Hudson Way Capital Management LLC Sells 6,239 Shares of Visa Inc. $V

Key Points

• Hudson Way Capital Management trimmed its Visa stake by 2.5%, selling 6,239 shares and leaving 241,519 shares worth about $82.45 million (Visa is 7.0% of the firm's portfolio and its 6th largest holding).
• Insider selling was notable: CEO Ryan McInerney sold 10,485 shares at an average $349.18 (≈$3.66M), cutting his position by 52.73%, and a director sold 650 shares on March 11.
• Analysts remain largely positive with a consensus Buy rating and an average price target of $392.65, while Visa recently beat quarterly estimates (EPS $3.17 vs. $3.14) and reported revenue of $10.90 billion, up 14.6% year‑over‑year.

Hudson Way Capital Management LLC decreased its position in Visa Inc. (NYSE:V - Free Report) by 2.5% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 241,519 shares of the credit-card processor's stock after selling 6,239 shares during the period. Visa comprises 7.0% of Hudson Way Capital Management LLC's portfolio, making the stock its 6th biggest position. Hudson Way Capital Management LLC's holdings in Visa were worth $82,450,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in V. Insight Wealth Strategies LLC increased its position in shares of Visa by 1.6% in the third quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor's stock valued at $640,000 after acquiring an additional 29 shares during the last quarter. Old Port Advisors increased its stake in shares of Visa by 0.9% during the 3rd quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor's stock worth $1,169,000 after purchasing an additional 29 shares during the last quarter. Carr Financial Group Corp grew its holdings 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 worth $440,000 after purchasing an additional 30 shares during the period. Define Financial LLC raised its stake in Visa by 4.0% in the third quarter. Define Financial LLC now owns 779 shares of the credit-card processor's stock valued at $266,000 after buying an additional 30 shares during the period. Finally, Patron Partners LLC increased its holdings in shares of Visa by 0.6% during the 3rd 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 during the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

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 stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the transaction, the chief executive officer directly owned 9,401 shares of the company's stock, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Lloyd Carney sold 650 shares of the business'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 value of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company's stock.

Analysts Set New Price Targets

Several brokerages recently commented on V. Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a report on Wednesday, January 28th. Bank of America started coverage on shares of Visa in a research report on Thursday, March 5th. They set a "buy" rating and a $410.00 price target on the stock. Macquarie Infrastructure reiterated an "outperform" rating and issued a $410.00 price target on shares of Visa in a research report on Friday, January 30th. Truist Financial set a $372.00 target price on Visa in a research report on Tuesday, February 10th. Finally, Morgan Stanley reaffirmed an "overweight" rating and set a $411.00 price objective (up from $398.00) 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 issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Buy" and an average price target of $392.65.

Visa Trading Up 0.2%

Shares of V stock opened at $307.15 on Monday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm 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 twelve month low of $299.00 and a twelve month high of $375.51. The stock's fifty day simple moving average is $325.50 and its 200 day simple moving average is $335.91.

Visa (NYSE:V - Get Free Report) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping 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 the consensus estimate of $10.69 billion. During the same period last year, the company earned $2.75 EPS. The firm's revenue was up 14.6% compared to the same quarter last year. As a group, sell-side analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

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

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

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.

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