Tower Bridge Advisors Decreases Stake in Visa Inc. $V

Tower Bridge Advisors trimmed its position in Visa Inc. (NYSE:V) by 3.2% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 60,561 shares of the credit-card processor’s stock after selling 1,984 shares during the period. Visa comprises approximately 2.1% of Tower Bridge Advisors’ holdings, making the stock its 7th largest holding. Tower Bridge Advisors’ holdings in Visa were worth $20,674,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC increased its position in shares of Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after acquiring an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after buying an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. grew its stake in shares of Visa by 4.6% in the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY raised its position in shares of Visa by 16.9% in the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after buying an additional 164 shares in the last quarter. Finally, Sequoia Financial Advisors LLC raised its stake in Visa by 5.1% in the second quarter. Sequoia Financial Advisors LLC now owns 231,510 shares of the credit-card processor’s stock valued at $82,198,000 after purchasing an additional 11,334 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its partnership with Stripe’s Bridge to roll out stablecoin‑linked Visa cards in 100+ countries (live in 18 markets) and is piloting on‑chain settlement — a direct push to capture crypto payment volume and new settlement flows that could create fees and platform advantages over time. Visa Expands Bridge Partnership to Boost Global Payment Reach
• Positive Sentiment: The Nilson Report shows card spending reached $10 trillion in 2025 with Visa capturing the largest share of purchase volume — reinforcing secular growth in payments volume that supports Visa’s revenue and network effects. Mastercard and Visa Cards Reach $10 Trillion in Spending in 2025
• Positive Sentiment: Analyses highlight Visa as a strong free‑cash‑flow generator with high margins and a modest payout ratio — supporting dividends, buybacks and a defensive cash‑machine narrative for long‑term investors. These 3 Cash Flow Machines Provide Stability in Uncertain Markets
• Neutral Sentiment: Coverage on valuation asks whether Visa remains attractively priced after a recent pullback — useful framing for investors weighing buy/hold decisions but not an immediate operational development. Is Visa (V) Still Attractively Priced After Recent Share Price Pullback?
• Neutral Sentiment: Two mainstream card reviews (Costco Anywhere Business and Disney Premier) underscore continued breadth of Visa‑branded co‑brand partnerships (cards are issued by banks like Citi), supporting brand ubiquity but offering limited immediate impact on Visa’s top line. Costco Anywhere Visa® Business Card By Citi Review 2026 Disney Premier Visa Card Review 2026
• Neutral Sentiment: Investor/institutional presentation transcripts (Morgan Stanley TMT conference) provide management color on strategy and industry trends but contained no single market‑moving surprise in the headlines provided. Visa Inc. (V) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Negative Sentiment: Fintech challenger Revolut filed for a U.S. bank charter and named former Visa executive Cetin Duransoy as U.S. CEO — if approved, Revolut could scale deposits, lending and card issuance in the U.S., introducing a potential competitive pressure point over time. Revolut files for US bank charter, names Duransoy as US CEO

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.12% of the stock is currently owned by insiders.

Visa Trading Down 0.0%

V stock opened at $320.70 on Thursday. The company has a market capitalization of $582.13 billion, a PE ratio of 30.08, a price-to-earnings-growth ratio of 1.86 and a beta of 0.78. The company’s 50 day moving average price is $331.04 and its two-hundred day moving average price is $337.64. 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 Inc. has a one year low of $299.00 and a one year high of $375.51.

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

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a $0.67 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio (DPR) is 25.14%.

Wall Street Analyst Weigh In

Several research analysts have commented on V shares. Rothschild & Co Redburn set a $385.00 target price on Visa in a research note on Wednesday, January 28th. Bank of America upgraded Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price on the stock in a report on Thursday, December 11th. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Truist Financial set a $372.00 price target on shares of Visa in a research report on Tuesday, February 10th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $391.43.

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.