Private Advisor Group LLC Boosts Stake in Visa Inc. $V

Private Advisor Group LLC increased its stake in Visa Inc. (NYSE:V) by 1.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 184,273 shares of the credit-card processor’s stock after purchasing an additional 2,064 shares during the quarter. Private Advisor Group LLC’s holdings in Visa were worth $62,907,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Vanguard Group Inc. raised its stake in shares of Visa by 0.9% in 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 period. Geode Capital Management LLC lifted its position in shares of Visa by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after buying an additional 1,067,631 shares in the last quarter. Norges Bank bought a new position in shares of Visa during the 2nd quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. increased its holdings in Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after acquiring an additional 2,429,996 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in Visa by 1.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock worth $4,552,057,000 after acquiring an additional 145,665 shares in the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa Trading Down 0.8%

Shares of V opened at $317.23 on Monday. The firm has a market cap of $575.83 billion, a P/E ratio of 29.76, a price-to-earnings-growth ratio of 1.82 and a beta of 0.78. 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 Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The company has a 50 day simple moving average of $329.57 and a two-hundred day simple moving average of $337.25.

Visa (NYSE:V) last released its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter in the previous year, the firm earned $2.75 earnings per share. The company’s quarterly revenue was up 14.6% compared to the same quarter last year. On average, equities analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were paid a $0.67 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s payout ratio is presently 25.14%.

Analysts Set New Price Targets

Several brokerages have weighed in on V. UBS Group reaffirmed a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Bank of America began coverage on shares of Visa in a research note on Thursday. They issued a “buy” rating and a $410.00 price objective for the company. Royal Bank Of Canada restated an “outperform” rating and set a $395.00 price objective on shares of Visa in a research report on Friday, January 30th. Morgan Stanley restated an “overweight” rating and set a $411.00 target price (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Finally, Macquarie Infrastructure reiterated an “outperform” rating and issued a $410.00 price target on shares of Visa in a research note on Friday, January 30th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $392.65.

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the 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 of the company’s stock, valued at $3,282,641.18. This represents a 52.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.12% of the stock is currently owned by insiders.

Visa News Roundup

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

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.