Flagship Harbor Advisors LLC Sells 2,267 Shares of Visa Inc. $V

Flagship Harbor Advisors LLC reduced its position in Visa Inc. (NYSE:V) by 5.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 38,541 shares of the credit-card processor’s stock after selling 2,267 shares during the period. Flagship Harbor Advisors LLC’s holdings in Visa were worth $13,517,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in V. Parvin Asset Management LLC raised 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. Dorato Capital Management bought a new stake in Visa in the 4th quarter valued at about $30,000. Imprint Wealth LLC bought a new stake in Visa in the 3rd quarter valued at about $39,000. Strategic Advocates LLC bought a new stake in Visa in the 3rd quarter valued at about $43,000. Finally, Moisand Fitzgerald Tamayo LLC raised its stake in Visa by 344.8% in the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock valued at $44,000 after acquiring an additional 100 shares during the period. 82.15% of the stock is currently owned by institutional investors.

Visa News Summary

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?

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on V shares. UBS Group reduced their target price on Visa from $425.00 to $390.00 and set a “buy” rating for the company in a report on Tuesday, March 31st. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Evercore set a $380.00 target price on Visa in a report on Friday, December 12th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $395.00 target price on shares of Visa in a report on Friday, January 30th. Seven analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $390.96.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director owned 2,679 shares of the company’s stock, valued at approximately $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 can be accessed through the SEC website. Insiders own 0.12% of the company’s stock.

Visa Stock Up 2.1%

Shares of NYSE V opened at $308.80 on Thursday. Visa Inc. has a 12 month low of $293.89 and a 12 month 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 capitalization of $560.52 billion, a price-to-earnings ratio of 28.97, a PEG ratio of 1.72 and a beta of 0.80. The business has a 50-day moving average of $313.76 and a 200-day moving average of $330.69.

Visa (NYSE:V) last issued its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping 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 company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same quarter in the previous year, the firm earned $2.75 earnings per share. Visa’s revenue was up 14.6% on a year-over-year basis. Sell-side analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal 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 issued 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 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.