A4 Wealth Advisors LLC Takes $806,000 Position in Visa Inc. $V

A4 Wealth Advisors LLC acquired a new position in shares of Visa Inc. (NYSE:V) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,361 shares of the credit-card processor’s stock, valued at approximately $806,000.

A number of other hedge funds and other institutional investors have also modified their holdings of V. AXS Investments LLC grew its position in shares of Visa by 13.7% in the 3rd quarter. AXS Investments LLC now owns 14,213 shares of the credit-card processor’s stock valued at $4,852,000 after acquiring an additional 1,708 shares during the period. Lebenthal Global Advisors LLC lifted its stake in Visa by 6.8% in the 3rd quarter. Lebenthal Global Advisors LLC now owns 5,820 shares of the credit-card processor’s stock valued at $1,987,000 after purchasing an additional 373 shares during the last quarter. Midwest Professional Planners LTD. grew its holdings in Visa by 0.6% during the third quarter. Midwest Professional Planners LTD. now owns 11,775 shares of the credit-card processor’s stock worth $4,020,000 after purchasing an additional 69 shares during the period. Meridian Wealth Management LLC increased its position in Visa by 7.2% during the third quarter. Meridian Wealth Management LLC now owns 27,791 shares of the credit-card processor’s stock worth $9,487,000 after buying an additional 1,873 shares during the last quarter. Finally, Oakworth Capital Inc. raised its stake in Visa by 4.9% in the third quarter. Oakworth Capital Inc. now owns 7,727 shares of the credit-card processor’s stock valued at $2,638,000 after buying an additional 359 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Key Stories Impacting Visa

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 Analysts Forecast Growth

V has been the subject of a number of research analyst reports. Redburn Partners set a $385.00 price objective on shares of Visa in a research report on Wednesday. TD Cowen reiterated a “buy” rating on shares of Visa in a research note on Friday. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Bank of America upgraded Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective for the company in a report on Thursday, December 11th. Finally, Piper Sandler set a $160.00 target price on Visa in a research note on Wednesday. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $392.92.

Visa Trading Down 3.0%

Shares of Visa stock opened at $321.91 on Monday. The stock has a 50 day moving average of $338.74 and a 200 day moving average of $341.50. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.08 and a current ratio of 1.11. The firm has a market capitalization of $586.44 billion, a price-to-earnings ratio of 30.20, a PEG ratio of 1.89 and a beta of 0.79. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The business had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. During the same period last year, the business earned $2.75 earnings per share. The business’s revenue for the quarter was up 14.6% on a year-over-year basis. As a group, research analysts predict that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

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

Insider Buying and Selling at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lloyd Carney sold 900 shares of the company’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 transaction, the director directly owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This represents a 26.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 13,557 shares of company stock valued at $4,671,904. Insiders own 0.12% of the company’s stock.

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.