Barlow Wealth Partners Inc. Cuts Holdings in Visa Inc. $V

Barlow Wealth Partners Inc. cut its stake in Visa Inc. (NYSE:V) by 1.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 103,572 shares of the credit-card processor’s stock after selling 1,731 shares during the quarter. Visa comprises approximately 4.0% of Barlow Wealth Partners Inc.’s holdings, making the stock its 5th largest holding. Barlow Wealth Partners Inc.’s holdings in Visa were worth $35,770,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of V. Brighton Jones LLC raised its holdings 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 buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after acquiring an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. grew its position in Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares during the last quarter. Spirepoint Private Client LLC increased its stake in Visa by 1.3% in the second quarter. Spirepoint Private Client LLC now owns 32,742 shares of the credit-card processor’s stock worth $11,625,000 after purchasing an additional 416 shares during the period. Finally, LVW Advisors LLC lifted its position in shares of Visa by 6.0% during the second quarter. LVW Advisors LLC now owns 21,143 shares of the credit-card processor’s stock worth $7,507,000 after purchasing an additional 1,193 shares during the last quarter. 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: Cantor Fitzgerald started coverage with a Buy rating on Visa (and Mastercard), signaling fresh analyst conviction ahead of the December-quarter results; positive analyst attention can support the stock if guidance/seasonality meets expectations. Cantor Fitzgerald Assigns Buy Rating to Visa, Mastercard Ahead of December Quarter Earnings, Here’s Why These Stocks Are Top Picks
• Positive Sentiment: Visa expanded crypto-to-fiat rails via a Mercuryo partnership (Visa Direct), which broadens payment flows and could lift Visa Direct volumes as crypto on‑ramps grow — a potential new revenue stream. Visa Strengthens Crypto-to-Fiat Access Through Mercuryo Partnership
• Positive Sentiment: Barron’s highlights Visa as a U.S. stock that could benefit from an international rally (weaker dollar, easier policy abroad) — positive for Visa given its large cross-border and international volumes. Netflix, Visa and 7 Other U.S. Stocks to Ride the International Stock Rally
• Neutral Sentiment: Visa is urging banks to rethink loyalty programs beyond simple rewards — a strategic move to deepen issuer relationships and drive incremental transactions, but benefits are medium-term. Visa Urges Banks to Rethink Loyalty Beyond Credit Card Rewards
• Neutral Sentiment: Small institutional buying: Belpointe Asset Management modestly increased its Visa stake (filing), a minor vote of confidence but not a material shift for a $600B market‑cap name. Belpointe Asset Management LLC Has $7.46 Million Stock Position in Visa Inc. $V
• Neutral Sentiment: Wall Street is focused on Visa’s upcoming Q1 (Dec-quarter) prints and key metrics — analyst previews and peer comps (Mastercard/PayPal) are setting expectations that will move the stock on the report. Ahead of Visa (V) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Negative Sentiment: Regulatory/legislative risk surfaced in commentary around a proposed Trump-era credit‑card fee cap; discussions (including Jim Cramer’s coverage) highlight concern that any policy capping interchange could materially pressure network fees and margins. That policy risk is a key near-term downside catalyst for investors. Jim Cramer Discusses Visa (V) & Trump Credit Card Cap

Insider Buying and Selling

In other Visa news, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the sale, the insider directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lloyd Carney sold 900 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the sale, the director owned 2,468 shares in the company, valued at approximately $830,432.64. This represents a 26.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 24,042 shares of company stock valued at $8,247,289 over the last 90 days. Insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Truist Financial set a $374.00 price objective on shares of Visa in a report on Tuesday, January 20th. Hsbc Global Res raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Robert W. Baird set a $425.00 price target on Visa in a report on Wednesday, October 29th. Morgan Stanley set a $398.00 price objective on Visa and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Finally, HSBC raised Visa from a “hold” rating to a “buy” rating and lifted their target price for the company from $335.00 to $389.00 in a research report on Sunday, December 7th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, Visa currently has a consensus rating of “Buy” and an average price target of $401.46.

Visa Stock Down 1.0%

Shares of V stock opened at $325.10 on Wednesday. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. The company has a market cap of $592.25 billion, a price-to-earnings ratio of 31.84, a price-to-earnings-growth ratio of 1.93 and a beta of 0.81. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. The stock’s fifty day moving average price is $338.64 and its 200 day moving average price is $341.96.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. The business had revenue of $10.72 billion during the quarter, compared to analysts’ expectations of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. The business’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter last year, the company posted $2.71 earnings per share. On average, research analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

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.