FORA Capital LLC Acquires Shares of 13,235 Visa Inc. $V

FORA Capital LLC bought a new position in Visa Inc. (NYSE:V) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 13,235 shares of the credit-card processor’s stock, valued at approximately $4,518,000. Visa makes up approximately 0.8% of FORA Capital LLC’s portfolio, making the stock its 25th biggest holding.

Other institutional investors have also recently modified their holdings of the company. FreeGulliver LLC increased its holdings in shares of Visa by 86.3% during the third quarter. FreeGulliver LLC now owns 2,031 shares of the credit-card processor’s stock valued at $693,000 after acquiring an additional 941 shares in the last quarter. Jump Financial LLC purchased a new position in shares of Visa in the 3rd quarter worth about $2,385,000. Pathstone Holdings LLC boosted its stake in Visa by 4.2% in the 3rd quarter. Pathstone Holdings LLC now owns 270,584 shares of the credit-card processor’s stock worth $92,382,000 after purchasing an additional 10,981 shares in the last quarter. Hutner Capital Management Inc. grew its position in Visa by 15.8% during the 3rd quarter. Hutner Capital Management Inc. now owns 5,020 shares of the credit-card processor’s stock valued at $1,714,000 after purchasing an additional 686 shares during the last quarter. Finally, Banco BTG Pactual S.A. purchased a new stake in Visa during the 3rd quarter valued at about $8,827,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Visa news, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the sale, the director directly owned 2,679 shares in the company, valued at $829,471.98. The trade was a 19.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available 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 sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. The trade was a 52.73% 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.

Wall Street Analyst Weigh In

V has been the subject of several recent analyst reports. Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price for the company in a report on Monday, February 2nd. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a report on Wednesday, January 28th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. HSBC upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Finally, Bank of America assumed coverage on Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 target price on the stock. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $392.65.

Visa Price Performance

Shares of V opened at $307.15 on Friday. The firm has a fifty day simple moving average of $325.50 and a two-hundred day simple moving average of $336.11. The firm has a market cap of $557.53 billion, a PE ratio of 28.81, a P/E/G ratio of 1.76 and a beta of 0.78. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $10.69 billion. During the same period last year, the business posted $2.75 EPS. The company’s revenue for the quarter was up 14.6% on a year-over-year basis. On average, equities analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were given a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.

Visa News Summary

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

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.