Barings LLC Has $2.09 Million Stock Holdings in Visa Inc. $V

Barings LLC trimmed its holdings in shares of Visa Inc. (NYSE:V) by 25.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,915 shares of the credit-card processor’s stock after selling 2,307 shares during the quarter. Barings LLC’s holdings in Visa were worth $2,090,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of V. Ransom Advisory Ltd grew its stake in shares of Visa by 0.3% in the fourth quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock worth $3,313,000 after purchasing an additional 30 shares during the last quarter. FOCUS Wealth Advisors LLC raised its position in Visa by 0.4% during the 4th quarter. FOCUS Wealth Advisors LLC now owns 7,710 shares of the credit-card processor’s stock worth $2,704,000 after purchasing an additional 31 shares during the last quarter. Planned Solutions Inc. lifted its holdings in Visa by 2.0% during the 4th quarter. Planned Solutions Inc. now owns 1,598 shares of the credit-card processor’s stock worth $560,000 after buying an additional 31 shares during the period. Frederick Financial Consultants LLC lifted its holdings in Visa by 2.0% during the 4th quarter. Frederick Financial Consultants LLC now owns 1,598 shares of the credit-card processor’s stock worth $560,000 after buying an additional 31 shares during the period. Finally, Spinnaker Investment Group LLC grew its position in shares of Visa by 3.0% in the 4th quarter. Spinnaker Investment Group LLC now owns 1,088 shares of the credit-card processor’s stock valued at $382,000 after buying an additional 32 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced the Visa Stablecoin Platform, a new enterprise offering that lets banks, fintechs, and crypto-native firms mint, move, store, and redeem stablecoins in a single Visa-managed environment. The launch expands Visa’s role in digital assets and could create new fee and platform-based revenue opportunities. Article Title
• Positive Sentiment: Visa and Artemis published research showing stablecoins and AI-agent micropayments could become an important new payments layer, reinforcing Visa’s positioning in a growing market and highlighting potential long-term demand for its infrastructure. Article Title
• Positive Sentiment: Visa is also expanding its value-added services with an AI Financial Assistant for banks, and partners such as Thredd are joining Visa’s Agentic Ready program, suggesting stronger adoption of Visa’s tokenization, passkeys, and real-time payment tools. Article Title
• Neutral Sentiment: Market commentary noted Visa’s strong chart setup, including a recent golden cross, and a Zacks piece highlighted that the stock has been outperforming the broader market. These items may support momentum, but they are not fundamental catalysts. Article Title

Analyst Ratings Changes

Several equities research analysts have recently weighed in on V shares. Loop Capital started coverage on Visa in a research note on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price target for the company. Piper Sandler assumed coverage on Visa in a report on Monday, June 29th. They issued an “overweight” rating and a $394.00 target price on the stock. Weiss Ratings upgraded Visa from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, July 6th. UBS Group increased their target price on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Finally, Oppenheimer restated an “outperform” rating and issued a $403.00 price target (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $398.36.

Visa Price Performance

Visa stock opened at $364.40 on Friday. The stock has a market capitalization of $653.65 billion, a price-to-earnings ratio of 31.74, a PEG ratio of 1.90 and a beta of 0.75. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $365.14. The stock’s 50 day moving average price is $333.61 and its two-hundred day moving average price is $324.96. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping the consensus estimate of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter last year, the firm posted $2.76 EPS. The company’s quarterly revenue was up 17.1% on a year-over-year basis. On average, equities analysts predict that Visa Inc. will post 13.1 earnings per share for the current year.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.

Visa declared that its Board of Directors has initiated a stock repurchase program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling at Visa

In other news, CEO Ryan Mcinerney sold 10,490 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,219,704.26. This represents a 40.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the sale, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. This represents a 9.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 75,581 shares of company stock valued at $25,627,975. Corporate insiders own 0.12% of the company’s stock.

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.