Visa Inc. $V Shares Acquired by Sage Mountain Advisors LLC

Sage Mountain Advisors LLC increased its holdings in shares of Visa Inc. (NYSE:V) by 20.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,606 shares of the credit-card processor’s stock after acquiring an additional 2,957 shares during the quarter. Sage Mountain Advisors LLC’s holdings in Visa were worth $6,010,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of V. Sonoma Allocations LLC purchased a new stake in Visa during the third quarter worth approximately $710,000. AQR Capital Management LLC raised its holdings in Visa by 1.8% during the second quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after purchasing an additional 21,401 shares in the last quarter. Precedent Wealth Partners LLC lifted its position in shares of Visa by 7.5% during the 2nd quarter. Precedent Wealth Partners LLC now owns 1,588 shares of the credit-card processor’s stock worth $564,000 after buying an additional 111 shares during the last quarter. Baltimore Washington Financial Advisors Inc. boosted its holdings in shares of Visa by 5.9% in the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock valued at $33,783,000 after buying an additional 5,295 shares in the last quarter. Finally, Consilium Wealth Advisory LLC purchased a new stake in Visa in the second quarter valued at $862,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Trading Down 0.8%

NYSE:V opened at $325.83 on Wednesday. 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 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The stock has a fifty day moving average price of $339.03 and a two-hundred day moving average price of $342.95. The stock has a market capitalization of $593.57 billion, a price-to-earnings ratio of 31.91, a PEG ratio of 1.93 and a beta of 0.81.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. Visa had a net margin of 50.15% and a return on equity of 60.31%. The business had revenue of $10.72 billion for the quarter, compared to analysts’ expectations of $10.60 billion. During the same period in the prior year, the company posted $2.71 EPS. The business’s revenue for the quarter was up 11.5% on a year-over-year basis. As a group, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were issued a dividend of $0.67 per share. This is an increase from Visa’s previous quarterly dividend of $0.59. The ex-dividend date was Wednesday, November 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s payout ratio is 26.25%.

Insiders Place Their Bets

In other news, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total transaction of $302,832.00. Following the completion of the transaction, the director directly owned 2,468 shares of the company’s stock, valued at $830,432.64. This trade represents a 26.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the sale, the insider directly owned 26,413 shares in the company, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 24,042 shares of company stock worth $8,247,289. Insiders own 0.12% of the company’s stock.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: TreviPay announced a partnership with Visa to offer a “Pay by Invoice” tool to Visa-issuing banks, aiming to help issuers capture more of the $58 trillion North American B2B payments market — a product push that could expand Visa’s transaction volume in commercial flows. TreviPay Teams With Visa to Offer Banks Pay by Invoice Tool
• Positive Sentiment: Analysts note crypto-linked cards (example: Lemon’s Bitcoin-backed card on Visa’s network) point to another growth lane — enabling spending while holding crypto could broaden Visa’s fee-bearing volume if adoption scales. Does Lemon’s Bitcoin Credit Card Hint at V’s Next Crypto Growth Lane?
• Neutral Sentiment: Visa executive commentary on trust at authorization highlights the company’s ongoing focus on security and authorization UX — important for retention but incremental to near-term revenue. Visa on How Trust Is Built at the Moment of Authorization
• Neutral Sentiment: Comparative pieces (V vs MA) and market commentary are highlighting positioning ahead of earnings, useful for investors but not immediate catalysts. V or MA: Which Is the Better Stock Ahead of Earnings?
• Neutral Sentiment: Several broader-market personal-finance pieces (including a MarketBeat dividend roundup) reference dividend and income ideas but are unrelated to Visa’s fundamentals; they can affect investor attention but not Visa’s core outlook. This Cheap Dividend Just Jumped 13.6% (and We’re Buying)
• Neutral Sentiment: A local consumer report about fraud on a Visa-branded gift card underscores payment-fraud headlines that occasionally create reputational noise but are not material to Visa’s network economics. Ann Arbor woman warns others after money on Visa gift card goes to Draft Kings in Boston
• Negative Sentiment: Political pressure resurfaced: President Trump has publicly backed measures to curb swipe/merchant fees and advance credit-card competition legislation, triggering investor concern that regulatory caps or legislative changes could compress Visa’s fee revenue. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?
• Negative Sentiment: News outlets report Visa shares slipped after Trump’s backing of the Credit Card Competition Act — investors are re-pricing regulatory risk for networks and issuers. Visa Shares Slip As Trump Backs Credit Card Competition Act
• Negative Sentiment: Broader coverage (Reuters, Barchart) notes U.S. bank and card-related stocks fell as investors awaited clarity on a potential 10% cap on credit card interest rates and other rule-making tied to the administration’s deadline — a macro/regulatory risk that can weigh on Visa’s volume and issuer economics indirectly. US bank stocks fall as investors weigh credit card rate cap deadline
• Negative Sentiment: Multiple consumer media pieces revisited swipe-fee scrutiny, keeping regulatory headlines in the spotlight and sustaining short-term selling pressure on Visa and peers. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?

Wall Street Analysts Forecast Growth

V has been the topic of a number of research analyst reports. Truist Financial set a $374.00 target price on Visa in a research report on Tuesday. Robert W. Baird set a $425.00 price target on Visa in a research report on Wednesday, October 29th. Wells Fargo & Company upgraded Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. Hsbc Global Res upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $408.00 price target (up previously from $398.00) on shares of Visa in a research report on Wednesday, October 29th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $401.52.

Visa Company 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.