Visa Inc. $V Shares Purchased by Jacobson & Schmitt Advisors LLC

Jacobson & Schmitt Advisors LLC lifted its position in Visa Inc. (NYSE:V) by 5.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,446 shares of the credit-card processor’s stock after acquiring an additional 1,967 shares during the period. Visa accounts for approximately 2.2% of Jacobson & Schmitt Advisors LLC’s investment portfolio, making the stock its 25th biggest holding. Jacobson & Schmitt Advisors LLC’s holdings in Visa were worth $12,782,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in V. Sonoma Allocations LLC acquired a new position in Visa in the 3rd quarter worth approximately $710,000. AQR Capital Management LLC increased its holdings in Visa by 1.8% in the 2nd 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. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its holdings in Visa by 2.6% in the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock worth $198,596,000 after buying an additional 14,581 shares during the period. Federated Hermes Inc. grew its position in Visa by 24.1% during the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock worth $281,045,000 after purchasing an additional 159,906 shares during the period. Finally, Parnassus Investments LLC grew its position in Visa by 3.0% during the 3rd quarter. Parnassus Investments LLC now owns 274,141 shares of the credit-card processor’s stock worth $93,586,000 after purchasing an additional 8,061 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out new AI-driven dispute-resolution tools aimed at speeding and automating chargeback and dispute workflows, which can cut operating costs, improve merchant/issuer experience and support margin expansion over time. Visa Launches New AI Tools to Manage Credit Card Disputes
• Positive Sentiment: Visa named Worldwide Tour Sponsor for BTS’s “ARIRANG” tour, a consumer-branding play that targets younger, global audiences and can deepen card usage/engagement in APAC and beyond — helpful for long-term volume growth and merchant partnerships. Visa cements global K-pop connection as Worldwide Tour Sponsor for “BTS WORLD TOUR ‘ARIRANG'”
• Positive Sentiment: Partnerships expanding payments reach: Bitget’s APAC card launch (in partnership with Visa) extends crypto-to-spend use cases in high-growth Asian markets — incremental volume and network effects if adoption scales. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Positive Sentiment: Bullish analyst commentary and earnings momentum: several outlets highlight Visa’s strong earnings history, AI positioning for commerce, and potential to beat estimates again — supportive for investor confidence and valuation resilience. Why Visa (V) Could Beat Earnings Estimates Again
• Neutral Sentiment: Competitor dynamics: Evercore/Street moves trimming Mastercard price targets may be read two ways — weakness for a peer (positive for relative outperformance) or a sector signal of risk to payments volumes. Investors may reweight Visa versus MA based on these calls. Mastercard (MA) Price Target Cut by $60
• Negative Sentiment: Leadership disruption in India: Bloomberg reports Visa India head Sandeep Ghosh is stepping down — a potential near-term negative because India is a high-growth market for payments; executive turnover can raise questions about strategy continuity and local execution. Visa India Head Sandeep Ghosh Said to Step Down

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director directly owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.12% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on V. Bank of America began coverage on Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 price target on the stock. UBS Group cut their price target on Visa from $425.00 to $390.00 and set a “buy” rating on the stock in a research report on Tuesday, March 31st. Rothschild & Co Redburn set a $385.00 price target on Visa in a research report on Wednesday, January 28th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research report on Friday, January 30th. Finally, Truist Financial set a $372.00 price objective on shares of Visa in a research note on Tuesday, February 10th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $390.96.

Visa Price Performance

Shares of NYSE V opened at $302.38 on Wednesday. The stock has a market capitalization of $548.87 billion, a price-to-earnings ratio of 28.37, a PEG ratio of 1.72 and a beta of 0.80. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. The firm’s 50 day simple moving average is $314.12 and its 200-day simple moving average is $330.84. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same period last year, the firm earned $2.75 EPS. The company’s quarterly revenue was up 14.6% on a year-over-year basis. Analysts expect that Visa Inc. will post 11.3 EPS for the current year.

Visa Announces Dividend

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

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.