HBK Sorce Advisory LLC Has $11.62 Million Stock Holdings in Visa Inc. $V

HBK Sorce Advisory LLC increased its position in Visa Inc. (NYSE:V) by 32.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 33,080 shares of the credit-card processor’s stock after purchasing an additional 8,016 shares during the quarter. HBK Sorce Advisory LLC’s holdings in Visa were worth $11,623,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in V. AQR Capital Management LLC boosted its stake in Visa by 1.8% during the 2nd quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after acquiring an additional 21,401 shares during the last quarter. Precedent Wealth Partners LLC raised its holdings in Visa by 7.5% in the second quarter. Precedent Wealth Partners LLC now owns 1,588 shares of the credit-card processor’s stock worth $564,000 after purchasing an additional 111 shares during the period. Baltimore Washington Financial Advisors Inc. boosted its position in shares of Visa by 5.9% during the second quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock worth $33,783,000 after purchasing an additional 5,295 shares in the last quarter. Consilium Wealth Advisory LLC acquired a new position in shares of Visa in the 2nd quarter valued at $862,000. Finally, Iron Gate Global Advisors LLC increased its position in shares of Visa by 5.9% in the 1st quarter. Iron Gate Global Advisors LLC now owns 62,890 shares of the credit-card processor’s stock valued at $22,040,000 after buying an additional 3,484 shares in the last quarter. 82.15% of the stock is owned by institutional investors.

Visa Stock Performance

Shares of NYSE V opened at $353.57 on Wednesday. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The stock has a 50 day moving average price of $337.77 and a 200 day moving average price of $344.25. The stock has a market capitalization of $644.11 billion, a PE ratio of 34.63, a price-to-earnings-growth ratio of 2.07 and a beta of 0.82. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping the consensus estimate of $2.97 by $0.01. The firm had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The business’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.71 EPS. Analysts predict that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were paid a $0.67 dividend. This is an increase from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Wednesday, November 12th. Visa’s dividend payout ratio is 26.25%.

Analyst Ratings Changes

Several research firms have weighed in on V. Raymond James Financial reiterated an “outperform” rating and set a $408.00 target price (up from $398.00) on shares of Visa in a report on Wednesday, October 29th. UBS Group set a $425.00 price objective on Visa and gave the company a “buy” rating in a report on Wednesday, October 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a research note on Wednesday, October 8th. HSBC raised shares of Visa from a “hold” rating to a “buy” rating and lifted their price target for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Finally, Erste Group Bank cut shares of Visa from a “buy” rating to a “hold” rating in a report on Monday, September 22nd. Five research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $402.52.

Insider Buying and Selling at Visa

In other news, Director Lloyd Carney sold 900 shares of Visa stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the transaction, the director owned 2,468 shares of the company’s stock, valued at $830,432.64. This trade represents a 26.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the completion of the sale, the chief executive officer directly owned 537 shares in the company, valued at approximately $183,117. The trade was a 95.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 24,042 shares of company stock worth $8,175,152 over the last quarter. 0.12% of the stock is currently owned by insiders.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa’s retail data show stronger holiday spending across major markets — U.S. holiday retail spend up ~4.2% and Canada up ~4.4%, with ecommerce rising faster than overall sales; that supports higher payment volumes and merchant activity on Visa’s network. Visa Analysis: U.S. Holiday Spending Rose 4.2%
• Positive Sentiment: Canada-specific Retail Spend Monitor: Visa reports 4.4% YoY holiday retail growth, strong in-store mix (88%) and 7% e‑commerce growth — evidence Visa’s data/analytics business (VCA) and payments volume benefit from resilient consumer demand. Visa Analysis: Canada Holiday Spending Rises 4.4%
• Positive Sentiment: Long-term performance narrative: retrospective pieces highlight Visa’s dominance (handling nearly $17T TPV in fiscal 2025) and the secular cashless tailwind — bullish context for revenue/earnings multiple expansion. If You’d Invested $1,000 in Visa 10 Years Ago…
• Positive Sentiment: Wall Street sentiment remains constructive: multiple recent buy/overweight ratings and a median analyst target materially above current levels support upside expectations. Visa Inc. Receives Average Rating of “Buy”
• Neutral Sentiment: Competitive landscape piece compares Visa vs. PayPal — highlights different strategic bets (scale/network vs. AI-driven commerce) but doesn’t indicate immediate market-share disruption for Visa. Visa vs. PayPal: Which Fintech Stock Has More Upside?
• Neutral Sentiment: Several industry stories (consumer use of AI/tools, crypto payment narratives) mention Visa tangentially as part of broader payments trends — informative but not immediately stock-moving. Holiday Shoppers Increase Their Use of Cross-Channel Shopping and AI Tools
• Neutral Sentiment: Global political/legal news referencing “visa bans” is unrelated to Visa Inc.; investors should ignore that headline when assessing the company. US targets former EU commissioner, activists with visa bans
• Negative Sentiment: Legal settlement: Visa and Mastercard agreed to pay a combined ~$167.5M in an ATM-fee lawsuit — a modest cash hit but a negative near-term expense and reminder of regulatory/legal exposure. Visa, Mastercard agree to pay combined $167.5m in ATM fee lawsuit
• Negative Sentiment: Insider selling and mixed institutional moves flagged in data summaries may create some investor caution despite analyst optimism; watch for whether selling continues into the new year. QuiverQuant Visa summary (includes insider/activity data)

Visa 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.