Akre Capital Management LLC Trims Position in Visa Inc. $V

Akre Capital Management LLC lowered its stake in Visa Inc. (NYSE:V) by 6.3% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,973,760 shares of the credit-card processor’s stock after selling 201,480 shares during the quarter. Visa comprises approximately 10.1% of Akre Capital Management LLC’s holdings, making the stock its 4th largest holding. Akre Capital Management LLC owned 0.16% of Visa worth $1,015,182,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Norges Bank purchased a new stake in shares of Visa in the second quarter worth about $7,034,939,000. TCI Fund Management Ltd. raised its holdings in shares of Visa by 14.6% during the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after acquiring an additional 2,429,996 shares in the last quarter. Corient Private Wealth LLC boosted its position in shares of Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after acquiring an additional 2,075,289 shares during the last quarter. Vanguard Group Inc. boosted its position 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 valued at $57,711,249,000 after acquiring an additional 1,461,575 shares during the last quarter. Finally, Capital Research Global Investors grew its holdings in shares of Visa by 73.4% in the third quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock valued at $1,091,528,000 after purchasing an additional 1,353,441 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Insider Buying and Selling

In other news, CEO Ryan Mcinerney sold 10,485 shares of the company’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 transaction of $3,661,152.30. Following the transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. Piper Sandler set a $160.00 price target on shares of Visa in a research note on Wednesday, January 28th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Macquarie Infrastructure restated an “outperform” rating and issued a $410.00 target price on shares of Visa in a report on Friday, January 30th. Morgan Stanley restated an “overweight” rating and set a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Finally, UBS Group reiterated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $392.65.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expands its stablecoin card program (partnership with Bridge/Stripe) and widened global coverage, aiming to route stablecoin-backed payments through Visa rails — a potential long-term growth avenue as crypto payments evolve. Visa’s Stablecoin Play Intensifies
• Positive Sentiment: Visa and Trip.com launched a global virtual travel card program to streamline international travel payments (APAC focus), and Citcon expanded Visa Direct cross-border push payments — both expand addressable volumes as travel recovers. Global virtual travel card program launched
• Positive Sentiment: Visa and Santander completed pilot agentic-commerce transactions across five Latin American markets using Visa Intelligent Commerce (VIC), a credential for future merchant/payment volume growth in a high-growth region. Santander and Visa Launch LatAm Agentic Payments Project
• Neutral Sentiment: Analyst and media coverage — including comparative pieces on Visa vs. Mastercard and a Wolfe Research FinTech Forum transcript — provide investors with valuation and competitive context but contain no new company-guidance surprises. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy Today? Visa Presents at Wolfe Research FinTech Forum
• Negative Sentiment: An insider (Director Lloyd Carney) sold 650 shares (~19.5% reduction in his stake). While the sale size is modest relative to Visa’s market cap, insider selling can weigh on near-term sentiment. SEC Form 4 — Insider Sale
• Negative Sentiment: Market/technical pressure and bearish sentiment: recent coverage notes Visa underperformed the market in the latest session and growing short-seller attention, both of which can amplify downward moves in the absence of fresh positive catalysts. Visa Registers a Bigger Fall Than the Market Why Short Sellers Are Targeting Visa

Visa Trading Down 0.8%

Shares of V opened at $306.36 on Friday. The company’s fifty day simple moving average is $326.28 and its 200-day simple moving average is $336.40. The company has a market cap of $556.10 billion, a P/E ratio of 28.74, a P/E/G ratio of 1.77 and a beta of 0.78. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. Visa Inc. has a twelve month low of $299.00 and a twelve month high of $375.51.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping analysts’ consensus estimates 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 net margin of 50.23% and a return on equity of 61.74%. The firm’s revenue for the quarter was up 14.6% compared to the same quarter last year. During the same period in the previous year, the company earned $2.75 EPS. As a group, analysts expect that Visa Inc. will post 11.3 EPS for the current year.

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders 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 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s payout ratio is 25.14%.

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.