Arkadios Wealth Advisors increased its holdings in Visa Inc. (NYSE:V – Free Report) by 17.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,171 shares of the credit-card processor’s stock after buying an additional 6,737 shares during the period. Arkadios Wealth Advisors’ holdings in Visa were worth $15,420,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also made changes to their positions in the company. Norges Bank bought a new stake in shares of Visa during the 2nd quarter valued at $7,034,939,000. TCI Fund Management Ltd. increased its position in shares of Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after purchasing an additional 2,429,996 shares during the period. Corient Private Wealth LLC raised its stake in Visa by 110.4% in the second 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 purchasing an additional 2,075,289 shares in the last quarter. Vanguard Group Inc. raised its stake in Visa by 0.9% in the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after purchasing an additional 1,461,575 shares in the last quarter. Finally, Geode Capital Management LLC lifted its position in Visa by 2.5% during the second quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after purchasing an additional 1,067,631 shares during the period. 82.15% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
Several equities analysts have commented on the stock. Morgan Stanley set a $398.00 target price on shares of Visa and gave the company an “overweight” rating in a report on Wednesday, October 29th. UBS Group reiterated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. KeyCorp reissued an “overweight” rating and issued a $405.00 price objective on shares of Visa in a research note on Wednesday, October 22nd. Bank of America upgraded Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price for the company in a research note on Thursday, December 11th. Finally, Evercore ISI set a $380.00 target price on Visa in a report on Friday, December 12th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Visa currently has an average rating of “Buy” and a consensus price target of $401.52.
Key Visa News
Here are the key news stories impacting Visa this week:
- Positive Sentiment: TreviPay announced a partnership with Visa to offer a “Pay by Invoice” tool to Visa-issuing banks, aiming to help issuers capture more of the $58 trillion North American B2B payments market — a product push that could expand Visa’s transaction volume in commercial flows. TreviPay Teams With Visa to Offer Banks Pay by Invoice Tool
- Positive Sentiment: Analysts note crypto-linked cards (example: Lemon’s Bitcoin-backed card on Visa’s network) point to another growth lane — enabling spending while holding crypto could broaden Visa’s fee-bearing volume if adoption scales. Does Lemon’s Bitcoin Credit Card Hint at V’s Next Crypto Growth Lane?
- Neutral Sentiment: Visa executive commentary on trust at authorization highlights the company’s ongoing focus on security and authorization UX — important for retention but incremental to near-term revenue. Visa on How Trust Is Built at the Moment of Authorization
- Neutral Sentiment: Comparative pieces (V vs MA) and market commentary are highlighting positioning ahead of earnings, useful for investors but not immediate catalysts. V or MA: Which Is the Better Stock Ahead of Earnings?
- Neutral Sentiment: Several broader-market personal-finance pieces (including a MarketBeat dividend roundup) reference dividend and income ideas but are unrelated to Visa’s fundamentals; they can affect investor attention but not Visa’s core outlook. This Cheap Dividend Just Jumped 13.6% (and We’re Buying)
- Neutral Sentiment: A local consumer report about fraud on a Visa-branded gift card underscores payment-fraud headlines that occasionally create reputational noise but are not material to Visa’s network economics. Ann Arbor woman warns others after money on Visa gift card goes to Draft Kings in Boston
- Negative Sentiment: Political pressure resurfaced: President Trump has publicly backed measures to curb swipe/merchant fees and advance credit-card competition legislation, triggering investor concern that regulatory caps or legislative changes could compress Visa’s fee revenue. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?
- Negative Sentiment: News outlets report Visa shares slipped after Trump’s backing of the Credit Card Competition Act — investors are re-pricing regulatory risk for networks and issuers. Visa Shares Slip As Trump Backs Credit Card Competition Act
- Negative Sentiment: Broader coverage (Reuters, Barchart) notes U.S. bank and card-related stocks fell as investors awaited clarity on a potential 10% cap on credit card interest rates and other rule-making tied to the administration’s deadline — a macro/regulatory risk that can weigh on Visa’s volume and issuer economics indirectly. US bank stocks fall as investors weigh credit card rate cap deadline
- Negative Sentiment: Multiple consumer media pieces revisited swipe-fee scrutiny, keeping regulatory headlines in the spotlight and sustaining short-term selling pressure on Visa and peers. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?
Visa Price Performance
Shares of V opened at $325.83 on Wednesday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The stock has a market cap of $593.57 billion, a PE ratio of 31.91, a PEG ratio of 1.93 and a beta of 0.81. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The business has a 50-day simple moving average of $339.03 and a two-hundred day simple moving average of $342.95.
Visa (NYSE:V – Get Free Report) last released its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping the consensus estimate of $2.97 by $0.01. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company had revenue of $10.72 billion for the quarter, compared to analysts’ expectations of $10.60 billion. During the same period in the previous year, the business posted $2.71 earnings per share. The business’s quarterly revenue was up 11.5% compared to the same quarter last year. Analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.
Visa Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, November 12th. This is a positive change from Visa’s previous quarterly dividend of $0.59. Visa’s payout ratio is presently 26.25%.
Insider Buying and Selling at Visa
In related news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $341.00, for a total value of $3,575,385.00. Following the sale, the chief executive officer owned 537 shares of the company’s stock, valued at $183,117. The trade was a 95.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the sale, the insider owned 26,413 shares of the company’s stock, valued at $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 24,042 shares of company stock worth $8,247,289. 0.12% of the stock is currently owned by company insiders.
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.
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