Greenwood Gearhart Inc. Sells 21,916 Shares of Visa Inc. $V

Greenwood Gearhart Inc. trimmed its stake in shares of Visa Inc. (NYSE:V) by 44.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 27,185 shares of the credit-card processor’s stock after selling 21,916 shares during the period. Greenwood Gearhart Inc.’s holdings in Visa were worth $9,280,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Sonoma Allocations LLC acquired a new stake in shares of Visa in the third quarter valued at approximately $710,000. AQR Capital Management LLC boosted its holdings in Visa by 1.8% during the second 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 last quarter. Baltimore Washington Financial Advisors Inc. grew its position in Visa by 5.9% in the second 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 in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its stake in Visa by 2.6% in 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 buying an additional 14,581 shares during the last quarter. Finally, Federated Hermes Inc. increased its stake in Visa by 24.1% in the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after buying an additional 159,906 shares during the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction 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 transaction, the chief executive officer directly owned 9,401 shares in the company, valued at $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 Securities & Exchange Commission, which is available at this hyperlink. 0.12% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

V has been the subject of a number of recent research reports. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Royal Bank Of Canada reiterated an “outperform” rating and set a $395.00 target price 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 report on Monday, December 8th. Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target on the stock in a research report on Monday, February 2nd. Finally, Macquarie Infrastructure reiterated an “outperform” rating and set a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Seven investment 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 stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $391.43.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysis argues the Citrini AI-stablecoin scenario that rattled markets likely overstates the direct threat to card networks, reducing longer-term downside risk to Visa’s transaction-fee business. Visa, Mastercard Aren’t The Real Casualties In Citrini’s AI-Stablecoin Scenario
• Positive Sentiment: Visa is pursuing Latin America growth through planned deals in Argentina (Prisma Medios de Pago, Newpay), which could expand TPV and revenue outside North America. This offsets some regional headwinds. Visa Faces Mexican Setback While Pursuing Growth In Latin America
• Neutral Sentiment: An industry hire: Accertify named Carleigh Jaques — a long-time Visa executive — to its board. Talent moves underscore Visa’s deep bench and influence across payments/fraud risk, but have limited direct stock impact. Accertify Appoints Carleigh Jaques to Board of Directors
• Negative Sentiment: Monday’s sharp sell-off across card networks was triggered by a Citrini Research post suggesting AI agents and stablecoins could route around card fees — a headline risk that increased short-term volatility and investor re-pricing of payments stocks. Visa (V) Stock: The AI Scenario That Spooked the Whole Payments Sector
• Negative Sentiment: Mexico’s antitrust authority blocked Visa’s proposed controlling stake in Prosa, a setback for scale in a key market and a reminder of regulatory risk when pursuing acquisitions. Visa Faces Mexican Setback While Pursuing Growth In Latin America
• Negative Sentiment: European and UK policy discussions around reducing reliance on Visa/Mastercard and alternative settlement rails remain a structural risk — any material regulatory shift could pressure fees and market share. Is Europe ready to reduce its reliance on Visa and Mastercard?
• Negative Sentiment: Competition from faster-growing fintechs like Affirm is raising questions about Visa’s relative upside; analyst pieces highlight stronger GMV/EPS trajectories at some challengers, increasing investor scrutiny of growth vs. valuation. Visa vs. Affirm: Which Payments Stock Wins the Upside Race?
• Negative Sentiment: Regulatory moves like potential bans on card surcharges (e.g., New Zealand discussions) may compress merchant economics and could indirectly pressure networks if interchange dynamics or volumes shift. New Zealand retailers warn of price rises if card surcharges are outlawed

Visa Price Performance

Shares of NYSE V opened at $313.02 on Thursday. The business’s 50 day moving average price is $334.19 and its two-hundred day moving average price is $338.39. The company has a market cap of $568.18 billion, a PE ratio of 29.36, a price-to-earnings-growth ratio of 1.76 and a beta of 0.79. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. Visa Inc. has a twelve month low of $299.00 and a twelve month high of $375.51.

Visa (NYSE:V) last released its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.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 firm posted $2.75 earnings per share. The business’s revenue was up 14.6% on a year-over-year basis. On average, analysts predict that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be issued a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.9%. Visa’s dividend payout ratio (DPR) is currently 25.14%.

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.