Berman McAleer LLC Invests $1.96 Million in Visa Inc. $V

Berman McAleer LLC acquired a new stake in shares of Visa Inc. (NYSE:V) during the 3rd quarter, Holdings Channel.com reports. The institutional investor acquired 5,743 shares of the credit-card processor’s stock, valued at approximately $1,961,000.

A number of other hedge funds also recently bought and sold shares of V. Vanguard Group Inc. lifted its stake in Visa by 0.9% in the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after purchasing an additional 1,461,575 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Visa by 2.5% in the second quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after buying an additional 1,067,631 shares during the period. Norges Bank purchased a new position in shares of Visa in the second quarter worth about $7,034,939,000. TCI Fund Management Ltd. lifted its stake in shares of Visa by 14.6% in 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. boosted its holdings in Visa by 1.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock valued at $4,552,057,000 after acquiring an additional 145,665 shares during the period. Institutional investors own 82.15% of the company’s stock.

Visa Stock Performance

Shares of V opened at $321.91 on Friday. The company has a 50-day simple moving average of $338.74 and a two-hundred day simple moving average of $341.59. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. The firm has a market capitalization of $586.44 billion, a PE ratio of 30.20, a price-to-earnings-growth ratio of 1.95 and a beta of 0.81. Visa Inc. has a one year low of $299.00 and a one year high of $375.51.

Visa (NYSE:V) last announced 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. The firm had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. Visa had a return on equity of 62.09% and a net margin of 50.23%.The business’s revenue was up 14.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.75 EPS. On average, analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

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

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 results beat consensus: Visa reported $3.17 EPS vs. $3.14 expected and revenue of $10.90B (vs. $10.69B est.), driven by higher payment and cross‑border volumes and strong holiday spending — a clear near‑term revenue/earnings tailwind. Visa Beats Q1 Earnings
• Positive Sentiment: Multiple analyst upgrades/price‑target raises: Macquarie reaffirmed an outperform and set a $410 PT, RBC reaffirmed outperform with a $395 PT, William Blair reiterated a Buy, and other shops (Rothschild/ Cantor Fitzgerald) issued upgrades — fresh analyst support that implies material upside vs. the current price. Analyst Coverage and Price Targets
• Positive Sentiment: Strategic growth initiatives: Visa is pushing into stablecoin settlement and digital‑dollar networks to capture settlement fees and expand beyond card rails, and management highlighted growth in credentials and agentic commerce — initiatives that could open new fee pools over time. Visa Crypto Strategy
• Neutral Sentiment: Dividend declared: Visa announced a quarterly dividend of $0.67/share (ex‑div Feb 10, payable Mar 2), reinforcing the company’s shareholder cash‑return policy but with a modest ~0.8% yield that is unlikely to be a major near‑term catalyst.
• Neutral Sentiment: Investor materials and commentary: Company slide deck and earnings call emphasized holiday spending strength, credentials momentum and long‑term strategy (agentic commerce, B2B/P2P flows) — useful for conviction but more medium‑term than immediate. Earnings Slide Deck
• Negative Sentiment: Operational headwinds: coverage noted a slight processing‑volume miss and higher operating costs that offset some gains from transaction volume — a factor that can temper margins and investor enthusiasm despite the headline beat. Processing Miss and Costs

Insider Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of the company’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 sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This represents a 52.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the completion of the transaction, the insider owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 24,042 shares of company stock worth $8,247,289. Corporate insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

V has been the topic of a number of analyst reports. Wells Fargo & Company raised Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. Rothschild Redb raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Wednesday. Truist Financial set a $374.00 price target on shares of Visa in a research report on Tuesday, January 20th. KeyCorp restated an “overweight” rating and issued a $405.00 price objective on shares of Visa in a research report on Wednesday, October 22nd. Finally, Raymond James Financial reiterated an “outperform” rating and set a $408.00 target price (up from $398.00) on shares of Visa in a report on Wednesday, October 29th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, Visa has a consensus rating of “Buy” and a consensus price target of $392.92.

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.