Galvin Gaustad & Stein LLC Reduces Stock Position in Visa Inc. $V

Galvin Gaustad & Stein LLC lessened its holdings in shares of Visa Inc. (NYSE:V) by 3.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 56,021 shares of the credit-card processor’s stock after selling 2,044 shares during the quarter. Visa makes up 1.5% of Galvin Gaustad & Stein LLC’s portfolio, making the stock its 22nd largest holding. Galvin Gaustad & Stein LLC’s holdings in Visa were worth $19,647,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Corient Private Wealth LLC lifted its holdings in shares of Visa by 110.4% in the 2nd 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 acquiring an additional 2,075,289 shares during the last quarter. Holocene Advisors LP increased its stake in shares of Visa by 286.4% during 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 increased its stake in shares of Visa by 121.7% during 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 purchased a new position in Visa in the third quarter valued at about $565,684,000. Finally, Capital Research Global Investors grew its stake in 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 purchasing an additional 1,353,441 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Price Performance

NYSE:V opened at $315.97 on Thursday. Visa Inc. has a one year low of $293.89 and a one year 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. The firm has a market cap of $573.54 billion, a price-to-earnings ratio of 29.64, a PEG ratio of 1.78 and a beta of 0.80. The firm’s fifty day moving average is $311.81 and its two-hundred day moving average is $329.68.

Visa (NYSE:V) last posted 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. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company 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 company earned $2.75 earnings per share. The firm’s revenue was up 14.6% on a year-over-year basis. Research analysts expect that Visa Inc. will post 11.3 EPS for the current year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio is presently 25.14%.

Insider Buying and Selling

In other Visa news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction 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 sale, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.12% of the company’s stock.

Key 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 as an “anchor” validator, placing Visa into the transaction‑validation layer for real‑time stablecoin payments — a direct step toward new on‑chain payment volumes and settlement revenue. Visa Expands Blockchain Payment With Tempo Validator Node Launch
• Positive Sentiment: Coverage highlights Visa’s broader on‑chain ambitions and partnerships (including working alongside Stripe and Zodia Custody), signaling a strategic pivot into crypto infrastructure that could expand addressable payments flow. Visa extends its on-chain ambitions
• Positive Sentiment: Visa announced a partnership with Neat to embed AI‑powered insurance and medical services into cards in Europe — a product innovation that can increase card engagement and stickiness across business customers and consumers. How Will Visa’s Neat Partnership Help Boost Engagement and Growth?
• Positive Sentiment: Fundamentals remain supportive: analysts point to recent revenue and EPS beats and healthy margins, reinforcing investor confidence in Visa’s long‑term growth profile. Visa (V) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Visa and Bank of America are promoting merchant readiness for the FIFA World Cup, which could boost cross‑border and merchant volumes seasonally but is not an immediate structural change. Visa and Bank of America Want Merchants to Get World Cup-Ready
• Neutral Sentiment: Citigroup lowered its price target from $450 to $400 while keeping a buy rating — this narrows analyst upside expectations but leaves a meaningful positive view intact. Benzinga coverage
• Negative Sentiment: A lawsuit alleging lack of transparency in a separate “Gold Card” Visa program tied to the former administration introduces reputational/legal noise; impact on Visa’s core business appears limited but is a headline risk. Trump’s ‘Gold Card’ Visa Program Hit With New Lawsuit

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on V shares. Citigroup cut their target price on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 price target on shares of Visa in a report on Friday, January 30th. Loop Capital initiated coverage on shares of Visa in a report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price target on the stock. Finally, Piper Sandler set a $160.00 price target on shares of Visa in a report on Wednesday, January 28th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $388.88.

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.