Riverbridge Partners LLC Trims Stake in Visa Inc. $V

Riverbridge Partners LLC cut its position in shares of Visa Inc. (NYSE:V) by 3.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 159,314 shares of the credit-card processor’s stock after selling 6,447 shares during the quarter. Riverbridge Partners LLC’s holdings in Visa were worth $54,387,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in V. BankPlus Wealth Management LLC lifted its position in Visa by 0.9% during the 2nd quarter. BankPlus Wealth Management LLC now owns 3,338 shares of the credit-card processor’s stock valued at $1,185,000 after acquiring an additional 29 shares during the period. Transcendent Capital Group LLC grew its holdings in Visa by 2.9% in the second quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock worth $360,000 after purchasing an additional 29 shares during the period. Insight Wealth Strategies LLC increased 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 purchasing an additional 29 shares in the last quarter. Old Port Advisors lifted its holdings in shares of Visa by 0.9% during the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock valued at $1,169,000 after purchasing an additional 29 shares during the last quarter. Finally, Interchange Capital Partners LLC lifted its holdings in shares of Visa by 0.5% during the second quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock valued at $2,276,000 after purchasing an additional 30 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: Visa’s retail data show stronger holiday spending across major markets — U.S. holiday retail spend up ~4.2% and Canada up ~4.4%, with ecommerce rising faster than overall sales; that supports higher payment volumes and merchant activity on Visa’s network. Visa Analysis: U.S. Holiday Spending Rose 4.2%
• Positive Sentiment: Canada-specific Retail Spend Monitor: Visa reports 4.4% YoY holiday retail growth, strong in-store mix (88%) and 7% e‑commerce growth — evidence Visa’s data/analytics business (VCA) and payments volume benefit from resilient consumer demand. Visa Analysis: Canada Holiday Spending Rises 4.4%
• Positive Sentiment: Long-term performance narrative: retrospective pieces highlight Visa’s dominance (handling nearly $17T TPV in fiscal 2025) and the secular cashless tailwind — bullish context for revenue/earnings multiple expansion. If You’d Invested $1,000 in Visa 10 Years Ago…
• Positive Sentiment: Wall Street sentiment remains constructive: multiple recent buy/overweight ratings and a median analyst target materially above current levels support upside expectations. Visa Inc. Receives Average Rating of “Buy”
• Neutral Sentiment: Competitive landscape piece compares Visa vs. PayPal — highlights different strategic bets (scale/network vs. AI-driven commerce) but doesn’t indicate immediate market-share disruption for Visa. Visa vs. PayPal: Which Fintech Stock Has More Upside?
• Neutral Sentiment: Several industry stories (consumer use of AI/tools, crypto payment narratives) mention Visa tangentially as part of broader payments trends — informative but not immediately stock-moving. Holiday Shoppers Increase Their Use of Cross-Channel Shopping and AI Tools
• Neutral Sentiment: Global political/legal news referencing “visa bans” is unrelated to Visa Inc.; investors should ignore that headline when assessing the company. US targets former EU commissioner, activists with visa bans
• Negative Sentiment: Legal settlement: Visa and Mastercard agreed to pay a combined ~$167.5M in an ATM-fee lawsuit — a modest cash hit but a negative near-term expense and reminder of regulatory/legal exposure. Visa, Mastercard agree to pay combined $167.5m in ATM fee lawsuit
• Negative Sentiment: Insider selling and mixed institutional moves flagged in data summaries may create some investor caution despite analyst optimism; watch for whether selling continues into the new year. QuiverQuant Visa summary (includes insider/activity data)

Insider Buying and Selling at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction 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 completion of the sale, the chief executive officer owned 537 shares of the company’s stock, valued at $183,117. The trade was a 95.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Lloyd Carney sold 900 shares of the company’s stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the sale, the director owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 24,042 shares of company stock worth $8,175,152. Insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of NYSE:V opened at $353.57 on Wednesday. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The firm has a market cap of $644.11 billion, a price-to-earnings ratio of 34.63, a price-to-earnings-growth ratio of 2.07 and a beta of 0.82. The business has a 50-day simple moving average of $337.77 and a two-hundred day simple moving average of $344.25. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, topping analysts’ consensus estimates 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 business posted $2.71 earnings per share. The business’s revenue for the quarter was up 11.5% on a year-over-year basis. On average, analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were paid a dividend of $0.67 per share. The ex-dividend date was Wednesday, November 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. This is a boost from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio (DPR) is presently 26.25%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. HSBC upgraded Visa from a “hold” rating to a “buy” rating and lifted their price objective for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Erste Group Bank lowered Visa from a “buy” rating to a “hold” rating in a research report on Monday, September 22nd. Raymond James Financial reiterated an “outperform” rating and issued a $408.00 price target (up previously from $398.00) on shares of Visa in a research note on Wednesday, October 29th. Robert W. Baird set a $425.00 price objective on shares of Visa in a research note on Wednesday, October 29th. Finally, Evercore ISI set a $380.00 target price on shares of Visa in a report on Friday, December 12th. Five equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $402.52.

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.