Hudson Way Capital Management LLC Has $82.45 Million Holdings in Visa Inc. $V

Hudson Way Capital Management LLC lowered its position in Visa Inc. (NYSE:V) by 2.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 241,519 shares of the credit-card processor’s stock after selling 6,239 shares during the period. Visa comprises about 7.0% of Hudson Way Capital Management LLC’s portfolio, making the stock its 6th largest position. Hudson Way Capital Management LLC’s holdings in Visa were worth $82,450,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Sonoma Allocations LLC bought a new position in Visa during the third quarter valued at about $710,000. AQR Capital Management LLC raised its stake in shares of Visa by 1.8% in the second quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock valued at $438,196,000 after buying an additional 21,401 shares during the period. Baltimore Washington Financial Advisors Inc. increased its holdings in Visa by 5.9% in the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock worth $33,783,000 after acquiring an additional 5,295 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its position in Visa by 2.6% during the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock worth $198,596,000 after purchasing an additional 14,581 shares during the period. Finally, Federated Hermes Inc. raised its position in shares of Visa by 24.1% in the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after purchasing an additional 159,906 shares during the period. Institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on V shares. UBS Group reiterated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Macquarie Infrastructure reiterated an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research 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. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Finally, Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average price target of $392.65.

Insider Buying and Selling

In other Visa news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred 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 of the company’s stock, valued at $829,471.98. The trade was a 19.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were 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 owned 9,401 shares of the company’s stock, valued at $3,282,641.18. The trade was a 52.73% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by insiders.

Visa Trading Up 0.2%

Shares of V opened at $307.15 on Monday. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The firm has a market cap of $557.53 billion, a price-to-earnings ratio of 28.81, a PEG ratio of 1.76 and a beta of 0.78. The firm has a 50 day moving average price of $325.50 and a 200-day moving average price of $335.91. 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 (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, topping the consensus estimate of $3.14 by $0.03. The business 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 firm’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same period in the previous year, the firm posted $2.75 earnings per share. As a group, equities research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

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

Trending Headlines about Visa

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

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.