Arrowstreet Capital Limited Partnership Grows Stock Holdings in Visa Inc. $V

Arrowstreet Capital Limited Partnership lifted its holdings in Visa Inc. (NYSE:V) by 14.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 907,993 shares of the credit-card processor’s stock after acquiring an additional 112,525 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Visa were worth $309,971,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Sagard Holdings Management Inc. acquired a new stake in Visa during the 2nd quarter worth about $31,000. Bare Financial Services Inc raised its stake 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. Winnow Wealth LLC acquired a new position in shares of Visa in the 2nd quarter valued at about $40,000. Moisand Fitzgerald Tamayo LLC lifted its holdings in shares of Visa by 344.8% in the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock valued at $44,000 after buying an additional 100 shares during the period. Finally, Sellwood Investment Partners LLC purchased a new stake in shares of Visa in the third quarter worth about $52,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Key Visa News

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

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated 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 owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently commented on V shares. Truist Financial set a $372.00 target price on Visa in a report on Tuesday, February 10th. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $395.00 price objective on shares of Visa in a research note on Friday, January 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Finally, Macquarie Infrastructure reiterated an “outperform” rating and issued a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Visa has an average rating of “Buy” and an average price target of $392.65.

Visa Stock Performance

Shares of V stock opened at $306.36 on Friday. 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 12-month low of $299.00 and a 12-month high of $375.51. The business’s 50 day moving average is $326.28 and its two-hundred day moving average is $336.40. The company has a market capitalization 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.

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

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s payout ratio is presently 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.