Great Lakes Advisors LLC Trims Position in Visa Inc. $V

Great Lakes Advisors LLC decreased its position in Visa Inc. (NYSE:V) by 13.6% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,723 shares of the credit-card processor’s stock after selling 3,908 shares during the quarter. Great Lakes Advisors LLC’s holdings in Visa were worth $8,440,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Harbor Asset Planning Inc. purchased a new position in shares of Visa in the second quarter worth approximately $29,000. Sagard Holdings Management Inc. bought a new position in Visa in the second quarter worth approximately $31,000. Bare Financial Services Inc raised its position in Visa by 287.0% in the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after acquiring an additional 66 shares during the period. Hoese & Co LLP purchased a new position in shares of Visa during the 2nd quarter worth $36,000. Finally, Winnow Wealth LLC bought a new stake in shares of Visa during the 2nd quarter valued at $40,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Stock Performance

NYSE V opened at $332.21 on Friday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. Visa Inc. has a twelve month low of $299.00 and a twelve month high of $375.51. The business has a 50-day moving average price of $338.87 and a 200-day moving average price of $341.79. The firm has a market cap of $605.20 billion, a price-to-earnings ratio of 32.54, a price-to-earnings-growth ratio of 1.92 and a beta of 0.81.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same period in the previous year, the firm earned $2.75 EPS. The firm’s revenue was up 14.6% compared to the same quarter last year. As a group, equities research analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently commented on V. Rothschild Redb raised Visa from a “hold” rating to a “strong-buy” rating in a report on Wednesday. Macquarie reduced their price target on Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research report on Wednesday, October 29th. Robert W. Baird set a $425.00 price objective on Visa in a research note on Wednesday, October 29th. Truist Financial set a $374.00 price objective on Visa in a research note on Tuesday, January 20th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $408.00 target price (up from $398.00) on shares of Visa in a report on Wednesday, October 29th. Six investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $391.58.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer owned 537 shares in the company, valued at approximately $183,117. This represents a 95.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total transaction of $302,832.00. Following the transaction, the director directly owned 2,468 shares of the company’s stock, valued at $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is currently owned by corporate insiders.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 beat — Visa posted $3.17 EPS vs. $3.14 consensus and revenue of $10.90B, driven by strong holiday consumer spending and higher payment volumes; profit was $5.85B and revenue rose ~14.6% YoY. This is the primary driver of the stock’s upside. Visa beats first-quarter estimates as holiday sales boost payment volumes
• Positive Sentiment: Company release & investor materials — Visa provided an official earnings release, slide deck and webcast that underscore healthy margins (net margin ~50%) and high ROE, giving investors confidence in execution and cash generation. Visa Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrades — Multiple boutiques raised ratings/targets (including Cantor Fitzgerald and Rothschild/Redburn), reflecting bullish analyst reaction to the print and incremental upside in cross-border and volumes. Upgrades supported buying interest. Analyst upgrade coverage
• Neutral Sentiment: Partnerships expand reach but are incremental — New tie-ups (e.g., GCash cross-border funding and Amenify resident-commerce work) broaden product placement and long-term growth avenues but are unlikely to move near-term revenue materially. Visa, GCash partner for cross-border account funding
• Neutral Sentiment: Product reviews and card-market chatter — Various card reviews and product rollouts (broader Visa-branded card ecosystem) maintain brand momentum but have limited direct impact on Visa’s network economics. TD Cash Back Visa Infinite Card Review
• Negative Sentiment: Regulatory/political headline risk — Visa’s public pushback against the Credit Card Competition Act and reports about rewards being usable on controversial accounts create regulatory and reputational scrutiny that could weigh on sentiment if escalated. Visa: Credit Card Competition Act not needed
• Negative Sentiment: Political/PR noise — Headlines suggesting changes to reward-redemption policies (e.g., spending rewards on certain political accounts) may create short-term volatility and draw investor focus to non-financial risks. Visa allowing rewards on Trump accounts

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.