Rhumbline Advisers Sells 59,124 Shares of Visa Inc. $V

Rhumbline Advisers lowered its stake in Visa Inc. (NYSE:V) by 1.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,302,855 shares of the credit-card processor’s stock after selling 59,124 shares during the period. Visa makes up approximately 0.9% of Rhumbline Advisers’ holdings, making the stock its 12th biggest position. Rhumbline Advisers owned about 0.18% of Visa worth $1,127,528,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in V. Harbor Asset Planning Inc. acquired a new position in shares of Visa in the 2nd quarter valued at $29,000. Sagard Holdings Management Inc. acquired a new stake in Visa in the 2nd quarter valued at $31,000. Bare Financial Services Inc boosted its stake in Visa by 287.0% in the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after buying an additional 66 shares in the last quarter. Hoese & Co LLP bought a new stake in Visa in the second quarter valued at $36,000. Finally, Winnow Wealth LLC acquired a new position in Visa during the second quarter worth $40,000. Institutional investors own 82.15% of the company’s stock.

Visa Stock Up 0.8%

Shares of V opened at $328.04 on Wednesday. The firm’s 50-day simple moving average is $338.37 and its 200 day simple moving average is $340.36. The firm has a market cap of $595.45 billion, a P/E ratio of 30.77, a price-to-earnings-growth ratio of 1.87 and a beta of 0.79. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11.

Visa (NYSE:V) last issued its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping 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 business had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter in the prior year, the business posted $2.75 earnings per share. The firm’s quarterly revenue was up 14.6% compared to the same quarter last year. On average, analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s payout ratio is presently 25.14%.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks Research raised EPS estimates across multiple near- and multi‑year periods (including Q2‑2026, Q1‑2027, Q4‑2027 and FY2026–FY2028), signaling analysts expect stronger forward earnings growth for Visa. (Zacks revisions cited by market data)
• Positive Sentiment: Recent analyst coverage is positive — several sources report a consensus Buy rating on Visa, supporting investor confidence in the stock. Analysts Give Visa “Buy”
• Positive Sentiment: Underlying results remain solid: Visa’s latest quarter showed revenue and EPS beats and continued volume/services growth, which underpins the upward estimate revisions. Visa Q1 earnings & analysis
• Positive Sentiment: Marketing/brand partnerships continue — Visa cardholders getting early access to FIFA World Cup 2026 tickets helps engagement and card usage trends around a major global event. FIFA ticket access for Visa cardholders
• Neutral Sentiment: Debate over crypto strategy: recent commentary notes Visa executives downplayed stablecoin utility while analysts flag stablecoin strategy as an open question — this creates strategic uncertainty rather than immediate financial impact. Article on stablecoin views
• Neutral Sentiment: Coverage pieces note Visa’s strong payment-volume momentum but also flag the “stablecoin dilemma” as a strategic debate to watch. Zacks analysis
• Negative Sentiment: Geopolitical/regulatory risk in Europe — an industry policy push to reduce dependence on Visa and Mastercard in some European markets was publicly urged, highlighting potential long‑term competitive/regulatory headwinds. EPI urges reduced dependence on Visa/Mastercard

Insider Activity at Visa

In other 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 transaction of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the sale, the insider owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on V shares. Rothschild & Co Redburn set a $385.00 target price on Visa in a report on Wednesday, January 28th. UBS Group reissued a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Piper Sandler set a $160.00 price target on Visa in a research note on Wednesday, January 28th. Robert W. Baird set a $425.00 price target on shares of Visa in a research report on Wednesday, October 29th. Finally, Daiwa Securities Group upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price for the company in a research report on Monday, February 2nd. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $392.21.

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.