Whalen Wealth Management Inc. Has $1.38 Million Stock Holdings in Visa Inc. $V

Whalen Wealth Management Inc. increased its position in shares of Visa Inc. (NYSE:V) by 156.1% during the 4th quarter, HoldingsChannel reports. The fund owned 3,929 shares of the credit-card processor’s stock after purchasing an additional 2,395 shares during the quarter. Whalen Wealth Management Inc.’s holdings in Visa were worth $1,378,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Parvin Asset Management LLC increased its holdings in Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares during the last quarter. Dorato Capital Management bought a new stake in Visa in the fourth quarter valued at about $30,000. Sagard Holdings Management Inc. bought a new stake in Visa in the second quarter valued at about $31,000. Imprint Wealth LLC bought a new stake in Visa in the third quarter valued at about $39,000. Finally, Strategic Advocates LLC bought a new stake in Visa in the third quarter valued at about $43,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Stock Up 0.8%

Shares of Visa stock opened at $303.33 on Tuesday. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The business has a 50-day moving average of $314.57 and a two-hundred day moving average of $331.12. The company has a market capitalization of $550.60 billion, a P/E ratio of 28.45, a price-to-earnings-growth ratio of 1.72 and a beta of 0.80. 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 announced its quarterly earnings results 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 return on equity of 61.74% and a net margin of 50.23%.The company had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same period in the prior year, the company earned $2.75 earnings per share. The company’s revenue for the quarter was up 14.6% compared to the same quarter last year. As a group, equities analysts predict that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were issued 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 presently 25.14%.

Analyst Ratings Changes

A number of equities research analysts recently commented on V shares. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Evercore set a $380.00 price objective on Visa in a report on Friday, December 12th. Bank of America started coverage on Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. TD Cowen reiterated a “buy” rating on shares of Visa in a report on Friday, January 30th. Finally, Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Seven analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $390.96.

Insider Activity

In related news, Director Lloyd Carney sold 650 shares of the 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 completion of the transaction, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.12% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out six new AI tools to overhaul its dispute-resolution stack, which should reduce manual costs, speed claim resolution and lower merchant/issuer friction — a direct operational improvement that can boost margins and transaction stickiness. Visa Launches New AI Tools to Manage Credit Card Disputes
• Positive Sentiment: Analyst and sector pieces highlight Visa positioning itself for AI-led commerce (agents/agents-as-buyers), which reinforces long-term TAM expansion if Visa becomes the trusted rails for machine-to-machine payments. This supports growth narratives beyond consumer card volume. How Visa Is Positioning for the Rise of AI-Led Commerce
• Positive Sentiment: Partnership wins: Bitget’s APAC launch of a Visa‑branded crypto card brings crypto-to‑spend flows onto Visa’s network, expanding payment volume and helping capture nascent crypto-linked transactions. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Positive Sentiment: Brand & engagement: Visa is the Worldwide Tour Sponsor for BTS’s “ARIRANG” tour — a consumer-facing move that can deepen usage among younger, global cohorts and lift premium card/product awareness (low direct near‑term revenue but positive for network reach). Visa cements global K-pop connection as Worldwide Tour Sponsor for “BTS WORLD TOUR ‘ARIRANG'”
• Positive Sentiment: Investor/analyst sentiment is favorable: coverage naming Visa a top “safe” S&P pick and notes that Visa has a history of beating estimates—these narratives can attract flows and support multiple expansion if earnings continue to surprise. Why Visa (V) Could Beat Earnings Estimates Again
• Negative Sentiment: Sector/competitive note: Evercore trimmed Mastercard’s price target, which some investors interpret as a warning about card-network growth or multiple compression in the sector; that could weigh on Visa’s valuation even if Visa’s own metrics remain solid. Mastercard (MA) Price Target Cut by $60

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.