Mesirow Financial Investment Management Inc. Purchases 49,290 Shares of Visa Inc. $V

Mesirow Financial Investment Management Inc. grew its holdings in shares of Visa Inc. (NYSE:V) by 146.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 82,919 shares of the credit-card processor’s stock after purchasing an additional 49,290 shares during the period. Mesirow Financial Investment Management Inc.’s holdings in Visa were worth $28,311,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Visa in the second quarter worth $7,034,939,000. TCI Fund Management Ltd. increased its holdings in Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after buying an additional 2,429,996 shares in the last quarter. Corient Private Wealth LLC lifted its stake in Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after acquiring an additional 2,075,289 shares during the period. Vanguard Group Inc. boosted its holdings in shares of Visa by 0.9% during the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after acquiring an additional 1,461,575 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in shares of Visa by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after acquiring an additional 1,067,631 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Insider Buying and Selling at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the transaction, the chief executive officer directly owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.12% of the stock is currently owned by company insiders.

Visa Price Performance

Shares of NYSE:V opened at $313.02 on Thursday. The company has a market capitalization of $568.18 billion, a P/E ratio of 29.36, a P/E/G ratio of 1.76 and a beta of 0.79. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. The firm’s 50 day simple moving average is $334.19 and its two-hundred day simple moving average is $338.39. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company’s revenue was up 14.6% on a year-over-year basis. During the same period last year, the firm earned $2.75 EPS. Research analysts expect that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th will be given a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Tuesday, February 10th. Visa’s payout ratio is presently 25.14%.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysis argues the Citrini AI-stablecoin scenario that rattled markets likely overstates the direct threat to card networks, reducing longer-term downside risk to Visa’s transaction-fee business. Visa, Mastercard Aren’t The Real Casualties In Citrini’s AI-Stablecoin Scenario
• Positive Sentiment: Visa is pursuing Latin America growth through planned deals in Argentina (Prisma Medios de Pago, Newpay), which could expand TPV and revenue outside North America. This offsets some regional headwinds. Visa Faces Mexican Setback While Pursuing Growth In Latin America
• Neutral Sentiment: An industry hire: Accertify named Carleigh Jaques — a long-time Visa executive — to its board. Talent moves underscore Visa’s deep bench and influence across payments/fraud risk, but have limited direct stock impact. Accertify Appoints Carleigh Jaques to Board of Directors
• Negative Sentiment: Monday’s sharp sell-off across card networks was triggered by a Citrini Research post suggesting AI agents and stablecoins could route around card fees — a headline risk that increased short-term volatility and investor re-pricing of payments stocks. Visa (V) Stock: The AI Scenario That Spooked the Whole Payments Sector
• Negative Sentiment: Mexico’s antitrust authority blocked Visa’s proposed controlling stake in Prosa, a setback for scale in a key market and a reminder of regulatory risk when pursuing acquisitions. Visa Faces Mexican Setback While Pursuing Growth In Latin America
• Negative Sentiment: European and UK policy discussions around reducing reliance on Visa/Mastercard and alternative settlement rails remain a structural risk — any material regulatory shift could pressure fees and market share. Is Europe ready to reduce its reliance on Visa and Mastercard?
• Negative Sentiment: Competition from faster-growing fintechs like Affirm is raising questions about Visa’s relative upside; analyst pieces highlight stronger GMV/EPS trajectories at some challengers, increasing investor scrutiny of growth vs. valuation. Visa vs. Affirm: Which Payments Stock Wins the Upside Race?
• Negative Sentiment: Regulatory moves like potential bans on card surcharges (e.g., New Zealand discussions) may compress merchant economics and could indirectly pressure networks if interchange dynamics or volumes shift. New Zealand retailers warn of price rises if card surcharges are outlawed

Analyst Ratings Changes

V has been the topic of a number of research analyst reports. Macquarie Infrastructure restated an “outperform” rating and set a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Bank of America raised Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target on the stock in a report on Thursday, December 11th. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Piper Sandler set a $160.00 price objective on Visa in a research report on Wednesday, January 28th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $411.00 price target (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $391.43.

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.