Sunbelt Securities Inc. Has $8.68 Million Stock Position in Visa Inc. $V

Sunbelt Securities Inc. increased its stake in Visa Inc. (NYSE:V) by 11.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,411 shares of the credit-card processor’s stock after buying an additional 2,536 shares during the quarter. Visa makes up 0.6% of Sunbelt Securities Inc.’s holdings, making the stock its 29th biggest position. Sunbelt Securities Inc.’s holdings in Visa were worth $8,675,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Parvin Asset Management LLC raised its position in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares in the last quarter. Sagard Holdings Management Inc. acquired a new stake in Visa in the second quarter valued at $31,000. Bare Financial Services Inc grew its position in shares of Visa by 287.0% in 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 during the period. Imprint Wealth LLC bought a new position in shares of Visa in the 3rd quarter valued at about $39,000. Finally, Winnow Wealth LLC acquired a new position in shares of Visa during the 2nd quarter worth about $40,000. 82.15% of the stock is owned by institutional investors.

Visa Stock Performance

NYSE:V opened at $308.55 on Wednesday. The stock has a market cap of $560.07 billion, a P/E ratio of 28.94, a PEG ratio of 1.78 and a beta of 0.78. The stock has a 50 day simple moving average of $323.65 and a 200 day simple moving average of $335.32. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51.

Visa (NYSE:V) last issued its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating analysts’ consensus estimates 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 for the quarter was up 14.6% on a year-over-year basis. During the same period in the prior year, the firm posted $2.75 EPS. Research analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Investors 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 dividend yield of 0.9%. Visa’s dividend payout ratio is 25.14%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on V shares. Morgan Stanley reaffirmed an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a report on Friday, January 30th. Bank of America assumed coverage on Visa in a report on Thursday, March 5th. They set a “buy” rating and a $410.00 price target for the company. UBS Group reissued a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. 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. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $392.65.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched “Visa Agentic Ready,” a program to let banks test AI agents making payments on customers’ behalf; the first phase in Europe has 21 issuing partners (e.g., Barclays, HSBC UK), which could accelerate product adoption and new transaction flows. Visa Launches Agentic Ready Program to Help Banks Test AI Payments
• Positive Sentiment: Visa agreed to acquire Prisma Medios de Pago and Newpay in Argentina, expanding local card processing and infrastructure in Latin America — a region with above‑trend digital payments growth that can lift volumes and margins over time. Visa’s Argentina Deals Expand Processing Reach And Undervaluation Story
• Positive Sentiment: Tokenization momentum continues: Visa reports a large and growing token footprint (billions of tokens), supporting secure digital credentials and recurring revenue as commerce shifts away from physical cards. This underpins longer-term revenue resilience. Visa’s Token Strategy: A Quiet Shift Powering Future Payments
• Positive Sentiment: Ongoing AI investments for fraud protection and digital payments (highlighted by management at industry forums) reinforce operational efficiency and lower losses, which can support margins and investor confidence. Visa (V) Integrates AI for Fraud Protection and Digital Payments
• Neutral Sentiment: Several bullish analyst/think‑piece writeups reiterate Visa’s long-term merits (market position, cashflows), which may support investor conviction but are not immediate catalysts. Why Visa (V) is a Top Stock for the Long-Term
• Negative Sentiment: Regulatory/legal risk in the UK remains material: London’s Court of Appeal has allowed Mastercard and Visa to challenge a prior tribunal ruling that their default merchant interchange fees breached competition law — litigation could lead to fines, business model changes or merchant fee pressure in Europe. Mastercard, Visa can appeal UK ruling that merchant fees breach antitrust law
• Negative Sentiment: Broader political push in Europe for domestic alternatives to Visa/Mastercard (reported in the FT) signals potential regulatory or market-share headwinds over time if policymakers favor local schemes. School IB business management class: European alternatives to Visa and Mastercard ‘urgently’ needed, says banking chief

Insider Activity

In related news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated 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 directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated 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 sale, the chief executive officer owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company’s stock.

About Visa

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.