Baxter Bros Inc. Lowers Holdings in Visa Inc. $V

Baxter Bros Inc. lowered its position in shares of Visa Inc. (NYSE:V) by 2.2% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 96,062 shares of the credit-card processor’s stock after selling 2,123 shares during the quarter. Visa comprises 3.8% of Baxter Bros Inc.’s holdings, making the stock its 5th biggest position. Baxter Bros Inc.’s holdings in Visa were worth $32,794,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Family Legacy Financial Solutions LLC acquired a new position in shares of Visa during the 2nd quarter worth approximately $28,000. Harbor Asset Planning Inc. acquired a new stake in shares of Visa in the second quarter valued at approximately $29,000. Sagard Holdings Management Inc. bought a new stake in shares of Visa in the second quarter valued at approximately $31,000. Cranbrook Wealth Management LLC grew its position in Visa by 82.0% during the second quarter. Cranbrook Wealth Management LLC now owns 91 shares of the credit-card processor’s stock worth $32,000 after buying an additional 41 shares in the last quarter. Finally, Bare Financial Services Inc increased its stake in Visa by 287.0% during the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after acquiring an additional 66 shares during the period. Institutional investors own 82.15% of the company’s stock.

Visa Trading Up 0.4%

Shares of Visa stock opened at $354.78 on Thursday. The firm’s 50 day moving average is $337.95 and its 200 day moving average is $344.33. The firm has a market capitalization of $646.31 billion, a PE ratio of 34.75, a price-to-earnings-growth ratio of 2.08 and a beta of 0.82. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, beating the consensus estimate of $2.97 by $0.01. The business had revenue of $10.72 billion during the quarter, compared to the consensus estimate of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm’s revenue was up 11.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.71 EPS. Equities research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Wednesday, November 12th were issued a dividend of $0.67 per share. This is a positive change 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 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is 26.25%.

Insider Buying and Selling

In other news, Director Lloyd Carney sold 900 shares of Visa 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 sale, the director directly owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction that occurred 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 completion of 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 SEC filing for this sale provides additional information. Insiders have sold 24,042 shares of company stock worth $8,175,152 in the last 90 days. 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’s Retail Spend Monitor shows U.S. holiday retail spending rose ~4.2% YoY and e‑commerce grew strongly, supporting higher transaction volume and revenue for Visa’s payments network. This directly bolsters near‑term volumes and merchant activity. Visa Analysis: U.S. Holiday Spending Rose 4.2%
• Positive Sentiment: Visa’s Canada Retail Spend Monitor shows holiday retail spending up ~4.4% with 88% in‑store and e‑commerce +7% — evidence of resilient consumer demand across geographies that should lift Visa’s payment volumes and cross‑border flows. Visa Analysis: Canada Holiday Spending Rises 4.4%
• Positive Sentiment: Long‑term performance story: retrospective pieces note that a $1,000 investment in Visa 10 years ago would have materially outpaced the S&P 500, underscoring Visa’s durable scale (handling nearly $17 trillion TPV in fiscal 2025) and investor appetite for platform leaders. This supports longer‑term sentiment and multiple expansion. If You’d Invested $1,000 in Visa 10 Years Ago, Here’s How Much You’d Have Today
• Neutral Sentiment: Competitive/industry note — analysts and comparisons (e.g., Visa vs. PayPal) emphasize fintech competition around AI-driven commerce; this is a medium‑term thematic risk/benefit depending on execution. Visa vs. PayPal: Which Fintech Stock Has More Upside Today?
• Neutral Sentiment: Consumer behavior trends: coverage notes increased use of cross‑channel shopping and AI tools for deal‑finding — this shapes where growth comes from (in‑store vs online) but is not an immediate earnings swing. Holiday Shoppers Increase Their Use of Cross-Channel Shopping and AI Tools
• Negative Sentiment: Insider selling and mixed institutional flows were flagged in a summary feed (multiple executive sales reported), which can create short‑term sentiment pressure even if fundamentals remain solid — monitor insider activity and quarter‑end filings. Visa Reports Strong Holiday Retail Performance with 88% of Spending In-Store and 7% Growth in E-Commerce

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. KeyCorp reaffirmed an “overweight” rating and issued a $405.00 price objective on shares of Visa in a report on Wednesday, October 22nd. UBS Group set a $425.00 price objective on shares of Visa and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Hsbc Global Res raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Erste Group Bank cut shares of Visa from a “buy” rating to a “hold” rating in a research report on Monday, September 22nd. Finally, Evercore ISI set a $380.00 price target on shares of Visa in a research report on Friday, December 12th. Five research 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 stock. According to data from MarketBeat.com, Visa currently has an average rating of “Buy” and an average price target of $402.52.

About Visa

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.