Visa Inc. $V Stake Cut by Baxter Bros Inc.

Baxter Bros Inc. reduced its position in Visa Inc. (NYSE:V) by 2.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 93,552 shares of the credit-card processor’s stock after selling 2,510 shares during the quarter. Visa comprises approximately 3.8% of Baxter Bros Inc.’s investment portfolio, making the stock its 6th biggest holding. Baxter Bros Inc.’s holdings in Visa were worth $32,810,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Clayton Financial Group LLC grew its holdings in Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after purchasing an additional 58 shares during the last quarter. PayPay Securities Corp grew its holdings in Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 38 shares during the last quarter. Parvin Asset Management LLC grew its holdings in Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Dorato Capital Management acquired a new stake in shares of Visa during the fourth quarter worth $30,000. Finally, Imprint Wealth LLC acquired a new stake in shares of Visa during the third quarter worth $39,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: payabl. and Visa expand Click to Pay adoption — tokenized, one‑click checkout is positioned to raise authorization rates, reduce fraud and boost merchant volumes (benefits to Visa’s network fees and authorization revenue). payabl. launches Click-to-Pay with Visa
• Positive Sentiment: Zacks highlights Click to Pay potential at scale — analysis notes that broader adoption of tokenized checkout could lift approvals and merchant sales, supporting volume growth. Can Visa’s Click to Pay Push Fix Checkout Friction at Scale?
• Positive Sentiment: Visa runs a validator on the Tempo blockchain — moving from partner to active infrastructure participant for stablecoin settlement could open new rails for real‑time payment volumes and strategic advantage in crypto payments. Visa’s Tempo Validator Move Brings Stablecoin Infrastructure Into Investor Focus
• Positive Sentiment: Analyst/market commentary frames the pullback as a buying opportunity — pieces highlighting Visa’s quality business and long‑term growth thesis can support demand from value‑oriented investors. Visa (V) Lags the Market, but the Pullback Looks Like a Buying Opportunity
• Positive Sentiment: Zacks reiterates Visa as a strong growth stock — research notes solid fundamentals, margin profile and revenue growth that underpin medium‑term earnings estimates. Here’s Why Visa (V) is a Strong Growth Stock
• Neutral Sentiment: Small institutional buying disclosed — BCS Wealth Management increased its stake modestly in Q4; notable for ownership trends but not a material shift. BCS Wealth Management Has $1.28 Million Stock Position in Visa Inc. $V
• Neutral Sentiment: Comparative analyst pieces weigh Visa vs. peers (Corpay, Block, Mastercard) — useful context on valuation and growth tradeoffs but mixed signals on which stock is the better buy. CPAY vs. V: Which Stock Is the Better Value Option?
• Neutral Sentiment: Peer comparison coverage (Visa vs. Block) highlights scale vs. faster growth at rivals — informs relative positioning but not an immediate directional catalyst. Visa vs. Block: Which Payments Powerhouse Stock Is a Better Bet?
• Negative Sentiment: Citigroup trims Visa price target to $400 — a downward revision from a prior target can weigh on sentiment even if the target remains above current levels; reflects more cautious near‑term expectations. Citigroup Cuts Visa (NYSE:V) Price Target to $400.00

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on V shares. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Citigroup lowered their price objective on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Macquarie Infrastructure reiterated an “outperform” rating and set a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Truist Financial set a $372.00 price objective on shares of Visa in a research note on Tuesday, February 10th. Finally, Daiwa Securities Group upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective for the company in a research note on Monday, February 2nd. Six research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $388.88.

Insider Buying and Selling at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the company’s 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 completion of the transaction, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.12% of the company’s stock.

Visa Trading Up 0.7%

NYSE V opened at $317.33 on Friday. The company has a market capitalization of $576.01 billion, a PE ratio of 29.77, a P/E/G ratio of 1.80 and a beta of 0.80. The company has a fifty day moving average of $311.24 and a 200 day moving average of $329.34. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating 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 period in the previous year, the firm posted $2.75 earnings per share. Research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were given a $0.67 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. 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.