Visa Inc. $V Shares Sold by Villere ST Denis J & Co. LLC

Villere ST Denis J & Co. LLC cut its position in Visa Inc. (NYSE:V) by 1.8% during the third quarter, HoldingsChannel.com reports. The fund owned 122,070 shares of the credit-card processor’s stock after selling 2,280 shares during the period. Visa makes up 4.0% of Villere ST Denis J & Co. LLC’s portfolio, making the stock its 3rd largest position. Villere ST Denis J & Co. LLC’s holdings in Visa were worth $41,672,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Transcendent Capital Group LLC lifted its stake in Visa by 2.9% in the 2nd 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 in the last quarter. Insight Wealth Strategies LLC increased its holdings in shares of Visa by 1.6% in 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 during the last quarter. Old Port Advisors lifted its position in Visa by 0.9% during the third 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 in the last quarter. Interchange Capital Partners LLC grew its holdings in Visa by 0.5% in the 2nd quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock valued at $2,276,000 after buying an additional 30 shares in the last quarter. Finally, Carr Financial Group Corp increased its stake in shares of 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 acquiring an additional 30 shares during the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the sale, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This represents a 7.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This represents a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Truist Financial set a $374.00 price target on shares of Visa in a research report on Tuesday, January 20th. HSBC upgraded shares of Visa from a “hold” rating to a “buy” rating and boosted their target price for the company from $335.00 to $389.00 in a report on Sunday, December 7th. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Bank of America raised shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target on the stock in a research report on Thursday, December 11th. Finally, Macquarie reiterated an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research report on Friday. Six analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $392.00.

Visa Stock Performance

NYSE:V opened at $334.16 on Tuesday. The stock has a market capitalization of $608.75 billion, a P/E ratio of 31.35, a PEG ratio of 1.89 and a beta of 0.79. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.08 and a current ratio of 1.11. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The company has a 50 day moving average price of $338.86 and a 200 day moving average price of $341.39.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS 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 company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same period in the prior year, the firm earned $2.75 earnings per share. The firm’s revenue was up 14.6% compared to the same quarter last year. Equities research analysts forecast that Visa Inc. will post 11.3 EPS for the current year.

Visa Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th will be paid a $0.67 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is presently 25.14%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Quarterly results and momentum — Visa recently reported a solid quarter (late Jan) with revenue and EPS above expectations and double-digit revenue growth, supporting investor confidence in durable fundamentals and margin leverage. Why Visa Stock Is Up Today
• Positive Sentiment: Analyst reiterations — Major firms reiterated Outperform ratings (Royal Bank of Canada, Macquarie), which can boost demand for the shares and validate the growth thesis. Visa’s (V) Outperform Rating Reiterated at Royal Bank Of Canada Visa’s (V) Outperform Rating Reiterated at Macquarie
• Positive Sentiment: Stablecoin settlement in GCC — Visa and payments partner NymCard went live with USDC-based settlement in the Gulf Cooperation Council, enabling faster 24/7 settlement and expanding Visa’s capability in crypto rails and cross-border flows in an important region. This could lower settlement friction and create new issuer/merchant use cases. NymCard and Visa Launch Stablecoin Settlement in GCC Region
• Positive Sentiment: New co-branded product rollout — U.S. Bank launched a small-business-focused Business Shield Visa card (0% intro APR options), which should drive incremental transaction volume and deepen commercial relationships across the small-business segment. U.S. Bank Business Shield™ Visa® Card Offers Intro 0% APR U.S. Bank Debuts Small Business-Focused Visa Card
• Neutral Sentiment: AI and payments narrative — Coverage highlights Visa’s digital credentials and identity work as increasingly valuable in an AI-driven ecosystem; positive for long-term positioning but benefits may be gradual. Google Trains AI Agents for Hard Questions and Real Work
• Neutral Sentiment: Analyst/opinion pieces — Several Fool pieces and other commentary reiterate Visa’s leadership and make bullish longer-term cases, useful for sentiment but not new fundamental data. 1 Prediction for Visa in 2026 Visa vs. Mastercard: Which Will Make You Richer?
• Negative Sentiment: Regulatory/fee-cap risk persists — Some coverage notes past sell-offs tied to concerns over potential caps on card fees and consumer-spend sensitivity; regulatory risk remains a downside tail that could pressure multiple and volume over time. 2 Financial Stocks Poised for a Comeback in 2026

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.