Riverbridge Partners LLC Sells 6,401 Shares of Visa Inc. $V

Riverbridge Partners LLC lowered its position in shares of Visa Inc. (NYSE:V) by 4.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 152,913 shares of the credit-card processor’s stock after selling 6,401 shares during the period. Riverbridge Partners LLC’s holdings in Visa were worth $53,628,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Insight Wealth Strategies LLC raised its stake in shares of Visa by 1.6% during the third quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock valued at $640,000 after acquiring an additional 29 shares during the last quarter. Old Port Advisors grew its stake in shares of Visa by 0.9% in the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after purchasing an additional 29 shares during the last quarter. Carr Financial Group Corp grew its stake in shares of Visa by 2.4% in the third quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock worth $440,000 after purchasing an additional 30 shares during the last quarter. Define Financial LLC increased its holdings in Visa by 4.0% during the 3rd quarter. Define Financial LLC now owns 779 shares of the credit-card processor’s stock valued at $266,000 after purchasing an additional 30 shares during the period. Finally, Patron Partners LLC increased its holdings in Visa by 0.6% during the 3rd quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock valued at $1,587,000 after purchasing an additional 30 shares during the period. Institutional investors own 82.15% of the company’s stock.

Insider Buying and Selling at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the transaction, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have weighed in on V. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Morgan Stanley reissued an “overweight” rating and set a $411.00 target price (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Royal Bank Of Canada restated an “outperform” rating and set a $395.00 target price on shares of Visa in a report on Friday, January 30th. UBS Group reaffirmed a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Finally, Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Seven research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, Visa presently has a consensus rating of “Buy” and an average target price of $392.65.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched an Enhanced Subscription Manager with partner Pinwheel to help issuers give cardholders better control of recurring payments — a product that can deepen issuer relationships and produce new value‑added revenue. Visa Launches Enhanced Subscription Manager (BusinessWire)
• Positive Sentiment: Visa joined the Canton Network as a “Super Validator,” signalling a strategic push into institutional on‑chain settlement and privacy‑focused blockchain infrastructure — a move that could expand Visa’s role in regulated digital-asset rails and future settlement revenue. Visa Canton Role Signals Onchain Settlement (Yahoo Finance)
• Positive Sentiment: Analyst coverage remains constructive: Zacks highlights Visa’s earnings growth and price strength as reasons it sits on watchlists, reinforcing the view that fundamentals remain intact despite recent volatility. Earnings Growth & Price Strength Make Visa a Stock to Watch (Zacks)
• Neutral Sentiment: Visa‑commissioned data and industry reports show growing euro stablecoin activity and payment‑rail integrations, highlighting the company’s influence in non‑dollar stablecoin settlement — strategically relevant but not immediately earnings‑driving. Euro Stablecoins Dominate Non‑Dollar Market (Cointelegraph)
• Neutral Sentiment: Visa’s brand shows up in crypto/payment experiments (e.g., Pengu Card launch driving NFT token moves), which underscores product reach but is peripheral to core revenue today. BlockDAG Staking & Pengu Card (Blockonomi)
• Negative Sentiment: Regulatory pressure is the main near‑term negative catalyst: the FTC and U.S. trade watchdogs have warned payment processors, sending a clear signal about potential enforcement around “debanking” and access restrictions — headlines that have prompted sector selling and direct downward pressure on Visa shares. FTC Issues Warnings to Payment Processors (WSJ) FTC Warns Visa, Mastercard, PayPal, Stripe (Bitcoin.com)
• Negative Sentiment: Market reaction to the regulatory headlines has already caused short‑term weakness in payment stocks — coverage noted that Visa and peers slipped after the U.S. threat of action over alleged political bias, amplifying volatility for V. Payment Stocks Slip after U.S. Threatens Action (TipRanks)

Visa Stock Performance

Shares of V opened at $295.23 on Friday. The company has a 50-day simple moving average of $317.68 and a two-hundred day simple moving average of $332.86. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The firm has a market capitalization of $535.89 billion, a PE ratio of 27.69, a price-to-earnings-growth ratio of 1.69 and a beta of 0.78. Visa Inc. has a one year low of $294.32 and a one year high of $375.51.

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

Visa Announces Dividend

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

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.