NatWest Group plc Sells 18,727 Shares of Visa Inc. $V

NatWest Group plc reduced its stake in Visa Inc. (NYSE:V) by 41.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 26,188 shares of the credit-card processor’s stock after selling 18,727 shares during the quarter. Visa comprises 2.1% of NatWest Group plc’s holdings, making the stock its 17th largest holding. NatWest Group plc’s holdings in Visa were worth $9,184,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Capital World Investors raised its holdings in Visa by 0.8% during the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock worth $8,463,484,000 after purchasing an additional 193,288 shares during the last quarter. TCI Fund Management Ltd. boosted its stake in shares of Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after purchasing an additional 2,429,996 shares during the last quarter. Ameriprise Financial Inc. increased its position in shares of Visa by 4.2% during the third quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock worth $4,475,403,000 after buying an additional 530,995 shares during the period. Legal & General Group Plc increased its position in shares of Visa by 3.3% during the third quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock worth $4,253,224,000 after buying an additional 399,845 shares during the period. Finally, Invesco Ltd. increased its position in shares of Visa by 12.2% during the third quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock worth $4,067,032,000 after buying an additional 1,298,435 shares during the period. 82.15% of the stock is currently owned by institutional investors.

Visa Trading Down 3.4%

NYSE V opened at $295.23 on Friday. 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 52 week low of $294.32 and a 52 week high of $375.51. The business has a 50 day moving average price of $317.68 and a 200-day moving average price of $332.86. The company has a market cap 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.

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

Visa Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Shareholders 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 dividend payout ratio (DPR) is 25.14%.

Key Stories 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)

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Piper Sandler set a $160.00 target price on shares of Visa in a report on Wednesday, January 28th. Truist Financial set a $372.00 price target on Visa in a report on Tuesday, February 10th. Morgan Stanley reissued an “overweight” rating and issued a $411.00 price objective (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Finally, Evercore set a $380.00 target price on Visa in a research report on Friday, December 12th. Seven investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Visa currently has a consensus rating of “Buy” and an average target price of $392.65.

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated 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 directly owned 9,401 shares in the company, valued at $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was 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 approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by company insiders.

Visa Company 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.