GS Investments Inc. Lowers Holdings in Visa Inc. $V

GS Investments Inc. cut its holdings in Visa Inc. (NYSE:V) by 9.6% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 20,273 shares of the credit-card processor’s stock after selling 2,141 shares during the period. Visa accounts for 3.4% of GS Investments Inc.’s investment portfolio, making the stock its 6th largest holding. GS Investments Inc.’s holdings in Visa were worth $6,921,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its stake in Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after purchasing an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Visa by 68.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after buying an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. increased its stake in Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after acquiring an additional 477 shares during the last quarter. Bey Douglas LLC raised its holdings in shares of Visa by 40.4% in the 2nd quarter. Bey Douglas LLC now owns 27,896 shares of the credit-card processor’s stock valued at $9,905,000 after acquiring an additional 8,029 shares in the last quarter. Finally, Avion Wealth boosted its position in shares of Visa by 242.3% during the 2nd quarter. Avion Wealth now owns 1,636 shares of the credit-card processor’s stock valued at $573,000 after acquiring an additional 1,158 shares during the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks Research raised near‑term and multi‑year EPS forecasts for Visa, boosting analyst confidence in revenue and profit growth driven by payments volume and pricing. This underpins bullish estimates for FY2026–FY2028 and supports the long‑term earnings narrative. Here’s Why Visa (V) is a Strong Momentum Stock
• Positive Sentiment: Pudgy Penguins — the NFT/crypto brand — teased a cryptocurrency debit card that will run on the Visa network. While a niche consumer play, more branded crypto cards or token integrations create incremental network volume and fee flow for Visa if adoption scales. Pudgy Penguins (PENGU) Lifts After Visa Debit Card Reveal: What You Should Know
• Neutral Sentiment: Visa confirmed management will present at upcoming investor conferences (Morgan Stanley TMT; Wolfe Research FinTech). These appearances can provide guidance color and product updates, but are routine and not immediate catalysts. Visa to Participate in Upcoming Investor Conferences
• Negative Sentiment: Europe is moving to reduce reliance on Visa and Mastercard via regulatory and payments‑rail initiatives that could depress cross‑border interchange revenue or increase competitive pressure in Europe over time. This regulatory risk is a meaningful headwind for investor sentiment. Europe Moves to Cut Reliance on Visa and Mastercard

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the transaction, the insider owned 26,413 shares in the company, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.

Visa Trading Down 1.5%

V stock opened at $324.23 on Friday. The company has a market capitalization of $588.52 billion, a PE ratio of 30.42, a price-to-earnings-growth ratio of 1.89 and a beta of 0.79. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The company’s 50 day moving average price is $338.32 and its two-hundred day moving average price is $340.18.

Visa (NYSE:V) last released its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The company had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter last year, the firm earned $2.75 EPS. As a group, analysts predict that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th will be issued a $0.67 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s payout ratio is currently 25.14%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on V shares. TD Cowen reissued a “buy” rating on shares of Visa in a report on Friday, January 30th. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a research note on Wednesday, January 28th. Raymond James Financial reissued an “outperform” rating and issued a $408.00 price target (up previously from $398.00) on shares of Visa in a report on Wednesday, October 29th. Robert W. Baird set a $425.00 price objective on shares of Visa in a research report on Wednesday, October 29th. Finally, Daiwa America upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 2nd. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $392.21.

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.