Alliancebernstein L.P. Cuts Position in Visa Inc. $V

Alliancebernstein L.P. lessened its position in Visa Inc. (NYSE:V) by 5.5% in the 3rd quarter, Holdings Channel.com reports. The fund owned 19,773,467 shares of the credit-card processor’s stock after selling 1,149,427 shares during the period. Visa comprises 2.1% of Alliancebernstein L.P.’s investment portfolio, making the stock its 8th largest holding. Alliancebernstein L.P.’s holdings in Visa were worth $6,750,266,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Ameriprise Financial Inc. boosted its stake in shares of Visa by 4.2% during the 3rd quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock worth $4,475,403,000 after purchasing an additional 530,995 shares during the period. Schonfeld Strategic Advisors LLC raised its position in Visa by 764.3% in the 3rd quarter. Schonfeld Strategic Advisors LLC now owns 246,251 shares of the credit-card processor’s stock worth $84,065,000 after purchasing an additional 217,760 shares during the period. L1 Capital International Pty Ltd lifted its stake in Visa by 1.9% in the third quarter. L1 Capital International Pty Ltd now owns 69,763 shares of the credit-card processor’s stock worth $23,816,000 after purchasing an additional 1,311 shares during the last quarter. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. lifted its stake in Visa by 0.8% in the third quarter. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. now owns 4,191 shares of the credit-card processor’s stock worth $1,431,000 after purchasing an additional 35 shares during the last quarter. Finally, Viking Global Investors LP boosted its position in shares of Visa by 78.7% during the third quarter. Viking Global Investors LP now owns 2,897,030 shares of the credit-card processor’s stock valued at $988,988,000 after buying an additional 1,276,308 shares during the period. 82.15% of the stock is owned by hedge funds and other institutional investors.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa’s Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

Visa Stock Up 0.2%

Visa stock opened at $307.15 on Friday. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The stock has a market capitalization of $557.53 billion, a price-to-earnings ratio of 28.81, a PEG ratio of 1.76 and a beta of 0.78. The business has a fifty day moving average price of $325.50 and a 200-day moving average price of $336.01.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. Visa’s revenue was up 14.6% on a year-over-year basis. During the same period last year, the firm posted $2.75 EPS. Equities research analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were issued a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. Visa’s dividend payout ratio is currently 25.14%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. TD Cowen reiterated a “buy” rating on shares of Visa in a report on Friday, January 30th. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. UBS Group reiterated a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Truist Financial set a $372.00 target price on Visa in a research report on Tuesday, February 10th. Finally, Evercore set a $380.00 target price on shares of Visa in a research note on Friday, December 12th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $392.65.

Insider Buying and Selling

In other Visa news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value 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 approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.12% of the company’s stock.

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.