AIA Group Ltd Sells 49,393 Shares of Visa Inc. $V

AIA Group Ltd trimmed its holdings in Visa Inc. (NYSE:V) by 23.5% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 160,429 shares of the credit-card processor’s stock after selling 49,393 shares during the quarter. Visa accounts for about 1.0% of AIA Group Ltd’s holdings, making the stock its 16th biggest holding. AIA Group Ltd’s holdings in Visa were worth $54,767,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Keel Point LLC boosted its stake in shares of Visa by 0.4% during the third quarter. Keel Point LLC now owns 27,507 shares of the credit-card processor’s stock valued at $9,390,000 after purchasing an additional 113 shares during the period. Mirabella Financial Services LLP boosted its stake in shares of Visa by 140.7% during the 3rd quarter. Mirabella Financial Services LLP now owns 25,464 shares of the credit-card processor’s stock valued at $8,676,000 after purchasing an additional 14,885 shares in the last quarter. Farmers National Bank boosted its position in Visa by 2.5% during the 3rd quarter. Farmers National Bank now owns 23,947 shares of the credit-card processor’s stock valued at $8,175,000 after acquiring an additional 592 shares in the last quarter. CTC Alternative Strategies Ltd. purchased a new stake in Visa in the third quarter worth $250,000. Finally, IFP Advisors Inc grew its position in shares of Visa by 14.2% in the 3rd quarter. IFP Advisors Inc now owns 49,884 shares of the credit-card processor’s stock worth $17,150,000 after buying an additional 6,220 shares during the period. Institutional investors own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

V has been the subject of a number of analyst reports. Piper Sandler set a $160.00 target price on shares of Visa in a research note on Wednesday, January 28th. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective for the company in a research note on Monday, February 2nd. Finally, HSBC raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Seven equities 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 stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $392.65.

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of the stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s 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 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. Additional details regarding this sale are available in the official SEC disclosure. Company 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: Visa deepened its commerce push by integrating Ingenico POS into its Acceptance Platform to unify online/offline payments — a move that can drive higher merchant penetration and capture more of the checkout stack. Visa’s Ingenico Tie-Up: Expanding Beyond the Payment Layer
• Positive Sentiment: Visa launched Visa Intelligent Authorisation (VIA) in Europe, expanding fraud/risk tools on the Visa Acceptance Platform — this should improve authorization rates and reduce merchant friction, supporting volume and fee growth. Visa Scales Intelligent Authorization Tech to Europe
• Positive Sentiment: Partnerships expanding addressable markets: Visa + Paythru on an EV fleet wallet and Fastboy Payments making BambooPay available via Cybersource broaden merchant use cases (mobility, IoT) and payment acceptance. These deals help diversify revenue beyond pure transaction fees. Visa and Paythru Team on EV Payments With White-Label Fleet Wallet Fastboy Payments / Cybersource
• Positive Sentiment: Visa Crypto Labs unveiled Visa CLI and is enabling agentic (AI) payments through collaborations with Stripe/Tempo — these experimental tools position Visa for emerging machine‑to‑machine payment flows and stablecoin rails. That narrative supports longer‑term growth optionality. Visa and Stripe-backed Tempo launch tools for AI agents
• Neutral Sentiment: Coverage pieces argue the card networks are “buy the dip” opportunities as they expand into stablecoins and new rails; these articles reinforce a positive narrative but are more sentiment than new fundamentals. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Negative Sentiment: Unusual options activity: investors bought ~129,825 put options (a ~332% jump vs. typical volume), signaling increased short/bear hedging and potential downward pressure or heightened volatility in the near term.
• Negative Sentiment: Competitive risk: Mastercard’s large BVNK/stablecoin push and other network moves accelerate rivalry in crypto/stablecoin rails — investors may worry about market share and margin pressure in new settlement rails. Mastercard BVNK acquisition coverage

Visa Price Performance

Shares of NYSE V opened at $299.86 on Friday. The firm has a market cap of $544.30 billion, a P/E ratio of 28.13, a PEG ratio of 1.71 and a beta of 0.78. Visa Inc. has a twelve month low of $297.03 and a twelve month 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 50 day moving average of $321.47 and a 200 day moving average of $334.82.

Visa (NYSE:V) last issued its earnings results 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 return on equity of 61.74% and a net margin of 50.23%.The business 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 business posted $2.75 EPS. The company’s revenue was up 14.6% compared to the same quarter last year. As a group, research analysts expect that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were issued 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 of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio is presently 25.14%.

About Visa

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.