Visa Inc. $V Shares Sold by Scharf Investments LLC

Scharf Investments LLC trimmed its stake in shares of Visa Inc. (NYSE:V) by 9.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 403,573 shares of the credit-card processor’s stock after selling 40,300 shares during the quarter. Visa accounts for 3.8% of Scharf Investments LLC’s portfolio, making the stock its 9th largest holding. Scharf Investments LLC’s holdings in Visa were worth $141,541,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of V. Parvin Asset Management LLC lifted its position in shares of Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 50 shares during the period. Sagard Holdings Management Inc. acquired a new stake in Visa in the 2nd quarter valued at $31,000. Imprint Wealth LLC bought a new stake in Visa in the third quarter valued at $39,000. Strategic Advocates LLC bought a new stake in Visa in the third quarter valued at $43,000. Finally, Moisand Fitzgerald Tamayo LLC raised its stake in Visa by 344.8% during the third quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock worth $44,000 after acquiring an additional 100 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Visa Stock Up 0.8%

Shares of NYSE:V opened at $300.88 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The stock has a market cap of $546.14 billion, a price-to-earnings ratio of 28.22, a P/E/G ratio of 1.71 and a beta of 0.80. The company has a 50 day moving average of $315.58 and a 200-day moving average of $331.79. Visa Inc. has a one year low of $293.89 and a one year high of $375.51.

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

Visa Dividend Announcement

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

Insider Activity

In other news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director directly owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.12% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on V shares. Truist Financial set a $372.00 target price on shares of Visa in a research note on Tuesday, February 10th. Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a research report on Wednesday, January 28th. UBS Group cut their price target on shares of Visa from $425.00 to $390.00 and set a “buy” rating for the company in a report on Tuesday. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 price target on shares of Visa in a research report on Friday, January 30th. Finally, Evercore set a $380.00 price objective on shares of Visa in a research note on Friday, December 12th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $390.96.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out six AI-powered dispute-resolution tools aimed at cutting fraud losses, speeding chargeback resolution and reducing back‑office costs — a direct path to improving net margins and issuer/acquirer retention. Visa launches new AI tools to manage the charge dispute process
• Positive Sentiment: Visa highlights the same AI dispute push in broader press coverage; investors may view this as a scalable revenue/profitability lever if it reduces billions in avoidable costs across the payments ecosystem. AI Could Handle Your Next Credit Card Dispute, Visa Says
• Positive Sentiment: Deeper Ramp integration and expanded issuing deals position Visa as an embedded finance layer for enterprise bill-pay and real‑time controls — this can increase TPV and stickiness with corporate clients. How Ramp Visa (V) AI Bill‑Pay Deal Has Changed Its Embedded Payments Investment Story
• Positive Sentiment: Partnerships that bring crypto-to-payments (e.g., Bitget card launch with Visa in APAC) broaden payment flow sources and may lift transaction volumes over time. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Positive Sentiment: Product enhancements that surface recurring payments in mobile banking apps improve cardholder engagement and reduce churn for issuers and merchants — supportive for long‑term TPV growth. Visa Inc. (V) makes it easy to track recurring payments on mobile banking apps
• Neutral Sentiment: Analyst coverage remains generally favorable (consensus Buy) even as some targets shift; watch revisions for guidance on margin and volume assumptions. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Several market writeups include Visa as a beneficiary of broader crypto and blockchain adoption — positive optionality but not a primary revenue driver yet. Top Cryptocurrency Stocks You Should Watch for a Healthy Portfolio
• Negative Sentiment: UBS trimmed its price target on Visa, signaling some analyst caution on upside from current levels — investors should monitor whether other firms follow. UBS Group Lowers Visa (NYSE:V) Price Target to $390.00
• Negative Sentiment: Competitive moves (e.g., Mastercard targeting SMB spend via Amazon integrations) increase rivalry in embedded payments and could pressure interchange and product-share gains. Can Mastercard Capture SMB Spend Through Amazon’s Ecosystem?
• Negative Sentiment: Policy risks remain: proposals to cap credit-card interest rates could reduce interchange yields and card availability if enacted — a macro/regulatory downside to monitor. Credit card interest rate cap could reduce access for over 100 million Americans, analysis finds

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.