Lmcg Investments LLC Has $21.99 Million Stock Holdings in Visa Inc. $V

Lmcg Investments LLC decreased its position in shares of Visa Inc. (NYSE:V) by 2.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 64,411 shares of the credit-card processor’s stock after selling 1,847 shares during the quarter. Visa comprises approximately 1.3% of Lmcg Investments LLC’s investment portfolio, making the stock its 16th biggest holding. Lmcg Investments LLC’s holdings in Visa were worth $21,989,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of V. Maryland State Retirement & Pension System raised its holdings in Visa by 2.7% in the third quarter. Maryland State Retirement & Pension System now owns 84,843 shares of the credit-card processor’s stock worth $28,964,000 after purchasing an additional 2,207 shares during the period. Sequoia Financial Advisors LLC increased its position in shares of Visa by 2.6% in the 3rd quarter. Sequoia Financial Advisors LLC now owns 237,420 shares of the credit-card processor’s stock valued at $81,051,000 after buying an additional 5,910 shares in the last quarter. Occidental Asset Management LLC raised its stake in Visa by 1.6% during the 3rd quarter. Occidental Asset Management LLC now owns 18,058 shares of the credit-card processor’s stock worth $6,165,000 after buying an additional 286 shares during the period. Bfsg LLC lifted its holdings in Visa by 36.8% during the third quarter. Bfsg LLC now owns 483 shares of the credit-card processor’s stock worth $165,000 after acquiring an additional 130 shares in the last quarter. Finally, Evergreen Capital Management LLC grew its stake in Visa by 7.4% in the third quarter. Evergreen Capital Management LLC now owns 25,288 shares of the credit-card processor’s stock valued at $8,633,000 after acquiring an additional 1,751 shares during the period. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

Shares of V opened at $328.41 on Monday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. Visa Inc. has a twelve month low of $299.00 and a twelve month high of $375.51. The stock has a market capitalization of $598.28 billion, a P/E ratio of 32.17, a P/E/G ratio of 1.93 and a beta of 0.81. The company has a 50 day moving average of $339.41 and a 200-day moving average of $343.39.

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

Visa Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Wednesday, November 12th. This is a positive change from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio is 26.25%.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Crypto card spending is surging: TipRanks reports crypto-card transactions have reached $18 billion, with Visa positioned as a market leader in digital payments — this supports revenue upside from card volume and new product adoption. V, BTC, USDC: Crypto Card Spending Hits $18 Billion
• Positive Sentiment: Visa expands stablecoin capabilities: BVNK will power stablecoin pre‑funding and payouts on Visa Direct, enabling faster settlement for crypto-linked programs and broadening Visa’s settlement rails. This is a product expansion that can increase fee-bearing volume. BVNK to Power Stablecoin Payments for Visa Direct
• Positive Sentiment: Growing stablecoin settlement volumes: Visa says stablecoin-linked payment cards are driving demand and its stablecoin settlement run-rate has climbed to roughly $4.5 billion annualized — a small but fast-growing new revenue stream. Visa Says Stablecoin-Linked Payments Cards Drive Demand for Settlement Platform
• Positive Sentiment: Analyst consensus remains constructive: Brokerages have issued a consensus “Buy” on Visa, supporting investor confidence and likely limiting downside from short-term news. Visa Inc. (NYSE:V) Receives Consensus Rating of “Buy” from Brokerages
• Neutral Sentiment: Opinion pieces highlight long-term thesis: The Motley Fool and MarketBeat/Market commentary revisit Visa as a long-term compounder (and note last year’s underperformance), keeping it on buy-and-hold radars but offering limited near-term catalyst news. Could Buying Visa Stock Today Set You Up for Life?
• Negative Sentiment: Regulatory/legal risk in the U.K.: The High Court ruled the U.K. Payment Systems Regulator can cap cross‑border interchange fees, a decision that could compress Visa’s fee revenue on certain transactions in a material market if caps are implemented. This is the main near-term headwind. Mastercard, Visa and Revolut lose UK case over proposed cross-border card fees cap

Insider Activity at Visa

In related news, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the sale, the insider owned 26,413 shares in the company, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The shares were 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 of the company’s stock, valued at approximately $830,432.64. This represents a 26.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

V has been the topic of a number of research analyst reports. Macquarie dropped their price target on Visa from $425.00 to $410.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 29th. Wells Fargo & Company raised Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. HSBC raised shares of Visa from a “hold” rating to a “buy” rating and lifted their price target for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. UBS Group reissued a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Finally, Erste Group Bank cut shares of Visa from a “buy” rating to a “hold” rating in a research report on Monday, September 22nd. 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’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $402.52.

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.