Visa Inc. $V Shares Purchased by HF Advisory Group LLC

HF Advisory Group LLC increased its holdings in shares of Visa Inc. (NYSE:V) by 1,125.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 124,929 shares of the credit-card processor’s stock after buying an additional 114,732 shares during the quarter. Visa accounts for about 1.7% of HF Advisory Group LLC’s portfolio, making the stock its 9th largest position. HF Advisory Group LLC’s holdings in Visa were worth $43,814,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Insight Wealth Strategies LLC boosted its holdings in shares of Visa by 1.6% in the 3rd quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock valued at $640,000 after acquiring an additional 29 shares during the last quarter. Old Port Advisors lifted its stake in Visa by 0.9% in the 3rd quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock valued at $1,169,000 after buying an additional 29 shares in the last quarter. Carr Financial Group Corp increased its stake in Visa by 2.4% during the 3rd quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock worth $440,000 after buying an additional 30 shares in the last quarter. Define Financial LLC raised its holdings in shares of Visa by 4.0% during the third quarter. Define Financial LLC now owns 779 shares of the credit-card processor’s stock valued at $266,000 after acquiring an additional 30 shares during the last quarter. Finally, Patron Partners LLC raised its holdings in shares of Visa by 0.6% during the third quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock valued at $1,587,000 after acquiring an additional 30 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. UBS Group reduced their target price on shares of Visa from $425.00 to $390.00 and set a “buy” rating for the company in a research report on Tuesday, March 31st. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a research note on Wednesday, January 28th. Macquarie Infrastructure restated an “outperform” rating and set a $410.00 price target on shares of Visa in a research report on Friday, January 30th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Visa in a research note on Friday, January 30th. Seven investment 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 company. Based on data from MarketBeat.com, Visa presently has a consensus rating of “Buy” and an average target price of $390.96.

Insiders Place Their Bets

In related news, Director Lloyd Carney sold 650 shares of the company’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 completion of the transaction, 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 sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.12% of the stock is currently owned by insiders.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched six AI-powered dispute tools aimed at automating case analysis, merchant responses and real‑time insights — management says this should reduce fraud-related losses and backstop issuer/merchant relationships, supporting the company’s growth and margin story. Visa’s New AI Dispute Tools Target Fraud Costs And Support Growth Narrative
• Positive Sentiment: Visa is part of new merchant/payment product rollouts (example: Bitget Card in APAC), which can expand transaction volume and cross‑border flows in growing crypto-related payment use cases. These partnerships support TPS and fee growth if adoption scales. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Neutral Sentiment: Analysts and trade press continue to flag Visa as a play on payments/crypto exposure in thematic lists — this can attract long-term thematic flows but is unlikely to move near-term fundamentals by itself. Top Cryptocurrency Stocks You Should Watch for a Healthy Portfolio
• Negative Sentiment: An analyst downgrade was published today, citing valuation or near-term concerns — downgrades can trigger short-term selling and pressure relative performance. Visa (NYSE:V) Stock Price Down 1.2% on Analyst Downgrade
• Negative Sentiment: UBS cut Visa’s price target (to $390), a formal pullback in street expectations that can limit upside for investor models and reweight recommendations. UBS Group Lowers Visa (NYSE:V) Price Target to $390.00
• Negative Sentiment: Competitive pressures: coverage notes that Mastercard is pursuing SMB spend via Amazon and embedded payments — successful wins by rivals in high-frequency merchant ecosystems could pressure Visa’s market-share or interchange trends over time. Can Mastercard Capture SMB Spend Through Amazon’s Ecosystem?
• Negative Sentiment: Emerging local competitors (discussion of a UK-focused rival) highlight regulatory and market-share risk in key markets — incremental but worth monitoring for longer-term competitive dynamics. Interview: Boku CEO Stuart Neal on why the UK needs a Mastercard, Visa rival

Visa Stock Performance

Shares of Visa stock opened at $300.88 on Friday. 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 firm has a market cap of $546.14 billion, a PE ratio of 28.22, a price-to-earnings-growth ratio of 1.72 and a beta of 0.80. The business’s fifty day simple moving average is $315.08 and its 200-day simple moving average is $331.47. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51.

Visa (NYSE:V) last released its earnings results 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. The firm had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The business’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.75 earnings per share. Equities analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently disclosed 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 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio is currently 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.