Analyst IMS Investment Management Services Ltd. Sells 2,448 Shares of Visa Inc. $V

Analyst IMS Investment Management Services Ltd. lessened its position in shares of Visa Inc. (NYSE:V) by 39.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,793 shares of the credit-card processor’s stock after selling 2,448 shares during the period. Analyst IMS Investment Management Services Ltd.’s holdings in Visa were worth $1,330,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in V. 1900 Wealth Management LLC boosted its holdings in shares of Visa by 17.5% during the 4th quarter. 1900 Wealth Management LLC now owns 4,745 shares of the credit-card processor’s stock valued at $1,664,000 after acquiring an additional 706 shares in the last quarter. Toth Financial Advisory Corp boosted its stake in shares of Visa by 3.4% in the 4th quarter. Toth Financial Advisory Corp now owns 49,534 shares of the credit-card processor’s stock valued at $17,372,000 after purchasing an additional 1,619 shares during the last quarter. Midwest Financial Group LLC grew its holdings in Visa by 61.5% during the 4th quarter. Midwest Financial Group LLC now owns 2,585 shares of the credit-card processor’s stock worth $907,000 after acquiring an additional 984 shares during the period. Aspiriant LLC increased its holdings in Visa by 26.0% in the fourth quarter. Aspiriant LLC now owns 6,019 shares of the credit-card processor’s stock worth $2,111,000 after purchasing an additional 1,241 shares in the last quarter. Finally, ASL Financial LLC bought a new stake in shares of Visa in the 4th quarter valued at $274,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Buying and Selling at Visa

In other Visa 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 transaction of $201,253.00. Following the transaction, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 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

Analyst Ratings Changes

A number of equities research analysts have commented on V shares. Macquarie Infrastructure reissued an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Evercore set a $380.00 price target on Visa in a research report on Friday, December 12th. TD Cowen reiterated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Morgan Stanley reaffirmed an “overweight” rating and set a $411.00 price target (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Finally, Bank of America started coverage on shares of Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. Seven research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Visa presently has an average rating of “Buy” and an average target price of $390.96.

Visa Trading Up 0.0%

NYSE V opened at $300.88 on Monday. The stock has a 50-day moving average of $315.08 and a 200-day moving average of $331.37. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The company has a current ratio of 1.11, a quick 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.

Visa (NYSE:V) last announced its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The business had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. During the same quarter last year, the firm earned $2.75 EPS. The company’s revenue was up 14.6% on a year-over-year basis. As a group, sell-side analysts forecast that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were paid a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. 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.