Atria Investments Inc Reduces Stake in Visa Inc. $V

Atria Investments Inc lowered its stake in Visa Inc. (NYSE:V) by 8.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 175,599 shares of the credit-card processor’s stock after selling 15,728 shares during the quarter. Visa makes up 0.7% of Atria Investments Inc’s investment portfolio, making the stock its 20th largest position. Atria Investments Inc’s holdings in Visa were worth $59,946,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC boosted its position in shares of Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after acquiring an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after purchasing an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. raised its stake in Visa by 4.6% in the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after purchasing an additional 477 shares in the last quarter. Fourpath Capital Management LLC lifted its position in Visa by 2.9% during the second quarter. Fourpath Capital Management LLC now owns 2,874 shares of the credit-card processor’s stock valued at $1,020,000 after purchasing an additional 80 shares during the last quarter. Finally, Blue Trust Inc. grew its stake in Visa by 2.6% in the 2nd quarter. Blue Trust Inc. now owns 14,248 shares of the credit-card processor’s stock worth $5,059,000 after buying an additional 366 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks and analysts raised earnings estimates. Multiple Zacks Research notes this morning lifted Q2–FY2028 EPS forecasts for Visa, boosting forward earnings visibility and supporting valuation. Zacks: Here’s Why Visa is a Strong Momentum Stock
• Positive Sentiment: Consensus “Buy” and investor outreach. Visa has a recent consensus Buy from analysts and announced senior management will present at upcoming investor conferences (Morgan Stanley TMT and Wolfe Research FinTech), which helps transparency and can draw fresh institutional demand. Visa to Participate in Upcoming Investor Conferences Visa Receives Consensus “Buy”
• Positive Sentiment: Customer promotions / engagement (FIFA ticket access). Visa cardholders getting early access to World Cup 2026 tickets is a marketing/cross-sell catalyst that can increase card use, volume and network transactions — a small but positive behavioral nudge for TPV and revenue. Visa cardholders get early shot at FIFA World Cup 2026 tickets
• Neutral Sentiment: Momentum narrative pieces. Market commentary highlighting Visa as a momentum name can attract trend-following flows, but these pieces are less fundamental and more sentiment-driven. Zacks momentum write-up
• Negative Sentiment: Regulatory/sovereign push in Europe to reduce reliance on Visa & Mastercard. European initiatives urging reduced dependence on the Visa/Mastercard duopoly raise the prospect of payment-routing reforms, local scheme promotion or competitive pricing pressure in the long run — a potential structural headwind for interchange and addressable volume. Europe Moves to Cut Reliance on Visa and Mastercard EPI chief urges reduction in Europe’s dependence on Visa and Mastercard
• Neutral Sentiment: Geopolitical headlines not tied to Visa Inc. Coverage about government visa programs or diplomatic disputes (e.g., China/UK items) can create headline noise but are not directly relevant to Visa Inc.’s business fundamentals. China lashes out at UK expansion of visa scheme

Visa Stock Up 0.6%

Shares of Visa stock opened at $330.04 on Thursday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The company’s fifty day simple moving average is $338.37 and its two-hundred day simple moving average is $340.29. The company has a market cap of $599.08 billion, a P/E ratio of 30.96, a PEG ratio of 1.88 and a beta of 0.79. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (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 analysts’ expectations of $10.69 billion. During the same quarter in the previous year, the company earned $2.75 earnings per share. Visa’s quarterly revenue was up 14.6% on a year-over-year basis. Research analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th will be paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.

Analyst Upgrades and Downgrades

V has been the topic of several research reports. Raymond James Financial restated an “outperform” rating and set a $408.00 price objective (up previously from $398.00) on shares of Visa in a research report on Wednesday, October 29th. Evercore set a $380.00 price target on Visa in a research report on Friday, December 12th. Rothschild & Co Redburn set a $385.00 price target on Visa in a research note on Wednesday, January 28th. KeyCorp reiterated an “overweight” rating and issued a $405.00 price objective on shares of Visa in a report on Wednesday, October 22nd. Finally, TD Cowen reiterated a “buy” rating on shares of Visa in a research report on Friday, January 30th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $392.21.

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This represents a 52.73% 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. Also, insider Paul D. Fabara sold 2,172 shares of the firm’s 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 transaction, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This represents a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Visa Company 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.