Stenger Family Office LLC increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 17.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,291 shares of the credit-card processor’s stock after purchasing an additional 1,541 shares during the quarter. Stenger Family Office LLC’s holdings in Visa were worth $3,580,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in V. Sonoma Allocations LLC acquired a new position in Visa during the 3rd quarter valued at approximately $710,000. AQR Capital Management LLC lifted its stake in shares of Visa by 1.8% during the second quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after buying an additional 21,401 shares during the period. Precedent Wealth Partners LLC grew its holdings in shares of Visa by 7.5% during the second quarter. Precedent Wealth Partners LLC now owns 1,588 shares of the credit-card processor’s stock valued at $564,000 after buying an additional 111 shares during the last quarter. Baltimore Washington Financial Advisors Inc. grew its holdings in shares of Visa by 5.9% during the second quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock valued at $33,783,000 after buying an additional 5,295 shares during the last quarter. Finally, Consilium Wealth Advisory LLC acquired a new position in shares of Visa in the 2nd quarter valued at $862,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Wall Street Analyst Weigh In
V has been the subject of a number of research reports. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Bank of America upgraded Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective for the company in a research note on Thursday, December 11th. KeyCorp reiterated an “overweight” rating and issued a $405.00 target price on shares of Visa in a research report on Wednesday, October 22nd. HSBC upgraded shares of Visa from a “hold” rating to a “buy” rating and increased their price target for the stock from $335.00 to $389.00 in a report on Sunday, December 7th. Finally, Hsbc Global Res upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $402.52.
Insider Activity at Visa
In other news, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total transaction of $302,832.00. Following the sale, the director directly owned 2,468 shares in the company, valued at $830,432.64. This trade represents a 26.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the transaction, the insider owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 24,042 shares of company stock worth $8,247,289. 0.12% of the stock is owned by company insiders.
Trending Headlines about Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Crypto card spending is surging: TipRanks reports crypto-card transactions have reached $18 billion, with Visa positioned as a market leader in digital payments — this supports revenue upside from card volume and new product adoption. V, BTC, USDC: Crypto Card Spending Hits $18 Billion
- Positive Sentiment: Visa expands stablecoin capabilities: BVNK will power stablecoin pre‑funding and payouts on Visa Direct, enabling faster settlement for crypto-linked programs and broadening Visa’s settlement rails. This is a product expansion that can increase fee-bearing volume. BVNK to Power Stablecoin Payments for Visa Direct
- Positive Sentiment: Growing stablecoin settlement volumes: Visa says stablecoin-linked payment cards are driving demand and its stablecoin settlement run-rate has climbed to roughly $4.5 billion annualized — a small but fast-growing new revenue stream. Visa Says Stablecoin-Linked Payments Cards Drive Demand for Settlement Platform
- Positive Sentiment: Analyst consensus remains constructive: Brokerages have issued a consensus “Buy” on Visa, supporting investor confidence and likely limiting downside from short-term news. Visa Inc. (NYSE:V) Receives Consensus Rating of “Buy” from Brokerages
- Neutral Sentiment: Opinion pieces highlight long-term thesis: The Motley Fool and MarketBeat/Market commentary revisit Visa as a long-term compounder (and note last year’s underperformance), keeping it on buy-and-hold radars but offering limited near-term catalyst news. Could Buying Visa Stock Today Set You Up for Life?
- Negative Sentiment: Regulatory/legal risk in the U.K.: The High Court ruled the U.K. Payment Systems Regulator can cap cross‑border interchange fees, a decision that could compress Visa’s fee revenue on certain transactions in a material market if caps are implemented. This is the main near-term headwind. Mastercard, Visa and Revolut lose UK case over proposed cross-border card fees cap
Visa Stock Up 0.2%
Visa stock opened at $328.41 on Monday. The business’s 50-day moving average price is $339.41 and its 200 day moving average price is $343.39. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The firm has a market cap of $598.28 billion, a price-to-earnings ratio of 32.17, a price-to-earnings-growth ratio of 1.93 and a beta of 0.81. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51.
Visa (NYSE:V – Get Free Report) last announced its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.97 by $0.01. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company had revenue of $10.72 billion during the quarter, compared to the consensus estimate of $10.60 billion. During the same period in the previous year, the company posted $2.71 earnings per share. Visa’s revenue for the quarter was up 11.5% on a year-over-year basis. As a group, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.
Visa Increases Dividend
The company also recently declared a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Wednesday, November 12th were given a dividend of $0.67 per share. This is a boost from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date was Wednesday, November 12th. Visa’s dividend payout ratio (DPR) is 26.25%.
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.
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