Visa Inc. $V Holdings Raised by Madison Asset Management LLC

Madison Asset Management LLC boosted its stake in Visa Inc. (NYSE:V) by 1.7% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 366,257 shares of the credit-card processor’s stock after acquiring an additional 6,230 shares during the quarter. Visa comprises 1.4% of Madison Asset Management LLC’s holdings, making the stock its 17th biggest position. Madison Asset Management LLC’s holdings in Visa were worth $125,033,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of V. Magnolia Private Wealth LLC raised its position in shares of Visa by 4.0% during the 3rd quarter. Magnolia Private Wealth LLC now owns 957 shares of the credit-card processor’s stock worth $327,000 after buying an additional 37 shares in the last quarter. Stratos Wealth Partners LTD. increased its stake in shares of Visa by 11.8% during the third quarter. Stratos Wealth Partners LTD. now owns 58,495 shares of the credit-card processor’s stock valued at $19,969,000 after acquiring an additional 6,169 shares during the period. Stratos Wealth Advisors LLC raised its holdings in Visa by 1.0% during the third quarter. Stratos Wealth Advisors LLC now owns 37,164 shares of the credit-card processor’s stock worth $12,687,000 after purchasing an additional 351 shares in the last quarter. BlueChip Wealth Advisors LLC lifted its position in Visa by 35.1% in the third quarter. BlueChip Wealth Advisors LLC now owns 2,797 shares of the credit-card processor’s stock worth $955,000 after purchasing an additional 727 shares during the period. Finally, Wealthstream Advisors Inc. lifted its position in Visa by 4.8% in the third quarter. Wealthstream Advisors Inc. now owns 2,034 shares of the credit-card processor’s stock worth $694,000 after purchasing an additional 94 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Evercore set a $380.00 price target on Visa in a research report on Friday, December 12th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $395.00 price target on shares of Visa in a research report on Friday, January 30th. KeyCorp reissued an “overweight” rating and issued a $405.00 price target on shares of Visa in a report on Wednesday, October 22nd. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. Finally, Bank of America upgraded shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price on the stock in a report on Thursday, December 11th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $392.21.

Visa Trading Up 0.8%

Shares of V opened at $328.04 on Wednesday. The business’s 50-day moving average price is $338.37 and its 200 day moving average price is $340.36. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The stock has a market capitalization of $595.45 billion, a P/E ratio of 30.77, a P/E/G ratio of 1.87 and a beta of 0.79. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51.

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

Visa Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, February 10th. Visa’s payout ratio is 25.14%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks Research raised EPS estimates across multiple near- and multi‑year periods (including Q2‑2026, Q1‑2027, Q4‑2027 and FY2026–FY2028), signaling analysts expect stronger forward earnings growth for Visa. (Zacks revisions cited by market data)
• Positive Sentiment: Recent analyst coverage is positive — several sources report a consensus Buy rating on Visa, supporting investor confidence in the stock. Analysts Give Visa “Buy”
• Positive Sentiment: Underlying results remain solid: Visa’s latest quarter showed revenue and EPS beats and continued volume/services growth, which underpins the upward estimate revisions. Visa Q1 earnings & analysis
• Positive Sentiment: Marketing/brand partnerships continue — Visa cardholders getting early access to FIFA World Cup 2026 tickets helps engagement and card usage trends around a major global event. FIFA ticket access for Visa cardholders
• Neutral Sentiment: Debate over crypto strategy: recent commentary notes Visa executives downplayed stablecoin utility while analysts flag stablecoin strategy as an open question — this creates strategic uncertainty rather than immediate financial impact. Article on stablecoin views
• Neutral Sentiment: Coverage pieces note Visa’s strong payment-volume momentum but also flag the “stablecoin dilemma” as a strategic debate to watch. Zacks analysis
• Negative Sentiment: Geopolitical/regulatory risk in Europe — an industry policy push to reduce dependence on Visa and Mastercard in some European markets was publicly urged, highlighting potential long‑term competitive/regulatory headwinds. EPI urges reduced dependence on Visa/Mastercard

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 10,485 shares of the firm’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 owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the sale, the insider directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by corporate insiders.

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.