Benchmark Investment Advisors LLC Purchases New Position in Visa Inc. $V

Benchmark Investment Advisors LLC acquired a new stake in Visa Inc. (NYSE:V) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,066 shares of the credit-card processor’s stock, valued at approximately $4,485,000. Visa makes up about 2.6% of Benchmark Investment Advisors LLC’s portfolio, making the stock its 9th largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in V. Norges Bank purchased a new position in Visa during the 2nd quarter worth $7,034,939,000. TCI Fund Management Ltd. boosted its stake in shares of Visa by 14.6% during 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 buying an additional 2,429,996 shares during the period. Corient Private Wealth LLC boosted its stake in shares of Visa by 110.4% during the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after buying an additional 2,075,289 shares during the period. Vanguard Group Inc. grew its holdings in shares of Visa by 0.9% during the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after buying an additional 1,461,575 shares during the last quarter. Finally, Capital Research Global Investors increased its position in Visa by 73.4% in the 3rd quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock valued at $1,091,528,000 after acquiring an additional 1,353,441 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Stock Up 0.2%

Shares of NYSE V opened at $307.15 on Friday. The firm’s 50-day moving average is $325.50 and its two-hundred day moving average is $336.11. The company has a market capitalization of $557.53 billion, a PE ratio of 28.81, a price-to-earnings-growth ratio of 1.76 and a beta of 0.78. Visa Inc. has a 12-month low of $299.00 and a 12-month 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 issued its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The business had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. During the same period last year, the company posted $2.75 EPS. The company’s revenue was up 14.6% on a year-over-year basis. Equities analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s payout ratio is 25.14%.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Bank of America assumed coverage on shares of Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 target price on the stock. Finally, Evercore set a $380.00 price target on shares of Visa in a report on Friday, December 12th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $392.65.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa’s Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

Insider Buying and Selling at Visa

In related news, Director Lloyd Carney sold 650 shares of the business’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 of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s 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. This trade represents a 52.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by corporate insiders.

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.