Visa Inc. $V Holdings Decreased by Townsquare Capital LLC

Townsquare Capital LLC decreased its stake in shares of Visa Inc. (NYSE:V) by 46.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 18,669 shares of the credit-card processor’s stock after selling 16,121 shares during the period. Visa makes up 1.0% of Townsquare Capital LLC’s portfolio, making the stock its 24th biggest position. Townsquare Capital LLC’s holdings in Visa were worth $6,373,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in V. Norges Bank acquired a new position in Visa during the second quarter worth about $7,034,939,000. TCI Fund Management Ltd. boosted its holdings in shares of Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after buying an additional 2,429,996 shares during the period. Corient Private Wealth LLC grew its position in Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after purchasing an additional 2,075,289 shares in the last quarter. Vanguard Group Inc. raised its position in 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 buying an additional 1,461,575 shares during the period. Finally, Geode Capital Management LLC increased its holdings 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 valued at $15,253,245,000 after purchasing an additional 1,067,631 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have commented on V shares. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Piper Sandler set a $160.00 price target on Visa in a research note on Wednesday. Truist Financial set a $374.00 price objective on shares of Visa in a research report on Tuesday, January 20th. Rothschild & Co Redburn raised shares of Visa from a “neutral” rating to a “buy” rating and set a $385.00 target price for the company in a research report on Wednesday. Finally, Wells Fargo & Company upgraded shares of Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Six analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $391.58.

Insider Activity

In other Visa news, insider Paul D. Fabara sold 2,172 shares of the business’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the sale, the insider owned 26,413 shares of the company’s stock, valued at $8,608,789.09. The trade was a 7.60% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Lloyd Carney sold 900 shares of the 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 completion of the transaction, the director directly owned 2,468 shares of the company’s stock, valued at $830,432.64. This trade represents a 26.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 24,042 shares of company stock valued at $8,247,289. Insiders own 0.12% of the company’s stock.

Visa Stock Performance

V opened at $332.21 on Friday. 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 stock’s 50 day moving average price is $338.87 and its two-hundred day moving average price is $341.79. The firm has a market capitalization of $605.20 billion, a P/E ratio of 32.54, a price-to-earnings-growth ratio of 1.92 and a beta of 0.81. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a net margin of 50.15% and a return on equity of 60.31%. The business had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter last year, the company posted $2.75 earnings per share. Visa’s quarterly revenue was up 14.6% on a year-over-year basis. On average, equities analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 earnings beat and strong holiday volumes — Visa reported $3.17 EPS vs. $3.14 expected and $10.90B revenue vs. $10.69B expected; management cited robust consumer spending that lifted payment volumes, supporting margin and revenue growth. This beats consensus and supports near-term earnings momentum. Read More.
• Positive Sentiment: Analyst upgrades — Rothschild & Co Redburn and Cantor Fitzgerald moved V to buy/strong-buy (Rothschild also raised a ~$385 PT), which can attract flows and lift sentiment. Upgrades signal higher expectations for growth and multiple expansion. Read More.
• Positive Sentiment: Strategic commentary on credentials and agentic commerce — Management emphasized credentials (not just cards), agentic commerce, stablecoins and B2B/P2P money movement on the call, pointing to new revenue levers beyond card transactions. This supports longer-term TAM expansion and recurring revenue potential. Read More.
• Positive Sentiment: Dividend track record highlighted — Analyst write-ups note Visa’s long history of dividend growth (payouts up materially since 2008), which supports its appeal to income-seeking investors despite a sub‑1% yield. This can stabilize shareholder base. Read More.
• Neutral Sentiment: Partnerships and product integrations — Recent collaborations (Amenify resident commerce, GCash cross‑border funding) expand distribution and product integrations but will take time to move the revenue needle. Good for strategic positioning. Read More. | Read More.
• Neutral Sentiment: Investor materials available — Slides, press release and earnings presentation were posted (useful for modeling and guidance checks); no major forward-guidance shock reported in headlines. Read More.
• Negative Sentiment: Political/reputational noise around “Trump” branded rewards — Coverage about Visa enabling spending of rewards on Trump-related accounts and celebrity “gold card” stories creates media noise and potential reputational/regulatory scrutiny in a polarized environment; could generate short-term volatility or activist attention. Read More. | Read More.
• Negative Sentiment: Regulatory posture — Visa publicly argued the Credit Card Competition Act isn’t needed; while that protects business model, it keeps regulatory risk on the table and could be a focus for lawmakers. Read More.

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.