Visa Inc. $V Holdings Decreased by Middleton & Co. Inc. MA

Middleton & Co. Inc. MA trimmed its holdings in Visa Inc. (NYSE:V) by 3.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 72,504 shares of the credit-card processor’s stock after selling 2,853 shares during the quarter. Visa comprises about 2.7% of Middleton & Co. Inc. MA’s investment portfolio, making the stock its 7th biggest holding. Middleton & Co. Inc. MA’s holdings in Visa were worth $24,751,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Visa by 0.9% during the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after purchasing an additional 1,461,575 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Visa by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after buying an additional 1,067,631 shares during the last quarter. Norges Bank bought a new position in Visa during the 2nd quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. increased its position in Visa by 14.6% during the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after buying an additional 2,429,996 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its stake in Visa by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock valued at $4,552,057,000 after buying an additional 145,665 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: TreviPay announced a partnership with Visa to offer a “Pay by Invoice” tool to Visa-issuing banks, aiming to help issuers capture more of the $58 trillion North American B2B payments market — a product push that could expand Visa’s transaction volume in commercial flows. TreviPay Teams With Visa to Offer Banks Pay by Invoice Tool
• Positive Sentiment: Analysts note crypto-linked cards (example: Lemon’s Bitcoin-backed card on Visa’s network) point to another growth lane — enabling spending while holding crypto could broaden Visa’s fee-bearing volume if adoption scales. Does Lemon’s Bitcoin Credit Card Hint at V’s Next Crypto Growth Lane?
• Neutral Sentiment: Visa executive commentary on trust at authorization highlights the company’s ongoing focus on security and authorization UX — important for retention but incremental to near-term revenue. Visa on How Trust Is Built at the Moment of Authorization
• Neutral Sentiment: Comparative pieces (V vs MA) and market commentary are highlighting positioning ahead of earnings, useful for investors but not immediate catalysts. V or MA: Which Is the Better Stock Ahead of Earnings?
• Neutral Sentiment: Several broader-market personal-finance pieces (including a MarketBeat dividend roundup) reference dividend and income ideas but are unrelated to Visa’s fundamentals; they can affect investor attention but not Visa’s core outlook. This Cheap Dividend Just Jumped 13.6% (and We’re Buying)
• Neutral Sentiment: A local consumer report about fraud on a Visa-branded gift card underscores payment-fraud headlines that occasionally create reputational noise but are not material to Visa’s network economics. Ann Arbor woman warns others after money on Visa gift card goes to Draft Kings in Boston
• Negative Sentiment: Political pressure resurfaced: President Trump has publicly backed measures to curb swipe/merchant fees and advance credit-card competition legislation, triggering investor concern that regulatory caps or legislative changes could compress Visa’s fee revenue. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?
• Negative Sentiment: News outlets report Visa shares slipped after Trump’s backing of the Credit Card Competition Act — investors are re-pricing regulatory risk for networks and issuers. Visa Shares Slip As Trump Backs Credit Card Competition Act
• Negative Sentiment: Broader coverage (Reuters, Barchart) notes U.S. bank and card-related stocks fell as investors awaited clarity on a potential 10% cap on credit card interest rates and other rule-making tied to the administration’s deadline — a macro/regulatory risk that can weigh on Visa’s volume and issuer economics indirectly. US bank stocks fall as investors weigh credit card rate cap deadline
• Negative Sentiment: Multiple consumer media pieces revisited swipe-fee scrutiny, keeping regulatory headlines in the spotlight and sustaining short-term selling pressure on Visa and peers. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?

Insider Buying and Selling at Visa

In other news, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This represents a 7.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the transaction, the director owned 2,468 shares in the company, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 24,042 shares of company stock worth $8,247,289. Insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of NYSE:V opened at $325.83 on Wednesday. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The firm has a market cap of $593.57 billion, a price-to-earnings ratio of 31.91, a price-to-earnings-growth ratio of 1.93 and a beta of 0.81. The business has a 50-day simple moving average of $339.03 and a two-hundred day simple moving average of $342.95. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51.

Visa (NYSE:V) 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 net margin of 50.15% and a return on equity of 60.31%. The firm had revenue of $10.72 billion for the quarter, compared to the consensus estimate of $10.60 billion. During the same quarter last year, the firm posted $2.71 EPS. The business’s quarterly revenue was up 11.5% compared to the same quarter last year. On average, analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were given a $0.67 dividend. This is a boost from Visa’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Wednesday, November 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s payout ratio is presently 26.25%.

Analyst Ratings Changes

V has been the topic of a number of recent research reports. Truist Financial set a $374.00 target price on Visa in a research note on Tuesday. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Evercore ISI set a $380.00 price objective on shares of Visa in a research report on Friday, December 12th. Morgan Stanley set a $398.00 price objective on shares of Visa and gave the company an “overweight” rating in a research note on Wednesday, October 29th. Finally, Macquarie decreased their target price on shares of Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a report on Wednesday, October 29th. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Visa has an average rating of “Buy” and an average price target of $401.52.

Visa 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.