Aristotle Atlantic Partners LLC Has $114.16 Million Stock Position in Visa Inc. $V

Aristotle Atlantic Partners LLC cut its stake in Visa Inc. (NYSE:V) by 2.1% in the 3rd quarter, HoldingsChannel reports. The fund owned 334,408 shares of the credit-card processor’s stock after selling 7,024 shares during the period. Visa accounts for approximately 3.3% of Aristotle Atlantic Partners LLC’s holdings, making the stock its 7th largest holding. Aristotle Atlantic Partners LLC’s holdings in Visa were worth $114,160,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Insight Wealth Strategies LLC raised its stake in shares of Visa by 1.6% in the 3rd quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock worth $640,000 after buying an additional 29 shares in the last quarter. Old Port Advisors boosted its stake in Visa by 0.9% during the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock valued at $1,169,000 after buying an additional 29 shares in the last quarter. Carr Financial Group Corp boosted its stake in Visa by 2.4% during the third quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock valued at $440,000 after buying an additional 30 shares in the last quarter. Define Financial LLC grew its holdings in Visa by 4.0% during the third quarter. Define Financial LLC now owns 779 shares of the credit-card processor’s stock worth $266,000 after acquiring an additional 30 shares during the period. Finally, Patron Partners LLC raised its position in Visa by 0.6% in the third quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock worth $1,587,000 after acquiring an additional 30 shares in the last quarter. 82.15% of the stock is owned by institutional investors.

Insider Activity at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. The trade was a 19.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction 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 in the company, valued at approximately $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. 0.12% of the stock is currently owned by corporate insiders.

Visa Trading Up 0.2%

Shares of V opened at $307.15 on Friday. The business’s 50-day moving average price is $325.50 and its 200 day moving average price is $336.01. 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 stock has a market capitalization 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. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51.

Visa (NYSE:V) last posted its quarterly earnings data 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. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same period in the prior year, the firm earned $2.75 earnings per share. The business’s quarterly revenue was up 14.6% on a year-over-year basis. Analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

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

Analyst Ratings Changes

A number of equities research analysts have weighed in on V shares. TD Cowen reissued a “buy” rating on shares of Visa in a report on Friday, January 30th. Evercore set a $380.00 price objective on shares of Visa in a research note on Friday, December 12th. HSBC upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a research note on Wednesday, January 28th. Finally, UBS Group restated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Seven 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 company’s stock. According to data from MarketBeat.com, Visa presently has a consensus rating of “Buy” and an average price target of $392.65.

Trending Headlines about 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

About Visa

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.