Alpha Cubed Investments LLC Sells 1,734 Shares of Visa Inc. $V

Alpha Cubed Investments LLC reduced its position in shares of Visa Inc. (NYSE:V) by 2.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 70,333 shares of the credit-card processor’s stock after selling 1,734 shares during the quarter. Alpha Cubed Investments LLC’s holdings in Visa were worth $24,010,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Harbor Asset Planning Inc. acquired a new position in Visa during the second quarter worth approximately $29,000. Sagard Holdings Management Inc. acquired a new stake in shares of Visa in the second quarter valued at approximately $31,000. Bare Financial Services Inc boosted its stake in shares of 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. Hoese & Co LLP acquired a new position in shares of Visa during the 2nd quarter worth approximately $36,000. Finally, Quaker Wealth Management LLC increased its holdings in shares of Visa by 202.7% during the 2nd quarter. Quaker Wealth Management LLC now owns 114 shares of the credit-card processor’s stock worth $40,000 after acquiring an additional 225 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on V shares. Piper Sandler set a $160.00 price objective on shares of Visa in a research report on Wednesday. UBS Group restated a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Macquarie decreased their price target on shares of Visa from $425.00 to $410.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 29th. Rothschild & Co Redburn raised shares of Visa from a “neutral” rating to a “buy” rating and set a $385.00 price target on the stock in a report on Wednesday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Six analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $391.58.

Insiders Place Their Bets

In related news, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the sale, the director directly owned 2,468 shares of the company’s stock, valued at $830,432.64. This trade represents a 26.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Paul D. Fabara sold 2,172 shares of the 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 completion of the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This trade represents a 7.60% 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 over the last three months. Insiders own 0.12% of the company’s stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 beat — Visa posted $3.17 EPS vs. $3.14 consensus and revenue of $10.90B, driven by strong holiday consumer spending and higher payment volumes; profit was $5.85B and revenue rose ~14.6% YoY. This is the primary driver of the stock’s upside. Visa beats first-quarter estimates as holiday sales boost payment volumes
• Positive Sentiment: Company release & investor materials — Visa provided an official earnings release, slide deck and webcast that underscore healthy margins (net margin ~50%) and high ROE, giving investors confidence in execution and cash generation. Visa Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrades — Multiple boutiques raised ratings/targets (including Cantor Fitzgerald and Rothschild/Redburn), reflecting bullish analyst reaction to the print and incremental upside in cross-border and volumes. Upgrades supported buying interest. Analyst upgrade coverage
• Neutral Sentiment: Partnerships expand reach but are incremental — New tie-ups (e.g., GCash cross-border funding and Amenify resident-commerce work) broaden product placement and long-term growth avenues but are unlikely to move near-term revenue materially. Visa, GCash partner for cross-border account funding
• Neutral Sentiment: Product reviews and card-market chatter — Various card reviews and product rollouts (broader Visa-branded card ecosystem) maintain brand momentum but have limited direct impact on Visa’s network economics. TD Cash Back Visa Infinite Card Review
• Negative Sentiment: Regulatory/political headline risk — Visa’s public pushback against the Credit Card Competition Act and reports about rewards being usable on controversial accounts create regulatory and reputational scrutiny that could weigh on sentiment if escalated. Visa: Credit Card Competition Act not needed
• Negative Sentiment: Political/PR noise — Headlines suggesting changes to reward-redemption policies (e.g., spending rewards on certain political accounts) may create short-term volatility and draw investor focus to non-financial risks. Visa allowing rewards on Trump accounts

Visa Stock Performance

NYSE V opened at $332.21 on Friday. The firm has a 50-day moving average price of $338.87 and a two-hundred day moving average price of $341.79. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The company has a market capitalization of $605.20 billion, a P/E ratio of 32.54, 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.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.75 EPS. Analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

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.