Visa Inc. $V Shares Acquired by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC increased its position in shares of Visa Inc. (NYSE:V) by 25.0% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 36,093 shares of the credit-card processor’s stock after buying an additional 7,215 shares during the period. Visa makes up about 1.1% of Turtle Creek Wealth Advisors LLC’s investment portfolio, making the stock its 24th biggest position. Turtle Creek Wealth Advisors LLC’s holdings in Visa were worth $12,321,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in V. Harbor Asset Planning Inc. acquired a new position in shares of Visa in the second quarter worth about $29,000. Sagard Holdings Management Inc. acquired a new position in shares of Visa in the 2nd quarter valued at approximately $31,000. Cranbrook Wealth Management LLC raised its position in shares of Visa by 82.0% in the 2nd quarter. Cranbrook Wealth Management LLC now owns 91 shares of the credit-card processor’s stock valued at $32,000 after purchasing an additional 41 shares in the last quarter. Bare Financial Services Inc boosted its stake in shares of Visa by 287.0% during 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 during the last quarter. Finally, Hoese & Co LLP acquired a new stake in shares of Visa during the second quarter worth approximately $36,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Trading Down 0.8%

Shares of NYSE V opened at $325.83 on Wednesday. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The company has a market cap of $593.57 billion, a price-to-earnings ratio of 31.91, a price-to-earnings-growth ratio of 1.93 and a beta of 0.81. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53. The stock’s 50 day simple moving average is $339.03 and its 200 day simple moving average is $342.95.

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

Visa Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Wednesday, November 12th were issued a $0.67 dividend. This is a boost from Visa’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Wednesday, November 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s dividend payout ratio is 26.25%.

Insider Activity at Visa

In other Visa news, 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 value of $3,661,152.30. Following the sale, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade 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 can be accessed through this link. Also, Director Lloyd Carney sold 900 shares of Visa stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the sale, the director directly owned 2,468 shares in the company, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 24,042 shares of company stock worth $8,247,289 in the last ninety days. 0.12% of the stock is owned by insiders.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: TreviPay announced a partnership with Visa to offer a “Pay by Invoice” tool to Visa-issuing banks, aiming to help issuers capture more of the $58 trillion North American B2B payments market — a product push that could expand Visa’s transaction volume in commercial flows. TreviPay Teams With Visa to Offer Banks Pay by Invoice Tool
• Positive Sentiment: Analysts note crypto-linked cards (example: Lemon’s Bitcoin-backed card on Visa’s network) point to another growth lane — enabling spending while holding crypto could broaden Visa’s fee-bearing volume if adoption scales. Does Lemon’s Bitcoin Credit Card Hint at V’s Next Crypto Growth Lane?
• Neutral Sentiment: Visa executive commentary on trust at authorization highlights the company’s ongoing focus on security and authorization UX — important for retention but incremental to near-term revenue. Visa on How Trust Is Built at the Moment of Authorization
• Neutral Sentiment: Comparative pieces (V vs MA) and market commentary are highlighting positioning ahead of earnings, useful for investors but not immediate catalysts. V or MA: Which Is the Better Stock Ahead of Earnings?
• Neutral Sentiment: Several broader-market personal-finance pieces (including a MarketBeat dividend roundup) reference dividend and income ideas but are unrelated to Visa’s fundamentals; they can affect investor attention but not Visa’s core outlook. This Cheap Dividend Just Jumped 13.6% (and We’re Buying)
• Neutral Sentiment: A local consumer report about fraud on a Visa-branded gift card underscores payment-fraud headlines that occasionally create reputational noise but are not material to Visa’s network economics. Ann Arbor woman warns others after money on Visa gift card goes to Draft Kings in Boston
• Negative Sentiment: Political pressure resurfaced: President Trump has publicly backed measures to curb swipe/merchant fees and advance credit-card competition legislation, triggering investor concern that regulatory caps or legislative changes could compress Visa’s fee revenue. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?
• Negative Sentiment: News outlets report Visa shares slipped after Trump’s backing of the Credit Card Competition Act — investors are re-pricing regulatory risk for networks and issuers. Visa Shares Slip As Trump Backs Credit Card Competition Act
• Negative Sentiment: Broader coverage (Reuters, Barchart) notes U.S. bank and card-related stocks fell as investors awaited clarity on a potential 10% cap on credit card interest rates and other rule-making tied to the administration’s deadline — a macro/regulatory risk that can weigh on Visa’s volume and issuer economics indirectly. US bank stocks fall as investors weigh credit card rate cap deadline
• Negative Sentiment: Multiple consumer media pieces revisited swipe-fee scrutiny, keeping regulatory headlines in the spotlight and sustaining short-term selling pressure on Visa and peers. Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?

Analyst Ratings Changes

Several analysts recently issued reports on V shares. Morgan Stanley set a $398.00 price target on shares of Visa and gave the company an “overweight” rating in a report on Wednesday, October 29th. HSBC raised shares of Visa from a “hold” rating to a “buy” rating and boosted their target price for the stock from $335.00 to $389.00 in a research report on Sunday, December 7th. Evercore ISI set a $380.00 price target on shares of Visa in a research report on Friday, December 12th. Bank of America upgraded Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target for the company in a research note on Thursday, December 11th. Finally, Raymond James Financial restated an “outperform” rating and set a $408.00 price objective (up previously from $398.00) on shares of Visa in a research note on Wednesday, October 29th. Four analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Visa currently has an average rating of “Buy” and an average price target of $401.52.

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.