BNP Paribas Sells 2,359 Shares of Visa Inc. $V

BNP Paribas lowered its stake in Visa Inc. (NYSE:V) by 1.4% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 165,514 shares of the credit-card processor’s stock after selling 2,359 shares during the period. Visa makes up 1.7% of BNP Paribas’ portfolio, making the stock its 12th largest holding. BNP Paribas’ holdings in Visa were worth $56,563,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sonoma Allocations LLC acquired a new position in Visa in the third quarter valued at about $710,000. AQR Capital Management LLC grew its stake in Visa by 1.8% during the second quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after buying an additional 21,401 shares in the last quarter. Baltimore Washington Financial Advisors Inc. grew its stake in Visa by 5.9% during the second quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock worth $33,783,000 after buying an additional 5,295 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its holdings in Visa by 2.6% in the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after buying an additional 14,581 shares during the period. Finally, Federated Hermes Inc. raised its position in shares of Visa by 24.1% in the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after buying an additional 159,906 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director directly owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction that occurred 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 sale, 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 position. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa’s Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Friday, January 30th. UBS Group reissued a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Macquarie Infrastructure restated an “outperform” rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Finally, Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $392.65.

Visa Stock Up 0.2%

Shares of NYSE:V opened at $307.15 on Friday. The firm has a market cap of $557.53 billion, a P/E ratio of 28.81, a P/E/G ratio of 1.76 and a beta of 0.78. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The business has a fifty day simple moving average of $325.50 and a 200 day simple moving average of $336.01.

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

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s payout ratio is currently 25.14%.

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.