Visa Inc. $V Stock Position Lessened by Tower Bridge Advisors

Tower Bridge Advisors lowered its position in Visa Inc. (NYSE:V) by 3.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 60,561 shares of the credit-card processor’s stock after selling 1,984 shares during the period. Visa comprises about 2.1% of Tower Bridge Advisors’ investment portfolio, making the stock its 7th biggest holding. Tower Bridge Advisors’ holdings in Visa were worth $20,674,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. NewSquare Capital LLC increased its stake in shares of Visa by 10.6% in the third quarter. NewSquare Capital LLC now owns 1,058 shares of the credit-card processor’s stock worth $361,000 after purchasing an additional 101 shares in the last quarter. Diversified Portfolios Inc. lifted its position in Visa by 12.8% in the third quarter. Diversified Portfolios Inc. now owns 1,951 shares of the credit-card processor’s stock worth $666,000 after buying an additional 222 shares during the last quarter. Geo Capital Gestora de Recursos Ltd boosted its position in shares of Visa by 64.4% during the third quarter. Geo Capital Gestora de Recursos Ltd now owns 8,780 shares of the credit-card processor’s stock valued at $2,997,000 after buying an additional 3,440 shares during the period. GW&K Investment Management LLC boosted its stake in shares of Visa by 3.2% during the third quarter. GW&K Investment Management LLC now owns 1,637 shares of the credit-card processor’s stock valued at $559,000 after purchasing an additional 51 shares during the period. Finally, Viawealth LLC grew its stake in Visa by 16.5% in the third quarter. Viawealth LLC now owns 891 shares of the credit-card processor’s stock worth $304,000 after purchasing an additional 126 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on V shares. Bank of America upgraded 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. UBS Group restated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Morgan Stanley reiterated an “overweight” rating and issued a $411.00 price objective (up from $398.00) on shares of Visa in a report on Friday, January 30th. Finally, Truist Financial set a $372.00 price target on shares of Visa in a report on Tuesday, February 10th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Visa has an average rating of “Buy” and an average price target of $391.43.

Insider Transactions at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.12% of the company’s stock.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its partnership with Stripe’s Bridge to roll out stablecoin‑linked Visa cards in 100+ countries (live in 18 markets) and is piloting on‑chain settlement — a direct push to capture crypto payment volume and new settlement flows that could create fees and platform advantages over time. Visa Expands Bridge Partnership to Boost Global Payment Reach
• Positive Sentiment: The Nilson Report shows card spending reached $10 trillion in 2025 with Visa capturing the largest share of purchase volume — reinforcing secular growth in payments volume that supports Visa’s revenue and network effects. Mastercard and Visa Cards Reach $10 Trillion in Spending in 2025
• Positive Sentiment: Analyses highlight Visa as a strong free‑cash‑flow generator with high margins and a modest payout ratio — supporting dividends, buybacks and a defensive cash‑machine narrative for long‑term investors. These 3 Cash Flow Machines Provide Stability in Uncertain Markets
• Neutral Sentiment: Coverage on valuation asks whether Visa remains attractively priced after a recent pullback — useful framing for investors weighing buy/hold decisions but not an immediate operational development. Is Visa (V) Still Attractively Priced After Recent Share Price Pullback?
• Neutral Sentiment: Two mainstream card reviews (Costco Anywhere Business and Disney Premier) underscore continued breadth of Visa‑branded co‑brand partnerships (cards are issued by banks like Citi), supporting brand ubiquity but offering limited immediate impact on Visa’s top line. Costco Anywhere Visa® Business Card By Citi Review 2026 Disney Premier Visa Card Review 2026
• Neutral Sentiment: Investor/institutional presentation transcripts (Morgan Stanley TMT conference) provide management color on strategy and industry trends but contained no single market‑moving surprise in the headlines provided. Visa Inc. (V) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Negative Sentiment: Fintech challenger Revolut filed for a U.S. bank charter and named former Visa executive Cetin Duransoy as U.S. CEO — if approved, Revolut could scale deposits, lending and card issuance in the U.S., introducing a potential competitive pressure point over time. Revolut files for US bank charter, names Duransoy as US CEO

Visa Price Performance

Shares of V opened at $320.70 on Thursday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. Visa Inc. has a twelve month low of $299.00 and a twelve month high of $375.51. The firm has a market capitalization of $582.13 billion, a price-to-earnings ratio of 30.08, a PEG ratio of 1.86 and a beta of 0.78. The firm’s fifty day simple moving average is $331.04 and its 200-day simple moving average is $337.64.

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

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were issued a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is currently 25.14%.

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.