Coalescence Partners Investment Management LP Sells 24,443 Shares of Visa Inc. $V

Coalescence Partners Investment Management LP cut its position in Visa Inc. (NYSE:V) by 34.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 45,557 shares of the credit-card processor’s stock after selling 24,443 shares during the quarter. Visa accounts for about 4.0% of Coalescence Partners Investment Management LP’s portfolio, making the stock its 11th largest holding. Coalescence Partners Investment Management LP’s holdings in Visa were worth $15,552,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. BankPlus Wealth Management LLC lifted its stake in Visa by 0.9% during the second quarter. BankPlus Wealth Management LLC now owns 3,338 shares of the credit-card processor’s stock worth $1,185,000 after purchasing an additional 29 shares during the last quarter. Transcendent Capital Group LLC raised its holdings in shares of Visa by 2.9% during the 2nd quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock worth $360,000 after buying an additional 29 shares in the last quarter. Insight Wealth Strategies LLC lifted its position in shares of Visa by 1.6% during the 3rd quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock worth $640,000 after buying an additional 29 shares during the last quarter. Old Port Advisors boosted its stake in Visa by 0.9% in the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock valued at $1,169,000 after buying an additional 29 shares in the last quarter. Finally, Interchange Capital Partners LLC boosted its stake in Visa by 0.5% in the second quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock valued at $2,276,000 after buying an additional 30 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: TreviPay announced a partnership with Visa to offer a “Pay by Invoice” tool to Visa-issuing banks, aiming to help issuers capture more of the $58 trillion North American B2B payments market — a product push that could expand Visa’s transaction volume in commercial flows. TreviPay Teams With Visa to Offer Banks Pay by Invoice Tool
• Positive Sentiment: Analysts note crypto-linked cards (example: Lemon’s Bitcoin-backed card on Visa’s network) point to another growth lane — enabling spending while holding crypto could broaden Visa’s fee-bearing volume if adoption scales. Does Lemon’s Bitcoin Credit Card Hint at V’s Next Crypto Growth Lane?
• Neutral Sentiment: Visa executive commentary on trust at authorization highlights the company’s ongoing focus on security and authorization UX — important for retention but incremental to near-term revenue. Visa on How Trust Is Built at the Moment of Authorization
• Neutral Sentiment: Comparative pieces (V vs MA) and market commentary are highlighting positioning ahead of earnings, useful for investors but not immediate catalysts. V or MA: Which Is the Better Stock Ahead of Earnings?
• Neutral Sentiment: Several broader-market personal-finance pieces (including a MarketBeat dividend roundup) reference dividend and income ideas but are unrelated to Visa’s fundamentals; they can affect investor attention but not Visa’s core outlook. This Cheap Dividend Just Jumped 13.6% (and We’re Buying)
• Neutral Sentiment: A local consumer report about fraud on a Visa-branded gift card underscores payment-fraud headlines that occasionally create reputational noise but are not material to Visa’s network economics. Ann Arbor woman warns others after money on Visa gift card goes to Draft Kings in Boston
• Negative Sentiment: Political pressure resurfaced: President Trump has publicly backed measures to curb swipe/merchant fees and advance credit-card competition legislation, triggering investor concern that regulatory caps or legislative changes could compress Visa’s fee revenue. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?
• Negative Sentiment: News outlets report Visa shares slipped after Trump’s backing of the Credit Card Competition Act — investors are re-pricing regulatory risk for networks and issuers. Visa Shares Slip As Trump Backs Credit Card Competition Act
• Negative Sentiment: Broader coverage (Reuters, Barchart) notes U.S. bank and card-related stocks fell as investors awaited clarity on a potential 10% cap on credit card interest rates and other rule-making tied to the administration’s deadline — a macro/regulatory risk that can weigh on Visa’s volume and issuer economics indirectly. US bank stocks fall as investors weigh credit card rate cap deadline
• Negative Sentiment: Multiple consumer media pieces revisited swipe-fee scrutiny, keeping regulatory headlines in the spotlight and sustaining short-term selling pressure on Visa and peers. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?

Insiders Place Their Bets

In other Visa news, insider Paul D. Fabara sold 2,172 shares of Visa 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 completion of the sale, the insider directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 transaction, the director directly owned 2,468 shares in the company, valued at $830,432.64. This trade represents a 26.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 24,042 shares of company stock worth $8,247,289. 0.12% of the stock is currently owned by company insiders.

Visa Trading Down 0.8%

NYSE:V opened at $325.83 on Wednesday. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The firm’s fifty day moving average is $339.03 and its 200-day moving average is $342.95. The firm has a market cap of $593.57 billion, a P/E ratio of 31.91, a P/E/G ratio of 1.93 and a beta of 0.81.

Visa (NYSE:V) last issued its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping analysts’ consensus estimates 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 return on equity of 60.31% and a net margin of 50.15%.The firm’s revenue for the quarter was up 11.5% on a year-over-year basis. During the same period in the previous year, the company posted $2.71 earnings per share. Equities analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Wednesday, November 12th were paid a dividend of $0.67 per share. This is a boost from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, November 12th. Visa’s payout ratio is currently 26.25%.

Analysts Set New Price Targets

A number of research analysts have recently commented on V shares. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a report on Wednesday, October 8th. Macquarie lowered their price objective on shares of Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research report on Wednesday, October 29th. Bank of America raised shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective for the company in a research note on Thursday, December 11th. UBS Group restated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Finally, HSBC upgraded shares of Visa from a “hold” rating to a “buy” rating and upped their price target for the stock from $335.00 to $389.00 in a report on Sunday, December 7th. Four analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Visa presently has an average rating of “Buy” and an average price target of $401.52.

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.