GDS Wealth Management Raises Holdings in Visa Inc. $V

GDS Wealth Management boosted its position in Visa Inc. (NYSE:V) by 4.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 51,325 shares of the credit-card processor’s stock after purchasing an additional 2,314 shares during the quarter. GDS Wealth Management’s holdings in Visa were worth $17,521,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in V. Harbor Asset Planning Inc. acquired a new position in Visa during the second quarter worth about $29,000. Sagard Holdings Management Inc. acquired a new stake in Visa in the 2nd quarter valued at about $31,000. Bare Financial Services Inc lifted its stake in Visa by 287.0% in the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after purchasing an additional 66 shares in the last quarter. Hoese & Co LLP acquired a new position in shares of Visa during the 2nd quarter worth approximately $36,000. Finally, Winnow Wealth LLC purchased a new stake in shares of Visa in the second quarter valued at approximately $40,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

V has been the topic of a number of analyst reports. Evercore ISI set a $380.00 price objective on Visa in a research report on Friday, December 12th. HSBC raised Visa from a “hold” rating to a “buy” rating and raised their target price for the stock from $335.00 to $389.00 in a research note on Sunday, December 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a research report on Wednesday. Morgan Stanley set a $398.00 price objective on shares of Visa and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. Finally, UBS Group reiterated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $401.52.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysts remain upbeat ahead of earnings — JPMorgan and others expect resilient consumer spending and solid growth at Visa and Mastercard into the Jan. 29 earnings window, which supports upside if volume and revenue trends hold. Visa, Mastercard Head Into Earnings With Spending Holding Firm
• Positive Sentiment: Partnership expansion into crypto-to-fiat rails via Mercuryo could open new volume and fees through Visa Direct and faster fiat conversions, a potential long-term revenue tailwind if adoption scales. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
• Neutral Sentiment: Wall Street broadly expects earnings growth for the quarter, which tempers downside risk — but forecasts leave little margin for a surprise beat, so guidance will drive near-term moves. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Industry commentary at Davos frames stablecoins (USDC) as complementary infrastructure rather than direct competition to card networks — this reduces regulatory/competitive threat but leaves blockchain adoption as a parallel opportunity. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
• Negative Sentiment: Caution from some analysts: rising incentives and operating costs plus Visa’s rich valuation are cited as reasons to wait before buying ahead of the report — any weak guidance on margins or incentives could pressure the stock. Thinking of Buying Visa Before Q1 Earnings? You Might Want to Wait

Insider Activity at Visa

In other Visa news, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction dated Tuesday, November 4th. The shares were 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 in the company, valued at $830,432.64. This represents a 26.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the sale, the chief executive officer directly owned 537 shares in the company, valued at $183,117. This represents a 95.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 24,042 shares of company stock worth $8,247,289 in the last three months. 0.12% of the stock is owned by company insiders.

Visa Price Performance

Shares of V opened at $326.01 on Friday. The firm has a 50-day simple moving average of $338.50 and a two-hundred day simple moving average of $342.42. The stock has a market cap of $593.90 billion, a PE ratio of 31.93, a P/E/G ratio of 1.92 and a beta of 0.81. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08.

Visa (NYSE:V) last posted its quarterly earnings data 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 firm had revenue of $10.72 billion during the quarter, compared to analysts’ expectations of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter last year, the company posted $2.71 EPS. As a group, analysts forecast that Visa Inc. will post 11.3 EPS for the current year.

Visa Increases Dividend

The company 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 represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, November 12th. This is a positive change from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio is currently 26.25%.

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.