Traynor Capital Management Inc. Buys 3,434 Shares of Visa Inc. $V

Traynor Capital Management Inc. grew its stake in shares of Visa Inc. (NYSE:V) by 7.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,150 shares of the credit-card processor’s stock after buying an additional 3,434 shares during the quarter. Visa accounts for approximately 1.0% of Traynor Capital Management Inc.’s portfolio, making the stock its 18th largest holding. Traynor Capital Management Inc.’s holdings in Visa were worth $17,462,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Harbor Asset Planning Inc. purchased a new position in shares of Visa during the second quarter valued at approximately $29,000. Sagard Holdings Management Inc. purchased a new stake in Visa in the second quarter worth about $31,000. Bare Financial Services Inc boosted 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 valued at $32,000 after acquiring an additional 66 shares in the last quarter. Hoese & Co LLP bought a new position in shares of Visa in the 2nd quarter worth approximately $36,000. Finally, Quaker Wealth Management LLC lifted 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 valued at $40,000 after purchasing an additional 225 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Cantor Fitzgerald initiated/upgraded Visa to a “strong-buy,” highlighting Visa as a top fintech pick ahead of earnings — a catalyst for buying interest. Cantor Fitzgerald buy call
• Positive Sentiment: Rothschild & Co Redburn lifted Visa from “neutral” to “buy” and set a $385 price target (~17.8% upside from the cited quote), reinforcing upside expectations and supporting bullish analyst sentiment. Rothschild upgrade
• Positive Sentiment: Visa deepens crypto-to-fiat payout capabilities via a Mercuryo/Visa Direct arrangement, which could increase cross-border payout volumes and position Visa in faster settlement rails. Zacks: crypto payout partnership
• Positive Sentiment: Amenify announced a collaboration with Visa to embed resident commerce and rewards into rental experiences — an example of Visa expanding payment/rewards use cases and merchant integrations. Amenify partnership
• Positive Sentiment: Visa partnered with GCash to enable seamless cross-border account funding for Filipinos and tourists — a regional expansion that can drive higher cross-border transaction volumes in Southeast Asia. Visa–GCash partnership
• Positive Sentiment: Belpointe Asset Management increased its stake in Visa (reported in a 13F), a small institutional accumulation signal that can be read as confidence from active managers. Belpointe stake increase
• Neutral Sentiment: Visa is publicly urging banks to rethink loyalty beyond simple rewards, positioning itself as a platform provider for next‑gen loyalty programs — long‑term strategic positioning but not an immediate earnings driver. PYMNTS: loyalty strategy
• Neutral Sentiment: Media/commentary pieces (Jim Cramer, stock comparisons with Mastercard) are highlighting valuation and sector dynamics; useful for sentiment but not direct company news. Jim Cramer commentary
• Negative Sentiment: Report that Visa plans to allow cardholders to spend rewards on Trump-related accounts could provoke political controversy or merchant/brand backlash for some investors — reputational risk that may weigh on sentiment for certain investor groups. Rewards on Trump accounts

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Rothschild & Co Redburn upgraded Visa from a “neutral” rating to a “buy” rating and set a $385.00 price objective for the company in a research note on Wednesday. Evercore ISI set a $380.00 price objective on shares of Visa in a research report on Friday, December 12th. KeyCorp reaffirmed an “overweight” rating and issued a $405.00 price objective on shares of Visa in a report on Wednesday, October 22nd. Wells Fargo & Company upgraded Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Five analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, Visa currently has a consensus rating of “Buy” and a consensus price target of $391.58.

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction that occurred on 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 completion of the sale, the chief executive officer directly owned 537 shares in the company, valued at approximately $183,117. The trade was a 95.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the completion of the sale, the insider owned 26,413 shares in the company, valued at $8,608,789.09. The trade was a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is owned by insiders.

Visa Trading Up 0.5%

V stock opened at $326.96 on Thursday. The firm’s fifty day simple moving average is $338.70 and its two-hundred day simple moving average is $341.86. The stock has a market capitalization of $595.63 billion, a price-to-earnings ratio of 32.02, a price-to-earnings-growth ratio of 1.91 and a beta of 0.81. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. Visa Inc. has a twelve month low of $299.00 and a twelve month high of $375.51.

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 business had revenue of $10.72 billion during the quarter, compared to the consensus estimate of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same quarter last year, the firm earned $2.71 earnings per share. As a group, analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

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.