Albion Financial Group UT Has $23.70 Million Stock Position in Visa Inc. $V

Albion Financial Group UT lowered its holdings in Visa Inc. (NYSE:V) by 2.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 67,587 shares of the credit-card processor’s stock after selling 1,661 shares during the period. Visa makes up about 1.5% of Albion Financial Group UT’s portfolio, making the stock its 19th largest holding. Albion Financial Group UT’s holdings in Visa were worth $23,704,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Corient Private Wealth LLC boosted its stake in shares of Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after buying an additional 2,075,289 shares during the period. Holocene Advisors LP boosted its stake in shares of Visa by 286.4% in the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after buying an additional 1,872,362 shares during the period. SG Americas Securities LLC boosted its stake in shares of Visa by 121.7% in the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after buying an additional 1,658,954 shares during the period. Danske Bank A S bought a new stake in shares of Visa in the third quarter valued at approximately $565,684,000. Finally, Capital Research Global Investors boosted its stake in shares of Visa by 73.4% in the third quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock valued at $1,091,528,000 after buying an additional 1,353,441 shares during the period. Institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on V shares. TD Cowen reiterated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $395.00 price target on shares of Visa in a report on Friday, January 30th. Bank of America started coverage on shares of Visa in a report on Thursday, March 5th. They set a “buy” rating and a $410.00 price target for the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Finally, UBS Group cut their price target on shares of Visa from $425.00 to $390.00 and set a “buy” rating for the company in a report on Tuesday, March 31st. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $390.96.

Visa Stock Performance

Shares of Visa stock opened at $308.80 on Thursday. The company has a 50 day moving average of $313.76 and a 200-day moving average of $330.69. 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 company has a market cap of $560.52 billion, a PE ratio of 28.97, a price-to-earnings-growth ratio of 1.72 and a beta of 0.80.

Visa (NYSE:V) last issued its quarterly 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 company had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm’s quarterly revenue was up 14.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.75 EPS. As a group, equities research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were paid a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.9%. Visa’s dividend payout ratio is presently 25.14%.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out Intelligent Commerce Connect — an AI “on‑ramp” for agentic commerce — positioning the network to capture new AI-driven payment flows and partner integrations. Visa Aims to Give Businesses Agentic Commerce on-Ramp
• Positive Sentiment: Visa launched multiple AI tools to speed and automate dispute resolution and bolster fraud prevention — expected to lower dispute costs and improve merchant/customer experience. Visa Launches New AI Tools to Manage Credit Card Disputes
• Positive Sentiment: Management is highlighting stronger risk/identity capabilities and anti‑fraud initiatives, which support margins and trust in the network as payments become more automated. Visa Wants Fraudsters to Pick Another Business
• Positive Sentiment: Brand & consumer engagement move — Visa is the worldwide tour sponsor for BTS, a high‑visibility tie‑up that can drive merchant/consumer activation in key markets. Visa’s BTS Tour Deal Links K Pop Reach With Undervalued Shares
• Neutral Sentiment: Q4 context: Visa’s recent quarter beat revenue and EPS estimates modestly and showed double‑digit revenue growth — supportive for fundamentals but already priced into the stock to some degree. Unpacking Q4 Earnings: Visa In The Context Of Other Credit Card Stocks
• Neutral Sentiment: Regional leadership change: Visa’s India & South Asia head Sandeep Ghosh is stepping down; a successor is said to be identified — operationally manageable but worth watching given India’s growth importance. Visa’s India, South Asia head Sandeep Ghosh to quit
• Neutral Sentiment: Industry moves at Mastercard and other peers (AI initiatives, target revisions) create competitive context but not an immediate firm‑specific hit to Visa’s business. Mastercard’s ASEAN AI Push: Can Trust Unlock Agentic Commerce?
• Negative Sentiment: Crypto/stablecoin volumes now rival or exceed card networks in certain corridors, highlighting long‑term disintermediation risk to transaction volumes and fees. Stablecoins Move More Money Than Visa And Mastercard
• Negative Sentiment: Valuation and risk debate: some analysts note the forward P/E pullback improves the yield of future returns but warn fintech competition and regulatory scrutiny could pressure growth if not managed. Visa Slides to 22X P/E: Opportunity Knocking or False Signal?

Insider Buying and Selling

In related 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 completion of the transaction, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.12% of the stock is currently owned by insiders.

Visa Company 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.