Sei Investments Co. Sells 252,094 Shares of Visa Inc. $V

Sei Investments Co. cut its holdings in Visa Inc. (NYSE:V) by 12.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,708,900 shares of the credit-card processor’s stock after selling 252,094 shares during the quarter. Visa accounts for approximately 0.6% of Sei Investments Co.’s investment portfolio, making the stock its 25th largest position. Sei Investments Co. owned 0.09% of Visa worth $583,384,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of V. Sonoma Allocations LLC bought a new stake in shares of Visa in the 3rd quarter worth about $710,000. AQR Capital Management LLC boosted its stake in shares of Visa by 1.8% during 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 purchasing an additional 21,401 shares during the period. Baltimore Washington Financial Advisors Inc. grew its holdings in Visa by 5.9% during 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 purchasing an additional 5,295 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA grew its holdings in Visa by 2.6% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after purchasing an additional 14,581 shares during the last quarter. Finally, Federated Hermes Inc. raised its position in Visa by 24.1% in the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock worth $281,045,000 after purchasing an additional 159,906 shares during the period. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

Shares of V stock opened at $306.36 on Friday. The company has a market capitalization of $556.10 billion, a P/E ratio of 28.74, a P/E/G ratio of 1.77 and a beta of 0.78. The company’s 50-day simple moving average is $326.28 and its two-hundred day simple moving average is $336.40. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share 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 net margin of 50.23% and a return on equity of 61.74%. The company’s revenue was up 14.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.75 earnings per share. As a group, equities analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

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

Wall Street Analysts Forecast Growth

V has been the subject of several analyst reports. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Bank of America assumed coverage on Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 target price on the stock. Royal Bank Of Canada reiterated an “outperform” rating and issued a $395.00 price target on shares of Visa in a report on Friday, January 30th. HSBC raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Finally, Evercore set a $380.00 price objective on Visa in a report on Friday, December 12th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $392.65.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expands its stablecoin card program (partnership with Bridge/Stripe) and widened global coverage, aiming to route stablecoin-backed payments through Visa rails — a potential long-term growth avenue as crypto payments evolve. Visa’s Stablecoin Play Intensifies
• Positive Sentiment: Visa and Trip.com launched a global virtual travel card program to streamline international travel payments (APAC focus), and Citcon expanded Visa Direct cross-border push payments — both expand addressable volumes as travel recovers. Global virtual travel card program launched
• Positive Sentiment: Visa and Santander completed pilot agentic-commerce transactions across five Latin American markets using Visa Intelligent Commerce (VIC), a credential for future merchant/payment volume growth in a high-growth region. Santander and Visa Launch LatAm Agentic Payments Project
• Neutral Sentiment: Analyst and media coverage — including comparative pieces on Visa vs. Mastercard and a Wolfe Research FinTech Forum transcript — provide investors with valuation and competitive context but contain no new company-guidance surprises. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy Today? Visa Presents at Wolfe Research FinTech Forum
• Negative Sentiment: An insider (Director Lloyd Carney) sold 650 shares (~19.5% reduction in his stake). While the sale size is modest relative to Visa’s market cap, insider selling can weigh on near-term sentiment. SEC Form 4 — Insider Sale
• Negative Sentiment: Market/technical pressure and bearish sentiment: recent coverage notes Visa underperformed the market in the latest session and growing short-seller attention, both of which can amplify downward moves in the absence of fresh positive catalysts. Visa Registers a Bigger Fall Than the Market Why Short Sellers Are Targeting Visa

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value 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 approximately $3,282,641.18. This represents a 52.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The stock was 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.

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.