Stillwater Wealth Management Group Takes Position in Visa Inc. $V

Stillwater Wealth Management Group purchased a new position in Visa Inc. (NYSE:V) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 10,156 shares of the credit-card processor’s stock, valued at approximately $3,467,000. Visa makes up about 2.4% of Stillwater Wealth Management Group’s holdings, making the stock its 19th largest position.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC lifted its stake in shares of Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after purchasing an additional 6,883 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Visa by 68.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after purchasing an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. grew its stake in Visa by 4.6% in the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares during the period. Matrix Asset Advisors Inc. NY raised its holdings in Visa by 16.9% in the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in Visa by 13.8% in the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after purchasing an additional 2,230 shares in the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the sale, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This trade represents a 19.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa deepened its commerce push by integrating Ingenico POS into its Acceptance Platform to unify online/offline payments — a move that can drive higher merchant penetration and capture more of the checkout stack. Visa’s Ingenico Tie-Up: Expanding Beyond the Payment Layer
• Positive Sentiment: Visa launched Visa Intelligent Authorisation (VIA) in Europe, expanding fraud/risk tools on the Visa Acceptance Platform — this should improve authorization rates and reduce merchant friction, supporting volume and fee growth. Visa Scales Intelligent Authorization Tech to Europe
• Positive Sentiment: Partnerships expanding addressable markets: Visa + Paythru on an EV fleet wallet and Fastboy Payments making BambooPay available via Cybersource broaden merchant use cases (mobility, IoT) and payment acceptance. These deals help diversify revenue beyond pure transaction fees. Visa and Paythru Team on EV Payments With White-Label Fleet Wallet Fastboy Payments / Cybersource
• Positive Sentiment: Visa Crypto Labs unveiled Visa CLI and is enabling agentic (AI) payments through collaborations with Stripe/Tempo — these experimental tools position Visa for emerging machine‑to‑machine payment flows and stablecoin rails. That narrative supports longer‑term growth optionality. Visa and Stripe-backed Tempo launch tools for AI agents
• Neutral Sentiment: Coverage pieces argue the card networks are “buy the dip” opportunities as they expand into stablecoins and new rails; these articles reinforce a positive narrative but are more sentiment than new fundamentals. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Negative Sentiment: Unusual options activity: investors bought ~129,825 put options (a ~332% jump vs. typical volume), signaling increased short/bear hedging and potential downward pressure or heightened volatility in the near term.
• Negative Sentiment: Competitive risk: Mastercard’s large BVNK/stablecoin push and other network moves accelerate rivalry in crypto/stablecoin rails — investors may worry about market share and margin pressure in new settlement rails. Mastercard BVNK acquisition coverage

Visa Trading Up 0.3%

NYSE V opened at $299.86 on Friday. Visa Inc. has a 12 month low of $297.03 and a 12 month high of $375.51. 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’s fifty day moving average price is $321.47 and its 200-day moving average price is $334.82. The stock has a market cap of $544.30 billion, a P/E ratio of 28.13, a P/E/G ratio of 1.71 and a beta of 0.78.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.Visa’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.75 EPS. As a group, equities analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a $0.67 dividend. 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 payout ratio is 25.14%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on V. Piper Sandler set a $160.00 target price on shares of Visa in a report on Wednesday, January 28th. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. UBS Group reissued a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Evercore set a $380.00 price objective on shares of Visa in a report on Friday, December 12th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $395.00 target price 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 assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Visa has an average rating of “Buy” and a consensus 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.