Visa Inc. $V is Baldwin Wealth Partners LLC MA’s 8th Largest Position

Baldwin Wealth Partners LLC MA decreased its holdings in Visa Inc. (NYSE:V) by 1.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 119,858 shares of the credit-card processor’s stock after selling 1,682 shares during the quarter. Visa accounts for about 2.7% of Baldwin Wealth Partners LLC MA’s holdings, making the stock its 8th largest holding. Baldwin Wealth Partners LLC MA’s holdings in Visa were worth $42,035,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Parvin Asset Management LLC grew its stake in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares during the period. Sagard Holdings Management Inc. acquired a new position in Visa during the second quarter worth $31,000. Bare Financial Services Inc raised its position in Visa by 287.0% during the second 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 during the period. Imprint Wealth LLC purchased a new position in Visa during the third quarter valued at $39,000. Finally, Strategic Advocates LLC purchased a new position in Visa during the third quarter valued at $43,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

V has been the subject of a number of research reports. Bank of America assumed coverage on shares of Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 target price for the company. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a research note on Wednesday, January 28th. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Finally, Daiwa Securities Group raised 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. Seven research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $392.65.

Visa Price Performance

NYSE:V opened at $301.48 on Monday. Visa Inc. has a one year low of $297.03 and a one year high of $375.51. The stock has a market cap of $547.23 billion, a PE ratio of 28.28, a P/E/G ratio of 1.73 and a beta of 0.78. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The stock has a 50 day moving average price of $320.50 and a 200 day moving average price of $334.25.

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

Visa Announces Dividend

The company also recently declared 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. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. Visa’s payout ratio is presently 25.14%.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched “Visa CLI,” a command-line tool from Visa Crypto Labs to let AI agents execute card payments — a direct move into agentic payments and AI-enabled commerce that could open new transaction volumes and keep Visa central to emerging payment rails. Visa unveils CLI tool to enable AI agents to execute card payments
• Positive Sentiment: Strategic product integrations: Visa expanded commerce capabilities with an Ingenico tie-up (integrating POS and payments) and rolled Visa Intelligent Authorisation (VIA) into Europe — moves that deepen merchant relationships and product stickiness beyond pure interchange. Visa’s Ingenico Tie-Up: Expanding Beyond the Payment Layer
• Positive Sentiment: New vertical and partner wins: Visa teamed with Paythru on a white‑label EV fleet wallet and with Bank of America on a FIFA World Cup cardholder sweepstakes — both help drive incremental consumer/merchant engagement and transaction volume. Visa and Paythru Team on EV Payments With White-Label Fleet Wallet
• Neutral Sentiment: Analyst / investor commentary is broadly bullish on Visa’s long-term prospects, highlighting durable earnings growth and a strong competitive position — supportive for long-term holders but not an immediate catalyst. Could Buying Visa (V) Today Set You Up for Life?
• Neutral Sentiment: Legal/regulatory: The UK Court of Appeal allowed Mastercard and Visa to appeal a ruling on interchange fees — this procedural win preserves Visa’s ability to challenge fines/obligations but leaves ultimate exposure uncertain. Mastercard Incorporated (MA) and Visa Allowed to Appeal UK Ruling That Merchant Fees Breach Antitrust Law, Reuters Reports
• Negative Sentiment: Stablecoin and crypto fears have pressured the sector (and weighed on Visa in recent sessions); competing stablecoin rails and crypto-native payment options are seen as long-term disruptive risks if network incumbents can’t monetize them effectively. Visa (V) and Mastercard (MA) Battle Stablecoin Disruption With Bold 2026 Strategies
• Negative Sentiment: Options-market signal: Unusual activity — a large spike in put buying — suggests some traders are hedging or betting on near-term downside, which can amplify short-term volatility even if fundamentals remain intact. (Market data reported 129,825 puts bought versus a ~30k average.)

Insider Transactions at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction dated 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. The trade was a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s 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 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. Corporate insiders own 0.12% of the company’s stock.

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.