Gibbs Wealth Management Sells 1,967 Shares of Visa Inc. $V

Gibbs Wealth Management lessened its holdings in Visa Inc. (NYSE:V) by 12.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,478 shares of the credit-card processor’s stock after selling 1,967 shares during the quarter. Visa accounts for approximately 1.1% of Gibbs Wealth Management’s investment portfolio, making the stock its 20th biggest holding. Gibbs Wealth Management’s holdings in Visa were worth $4,714,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in V. Brighton Jones LLC lifted its position in shares of Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after purchasing an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after purchasing an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. lifted its position in shares of Visa by 4.6% in the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY lifted its position in shares of Visa by 16.9% in the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of Visa by 13.8% in the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after purchasing an additional 2,230 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

V has been the topic of a number of research reports. Bank of America initiated coverage on shares of Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective on the stock. Loop Capital initiated coverage on shares of Visa in a research report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price objective on the stock. Macquarie Infrastructure reissued an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a research report on Wednesday, January 28th. Finally, 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. Seven research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $390.96.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analyst/feature pieces highlight Visa as a very safe dividend‑growth name — praising its fee‑for‑flow model, strong free cash flow and a consistent payout (trailing annual dividend ≈ $2.52). Those narratives support demand from income and quality growth investors. Read More.
• Positive Sentiment: Visa announced a strategic partnership with European InsurTech Neat to modernize embedded insurance and assistance on Visa cards — this can increase cardholder stickiness, add product revenue streams, and improve value for issuers and merchants. Read More.
• Positive Sentiment: Visa is a Platinum cosponsor of the U.S. Small Business Administration’s National Small Business Week (May 3–9), a marketing and relationship initiative that can deepen SME partnerships and card adoption among small businesses. Read More.
• Neutral Sentiment: Coverage comparing Visa with peers (American Express, Mastercard) underscores Visa’s scalable payments‑network economics versus issuer/lender models — useful framing for investors but more descriptive than catalytic. Read More.
• Neutral Sentiment: Zacks/analyst commentary notes industry shifts (AI, tokenization, new rails) and keeps Visa in the competitive mix; signals to watch technology and product investments rather than immediate upside/downside. Read More.
• Negative Sentiment: Industry analysis on stablecoin and on‑chain settlement suggests emerging settlement rails could rewire parts of the payment/settlement stack over time — a potential competitive or margin headwind if Visa’s interchange/settlement role is displaced or commoditized. Read More.
• Negative Sentiment: Broader crypto/stablecoin volume projections and commentary (large projected growth) signal both opportunity and disruption risk; investors should monitor Visa’s strategy to integrate tokenized rails versus losing settlement share. Read More.
• Negative Sentiment: Some short‑term weakness was flagged in recent market pieces (price pullbacks cited), a reminder that cyclical market flows and macro headlines can temporarily pressure even high‑quality payment names. Read More.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following 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 Securities & Exchange Commission, which can be accessed through this link. 0.12% of the stock is currently owned by corporate insiders.

Visa Stock Performance

NYSE V opened at $309.20 on Tuesday. 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’s fifty day moving average price is $312.44 and its two-hundred day moving average price is $329.96. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The firm has a market capitalization of $561.25 billion, a P/E ratio of 29.01, a price-to-earnings-growth ratio of 1.74 and a beta of 0.80.

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

Visa Dividend Announcement

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

About Visa

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.