Visa Inc. $V Shares Purchased by Jacobson & Schmitt Advisors LLC

Jacobson & Schmitt Advisors LLC boosted its stake in Visa Inc. (NYSE:V) by 5.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 36,446 shares of the credit-card processor’s stock after acquiring an additional 1,967 shares during the quarter. Visa accounts for about 2.2% of Jacobson & Schmitt Advisors LLC’s portfolio, making the stock its 25th biggest holding. Jacobson & Schmitt Advisors LLC’s holdings in Visa were worth $12,782,000 as of its most recent filing with the SEC.

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

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out new AI-driven dispute-resolution tools aimed at speeding and automating chargeback and dispute workflows, which can cut operating costs, improve merchant/issuer experience and support margin expansion over time. Visa Launches New AI Tools to Manage Credit Card Disputes
• Positive Sentiment: Visa named Worldwide Tour Sponsor for BTS’s “ARIRANG” tour, a consumer-branding play that targets younger, global audiences and can deepen card usage/engagement in APAC and beyond — helpful for long-term volume growth and merchant partnerships. Visa cements global K-pop connection as Worldwide Tour Sponsor for “BTS WORLD TOUR ‘ARIRANG'”
• Positive Sentiment: Partnerships expanding payments reach: Bitget’s APAC card launch (in partnership with Visa) extends crypto-to-spend use cases in high-growth Asian markets — incremental volume and network effects if adoption scales. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Positive Sentiment: Bullish analyst commentary and earnings momentum: several outlets highlight Visa’s strong earnings history, AI positioning for commerce, and potential to beat estimates again — supportive for investor confidence and valuation resilience. Why Visa (V) Could Beat Earnings Estimates Again
• Neutral Sentiment: Competitor dynamics: Evercore/Street moves trimming Mastercard price targets may be read two ways — weakness for a peer (positive for relative outperformance) or a sector signal of risk to payments volumes. Investors may reweight Visa versus MA based on these calls. Mastercard (MA) Price Target Cut by $60
• Negative Sentiment: Leadership disruption in India: Bloomberg reports Visa India head Sandeep Ghosh is stepping down — a potential near-term negative because India is a high-growth market for payments; executive turnover can raise questions about strategy continuity and local execution. Visa India Head Sandeep Ghosh Said to Step Down

Visa Trading Down 0.3%

Shares of Visa stock opened at $302.38 on Wednesday. The stock has a market cap of $548.87 billion, a P/E ratio of 28.37, a P/E/G ratio of 1.72 and a beta of 0.80. The stock’s 50 day simple moving average is $314.12 and its 200-day simple moving average is $330.84. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

Visa (NYSE:V) last issued its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping the consensus estimate of $3.14 by $0.03. The business had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business’s revenue for the quarter was up 14.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.75 EPS. Analysts predict 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. Stockholders of record on Tuesday, February 10th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. Visa’s payout ratio is presently 25.14%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on V shares. UBS Group lowered their price objective on Visa from $425.00 to $390.00 and set a “buy” rating on the stock in a report on Tuesday, March 31st. Truist Financial set a $372.00 target price on shares of Visa in a research note on Tuesday, February 10th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Morgan Stanley reaffirmed 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. Finally, Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $390.96.

Insider Buying and Selling at Visa

In other news, Director Lloyd Carney sold 650 shares of the business’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 owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 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.