Ycg LLC Decreases Stock Holdings in Visa Inc. $V

Ycg LLC trimmed its position in shares of Visa Inc. (NYSE:V) by 5.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 61,242 shares of the credit-card processor’s stock after selling 3,201 shares during the period. Visa comprises 1.6% of Ycg LLC’s portfolio, making the stock its 23rd largest position. Ycg LLC’s holdings in Visa were worth $20,907,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its position 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 worth $6,522,000 after buying an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings 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 acquiring an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. lifted 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 acquiring an additional 477 shares during the period. Financiere des Professionnels Fonds d investissement inc. boosted its holdings in Visa by 2.9% in the second quarter. Financiere des Professionnels Fonds d investissement inc. now owns 56,050 shares of the credit-card processor’s stock valued at $19,901,000 after acquiring an additional 1,585 shares in the last quarter. Finally, International Private Wealth Advisors LLC boosted its holdings in Visa by 8.5% in the second quarter. International Private Wealth Advisors LLC now owns 1,847 shares of the credit-card processor’s stock valued at $656,000 after acquiring an additional 144 shares in the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $341.00, for a total value of $3,575,385.00. Following the completion of the transaction, the chief executive officer owned 537 shares of the company’s stock, valued at $183,117. The trade was a 95.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the completion of the transaction, the insider owned 26,413 shares in the company, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 24,042 shares of company stock worth $8,247,289 over the last three months. 0.12% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

V has been the subject of several research analyst reports. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Citigroup upgraded shares of Visa to a “strong-buy” rating in a report on Thursday, October 23rd. Morgan Stanley set a $398.00 price objective on Visa and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a research report on Wednesday, October 8th. Finally, Macquarie dropped their price target on Visa from $425.00 to $410.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 29th. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average price target of $402.52.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Crypto card spending is surging: TipRanks reports crypto-card transactions have reached $18 billion, with Visa positioned as a market leader in digital payments — this supports revenue upside from card volume and new product adoption. V, BTC, USDC: Crypto Card Spending Hits $18 Billion
• Positive Sentiment: Visa expands stablecoin capabilities: BVNK will power stablecoin pre‑funding and payouts on Visa Direct, enabling faster settlement for crypto-linked programs and broadening Visa’s settlement rails. This is a product expansion that can increase fee-bearing volume. BVNK to Power Stablecoin Payments for Visa Direct
• Positive Sentiment: Growing stablecoin settlement volumes: Visa says stablecoin-linked payment cards are driving demand and its stablecoin settlement run-rate has climbed to roughly $4.5 billion annualized — a small but fast-growing new revenue stream. Visa Says Stablecoin-Linked Payments Cards Drive Demand for Settlement Platform
• Positive Sentiment: Analyst consensus remains constructive: Brokerages have issued a consensus “Buy” on Visa, supporting investor confidence and likely limiting downside from short-term news. Visa Inc. (NYSE:V) Receives Consensus Rating of “Buy” from Brokerages
• Neutral Sentiment: Opinion pieces highlight long-term thesis: The Motley Fool and MarketBeat/Market commentary revisit Visa as a long-term compounder (and note last year’s underperformance), keeping it on buy-and-hold radars but offering limited near-term catalyst news. Could Buying Visa Stock Today Set You Up for Life?
• Negative Sentiment: Regulatory/legal risk in the U.K.: The High Court ruled the U.K. Payment Systems Regulator can cap cross‑border interchange fees, a decision that could compress Visa’s fee revenue on certain transactions in a material market if caps are implemented. This is the main near-term headwind. Mastercard, Visa and Revolut lose UK case over proposed cross-border card fees cap

Visa Price Performance

Shares of NYSE V opened at $328.41 on Monday. The company has a 50 day simple moving average of $339.41 and a two-hundred day simple moving average of $343.39. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The company has a market capitalization of $598.28 billion, a price-to-earnings ratio of 32.17, a P/E/G ratio of 1.93 and a beta of 0.81. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08.

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. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company had revenue of $10.72 billion for the quarter, compared to the consensus estimate of $10.60 billion. During the same quarter in the prior year, the business posted $2.71 EPS. The firm’s quarterly revenue was up 11.5% compared to the same quarter last year. Analysts expect that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 1st. Stockholders 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 dividend yield of 0.8%. The ex-dividend date of this dividend was Wednesday, November 12th. Visa’s payout ratio is currently 26.25%.

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.