Brookstone Capital Management Acquires 11,868 Shares of Visa Inc. $V

Brookstone Capital Management increased its holdings in shares of Visa Inc. (NYSE:V) by 23.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 63,013 shares of the credit-card processor’s stock after purchasing an additional 11,868 shares during the quarter. Brookstone Capital Management’s holdings in Visa were worth $22,099,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in V. Capital World Investors boosted its stake in Visa by 0.8% in the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock worth $8,463,484,000 after purchasing an additional 193,288 shares during the period. TCI Fund Management Ltd. raised its position in shares of Visa by 14.6% during the second 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 buying an additional 2,429,996 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of Visa by 4.2% in 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 buying an additional 530,995 shares in the last quarter. Legal & General Group Plc boosted its position in shares of 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 worth $4,253,224,000 after acquiring an additional 399,845 shares during the last quarter. Finally, Invesco Ltd. grew its stake in Visa by 12.2% during 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 acquiring an additional 1,298,435 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

NYSE:V opened at $298.76 on Thursday. The firm has a market capitalization of $542.30 billion, a price-to-earnings ratio of 28.03, a PEG ratio of 1.73 and a beta of 0.78. 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 business has a 50 day simple moving average of $316.08 and a 200-day simple moving average of $332.01. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51.

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

Visa Announces Dividend

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

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Deepened Ramp partnership — Visa expanded a multi‑year issuing deal and embedded AI agents to automate corporate bill pay and real‑time spend controls, positioning Visa as an embedded finance layer inside enterprise spend workflows. Can Visa’s Ramp Integration Transform Enterprise Spend Management?
• Positive Sentiment: AI dispute‑resolution tools — Visa launched six new AI tools to streamline charge dispute handling (aiming to cut fraud costs and operational friction for issuers, acquirers and merchants), which could drive more platform value and client stickiness. Visa launches new AI tools to manage the charge dispute process
• Positive Sentiment: Network & blockchain moves — Visa joined the Canton Network as a super validator to help extend privacy‑preserving on‑chain infrastructure for banks, reinforcing its strategy to embed payment rails into blockchain enterprise use cases. Visa Inc. (V) Joins Canton Network to Accelerate Financials Mainstream Onchain Transition
• Positive Sentiment: Broad analyst support — Visa retains a consensus Buy profile and recent coverage initiations (e.g., Loop Capital’s Buy/$387 PT) highlight upside from a valuation reset, supporting longer‑term investor confidence. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Valuation debate — Several analyst and investor pieces (Seeking Alpha, Zacks) position Visa as a high‑quality compounder now trading at a lower valuation, creating a narrative that could attract value‑oriented buyers over time. Visa: A Rare Discount On A World Class Compounder
• Negative Sentiment: Competitive moves in stablecoins — Mastercard’s deal for BVNK pulls a notable stablecoin infrastructure partner closer to Mastercard, which could shift parts of the digital‑asset payments opportunity away from Visa. Mastercard’s BVNK Deal Brings Stablecoins Into Undervalued Payments Giant
• Negative Sentiment: Regulatory/oversight risk — Reporting flags renewed FTC scrutiny and guidance for large payments firms around discrimination and cross‑border practices, which could raise compliance costs or slow some product rollouts. Visa’s Cross Border Growth Story Meets New FTC Scrutiny
• Negative Sentiment: Analyst price‑target adjustments — UBS trimmed its target (from $425 to $390) while keeping a Buy, a move that can temper enthusiasm even if the fundamental view remains constructive. Benzinga coverage of UBS price target change

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 shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, 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 legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 transaction of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on V. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Loop Capital assumed coverage on Visa in a research note on Tuesday. They set a “buy” rating and a $387.00 price target for the company. Piper Sandler set a $160.00 price target on Visa in a report on Wednesday, January 28th. Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective on the stock in a research note on Monday, February 2nd. Finally, Bank of America assumed coverage on Visa in a report on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective on the stock. Seven research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average price target of $390.96.

About Visa

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.