Atria Investments Inc Cuts Stock Holdings in Visa Inc. $V

Atria Investments Inc lowered its position in shares of Visa Inc. (NYSE:V) by 8.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 175,599 shares of the credit-card processor’s stock after selling 15,728 shares during the period. Visa makes up approximately 0.7% of Atria Investments Inc’s portfolio, making the stock its 20th largest position. Atria Investments Inc’s holdings in Visa were worth $59,946,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Visa by 0.9% during the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after buying an additional 1,461,575 shares during the last quarter. Geode Capital Management LLC lifted its stake in Visa by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after acquiring an additional 1,067,631 shares during the period. Norges Bank purchased a new stake in shares of Visa during the 2nd quarter valued at about $7,034,939,000. TCI Fund Management Ltd. boosted its holdings in shares of Visa by 14.6% during the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after acquiring an additional 2,429,996 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of Visa by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock worth $4,552,057,000 after acquiring an additional 145,665 shares during the period. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

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

Visa Stock Up 0.6%

NYSE V opened at $330.04 on Thursday. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $599.08 billion, a P/E ratio of 30.96, a price-to-earnings-growth ratio of 1.88 and a beta of 0.79. The stock’s 50-day moving average price is $338.37 and its 200-day moving average price is $340.29.

Visa (NYSE:V) last released its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same period in the prior year, the firm posted $2.75 EPS. The firm’s quarterly revenue was up 14.6% compared to the same quarter last year. On average, equities research analysts predict that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on V. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a research report on Wednesday, January 28th. Robert W. Baird set a $425.00 target price on shares of Visa in a research note on Wednesday, October 29th. Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Finally, Wells Fargo & Company upgraded Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued 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 an average target price of $392.21.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks and analysts raised earnings estimates. Multiple Zacks Research notes this morning lifted Q2–FY2028 EPS forecasts for Visa, boosting forward earnings visibility and supporting valuation. Zacks: Here’s Why Visa is a Strong Momentum Stock
• Positive Sentiment: Consensus “Buy” and investor outreach. Visa has a recent consensus Buy from analysts and announced senior management will present at upcoming investor conferences (Morgan Stanley TMT and Wolfe Research FinTech), which helps transparency and can draw fresh institutional demand. Visa to Participate in Upcoming Investor Conferences Visa Receives Consensus “Buy”
• Positive Sentiment: Customer promotions / engagement (FIFA ticket access). Visa cardholders getting early access to World Cup 2026 tickets is a marketing/cross-sell catalyst that can increase card use, volume and network transactions — a small but positive behavioral nudge for TPV and revenue. Visa cardholders get early shot at FIFA World Cup 2026 tickets
• Neutral Sentiment: Momentum narrative pieces. Market commentary highlighting Visa as a momentum name can attract trend-following flows, but these pieces are less fundamental and more sentiment-driven. Zacks momentum write-up
• Negative Sentiment: Regulatory/sovereign push in Europe to reduce reliance on Visa & Mastercard. European initiatives urging reduced dependence on the Visa/Mastercard duopoly raise the prospect of payment-routing reforms, local scheme promotion or competitive pricing pressure in the long run — a potential structural headwind for interchange and addressable volume. Europe Moves to Cut Reliance on Visa and Mastercard EPI chief urges reduction in Europe’s dependence on Visa and Mastercard
• Neutral Sentiment: Geopolitical headlines not tied to Visa Inc. Coverage about government visa programs or diplomatic disputes (e.g., China/UK items) can create headline noise but are not directly relevant to Visa Inc.’s business fundamentals. China lashes out at UK expansion of visa scheme

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.