Stablecoins Dominate Non‑Dollar Market (Cointelegraph)
• Neutral Sentiment: Visa’s brand shows up in crypto/payment experiments (e.g., Pengu Card launch driving NFT token moves), which underscores product reach but is peripheral to core revenue today. BlockDAG Staking & Pengu Card (Blockonomi)
• Negative Sentiment: Regulatory pressure is the main near‑term negative catalyst: the FTC and U.S. trade watchdogs have warned payment processors, sending a clear signal about potential enforcement around “debanking” and access restrictions — headlines that have prompted sector selling and direct downward pressure on Visa shares. FTC Issues Warnings to Payment Processors (WSJ) FTC Warns Visa, Mastercard, PayPal, Stripe (Bitcoin.com)
• Negative Sentiment: Market reaction to the regulatory headlines has already caused short‑term weakness in payment stocks — coverage noted that Visa and peers slipped after the U.S. threat of action over alleged political bias, amplifying volatility for V. Payment Stocks Slip after U.S. Threatens Action (TipRanks)

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.