Manning & Napier Advisors LLC Decreases Stake in Visa Inc. $V

Manning & Napier Advisors LLC lessened its position in shares of Visa Inc. (NYSE:V) by 5.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 466,914 shares of the credit-card processor’s stock after selling 26,666 shares during the quarter. Visa comprises 2.0% of Manning & Napier Advisors LLC’s portfolio, making the stock its 13th biggest holding. Manning & Napier Advisors LLC’s holdings in Visa were worth $159,395,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in V. Brighton Jones LLC grew its stake in shares of Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after acquiring an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. increased its stake 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 worth $3,834,000 after acquiring an additional 477 shares during the last quarter. Financiere des Professionnels Fonds d investissement inc. raised its position in Visa by 2.9% during the second quarter. Financiere des Professionnels Fonds d investissement inc. now owns 56,050 shares of the credit-card processor’s stock valued at $19,901,000 after purchasing an additional 1,585 shares during the period. Finally, GSG Advisors LLC lifted its stake in shares of Visa by 5.5% in the 2nd quarter. GSG Advisors LLC now owns 1,156 shares of the credit-card processor’s stock valued at $410,000 after purchasing an additional 60 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on V. Wells Fargo & Company raised Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. UBS Group reiterated a “buy” rating on shares of Visa in a research report on Tuesday. KeyCorp reaffirmed an “overweight” rating and set a $405.00 price target on shares of Visa in a research note on Wednesday, October 22nd. Evercore ISI set a $380.00 price target on shares of Visa in a report on Friday, December 12th. Finally, Bank of America raised shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective on the stock in a research report on Thursday, December 11th. Four investment 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 company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $402.52.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a strategic partnership to integrate stablecoin payouts into Visa Direct (enabling pre-funded cross-border stablecoin payouts to wallets), expanding its money-movement product suite and potential fee/volume opportunities. BVNK to Deliver Stablecoin Infrastructure for Visa Direct Pilot Programs
• Positive Sentiment: Visa says its stablecoin settlement volumes are growing (annualized run rate reported ~ $4.5B), showing traction in crypto-linked settlement that could open new revenue streams and help future-proof cross-border flows. Visa crypto chief bets on stablecoin settlement, sees volumes growing
• Neutral Sentiment: Some analysts and outlets argue Visa is well-positioned long term despite 2026 policy noise; coverage ranges from buy/hold analysis to macro outlook pieces that temper immediate alarm. Visa: No Fear Of Credit Card Caps, Visa Well Positioned
• Negative Sentiment: UK High Court ruled the U.K. Payment Systems Regulator can cap cross-border interchange fees — a direct regulatory threat to card economics in a major market and a catalyst for downward pressure on merchant-fee-related revenue. Mastercard, Visa and Revolut lose UK case over proposed cross-border card fees cap
• Negative Sentiment: Broader political risk: proposals to cap credit-card interest rates in the U.S. and related headline risk have pressured card stocks this week, raising uncertainty about future pricing/policy that could hit interchange and interest-related revenues. Bank Execs Say Trump’s Credit-Card Interest Rate Idea Is Bad for Consumers—and Business

Visa Stock Performance

Shares of NYSE:V opened at $327.28 on Friday. The firm’s 50 day simple moving average is $339.56 and its 200-day simple moving average is $343.74. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The firm has a market cap of $596.22 billion, a PE ratio of 32.05, a price-to-earnings-growth ratio of 1.94 and a beta of 0.81.

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

Visa Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th were given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Wednesday, November 12th. This is a positive change from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio is currently 26.25%.

Insider Activity

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the transaction, the chief executive officer directly owned 537 shares in the company, valued at $183,117. This represents a 95.13% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the transaction, the insider directly owned 26,413 shares in the company, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 24,042 shares of company stock worth $8,247,289. 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.