J. Safra Sarasin Holding AG reduced its position in shares of Visa Inc. (NYSE:V – Free Report) by 27.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 41,055 shares of the credit-card processor’s stock after selling 15,322 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Visa were worth $13,991,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also modified their holdings of V. Investment Advisory Group LLC raised its position in Visa by 3.3% during the third quarter. Investment Advisory Group LLC now owns 1,027 shares of the credit-card processor’s stock valued at $351,000 after buying an additional 33 shares during the period. Marino Stram & Associates LLC lifted its position in shares of Visa by 27.4% in the third quarter. Marino Stram & Associates LLC now owns 4,657 shares of the credit-card processor’s stock worth $1,590,000 after purchasing an additional 1,003 shares in the last quarter. Phoenix Financial Ltd. boosted its holdings in shares of Visa by 11.9% during the third quarter. Phoenix Financial Ltd. now owns 72,420 shares of the credit-card processor’s stock worth $24,723,000 after purchasing an additional 7,682 shares during the period. CCG Wealth Management LLC grew its position in Visa by 46.7% during the third quarter. CCG Wealth Management LLC now owns 1,090 shares of the credit-card processor’s stock valued at $372,000 after purchasing an additional 347 shares in the last quarter. Finally, Aspire Growth Partners LLC increased its stake in Visa by 1.3% in the 3rd quarter. Aspire Growth Partners LLC now owns 3,715 shares of the credit-card processor’s stock valued at $1,268,000 after buying an additional 47 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.
Key Visa News
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Cantor Fitzgerald started coverage with a Buy rating on Visa (and Mastercard), signaling fresh analyst conviction ahead of the December-quarter results; positive analyst attention can support the stock if guidance/seasonality meets expectations. Cantor Fitzgerald Assigns Buy Rating to Visa, Mastercard Ahead of December Quarter Earnings, Here’s Why These Stocks Are Top Picks
- Positive Sentiment: Visa expanded crypto-to-fiat rails via a Mercuryo partnership (Visa Direct), which broadens payment flows and could lift Visa Direct volumes as crypto on‑ramps grow — a potential new revenue stream. Visa Strengthens Crypto-to-Fiat Access Through Mercuryo Partnership
- Positive Sentiment: Barron’s highlights Visa as a U.S. stock that could benefit from an international rally (weaker dollar, easier policy abroad) — positive for Visa given its large cross-border and international volumes. Netflix, Visa and 7 Other U.S. Stocks to Ride the International Stock Rally
- Neutral Sentiment: Visa is urging banks to rethink loyalty programs beyond simple rewards — a strategic move to deepen issuer relationships and drive incremental transactions, but benefits are medium-term. Visa Urges Banks to Rethink Loyalty Beyond Credit Card Rewards
- Neutral Sentiment: Small institutional buying: Belpointe Asset Management modestly increased its Visa stake (filing), a minor vote of confidence but not a material shift for a $600B market‑cap name. Belpointe Asset Management LLC Has $7.46 Million Stock Position in Visa Inc. $V
- Neutral Sentiment: Wall Street is focused on Visa’s upcoming Q1 (Dec-quarter) prints and key metrics — analyst previews and peer comps (Mastercard/PayPal) are setting expectations that will move the stock on the report. Ahead of Visa (V) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
- Negative Sentiment: Regulatory/legislative risk surfaced in commentary around a proposed Trump-era credit‑card fee cap; discussions (including Jim Cramer’s coverage) highlight concern that any policy capping interchange could materially pressure network fees and margins. That policy risk is a key near-term downside catalyst for investors. Jim Cramer Discusses Visa (V) & Trump Credit Card Cap
Visa Stock Performance
Visa (NYSE:V – Get Free Report) last issued its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.97 by $0.01. The company had revenue of $10.72 billion for the quarter, compared to the consensus estimate of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The firm’s revenue was up 11.5% compared to the same quarter last year. During the same period last year, the business posted $2.71 earnings per share. As a group, analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.
Analyst Upgrades and Downgrades
A number of equities research analysts have issued reports on the stock. Macquarie decreased their target price on shares of Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research note on Wednesday, October 29th. Wells Fargo & Company raised Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a report on Tuesday. Raymond James Financial restated an “outperform” rating and issued a $408.00 price objective (up previously from $398.00) on shares of Visa in a report on Wednesday, October 29th. Finally, Rothschild & Co Redburn upgraded shares of Visa from a “neutral” rating to a “buy” rating and set a $385.00 target price for the company in a research note on Wednesday. Five research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $400.19.
Get Our Latest Stock Report on Visa
Insider Buying and Selling at Visa
In related news, insider Paul D. Fabara sold 2,172 shares of the business’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the transaction, the insider owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total transaction of $302,832.00. Following the transaction, the director owned 2,468 shares in the company, valued at approximately $830,432.64. The trade was a 26.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 24,042 shares of company stock valued at $8,247,289 in the last 90 days. 0.12% of the stock is currently owned by insiders.
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.
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