Berman McAleer LLC Purchases New Holdings in Visa Inc. $V

Berman McAleer LLC acquired a new position in Visa Inc. (NYSE:V) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 5,743 shares of the credit-card processor’s stock, valued at approximately $1,961,000.

A number of other institutional investors have also recently bought and sold shares of V. Harbor Asset Planning Inc. bought a new stake in shares of Visa in the 2nd quarter worth approximately $29,000. Sagard Holdings Management Inc. bought a new stake in shares of Visa in the second quarter valued at $31,000. Bare Financial Services Inc lifted its position 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 valued at $32,000 after buying an additional 66 shares during the last quarter. Hoese & Co LLP purchased a new position in shares of Visa during the 2nd quarter valued at $36,000. Finally, Quaker Wealth Management LLC grew its stake 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 period. Institutional investors own 82.15% of the company’s stock.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $341.00, for a total value of $3,575,385.00. Following the transaction, the chief executive officer directly owned 537 shares in the company, valued at approximately $183,117. This represents a 95.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the insider directly owned 26,413 shares in the company, valued at $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is owned by corporate insiders.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 results beat consensus: Visa reported $3.17 EPS vs. $3.14 expected and revenue of $10.90B (vs. $10.69B est.), driven by higher payment and cross‑border volumes and strong holiday spending — a clear near‑term revenue/earnings tailwind. Visa Beats Q1 Earnings
• Positive Sentiment: Multiple analyst upgrades/price‑target raises: Macquarie reaffirmed an outperform and set a $410 PT, RBC reaffirmed outperform with a $395 PT, William Blair reiterated a Buy, and other shops (Rothschild/ Cantor Fitzgerald) issued upgrades — fresh analyst support that implies material upside vs. the current price. Analyst Coverage and Price Targets
• Positive Sentiment: Strategic growth initiatives: Visa is pushing into stablecoin settlement and digital‑dollar networks to capture settlement fees and expand beyond card rails, and management highlighted growth in credentials and agentic commerce — initiatives that could open new fee pools over time. Visa Crypto Strategy
• Neutral Sentiment: Dividend declared: Visa announced a quarterly dividend of $0.67/share (ex‑div Feb 10, payable Mar 2), reinforcing the company’s shareholder cash‑return policy but with a modest ~0.8% yield that is unlikely to be a major near‑term catalyst.
• Neutral Sentiment: Investor materials and commentary: Company slide deck and earnings call emphasized holiday spending strength, credentials momentum and long‑term strategy (agentic commerce, B2B/P2P flows) — useful for conviction but more medium‑term than immediate. Earnings Slide Deck
• Negative Sentiment: Operational headwinds: coverage noted a slight processing‑volume miss and higher operating costs that offset some gains from transaction volume — a factor that can temper margins and investor enthusiasm despite the headline beat. Processing Miss and Costs

Wall Street Analyst Weigh In

Several equities research analysts have commented on V shares. Bank of America raised shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective on the stock in a report on Thursday, December 11th. Piper Sandler set a $160.00 price target on shares of Visa in a research note on Wednesday. Raymond James Financial reaffirmed an “outperform” rating and issued a $408.00 price objective (up from $398.00) on shares of Visa in a report on Wednesday, October 29th. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a report on Tuesday. Finally, Evercore ISI set a $380.00 target price on Visa in a research report on Friday, December 12th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Visa currently has an average rating of “Buy” and a consensus price target of $392.92.

Visa Stock Down 3.0%

Shares of NYSE:V opened at $321.91 on Friday. The firm has a fifty day moving average price of $338.74 and a two-hundred day moving average price of $341.59. The company has a market cap of $586.44 billion, a price-to-earnings ratio of 30.20, a PEG ratio of 1.95 and a beta of 0.81. 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 Inc. has a one year low of $299.00 and a one year high of $375.51.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 62.09%. The business’s quarterly revenue was up 14.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.75 earnings per share. Analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th will be given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is 25.14%.

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.