New Mexico Educational Retirement Board Trims Stock Position in Visa Inc. $V

New Mexico Educational Retirement Board lessened its position in shares of Visa Inc. (NYSE:V) by 4.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 77,334 shares of the credit-card processor’s stock after selling 3,400 shares during the period. Visa makes up about 0.8% of New Mexico Educational Retirement Board’s holdings, making the stock its 13th biggest position. New Mexico Educational Retirement Board’s holdings in Visa were worth $26,400,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Parvin Asset Management LLC increased its holdings in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the period. Sagard Holdings Management Inc. bought a new stake in Visa during the second quarter valued at $31,000. Bare Financial Services Inc grew its position in Visa by 287.0% during the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after buying an additional 66 shares in the last quarter. Imprint Wealth LLC purchased a new position in Visa during the third quarter worth about $39,000. Finally, Winnow Wealth LLC bought a new position in Visa in the 2nd quarter worth about $40,000. 82.15% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Morgan Stanley reaffirmed an “overweight” rating and issued a $411.00 price target (up from $398.00) on shares of Visa in a report on Friday, January 30th. Bank of America initiated coverage on shares of Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a research report on Wednesday, January 28th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $395.00 price target on shares of Visa in a research note on Friday, January 30th. Seven 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 company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $392.65.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa deepened its commerce push by integrating Ingenico POS into its Acceptance Platform to unify online/offline payments — a move that can drive higher merchant penetration and capture more of the checkout stack. Visa’s Ingenico Tie-Up: Expanding Beyond the Payment Layer
• Positive Sentiment: Visa launched Visa Intelligent Authorisation (VIA) in Europe, expanding fraud/risk tools on the Visa Acceptance Platform — this should improve authorization rates and reduce merchant friction, supporting volume and fee growth. Visa Scales Intelligent Authorization Tech to Europe
• Positive Sentiment: Partnerships expanding addressable markets: Visa + Paythru on an EV fleet wallet and Fastboy Payments making BambooPay available via Cybersource broaden merchant use cases (mobility, IoT) and payment acceptance. These deals help diversify revenue beyond pure transaction fees. Visa and Paythru Team on EV Payments With White-Label Fleet Wallet Fastboy Payments / Cybersource
• Positive Sentiment: Visa Crypto Labs unveiled Visa CLI and is enabling agentic (AI) payments through collaborations with Stripe/Tempo — these experimental tools position Visa for emerging machine‑to‑machine payment flows and stablecoin rails. That narrative supports longer‑term growth optionality. Visa and Stripe-backed Tempo launch tools for AI agents
• Neutral Sentiment: Coverage pieces argue the card networks are “buy the dip” opportunities as they expand into stablecoins and new rails; these articles reinforce a positive narrative but are more sentiment than new fundamentals. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Negative Sentiment: Unusual options activity: investors bought ~129,825 put options (a ~332% jump vs. typical volume), signaling increased short/bear hedging and potential downward pressure or heightened volatility in the near term.
• Negative Sentiment: Competitive risk: Mastercard’s large BVNK/stablecoin push and other network moves accelerate rivalry in crypto/stablecoin rails — investors may worry about market share and margin pressure in new settlement rails. Mastercard BVNK acquisition coverage

Visa Trading Up 0.3%

Shares of V stock opened at $299.86 on Friday. The business has a 50-day moving average price of $321.47 and a two-hundred day moving average price of $334.82. Visa Inc. has a 12-month low of $297.03 and a 12-month high of $375.51. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm has a market cap of $544.30 billion, a P/E ratio of 28.13, a price-to-earnings-growth ratio of 1.71 and a beta of 0.78.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The company’s revenue was up 14.6% on a year-over-year basis. During the same period in the prior year, the company earned $2.75 EPS. Equities analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

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

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction 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 completion of the transaction, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.12% of the company’s stock.

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.