Berry Wealth Group LP Sells 2,161 Shares of Visa Inc. $V

Berry Wealth Group LP trimmed its stake in Visa Inc. (NYSE:V) by 64.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,188 shares of the credit-card processor’s stock after selling 2,161 shares during the period. Visa accounts for about 1.3% of Berry Wealth Group LP’s investment portfolio, making the stock its 18th biggest holding. Berry Wealth Group LP’s holdings in Visa were worth $405,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Visa by 0.9% during the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after acquiring an additional 1,461,575 shares during the period. Geode Capital Management LLC lifted its stake in shares of Visa by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after purchasing an additional 1,067,631 shares during the period. Norges Bank bought a new stake in shares of Visa during the second quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. grew its stake in Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after purchasing an additional 2,429,996 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its holdings in Visa by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock worth $4,552,057,000 after purchasing an additional 145,665 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Piper Sandler set a $160.00 price target on shares of Visa in a research report on Wednesday, January 28th. Daiwa Securities Group upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price for the company in a report on Monday, February 2nd. Bank of America began coverage on Visa in a research note on Thursday. They issued a “buy” rating and a $410.00 price target on the stock. HSBC raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $392.65.

Visa Stock Down 0.3%

NYSE V opened at $319.42 on Friday. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $579.80 billion, a P/E ratio of 29.96, a price-to-earnings-growth ratio of 1.84 and a beta of 0.78. The stock’s 50-day moving average price is $330.33 and its 200-day moving average price is $337.51.

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

Visa Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio is currently 25.14%.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value 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 $3,282,641.18. This trade represents a 52.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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: Bank of America initiated coverage with a “Buy” and a $410 price target, signaling institutional support and implying meaningful upside versus current levels. This can attract demand from growth-oriented investors and funds.
• Positive Sentiment: Visa is expanding its partnership with Stripe’s Bridge to roll out stablecoin‑linked cards across 100+ countries and is running on‑chain settlement pilots — moves that broaden addressable payment flows, open crypto-native volume, and support long‑term revenue diversification. Visa tests stablecoin spending while shares trade below valuation estimates
• Positive Sentiment: Visa appointed veteran Leonardo J. Collado to lead growth at Pismo (the payments processing platform it acquired in 2024), highlighting active integration and an emphasis on scaling processing/OEM relationships — a potential driver of incremental processing revenue. Visa Taps Veteran Leonardo Collado to Lead Pismo’s Global Growth
• Positive Sentiment: Recent fundamentals remain solid: Visa beat Q1 estimates (EPS and revenue) and continues to generate strong free cash flow and high margins, supporting dividends and buyback capacity — a structural tailwind for the stock.
• Neutral Sentiment: Revolut filed for a U.S. bank charter and hired a former Visa executive as U.S. CEO — a potential long‑term competitor in cards/deposits if approvals succeed, but outcomes and timing are uncertain. Revolut files for US bank charter, names Duransoy as US CEO
• Neutral Sentiment: Analyst and media coverage is mixed: long‑term bull narratives (e.g., speculative pieces on very large upside) coexist with valuation checks — these stories can amplify short‑term trading but don’t change Visa’s cash‑flow fundamentals. Is Visa Stock Going to $1,000?
• Neutral Sentiment: Valuation focus persists—several pieces discuss whether recent pullbacks make Visa attractively priced; that debate helps explain muted price moves as investors reassess multiples vs. growth. Is Visa (V) Still Attractively Priced After Recent Share Price Pullback?
• Negative Sentiment: Near‑term selling/profit‑taking tied to valuation concerns and market rotation is keeping shares under pressure despite the strategic wins; until headlines consistently translate into higher volumes or upgraded consensus estimates, sentiment may remain mixed.

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.