Simplicity Wealth LLC Has $7.51 Million Stock Holdings in Visa Inc. $V

Simplicity Wealth LLC trimmed its stake in shares of Visa Inc. (NYSE:V) by 40.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,009 shares of the credit-card processor’s stock after selling 14,719 shares during the period. Simplicity Wealth LLC’s holdings in Visa were worth $7,513,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of V. Brighton Jones LLC grew its position in Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after purchasing an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Visa by 68.9% during 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 buying an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. raised its position in Visa by 4.6% during 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 buying an additional 477 shares during the period. Financial Partners Group Inc raised its position in Visa by 9.2% during the second quarter. Financial Partners Group Inc now owns 822 shares of the credit-card processor’s stock valued at $292,000 after buying an additional 69 shares during the period. Finally, Hidden Cove Wealth Management LLC lifted its stake in Visa by 10.2% in the 2nd quarter. Hidden Cove Wealth Management LLC now owns 995 shares of the credit-card processor’s stock worth $353,000 after acquiring an additional 92 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded crypto utility by partnering with Mercuryo to enable near‑instant crypto‑to‑fiat conversions via Visa Direct, a move that broadens rails for crypto flows and could increase transaction volume. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
• Positive Sentiment: Visa launched an account‑to‑account (A2A) payments solution with Acquired.com in the U.K., targeting recurring and variable payments — another product expansion that can reduce friction and potentially win share from slower legacy direct‑debit systems. Visa Launches A2A Payments Partnership With Acquired.com
• Positive Sentiment: Circle CEO Jeremy Allaire told Davos audiences that USDC is a neutral infrastructure layer and not a rival to Visa/Mastercard — framing stablecoins as complementary rails and signaling partnership opportunities rather than competitive threats. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
• Positive Sentiment: Analyst commentary comparing Visa and Mastercard highlights Visa’s scale, margins and valuation edge, which may support investor preference for V over peers. Visa vs. Mastercard: Which Payments Giant Looks More Attractive Now?
• Neutral Sentiment: Markets are broadly positive this morning (futures up) after geopolitical tariff headlines, which is giving cyclical support to large-cap names including Visa ahead of earnings. Nasdaq tipped to continue rebound on tariff U-turn, with Visa, P&G and Intel earnings eyed
• Neutral Sentiment: Visa is scheduled to report quarterly results next week — a focal point for near‑term price action as investors price in growth expectations and guidance. Visa (V) to Release Quarterly Earnings on Thursday
• Neutral Sentiment: Several retail and investment pieces note Visa as a trending/dividend growth name, which can sustain investor interest but is background noise relative to earnings and partnerships. The Best Dividend Growth Stocks to Buy With $2,000 Right Now
• Negative Sentiment: A Zacks preview warns Visa may lack the setup for an earnings beat next week, raising downside risk to the stock if results or guidance disappoint. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Political headlines: President Trump’s push for a 10% credit‑card interest‑rate cap and ensuing debate (Jamie Dimon calling it an “economic disaster”) inject regulatory/policy risk into the consumer‑credit ecosystem — a potential headwind for transaction volumes or card economics if policy moves forward. Trump calls for Congress to enact 10% credit card interest rate cap; bank stocks rise JPMorgan CEO Dimon says credit card rate cap will be an economic disaster

Visa Price Performance

NYSE V opened at $325.97 on Friday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The stock has a market capitalization of $593.83 billion, a PE ratio of 31.93, a price-to-earnings-growth ratio of 1.91 and a beta of 0.81. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The company has a 50 day moving average price of $338.57 and a two-hundred day moving average price of $342.71.

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

Visa Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. This is an increase from Visa’s previous quarterly dividend of $0.59. The ex-dividend date was Wednesday, November 12th. Visa’s dividend payout ratio is 26.25%.

Insiders Place Their Bets

In related news, Director Lloyd Carney sold 900 shares of the firm’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 transaction, the director directly owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction that occurred 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 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. The SEC filing for this sale provides additional information. Insiders sold 24,042 shares of company stock valued at $8,247,289 over the last quarter. Insiders own 0.12% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on V. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a research note on Wednesday. Hsbc Global Res raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Truist Financial set a $374.00 price objective on shares of Visa in a research note on Tuesday. Bank of America raised shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price for the company in a research note on Thursday, December 11th. Finally, KeyCorp restated an “overweight” rating and set a $405.00 price target on shares of Visa in a report on Wednesday, October 22nd. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $401.52.

Visa 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.