NatWest Group plc Cuts Stock Holdings in Visa Inc. $V

NatWest Group plc reduced its stake in Visa Inc. (NYSE:V) by 41.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 26,188 shares of the credit-card processor’s stock after selling 18,727 shares during the quarter. Visa accounts for approximately 2.1% of NatWest Group plc’s portfolio, making the stock its 17th biggest position. NatWest Group plc’s holdings in Visa were worth $9,184,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of V. Brighton Jones LLC lifted its position in shares of Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after purchasing an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in Visa by 68.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after purchasing an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. grew its position in Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY grew its position in Visa by 16.9% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after buying an additional 2,230 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched an Enhanced Subscription Manager with partner Pinwheel to help issuers give cardholders better control of recurring payments — a product that can deepen issuer relationships and produce new value‑added revenue. Visa Launches Enhanced Subscription Manager (BusinessWire)
• Positive Sentiment: Visa joined the Canton Network as a “Super Validator,” signalling a strategic push into institutional on‑chain settlement and privacy‑focused blockchain infrastructure — a move that could expand Visa’s role in regulated digital-asset rails and future settlement revenue. Visa Canton Role Signals Onchain Settlement (Yahoo Finance)
• Positive Sentiment: Analyst coverage remains constructive: Zacks highlights Visa’s earnings growth and price strength as reasons it sits on watchlists, reinforcing the view that fundamentals remain intact despite recent volatility. Earnings Growth & Price Strength Make Visa a Stock to Watch (Zacks)
• Neutral Sentiment: Visa‑commissioned data and industry reports show growing euro stablecoin activity and payment‑rail integrations, highlighting the company’s influence in non‑dollar stablecoin settlement — strategically relevant but not immediately earnings‑driving. Euro Stablecoins Dominate Non‑Dollar Market (Cointelegraph)
• Neutral Sentiment: Visa’s brand shows up in crypto/payment experiments (e.g., Pengu Card launch driving NFT token moves), which underscores product reach but is peripheral to core revenue today. BlockDAG Staking & Pengu Card (Blockonomi)
• Negative Sentiment: Regulatory pressure is the main near‑term negative catalyst: the FTC and U.S. trade watchdogs have warned payment processors, sending a clear signal about potential enforcement around “debanking” and access restrictions — headlines that have prompted sector selling and direct downward pressure on Visa shares. FTC Issues Warnings to Payment Processors (WSJ) FTC Warns Visa, Mastercard, PayPal, Stripe (Bitcoin.com)
• Negative Sentiment: Market reaction to the regulatory headlines has already caused short‑term weakness in payment stocks — coverage noted that Visa and peers slipped after the U.S. threat of action over alleged political bias, amplifying volatility for V. Payment Stocks Slip after U.S. Threatens Action (TipRanks)

Visa Stock Down 3.4%

Visa stock opened at $295.23 on Friday. Visa Inc. has a 1-year low of $294.32 and a 1-year high of $375.51. The firm has a market capitalization of $535.89 billion, a price-to-earnings ratio of 27.69, a P/E/G ratio of 1.69 and a beta of 0.78. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm has a 50 day simple moving average of $317.68 and a 200 day simple moving average of $332.86.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate 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 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 business’s quarterly revenue was up 14.6% on a year-over-year basis. On average, 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 dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s payout ratio is presently 25.14%.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Truist Financial set a $372.00 target price on shares of Visa in a research report on Tuesday, February 10th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Friday, January 30th. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Rothschild & Co Redburn set a $385.00 price target on Visa in a report on Wednesday, January 28th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $395.00 price objective on shares of Visa in a research report on Friday, January 30th. Seven equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Visa has a consensus rating of “Buy” and a consensus target price of $392.65.

Insider Transactions at Visa

In other news, Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The shares were 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 of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s 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 completion of the transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company’s stock.

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.