Mission Wealth Management LP Cuts Position in Visa Inc. $V

Mission Wealth Management LP decreased its holdings in Visa Inc. (NYSE:V) by 5.3% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 49,188 shares of the credit-card processor’s stock after selling 2,758 shares during the period. Mission Wealth Management LP’s holdings in Visa were worth $16,792,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of V. Harbor Asset Planning Inc. purchased a new position in shares of Visa during the 2nd quarter worth $29,000. Sagard Holdings Management Inc. bought a new stake in shares of Visa in the second quarter worth about $31,000. Bare Financial Services Inc raised its holdings 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 in the last quarter. Hoese & Co LLP purchased a new stake in Visa during the second quarter valued at $36,000. Finally, Winnow Wealth LLC bought a new position in shares of Visa in the 2nd quarter valued at about $40,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

V has been the subject of a number of analyst reports. Morgan Stanley restated an “overweight” rating and issued a $411.00 price target (up from $398.00) on shares of Visa in a research report on Friday. Redburn Partners set a $385.00 target price on Visa in a research note on Wednesday, January 28th. Raymond James Financial restated an “outperform” rating and set a $408.00 price target (up previously from $398.00) on shares of Visa in a research note on Wednesday, October 29th. 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. Finally, HSBC raised shares of Visa from a “hold” rating to a “buy” rating and increased their target price for the stock from $335.00 to $389.00 in a research note on Sunday, December 7th. Six research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $392.00.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Quarterly results and momentum — Visa recently reported a solid quarter (late Jan) with revenue and EPS above expectations and double-digit revenue growth, supporting investor confidence in durable fundamentals and margin leverage. Why Visa Stock Is Up Today
• Positive Sentiment: Analyst reiterations — Major firms reiterated Outperform ratings (Royal Bank of Canada, Macquarie), which can boost demand for the shares and validate the growth thesis. Visa’s (V) Outperform Rating Reiterated at Royal Bank Of Canada Visa’s (V) Outperform Rating Reiterated at Macquarie
• Positive Sentiment: Stablecoin settlement in GCC — Visa and payments partner NymCard went live with USDC-based settlement in the Gulf Cooperation Council, enabling faster 24/7 settlement and expanding Visa’s capability in crypto rails and cross-border flows in an important region. This could lower settlement friction and create new issuer/merchant use cases. NymCard and Visa Launch Stablecoin Settlement in GCC Region
• Positive Sentiment: New co-branded product rollout — U.S. Bank launched a small-business-focused Business Shield Visa card (0% intro APR options), which should drive incremental transaction volume and deepen commercial relationships across the small-business segment. U.S. Bank Business Shield™ Visa® Card Offers Intro 0% APR U.S. Bank Debuts Small Business-Focused Visa Card
• Neutral Sentiment: AI and payments narrative — Coverage highlights Visa’s digital credentials and identity work as increasingly valuable in an AI-driven ecosystem; positive for long-term positioning but benefits may be gradual. Google Trains AI Agents for Hard Questions and Real Work
• Neutral Sentiment: Analyst/opinion pieces — Several Fool pieces and other commentary reiterate Visa’s leadership and make bullish longer-term cases, useful for sentiment but not new fundamental data. 1 Prediction for Visa in 2026 Visa vs. Mastercard: Which Will Make You Richer?
• Negative Sentiment: Regulatory/fee-cap risk persists — Some coverage notes past sell-offs tied to concerns over potential caps on card fees and consumer-spend sensitivity; regulatory risk remains a downside tail that could pressure multiple and volume over time. 2 Financial Stocks Poised for a Comeback in 2026

Insider Activity

In other Visa news, insider Paul D. Fabara sold 2,172 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the transaction, the insider owned 26,413 shares in the company, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by corporate insiders.

Visa Price Performance

V opened at $334.16 on Tuesday. The firm has a market cap of $608.75 billion, a price-to-earnings ratio of 31.35, a PEG ratio of 1.89 and a beta of 0.79. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The company has a current ratio of 1.11, a quick ratio of 1.08 and a debt-to-equity ratio of 0.51. The stock’s 50-day moving average price is $338.86 and its 200 day moving average price is $341.39.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping the consensus estimate of $3.14 by $0.03. The business had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.75 earnings per share. As a group, sell-side analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

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