Visa Inc. $V Stake Reduced by Choreo LLC

Choreo LLC cut its holdings in Visa Inc. (NYSE:V) by 3.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,063 shares of the credit-card processor’s stock after selling 2,782 shares during the quarter. Choreo LLC’s holdings in Visa were worth $27,251,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Capital World Investors raised its position in Visa by 0.8% in the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock worth $8,463,484,000 after acquiring an additional 193,288 shares in the last quarter. Ameriprise Financial Inc. raised its position in Visa by 4.2% in the third quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock worth $4,475,403,000 after acquiring an additional 530,995 shares in the last quarter. Legal & General Group Plc raised its position in Visa by 3.3% in the third quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock worth $4,253,224,000 after acquiring an additional 399,845 shares in the last quarter. Invesco Ltd. raised its position in Visa by 12.2% in the third quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock worth $4,067,032,000 after acquiring an additional 1,298,435 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its position in Visa by 1.3% in the third quarter. Dimensional Fund Advisors LP now owns 8,418,387 shares of the credit-card processor’s stock worth $2,873,794,000 after acquiring an additional 108,264 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have commented on V. Morgan Stanley reiterated an “overweight” rating and issued a $411.00 price target (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Citigroup decreased their price target on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday. Macquarie Infrastructure reiterated an “outperform” rating and issued a $410.00 price target on shares of Visa in a research report on Friday, January 30th. Truist Financial set a $372.00 price target on Visa in a research note on Tuesday, February 10th. Finally, Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target on the stock in a research note on Monday, February 2nd. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $388.88.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched and is operating an in‑house validator node on Stripe’s Tempo blockchain, positioning the company as an “anchor validator” to help enable real‑time stablecoin settlement and on‑chain payment rails — a move that could reduce processing frictions, deepen Visa’s role in settlement infrastructure and create new fee and product opportunities over time. Visa deepens blockchain push with Tempo validator node launch
• Positive Sentiment: Visa partnered with Neat to embed AI‑powered insurance and medical assistance into cards across Europe — a product enhancement aimed at increasing cardholder engagement, adding value to issuing partners, and potentially boosting transaction volume and service revenue. Neat and Visa Partner to Modernize Card Insurance and Assistance in Europe
• Neutral Sentiment: Visa is again a Platinum cosponsor for SBA’s National Small Business Week — a PR/partnership win that supports brand and SMB relationships but is unlikely to materially move near‑term revenue. SBA Announces Visa as Platinum Cosponsor for National Small Business Week 2026
• Negative Sentiment: Citigroup trimmed its price target for Visa from $450 to $400 while retaining a buy rating — a reduction that narrows implied upside and may signal slightly more conservative near‑term growth assumptions from a major analyst. Benzinga

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the business’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 sale, 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 position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.12% of the company’s stock.

Visa Trading Up 0.6%

Shares of NYSE V opened at $311.35 on Wednesday. The stock has a market cap of $565.15 billion, a price-to-earnings ratio of 29.21, a PEG ratio of 1.77 and a beta of 0.80. The business has a 50 day simple moving average of $312.08 and a 200 day simple moving average of $329.78. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11.

Visa (NYSE:V) last announced its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The business had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.75 EPS. On average, research analysts predict that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The company also recently declared 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 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.