Visa Inc. $V Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC reduced its position in Visa Inc. (NYSE:V) by 3.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 59,990 shares of the credit-card processor’s stock after selling 1,898 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Visa were worth $20,480,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Harbor Asset Planning Inc. acquired a new stake in Visa in the second quarter worth about $29,000. Sagard Holdings Management Inc. acquired a new stake in Visa in the 2nd quarter worth approximately $31,000. Bare Financial Services Inc grew its position in Visa by 287.0% during the 2nd 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 during the last quarter. Hoese & Co LLP purchased a new position in shares of Visa in the second quarter worth $36,000. Finally, Quaker Wealth Management LLC lifted its stake 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 buying an additional 225 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Cited upgrade: Rothschild & Co Redburn raised V from “neutral” to “buy” with a $385 price target (roughly +18% upside from the current level), signaling stronger sell‑side optimism on post‑quarter growth. Rothschild & Co Redburn upgrade
• Positive Sentiment: Cantor Fitzgerald also upgraded Visa to “strong‑buy”, adding momentum from another major analyst house and supporting demand into the stock. Cantor Fitzgerald upgrade to strong-buy
• Positive Sentiment: Product/rails expansion: Visa partnered with Mercuryo to enable near‑real‑time crypto‑to‑fiat payouts via Visa Direct, widening on‑ramps/off‑ramps and potential transaction volume from crypto flows. This could support payments volume growth if adoption scales. Visa strengthens crypto-to-fiat access through Mercuryo partnership
• Positive Sentiment: Merchant ecosystem: Amenify announced a collaboration with Visa to embed resident commerce rewards into rental/housing experiences — a niche partnership that could modestly boost card spend and engagement over time. Amenify teams up with Visa
• Neutral Sentiment: Brand & marketing: Visa launched a Milano Cortina 2026 campaign featuring high‑profile athletes — boosts brand visibility but limited direct near‑term earnings impact. Visa debuts Milano Cortina 2026 campaign
• Neutral Sentiment: Ownership note: Hedge/fund activity shows small stake increases (e.g., Belpointe), a sign of steady institutional interest but not a major catalyst. Belpointe increases stake in Visa
• Neutral Sentiment: Near‑term focus: Analysts and outlets are refreshing estimates and previews ahead of Visa’s December‑quarter results — expect volatility around the print and guidance. Ahead of Visa Q1 earnings: Wall Street estimates
• Negative Sentiment: Policy/regulatory risk: Commentary (including Jim Cramer coverage) around a proposed “credit card cap” tied to political headlines has resurfaced, which could raise investor concern about potential regulatory limits on interchange revenue. That headline risk can pressure multiples even if the policy path is uncertain. Jim Cramer discusses Visa & Trump credit card cap
• Negative Sentiment: Relative performance: Coverage comparing Visa vs. Mastercard highlights recent underperformance vs. the S&P and investor scrutiny over which payments stock offers better upside, which can weigh on V until clarity on growth drivers emerges. Visa vs Mastercard: is there a better buy?

Insider Buying and Selling at Visa

In related news, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the transaction, the insider owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $341.00, for a total value of $3,575,385.00. Following the transaction, the chief executive officer owned 537 shares in the company, valued at $183,117. This represents a 95.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 24,042 shares of company stock valued at $8,247,289. Corporate insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Morgan Stanley set a $398.00 target price on Visa and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Wells Fargo & Company upgraded shares of Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Hsbc Global Res raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, Citigroup raised shares of Visa to a “strong-buy” rating in a report on Thursday, October 23rd. Five research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $391.58.

Visa Trading Down 1.0%

Visa stock opened at $325.10 on Wednesday. The firm has a market cap of $592.25 billion, a PE ratio of 31.84, a P/E/G ratio of 1.93 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 stock’s 50 day simple moving average is $338.64 and its two-hundred day simple moving average is $341.96. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53.

Visa (NYSE:V) last posted its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, beating 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 firm had revenue of $10.72 billion during the quarter, compared to analyst estimates of $10.60 billion. During the same period in the previous year, the firm earned $2.71 EPS. The business’s quarterly revenue was up 11.5% on a year-over-year basis. Analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

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.