Sanders Capital LLC Boosts Position in Visa Inc. $V

Sanders Capital LLC boosted its holdings in Visa Inc. (NYSE:V) by 1.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,112,880 shares of the credit-card processor’s stock after purchasing an additional 36,120 shares during the quarter. Visa comprises approximately 1.3% of Sanders Capital LLC’s portfolio, making the stock its 25th biggest position. Sanders Capital LLC owned approximately 0.17% of Visa worth $1,062,675,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in V. Sagard Holdings Management Inc. purchased a new stake in shares of Visa during the 2nd quarter worth approximately $31,000. Bare Financial Services Inc grew its position in shares of Visa by 287.0% in the 2nd 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 in the 2nd quarter valued at $40,000. Moisand Fitzgerald Tamayo LLC raised its stake in Visa by 344.8% during the 3rd 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 in the last quarter. Finally, Sellwood Investment Partners LLC purchased a new stake in Visa in the third quarter valued at $52,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa’s Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred 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 completion of the transaction, the director owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by corporate insiders.

Visa Trading Up 0.2%

Shares of Visa stock opened at $307.15 on Friday. 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 company has a market capitalization of $557.53 billion, a P/E ratio of 28.81, a PEG ratio of 1.76 and a beta of 0.78. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The company’s fifty day moving average is $325.50 and its two-hundred day moving average is $336.11.

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

Visa Dividend Announcement

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

Analysts Set New Price Targets

Several equities analysts have issued reports on V shares. Macquarie Infrastructure restated an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Bank of America began coverage on Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 target price on the stock. HSBC raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Morgan Stanley restated an “overweight” rating and set a $411.00 price target (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Finally, Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Seven 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 stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $392.65.

About Visa

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.