Massachusetts Financial Services Co. MA Sells 3,006,717 Shares of Visa Inc. $V

Massachusetts Financial Services Co. MA lowered its position in shares of Visa Inc. (NYSE:V) by 35.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,446,356 shares of the credit-card processor’s stock after selling 3,006,717 shares during the period. Massachusetts Financial Services Co. MA owned about 0.30% of Visa worth $1,859,277,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. BankPlus Wealth Management LLC grew its stake in shares of Visa by 0.9% in the second quarter. BankPlus Wealth Management LLC now owns 3,338 shares of the credit-card processor’s stock worth $1,185,000 after purchasing an additional 29 shares during the last quarter. Transcendent Capital Group LLC raised its position in Visa by 2.9% during the 2nd quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock valued at $360,000 after purchasing an additional 29 shares during the last quarter. Insight Wealth Strategies LLC lifted 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 period. Old Port Advisors grew its position in shares of 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. Finally, Interchange Capital Partners LLC grew its position in shares of Visa by 0.5% in the 2nd quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock worth $2,276,000 after buying an additional 30 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Insider Buying and Selling

In other Visa news, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the sale, the director directly owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 value of $707,919.96. Following the completion of the sale, the insider directly owned 26,413 shares in the company, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 24,042 shares of company stock worth $8,247,289 in the last 90 days. Insiders own 0.12% of the company’s stock.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Crypto card spending is surging: TipRanks reports crypto-card transactions have reached $18 billion, with Visa positioned as a market leader in digital payments — this supports revenue upside from card volume and new product adoption. V, BTC, USDC: Crypto Card Spending Hits $18 Billion
• Positive Sentiment: Visa expands stablecoin capabilities: BVNK will power stablecoin pre‑funding and payouts on Visa Direct, enabling faster settlement for crypto-linked programs and broadening Visa’s settlement rails. This is a product expansion that can increase fee-bearing volume. BVNK to Power Stablecoin Payments for Visa Direct
• Positive Sentiment: Growing stablecoin settlement volumes: Visa says stablecoin-linked payment cards are driving demand and its stablecoin settlement run-rate has climbed to roughly $4.5 billion annualized — a small but fast-growing new revenue stream. Visa Says Stablecoin-Linked Payments Cards Drive Demand for Settlement Platform
• Positive Sentiment: Analyst consensus remains constructive: Brokerages have issued a consensus “Buy” on Visa, supporting investor confidence and likely limiting downside from short-term news. Visa Inc. (NYSE:V) Receives Consensus Rating of “Buy” from Brokerages
• Neutral Sentiment: Opinion pieces highlight long-term thesis: The Motley Fool and MarketBeat/Market commentary revisit Visa as a long-term compounder (and note last year’s underperformance), keeping it on buy-and-hold radars but offering limited near-term catalyst news. Could Buying Visa Stock Today Set You Up for Life?
• Negative Sentiment: Regulatory/legal risk in the U.K.: The High Court ruled the U.K. Payment Systems Regulator can cap cross‑border interchange fees, a decision that could compress Visa’s fee revenue on certain transactions in a material market if caps are implemented. This is the main near-term headwind. Mastercard, Visa and Revolut lose UK case over proposed cross-border card fees cap

Analyst Ratings Changes

V has been the subject of a number of recent analyst reports. Macquarie decreased their target price on Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a report on Wednesday, October 29th. UBS Group restated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. HSBC raised shares of Visa from a “hold” rating to a “buy” rating and lifted their target price for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a research note on Wednesday, October 8th. Finally, Hsbc Global Res upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $402.52.

Visa Stock Up 0.2%

NYSE:V opened at $328.41 on Monday. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. The firm’s 50-day moving average price is $339.41 and its 200-day moving average price is $343.39. The company has a market capitalization of $598.28 billion, a PE ratio of 32.17, a P/E/G ratio of 1.93 and a beta of 0.81. 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 results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.97 by $0.01. The company had revenue of $10.72 billion during the quarter, compared to analysts’ expectations of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. Visa’s revenue was up 11.5% on a year-over-year basis. During the same period last year, the company posted $2.71 EPS. On average, equities analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Increases Dividend

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

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.