Westwind Capital Sells 3,815 Shares of Visa Inc. $V

Westwind Capital reduced its stake in Visa Inc. (NYSE:V) by 3.3% during the 4th quarter, Holdings Channel reports. The fund owned 112,666 shares of the credit-card processor’s stock after selling 3,815 shares during the period. Visa makes up about 8.1% of Westwind Capital’s investment portfolio, making the stock its largest position. Westwind Capital’s holdings in Visa were worth $39,513,000 as of its most recent filing with the Securities & Exchange Commission.

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

Visa Stock Performance

V opened at $305.11 on Thursday. 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 52-week low of $297.03 and a 52-week high of $375.51. The firm has a market cap of $553.82 billion, a P/E ratio of 28.62, a price-to-earnings-growth ratio of 1.74 and a beta of 0.78. The business’s fifty day moving average is $318.78 and its 200-day moving average is $333.46.

Visa (NYSE:V) last posted its quarterly earnings results 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 return on equity of 61.74% and a net margin of 50.23%.The business had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter in the previous year, the firm earned $2.75 earnings per share. Visa’s revenue for the quarter was up 14.6% compared to the same quarter last year. Sell-side analysts expect that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

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

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the director owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the sale, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on V shares. TD Cowen reissued a “buy” rating on shares of Visa in a research report on Friday, January 30th. Piper Sandler set a $160.00 price target on shares of Visa in a research report on Wednesday, January 28th. Morgan Stanley reiterated an “overweight” rating and issued a $411.00 price objective (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, HSBC raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Seven research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $392.65.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched an Enhanced Subscription Manager (Digital Issuer Solutions) in partnership with Pinwheel — a built‑in tool for card issuers to help consumers view, switch, cancel and get alerts on recurring charges. This can boost card usage, reduce churn and create add‑on issuer revenues. Article Title
• Positive Sentiment: Visa became the first major payments company to serve as a “Super Validator” on the Canton Network, positioning it to enable privacy‑preserving, regulated on‑chain settlement for banks and institutions — a strategic move that could open new rails and fee pools as institutional crypto/onchain payments scale. Article Title
• Positive Sentiment: Analysts are re‑examining Visa’s valuation after its partnership with Ingenico to link AXIUM POS terminals to the Visa Acceptance Platform — this shortens merchant time‑to‑market and broadens in‑store acceptance, supporting merchant services growth. Article Title
• Positive Sentiment: Rain expanded its Visa membership into Asia‑Pacific to scale stablecoin payment infrastructure and card programs — another sign Visa is enabling faster, crypto‑native rails and partner card issuance in high growth regions. Article Title
• Neutral Sentiment: Smaller partner launches continue to show network ubiquity (e.g., Uphold’s premium Visa Signature crypto card; Pudgy Penguins’ global Visa‑backed crypto debit card) — positive for brand/volume but limited near‑term materiality to Visa’s top line. Article Title Article Title
• Neutral Sentiment: Macro/sector commentary: Visa is a large XLF holding, so sector flows into financials/financial ETFs could move the stock independent of company fundamentals. Article Title
• Negative Sentiment: Reports of UK payment outages (customers reporting cards not working) highlight operational risk and short‑term reputational exposure — outages can temporarily dent merchant/consumer confidence and trigger remediation costs. Article Title

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.