Visa Inc. $V Stake Boosted by Compass Wealth Management LLC

Compass Wealth Management LLC raised its position in shares of Visa Inc. (NYSE:V) by 701.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 68,899 shares of the credit-card processor’s stock after purchasing an additional 60,302 shares during the quarter. Visa accounts for 3.6% of Compass Wealth Management LLC’s investment portfolio, making the stock its 6th biggest holding. Compass Wealth Management LLC’s holdings in Visa were worth $23,521,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC increased its stake in shares of Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after purchasing an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after purchasing an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. lifted its stake in Visa by 4.6% during the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares during the period. Patton Fund Management Inc. bought a new stake in shares of Visa in the 2nd quarter valued at approximately $233,000. Finally, Cove Private Wealth LLC grew its position in Visa by 2.9% in the second quarter. Cove Private Wealth LLC now owns 11,432 shares of the credit-card processor’s stock valued at $4,059,000 after acquiring an additional 320 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Price Performance

V stock opened at $328.43 on Tuesday. Visa Inc. has a 12 month low of $299.00 and a 12 month high of $375.51. The firm has a market cap of $598.31 billion, a P/E ratio of 32.17, a P/E/G ratio of 1.92 and a beta of 0.81. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The company’s 50-day moving average price is $338.55 and its two-hundred day moving average price is $342.12.

Visa (NYSE:V) last posted its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm 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 business earned $2.71 earnings per share. The business’s revenue for the quarter was up 11.5% compared to the same quarter last year. On average, analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. Macquarie cut their price target on Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a report on Wednesday, October 29th. Citigroup upgraded shares of Visa to a “strong-buy” rating in a research report on Thursday, October 23rd. Evercore ISI set a $380.00 price target on Visa in a research note on Friday, December 12th. Finally, Morgan Stanley set a $398.00 target price on shares of Visa and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Four research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $401.46.

Insider Transactions at Visa

In other Visa news, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction on Friday, November 21st. The shares were 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 of the company’s stock, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, 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 value of $302,832.00. Following the completion of the sale, the director directly owned 2,468 shares of the company’s stock, valued at $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 24,042 shares of company stock worth $8,247,289. Company insiders own 0.12% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded crypto-to-fiat payouts by partnering with Mercuryo to enable near-real-time conversions via Visa Direct — a capability that can increase cross-border and digital-payments volume and deepen Visa’s role in crypto on-ramps. The Zacks Analyst Blog Visa, Mastercard, and PayPal
• Positive Sentiment: Barron’s highlights Visa as a U.S. company likely to benefit from an international equity rally (weaker dollar, easier foreign policy) because of Visa’s large overseas payment volumes — a tailwind for cross-border volume and currency conversion revenue. Netflix, Visa and 7 Other U.S. Stocks to Ride the International Stock Rally
• Positive Sentiment: Visa launched its Milano Cortina 2026 marketing campaign featuring high-profile athletes — a brand-and-reach initiative that can support consumer engagement and cardholder activity around large sporting events. Visa Debuts Milano Cortina 2026 Campaign
• Neutral Sentiment: Analysts and brokers are publishing Q1 (Dec) estimates and key-metric previews ahead of Visa’s earnings — increasing short-term volatility risk as results and management commentary may move guidance and sentiment. Ahead of Visa (V) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Market commentary comparing Visa and Mastercard notes both have underperformed the S&P recently but remain similar over longer horizons — framing investor choice as valuation/earnings-growth tradeoffs rather than a company-specific catalyst. Visa vs. Mastercard: Is There a Better Buy?
• Negative Sentiment: Some commentary explicitly flags short-term weakness: both Visa and peers have struggled to gain ground over the last three months, which can pressure sentiment heading into earnings if results or guidance miss expectations. Visa Vs. Mastercard: Is There A Better Buy?

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.