Locust Wood Capital Advisers LLC Buys 6,809 Shares of Visa Inc. $V

Locust Wood Capital Advisers LLC increased its stake in Visa Inc. (NYSE:V) by 2.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 246,557 shares of the credit-card processor’s stock after buying an additional 6,809 shares during the quarter. Visa comprises approximately 2.1% of Locust Wood Capital Advisers LLC’s holdings, making the stock its 20th largest holding. Locust Wood Capital Advisers LLC’s holdings in Visa were worth $84,170,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Sonoma Allocations LLC purchased a new stake in shares of Visa in the third quarter valued at approximately $710,000. AQR Capital Management LLC lifted its holdings in shares of Visa by 1.8% in the 2nd quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after buying an additional 21,401 shares during the period. Precedent Wealth Partners LLC grew 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 in the last quarter. Baltimore Washington Financial Advisors Inc. increased its stake in shares of Visa by 5.9% during the second 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 during the period. Finally, Consilium Wealth Advisory LLC bought a new stake in shares of Visa in the second quarter valued at about $862,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

V has been the topic of several recent research reports. Evercore ISI set a $380.00 target price on shares of Visa in a report on Friday, December 12th. Hsbc Global Res upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Robert W. Baird set a $425.00 price objective on shares of Visa in a research note on Wednesday, October 29th. Wells Fargo & Company upgraded Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Finally, Bank of America raised Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price on the stock in a research report on Thursday, December 11th. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Visa has a consensus rating of “Buy” and a consensus price target of $401.52.

Visa Price Performance

NYSE V opened at $325.97 on Friday. The firm’s fifty day simple moving average is $338.57 and its two-hundred day simple moving average is $342.71. The firm has a market capitalization of $593.83 billion, a P/E ratio of 31.93, a P/E/G ratio of 1.91 and a beta of 0.81. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51.

Visa (NYSE:V) last posted its quarterly earnings data 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 return on equity of 60.31% and a net margin of 50.15%.The firm had revenue of $10.72 billion during the quarter, compared to analysts’ expectations of $10.60 billion. During the same quarter last year, the firm earned $2.71 EPS. The business’s quarterly revenue was up 11.5% on a year-over-year basis. Analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Increases Dividend

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

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded crypto utility by partnering with Mercuryo to enable near?instant crypto?to?fiat conversions via Visa Direct, a move that broadens rails for crypto flows and could increase transaction volume. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
• Positive Sentiment: Visa launched an account?to?account (A2A) payments solution with Acquired.com in the U.K., targeting recurring and variable payments — another product expansion that can reduce friction and potentially win share from slower legacy direct?debit systems. Visa Launches A2A Payments Partnership With Acquired.com
• Positive Sentiment: Circle CEO Jeremy Allaire told Davos audiences that USDC is a neutral infrastructure layer and not a rival to Visa/Mastercard — framing stablecoins as complementary rails and signaling partnership opportunities rather than competitive threats. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
• Positive Sentiment: Analyst commentary comparing Visa and Mastercard highlights Visa’s scale, margins and valuation edge, which may support investor preference for V over peers. Visa vs. Mastercard: Which Payments Giant Looks More Attractive Now?
• Neutral Sentiment: Markets are broadly positive this morning (futures up) after geopolitical tariff headlines, which is giving cyclical support to large-cap names including Visa ahead of earnings. Nasdaq tipped to continue rebound on tariff U-turn, with Visa, P&G and Intel earnings eyed
• Neutral Sentiment: Visa is scheduled to report quarterly results next week — a focal point for near?term price action as investors price in growth expectations and guidance. Visa (V) to Release Quarterly Earnings on Thursday
• Neutral Sentiment: Several retail and investment pieces note Visa as a trending/dividend growth name, which can sustain investor interest but is background noise relative to earnings and partnerships. The Best Dividend Growth Stocks to Buy With $2,000 Right Now
• Negative Sentiment: A Zacks preview warns Visa may lack the setup for an earnings beat next week, raising downside risk to the stock if results or guidance disappoint. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Political headlines: President Trump’s push for a 10% credit?card interest?rate cap and ensuing debate (Jamie Dimon calling it an “economic disaster”) inject regulatory/policy risk into the consumer?credit ecosystem — a potential headwind for transaction volumes or card economics if policy moves forward. Trump calls for Congress to enact 10% credit card interest rate cap; bank stocks rise JPMorgan CEO Dimon says credit card rate cap will be an economic disaster

Insider Activity

In related news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $341.00, for a total value of $3,575,385.00. Following the completion of the transaction, the chief executive officer directly owned 537 shares of the company’s stock, valued at $183,117. This trade represents a 95.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction that occurred on 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 sale, the insider owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This trade represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 24,042 shares of company stock worth $8,247,289 over the last 90 days. 0.12% of the stock is currently owned by corporate insiders.

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.