Visa Inc. $V Shares Sold by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC trimmed its stake in Visa Inc. (NYSE:V) by 5.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 157,920 shares of the credit-card processor’s stock after selling 8,612 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Visa were worth $53,911,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Sagard Holdings Management Inc. purchased a new position in Visa in the 2nd quarter valued at about $31,000. Bare Financial Services Inc raised its position in shares of Visa by 287.0% in the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after buying an additional 66 shares during the last quarter. Winnow Wealth LLC purchased a new position in shares of Visa during the second quarter valued at approximately $40,000. Decker Retirement Planning Inc. acquired a new stake in Visa during the second quarter worth approximately $41,000. Finally, Moisand Fitzgerald Tamayo LLC boosted its position in 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 acquiring an additional 100 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its partnership with Stripe’s Bridge to roll out stablecoin‑linked Visa cards in 100+ countries (live in 18 markets) and is piloting on‑chain settlement — a direct push to capture crypto payment volume and new settlement flows that could create fees and platform advantages over time. Visa Expands Bridge Partnership to Boost Global Payment Reach
• Positive Sentiment: The Nilson Report shows card spending reached $10 trillion in 2025 with Visa capturing the largest share of purchase volume — reinforcing secular growth in payments volume that supports Visa’s revenue and network effects. Mastercard and Visa Cards Reach $10 Trillion in Spending in 2025
• Positive Sentiment: Analyses highlight Visa as a strong free‑cash‑flow generator with high margins and a modest payout ratio — supporting dividends, buybacks and a defensive cash‑machine narrative for long‑term investors. These 3 Cash Flow Machines Provide Stability in Uncertain Markets
• Neutral Sentiment: Coverage on valuation asks whether Visa remains attractively priced after a recent pullback — useful framing for investors weighing buy/hold decisions but not an immediate operational development. Is Visa (V) Still Attractively Priced After Recent Share Price Pullback?
• Neutral Sentiment: Two mainstream card reviews (Costco Anywhere Business and Disney Premier) underscore continued breadth of Visa‑branded co‑brand partnerships (cards are issued by banks like Citi), supporting brand ubiquity but offering limited immediate impact on Visa’s top line. Costco Anywhere Visa® Business Card By Citi Review 2026 Disney Premier Visa Card Review 2026
• Neutral Sentiment: Investor/institutional presentation transcripts (Morgan Stanley TMT conference) provide management color on strategy and industry trends but contained no single market‑moving surprise in the headlines provided. Visa Inc. (V) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Negative Sentiment: Fintech challenger Revolut filed for a U.S. bank charter and named former Visa executive Cetin Duransoy as U.S. CEO — if approved, Revolut could scale deposits, lending and card issuance in the U.S., introducing a potential competitive pressure point over time. Revolut files for US bank charter, names Duransoy as US CEO

Visa Price Performance

Visa stock opened at $320.70 on Thursday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm has a market capitalization of $582.13 billion, a P/E ratio of 30.08, a PEG ratio of 1.86 and a beta of 0.78. The firm has a fifty day moving average of $331.04 and a 200-day moving average of $337.64. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51.

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

Visa Dividend Announcement

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

Wall Street Analyst Weigh In

Several brokerages have weighed in on V. Macquarie Infrastructure reiterated an “outperform” rating and issued a $410.00 price target on shares of Visa in a report on Friday, January 30th. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. TD Cowen restated a “buy” rating on shares of Visa in a report on Friday, January 30th. Evercore set a $380.00 price objective on shares of Visa in a report on Friday, December 12th. Finally, Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $391.43.

Insider Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.12% of the stock is 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.