Tableaux LLC Has $464,000 Position in Visa Inc. $V

Tableaux LLC lowered its holdings in Visa Inc. (NYSE:V) by 91.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,358 shares of the credit-card processor’s stock after selling 15,305 shares during the period. Tableaux LLC’s holdings in Visa were worth $464,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of V. Sagard Holdings Management Inc. acquired a new stake in Visa during the 2nd quarter worth about $31,000. Bare Financial Services Inc lifted its position in shares of Visa by 287.0% in the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after purchasing an additional 66 shares in the last quarter. Quaker Wealth Management LLC boosted its holdings in shares of Visa by 202.7% during the second quarter. Quaker Wealth Management LLC now owns 114 shares of the credit-card processor’s stock worth $40,000 after purchasing an additional 225 shares during the period. Winnow Wealth LLC acquired a new stake in shares of Visa during the second quarter worth approximately $40,000. Finally, Decker Retirement Planning Inc. purchased a new position in Visa during the second quarter valued at approximately $41,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on V shares. Morgan Stanley reiterated an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Bank of America raised shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target on the stock in a research note on Thursday, December 11th. Truist Financial set a $372.00 price objective on Visa in a research report on Tuesday, February 10th. Piper Sandler set a $160.00 target price on Visa in a research note on Wednesday, January 28th. Finally, Evercore set a $380.00 target price on Visa in a research report on Friday, December 12th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $391.43.

Insider Transactions at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.12% of the stock is owned by insiders.

Visa Trading Up 0.3%

Visa stock opened at $307.29 on Wednesday. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The company’s fifty day moving average price is $334.82 and its two-hundred day moving average price is $338.56. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The company has a market capitalization of $557.78 billion, a price-to-earnings ratio of 28.83, a PEG ratio of 1.76 and a beta of 0.79.

Visa (NYSE:V) last announced its quarterly earnings results 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. The company had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.75 earnings per share. On average, analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be given a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a yield of 0.9%. Visa’s dividend payout ratio is presently 25.14%.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expands in Argentina — the company agreed to acquire Prisma Medios de Pago and Newpay to bring local processing infrastructure in‑house and roll out tokenization/biometric tools, supporting Latin American growth prospects. Visa Deepens Argentina Roots
• Positive Sentiment: Underlying fundamentals remain supportive — Visa recently beat on revenue and EPS, holds strong margins and ROE, and continues to generate high free cash flow, which investors treat as a stabilizer versus cyclical headlines. (Quarterly results released Jan. 29.)
• Neutral Sentiment: Europe is evaluating ways to reduce reliance on Visa/Mastercard — discussions about alternative settlement rails in the UK and eurozone are developing but face structural and political hurdles; a long‑term risk to interchange and network economics if alternatives scale. Is Europe ready to reduce reliance on Visa and Mastercard?
• Neutral Sentiment: Competitive landscape commentary — analyst pieces contrast Visa with fast‑growing BNPL/digital players like Affirm and debate PayPal’s strategic options; these highlight potential upside for challengers but don’t immediately undercut Visa’s core network economics. Visa vs Affirm
• Negative Sentiment: AI routing scare hit the sector — a Citrini Research scenario about AI agents routing payments around card networks sparked heavy selling across payments firms, pressuring Visa and peers on concerns over future processing fee erosion. AI scenario spooked payments sector
• Negative Sentiment: Regulatory setback in Mexico — Mexico’s antitrust regulator blocked Visa’s proposed controlling stake in Prosa, signaling tougher review of market consolidation and data/competition concerns in an important growth market. Mexico blocks Visa-Prosa acquisition
• Negative Sentiment: Merchant fee pressure risk — reports from other markets (e.g., New Zealand) show retailers warning that bans on card surcharges could push prices higher and squeeze merchant economics, which would indirectly pressure network/processor fee dynamics over time. NZ retailers warn on surcharge ban

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.