Independent Advisor Alliance Grows Position in Visa Inc. $V

Independent Advisor Alliance increased its holdings in shares of Visa Inc. (NYSE:V) by 1.9% during the third quarter, Holdings Channel.com reports. The firm owned 83,071 shares of the credit-card processor’s stock after buying an additional 1,557 shares during the period. Visa makes up 0.7% of Independent Advisor Alliance’s holdings, making the stock its 21st biggest holding. Independent Advisor Alliance’s holdings in Visa were worth $28,359,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Trinity Legacy Partners LLC boosted its position in Visa by 1.7% during the 3rd quarter. Trinity Legacy Partners LLC now owns 15,907 shares of the credit-card processor’s stock valued at $5,420,000 after acquiring an additional 270 shares in the last quarter. Keybank National Association OH lifted its stake in shares of Visa by 15.9% during the 3rd quarter. Keybank National Association OH now owns 207,782 shares of the credit-card processor’s stock worth $70,933,000 after purchasing an additional 28,533 shares during the last quarter. Core Wealth Partners LLC boosted its position in Visa by 11.5% during the third quarter. Core Wealth Partners LLC now owns 7,418 shares of the credit-card processor’s stock valued at $2,532,000 after purchasing an additional 766 shares in the last quarter. Howard Capital Management Inc. grew its stake in Visa by 3.2% in the third quarter. Howard Capital Management Inc. now owns 13,457 shares of the credit-card processor’s stock valued at $4,594,000 after purchasing an additional 415 shares during the last quarter. Finally, OneAscent Investment Solutions LLC grew its stake in Visa by 7.1% in the third quarter. OneAscent Investment Solutions LLC now owns 2,439 shares of the credit-card processor’s stock valued at $833,000 after purchasing an additional 161 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa Trading Down 3.0%

NYSE V opened at $321.91 on Friday. The company has a fifty day moving average of $338.74 and a 200 day moving average of $341.56. The company has a market capitalization of $586.44 billion, a PE ratio of 30.20, a P/E/G ratio of 1.95 and a beta of 0.81. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51.

Visa (NYSE:V) last released its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 62.09% and a net margin of 50.23%.The business had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. During the same quarter in the prior year, the firm posted $2.75 EPS. The business’s quarterly revenue was up 14.6% compared to the same quarter last year. Research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

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

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Evercore ISI set a $380.00 price target on shares of Visa in a report on Friday, December 12th. Piper Sandler set a $160.00 target price on shares of Visa in a research report on Wednesday. Hsbc Global Res upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Wells Fargo & Company raised Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Finally, TD Cowen reissued a “buy” rating on shares of Visa in a research report on Friday. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $392.92.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 results beat consensus: Visa reported $3.17 EPS vs. $3.14 expected and revenue of $10.90B (vs. $10.69B est.), driven by higher payment and cross‑border volumes and strong holiday spending — a clear near‑term revenue/earnings tailwind. Visa Beats Q1 Earnings
• Positive Sentiment: Multiple analyst upgrades/price‑target raises: Macquarie reaffirmed an outperform and set a $410 PT, RBC reaffirmed outperform with a $395 PT, William Blair reiterated a Buy, and other shops (Rothschild/ Cantor Fitzgerald) issued upgrades — fresh analyst support that implies material upside vs. the current price. Analyst Coverage and Price Targets
• Positive Sentiment: Strategic growth initiatives: Visa is pushing into stablecoin settlement and digital‑dollar networks to capture settlement fees and expand beyond card rails, and management highlighted growth in credentials and agentic commerce — initiatives that could open new fee pools over time. Visa Crypto Strategy
• Neutral Sentiment: Dividend declared: Visa announced a quarterly dividend of $0.67/share (ex‑div Feb 10, payable Mar 2), reinforcing the company’s shareholder cash‑return policy but with a modest ~0.8% yield that is unlikely to be a major near‑term catalyst.
• Neutral Sentiment: Investor materials and commentary: Company slide deck and earnings call emphasized holiday spending strength, credentials momentum and long‑term strategy (agentic commerce, B2B/P2P flows) — useful for conviction but more medium‑term than immediate. Earnings Slide Deck
• Negative Sentiment: Operational headwinds: coverage noted a slight processing‑volume miss and higher operating costs that offset some gains from transaction volume — a factor that can temper margins and investor enthusiasm despite the headline beat. Processing Miss and Costs

Insider Activity

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s 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 transaction, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total transaction of $302,832.00. Following the transaction, the director owned 2,468 shares in the company, valued at $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 24,042 shares of company stock worth $8,247,289 over the last 90 days. 0.12% of the stock is currently owned by company insiders.

Visa Company 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.