Visa Inc. $V is Barlow Wealth Partners LLC’s 5th Largest Position

Barlow Wealth Partners LLC increased its stake in shares of Visa Inc. (NYSE:V) by 1.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 105,509 shares of the credit-card processor’s stock after purchasing an additional 1,937 shares during the quarter. Visa makes up approximately 4.0% of Barlow Wealth Partners LLC’s portfolio, making the stock its 5th largest position. Barlow Wealth Partners LLC’s holdings in Visa were worth $36,904,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Capital World Investors boosted its stake in shares of Visa by 0.8% during the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after buying an additional 193,288 shares during the period. TCI Fund Management Ltd. increased its stake in shares of Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after acquiring an additional 2,429,996 shares during the last quarter. Ameriprise Financial Inc. raised its holdings in shares of Visa by 4.2% during the third quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock worth $4,475,403,000 after acquiring an additional 530,995 shares in the last quarter. Legal & General Group Plc boosted its position in Visa by 3.3% during the third quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock valued at $4,253,224,000 after purchasing an additional 399,845 shares during the last quarter. Finally, Invesco Ltd. grew its stake in Visa by 12.2% in the third quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock valued at $4,067,032,000 after purchasing an additional 1,298,435 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Stock Up 0.9%

V opened at $302.12 on Wednesday. The firm has a market cap of $548.40 billion, a P/E ratio of 28.34, a price-to-earnings-growth ratio of 1.72 and a beta of 0.78. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The business has a 50 day moving average price of $316.62 and a 200 day moving average price of $332.24. Visa Inc. has a twelve month low of $294.32 and a twelve month high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings results 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. 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 the consensus estimate of $10.69 billion. During the same quarter last year, the company posted $2.75 earnings per share. The company’s revenue for the quarter was up 14.6% compared to the same quarter last year. Research analysts forecast that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

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

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa will join the Canton Network as a super‑validator to extend privacy‑preserving, bank‑focused onchain infrastructure — a strategic move that strengthens Visa’s positioning in institutional blockchain rails and long‑term payments innovation. Visa Joins Canton Network
• Positive Sentiment: Loop Capital initiated coverage with a Buy rating and a $387 price target, signaling Wall Street confidence and providing fresh upward price guidance for investors. Loop Capital Buy, $387 PT
• Positive Sentiment: Visa partnered with Ramp to develop AI agents for corporate bill pay, which could expand enterprise product revenue, reduce client costs, and deepen Visa’s role in B2B payments. Visa + Ramp AI Agents
• Neutral Sentiment: Veem expanded its partnership with Visa to launch global virtual accounts for businesses — a commercialization win that may modestly increase transaction volumes over time. Veem Partnership
• Neutral Sentiment: New platforms (e.g., Nium) now enable stablecoin‑funded cards across both Visa and Mastercard networks — this broadens on‑ramps for crypto flows through Visa rails, but much of the execution is driven by third‑party issuers. Nium Stablecoin Cards
• Negative Sentiment: UBS cut its price target from $425 to $390 (but kept a Buy rating), a downward revision that can temper upside expectations despite continued analyst optimism. UBS Price Target Cut (Benzinga)
• Negative Sentiment: Mastercard’s acquisition of BVNK (a stablecoin partner that had worked with Visa) and other rival moves increase competitive pressure in tokenized/stablecoin payment rails. BVNK Acquired by Mastercard
• Negative Sentiment: The FTC has signaled scrutiny around cross‑border and discrimination risks tied to large payment firms, introducing potential regulatory risk to Visa’s cross‑border expansion story. FTC Scrutiny on Cross‑Border Growth

Analysts Set New Price Targets

V has been the topic of several research reports. HSBC raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Piper Sandler set a $160.00 price objective on shares of Visa in a research report on Wednesday, January 28th. Daiwa Securities Group upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price for the company in a research note on Monday, February 2nd. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a report on Wednesday, January 28th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $390.96.

Insider Buying and Selling at Visa

In other news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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.