Alecta Tjanstepension Omsesidigt Sells 115,000 Shares of Visa Inc. $V

Key Points

• Alecta Tjanstepension Omsesidigt sold 115,000 Visa shares in Q3 (a 7.6% reduction), leaving it with 1,407,600 shares—Visa is its 10th largest holding and the stake was worth about $480.1 million (0.08% of Visa) at filing.
• Visa reported $3.17 EPS (beating estimates) and $10.90 billion in revenue (up 14.6% YoY), pays a $0.67 quarterly dividend (0.9% yield), and carries a consensus analyst rating of Buy with an average price target of $392.65.

Alecta Tjanstepension Omsesidigt decreased its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 7.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,407,600 shares of the credit-card processor's stock after selling 115,000 shares during the period. Visa makes up 2.1% of Alecta Tjanstepension Omsesidigt's holdings, making the stock its 10th largest position. Alecta Tjanstepension Omsesidigt owned 0.08% of Visa worth $480,132,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Parvin Asset Management LLC grew its holdings in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock valued at $26,000 after purchasing an additional 50 shares during the period. Sagard Holdings Management Inc. acquired a new stake in Visa in the second quarter worth $31,000. Bare Financial Services Inc boosted its position in shares of Visa by 287.0% during the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor's stock worth $32,000 after purchasing an additional 66 shares in the last quarter. Winnow Wealth LLC acquired a new position in shares of Visa in the 2nd quarter valued at $40,000. Finally, Imprint Wealth LLC acquired a new position in shares of Visa in the 3rd quarter valued at $39,000. 82.15% of the stock is currently owned by institutional investors.

Visa Stock Up 0.3%

V stock opened at $299.86 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 capitalization of $544.30 billion, a P/E ratio of 28.13, a P/E/G ratio of 1.71 and a beta of 0.78. Visa Inc. has a fifty-two week low of $297.03 and a fifty-two week high of $375.51. The business has a 50-day moving average of $321.47 and a 200-day moving average of $334.82.

Visa (NYSE:V - Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping analysts' consensus estimates of $3.14 by $0.03. The business had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm's revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.75 earnings per share. On average, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

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

Insider Activity

In related news, CEO Ryan Mcinerney sold 10,485 shares of the company's stock in a transaction dated 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 approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Lloyd Carney sold 650 shares of the firm'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 completion of the transaction, the director directly owned 2,679 shares of the company's stock, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by company insiders.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa deepened its commerce push by integrating Ingenico POS into its Acceptance Platform to unify online/offline payments — a move that can drive higher merchant penetration and capture more of the checkout stack. Visa's Ingenico Tie-Up: Expanding Beyond the Payment Layer
• Positive Sentiment: Visa launched Visa Intelligent Authorisation (VIA) in Europe, expanding fraud/risk tools on the Visa Acceptance Platform — this should improve authorization rates and reduce merchant friction, supporting volume and fee growth. Visa Scales Intelligent Authorization Tech to Europe
• Positive Sentiment: Partnerships expanding addressable markets: Visa + Paythru on an EV fleet wallet and Fastboy Payments making BambooPay available via Cybersource broaden merchant use cases (mobility, IoT) and payment acceptance. These deals help diversify revenue beyond pure transaction fees. Visa and Paythru Team on EV Payments With White-Label Fleet Wallet Fastboy Payments / Cybersource
• Positive Sentiment: Visa Crypto Labs unveiled Visa CLI and is enabling agentic (AI) payments through collaborations with Stripe/Tempo — these experimental tools position Visa for emerging machine‑to‑machine payment flows and stablecoin rails. That narrative supports longer‑term growth optionality. Visa and Stripe-backed Tempo launch tools for AI agents
• Neutral Sentiment: Coverage pieces argue the card networks are “buy the dip” opportunities as they expand into stablecoins and new rails; these articles reinforce a positive narrative but are more sentiment than new fundamentals. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Negative Sentiment: Unusual options activity: investors bought ~129,825 put options (a ~332% jump vs. typical volume), signaling increased short/bear hedging and potential downward pressure or heightened volatility in the near term.
• Negative Sentiment: Competitive risk: Mastercard’s large BVNK/stablecoin push and other network moves accelerate rivalry in crypto/stablecoin rails — investors may worry about market share and margin pressure in new settlement rails. Mastercard BVNK acquisition coverage

Wall Street Analyst Weigh In

Several analysts recently commented on V shares. Macquarie Infrastructure reaffirmed an "outperform" rating and set a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Truist Financial set a $372.00 target price on Visa in a research note on Tuesday, February 10th. Rothschild & Co Redburn set a $385.00 price target on Visa in a report on Wednesday, January 28th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $395.00 price target on shares of Visa in a research report on Friday, January 30th. Finally, TD Cowen reiterated a "buy" rating on shares of Visa in a research report on Friday, January 30th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of "Buy" and a consensus price target of $392.65.

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.

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