Blair William & Co. IL lessened its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 5.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,962,153 shares of the credit-card processor’s stock after selling 108,900 shares during the quarter. Visa comprises about 1.8% of Blair William & Co. IL’s holdings, making the stock its 7th biggest holding. Blair William & Co. IL owned about 0.11% of Visa worth $669,840,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also made changes to their positions in the business. Brighton Jones LLC boosted its stake in shares of Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC lifted 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 worth $3,733,000 after buying an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. lifted its holdings in Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after buying an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY boosted its position in shares of Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after acquiring an additional 164 shares in the last quarter. Finally, Sequoia Financial Advisors LLC boosted its position in shares of Visa by 5.1% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 231,510 shares of the credit-card processor’s stock worth $82,198,000 after acquiring an additional 11,334 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Insider Transactions at Visa
In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction 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. The trade was a 52.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.12% of the company’s stock.
Visa Trading Down 0.8%
Visa (NYSE:V – Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same period last year, the business posted $2.75 EPS. Visa’s quarterly revenue was up 14.6% on a year-over-year basis. Equities research analysts expect that Visa Inc. will post 11.3 EPS for the current year.
Visa Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is 25.14%.
Key Visa News
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Bank of America initiated coverage on Visa with a Buy rating and a $410 price target, signaling material upside from current levels and likely supporting sentiment among institutional investors. Finviz: Bank of America coverage
- Positive Sentiment: Visa is pushing into stablecoin-linked card offerings globally with Bridge, a move that could expand payment rails, capture crypto-related volume, and diversify revenue sources beyond traditional card fees. Visa and Bridge take stablecoin cards global
- Positive Sentiment: Visa appointed a veteran executive, Leonardo J. Collado, to lead growth for Pismo (the payments processor Visa acquired), which could accelerate integration and revenue expansion in processing services. Visa taps Leonardo Collado to lead Pismo’s global growth
- Neutral Sentiment: Analyst and media pieces continue to highlight Visa’s strong free cash flow and high margins, reinforcing its long-term valuation case even as the stock pulls back; useful for buy-and-hold investors but not new operational news. These 3 Cash Flow Machines Provide Stability
- Neutral Sentiment: New U.S. legislative text (H.R. 7316) would mandate chip-enabled EBT/SNAP terminals and stronger fraud controls; this could require upgrades by retailers/processors and create both compliance costs and potential processing opportunities for networks like Visa. SNAP Payment Security and Fraud Prevention Act of 2026
- Negative Sentiment: Brazil’s instant-pay system PIX processed 64 billion transactions in 2024—surpassing Visa and Mastercard combined in that market—and charges far lower merchant fees, demonstrating a fast-shifting payments landscape that pressures Visa’s merchant-fee and growth prospects in Brazil and similar markets. Brazil’s PIX Outpaces Visa and Mastercard Combined
- Negative Sentiment: Fintech Revolut is pursuing a U.S. bank charter and named a former Visa executive as U.S. CEO, an effort that could accelerate Revolut’s U.S. card, deposit and lending capabilities and intensify competition for transaction volume and card issuance. Revolut files for US bank charter
Wall Street Analyst Weigh In
Several brokerages have recently weighed in on V. Morgan Stanley reissued an “overweight” rating and set a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Bank of America began coverage on Visa in a report on Thursday. They issued a “buy” rating and a $410.00 price target for the company. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 target price on shares of Visa in a report on Friday, January 30th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $392.65.
Get Our Latest Analysis on Visa
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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