Sunbelt Securities Inc. lifted its stake in Visa Inc. (NYSE:V – Free Report) by 11.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 25,411 shares of the credit-card processor’s stock after purchasing an additional 2,536 shares during the period. Visa accounts for approximately 0.6% of Sunbelt Securities Inc.’s holdings, making the stock its 29th largest holding. Sunbelt Securities Inc.’s holdings in Visa were worth $8,675,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after acquiring an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after acquiring an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. grew its holdings in Visa by 4.6% during the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after purchasing an additional 477 shares during the period. Matrix Asset Advisors Inc. NY increased its stake in Visa by 16.9% in the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in Visa by 13.8% in the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after purchasing an additional 2,230 shares during the period. Institutional investors own 82.15% of the company’s stock.
More Visa News
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa launched “Visa Agentic Ready,” a program to let banks test AI agents making payments on customers’ behalf; the first phase in Europe has 21 issuing partners (e.g., Barclays, HSBC UK), which could accelerate product adoption and new transaction flows. Visa Launches Agentic Ready Program to Help Banks Test AI Payments
- Positive Sentiment: Visa agreed to acquire Prisma Medios de Pago and Newpay in Argentina, expanding local card processing and infrastructure in Latin America — a region with above‑trend digital payments growth that can lift volumes and margins over time. Visa’s Argentina Deals Expand Processing Reach And Undervaluation Story
- Positive Sentiment: Tokenization momentum continues: Visa reports a large and growing token footprint (billions of tokens), supporting secure digital credentials and recurring revenue as commerce shifts away from physical cards. This underpins longer-term revenue resilience. Visa’s Token Strategy: A Quiet Shift Powering Future Payments
- Positive Sentiment: Ongoing AI investments for fraud protection and digital payments (highlighted by management at industry forums) reinforce operational efficiency and lower losses, which can support margins and investor confidence. Visa (V) Integrates AI for Fraud Protection and Digital Payments
- Neutral Sentiment: Several bullish analyst/think‑piece writeups reiterate Visa’s long-term merits (market position, cashflows), which may support investor conviction but are not immediate catalysts. Why Visa (V) is a Top Stock for the Long-Term
- Negative Sentiment: Regulatory/legal risk in the UK remains material: London’s Court of Appeal has allowed Mastercard and Visa to challenge a prior tribunal ruling that their default merchant interchange fees breached competition law — litigation could lead to fines, business model changes or merchant fee pressure in Europe. Mastercard, Visa can appeal UK ruling that merchant fees breach antitrust law
- Negative Sentiment: Broader political push in Europe for domestic alternatives to Visa/Mastercard (reported in the FT) signals potential regulatory or market-share headwinds over time if policymakers favor local schemes. School IB business management class: European alternatives to Visa and Mastercard ‘urgently’ needed, says banking chief
Insiders Place Their Bets
Visa Stock Down 0.5%
V stock opened at $308.55 on Wednesday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The stock has a market capitalization of $560.07 billion, a P/E ratio of 28.94, a P/E/G ratio of 1.78 and a beta of 0.78. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The business has a 50-day moving average of $323.65 and a 200-day moving average of $335.32.
Visa (NYSE:V – Get Free Report) last announced its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. The business had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.Visa’s revenue for the quarter was up 14.6% compared to the same quarter last year. During the same quarter last year, the firm earned $2.75 EPS. On average, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.
Visa Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a $0.67 dividend. 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 payout ratio is currently 25.14%.
Analyst Ratings Changes
V has been the subject of several research analyst reports. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Truist Financial set a $372.00 target price on Visa in a research note on Tuesday, February 10th. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Morgan Stanley reiterated an “overweight” rating and issued a $411.00 price objective (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $392.65.
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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