Sequoia Financial Advisors LLC Increases Stock Position in Visa Inc. $V

Sequoia Financial Advisors LLC raised its stake in Visa Inc. (NYSE:V) by 2.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 237,420 shares of the credit-card processor’s stock after acquiring an additional 5,910 shares during the period. Sequoia Financial Advisors LLC’s holdings in Visa were worth $81,051,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. grew its stake in Visa by 0.9% during the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after buying an additional 1,461,575 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Visa by 2.5% in the second 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 period. Norges Bank purchased a new position in shares of Visa during the second quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. grew its position in shares of Visa by 14.6% during the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after acquiring an additional 2,429,996 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in shares of Visa by 1.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock valued at $4,552,057,000 after acquiring an additional 145,665 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa News Summary

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

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Erste Group Bank cut shares of Visa from a “buy” rating to a “hold” rating in a research note on Monday, September 22nd. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. 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. 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. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a research report on Wednesday, October 8th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Visa has an average rating of “Buy” and an average price target of $402.52.

Visa Trading Up 0.2%

NYSE V opened at $328.41 on Monday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The stock has a market capitalization of $598.28 billion, a P/E ratio of 32.17, a P/E/G ratio of 1.93 and a beta of 0.81. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51. The firm has a 50-day moving average price of $339.41 and a 200 day moving average price of $343.39.

Visa (NYSE:V) last released its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.97 by $0.01. The company had revenue of $10.72 billion for the quarter, compared to analysts’ expectations of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The firm’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.71 EPS. Equities research analysts expect that Visa Inc. will post 11.3 EPS for the current year.

Visa Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were given a $0.67 dividend. The ex-dividend date was Wednesday, November 12th. This is a positive change from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio (DPR) is currently 26.25%.

Insider Buying and Selling at Visa

In other news, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the transaction, the insider owned 26,413 shares in the company, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the sale, the chief executive officer directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is owned by company insiders.

Visa 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.