Visa Inc. $V Shares Sold by Retirement Systems of Alabama

Retirement Systems of Alabama lowered its position in shares of Visa Inc. (NYSE:V) by 0.5% in the 4th quarter, Holdings Channel reports. The fund owned 738,004 shares of the credit-card processor’s stock after selling 3,343 shares during the period. Visa comprises 0.8% of Retirement Systems of Alabama’s investment portfolio, making the stock its 15th biggest holding. Retirement Systems of Alabama’s holdings in Visa were worth $258,825,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Parvin Asset Management LLC grew its position in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Sagard Holdings Management Inc. acquired a new stake in shares of Visa in the second quarter valued at approximately $31,000. Imprint Wealth LLC bought a new stake in shares of Visa during the third quarter valued at approximately $39,000. Strategic Advocates LLC acquired a new position in shares of Visa during the third quarter worth approximately $43,000. Finally, Moisand Fitzgerald Tamayo LLC boosted its position in shares of Visa by 344.8% during the third quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock worth $44,000 after buying an additional 100 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on V shares. Morgan Stanley reissued an “overweight” rating and issued a $411.00 price objective (up from $398.00) on shares of Visa in a report on Friday, January 30th. Macquarie Infrastructure reiterated an “outperform” rating and set a $410.00 price target on shares of Visa in a research report on Friday, January 30th. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Bank of America started coverage on Visa in a report on Thursday, March 5th. They set a “buy” rating and a $410.00 price target on the stock. Finally, Truist Financial set a $372.00 price objective on shares of Visa in a research note on Tuesday, February 10th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $390.96.

Insider Buying and Selling at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction on 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 owned 9,401 shares in the company, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director directly owned 2,679 shares in the company, valued at $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of NYSE:V opened at $298.76 on Thursday. The company has a market capitalization of $542.30 billion, a PE ratio of 28.03, a price-to-earnings-growth ratio of 1.73 and a beta of 0.78. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The stock has a fifty day moving average of $316.08 and a 200-day moving average of $332.01. Visa Inc. has a one year low of $293.89 and a one year high of $375.51.

Visa (NYSE:V) last issued its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $10.69 billion. During the same quarter last year, the business posted $2.75 EPS. Visa’s revenue was up 14.6% on a year-over-year basis. As a group, equities analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is 25.14%.

Visa News Roundup

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

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.