Visa Inc. $V is Aristotle Atlantic Partners LLC's 7th Largest Position

Key Points

• Aristotle Atlantic Partners LLC reduced its position in Visa by 2.1% in Q3, selling 7,024 shares and leaving 334,408 shares (≈3.3% of its holdings) worth $114.16 million, making Visa its 7th-largest position.
• Visa beat estimates with $3.17 EPS (vs. $3.14) and $10.90 billion in revenue (up 14.6% YoY), and analysts are largely bullish with a consensus target near $392.65.
• Institutional ownership is high at 82.15% (led by Vanguard), while corporate insiders own just 0.12% and recent insider sales included CEO Ryan McInerney (10,485 shares) and a director (650 shares).

Aristotle Atlantic Partners LLC lowered its position in Visa Inc. (NYSE:V - Free Report) by 2.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 334,408 shares of the credit-card processor's stock after selling 7,024 shares during the period. Visa comprises approximately 3.3% of Aristotle Atlantic Partners LLC's holdings, making the stock its 7th largest position. Aristotle Atlantic Partners LLC's holdings in Visa were worth $114,160,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of V. Vanguard Group Inc. grew its holdings in shares of Visa by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor's stock worth $57,711,249,000 after acquiring an additional 1,461,575 shares during the period. Capital World Investors grew its holdings in Visa by 0.8% in the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor's stock valued at $8,463,484,000 after purchasing an additional 193,288 shares during the last quarter. Norges Bank purchased a new position in shares of Visa in the second quarter valued at $7,034,939,000. TCI Fund Management Ltd. raised its stake in shares of Visa by 14.6% during the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor's stock worth $6,769,936,000 after buying an additional 2,429,996 shares during the last quarter. Finally, Ameriprise Financial Inc. raised its stake in shares of Visa by 4.2% during the 3rd 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 last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Visa Stock Up 0.2%

NYSE V opened at $307.15 on Friday. The business has a 50 day moving average price of $325.50 and a two-hundred day moving average price of $336.01. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. 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 stock has a market cap of $557.53 billion, a PE ratio of 28.81, a P/E/G ratio of 1.76 and a beta of 0.78.

Visa (NYSE:V - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating analysts' consensus estimates 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 during the quarter, compared to analyst estimates of $10.69 billion. During the same period last year, the business earned $2.75 EPS. The business's revenue was up 14.6% on a year-over-year basis. 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. Shareholders of record on Tuesday, February 10th were paid a dividend of $0.67 per share. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.9%. Visa's dividend payout ratio is presently 25.14%.

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction on Friday, January 2nd. The shares were 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 owned 9,401 shares of the company's stock, valued at $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, 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 value of $201,253.00. Following the transaction, the director directly owned 2,679 shares of the company's stock, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company's stock.

Visa News Summary

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

Wall Street Analysts Forecast Growth

V has been the subject of a number of recent research reports. Royal Bank Of Canada reiterated an "outperform" rating and set a $395.00 price objective on shares of Visa in a research report on Friday, January 30th. Daiwa Securities Group raised shares of Visa from a "neutral" rating to an "outperform" rating and set a $370.00 target price for the company in a research note on Monday, February 2nd. Truist Financial set a $372.00 price target on Visa in a report on Tuesday, February 10th. Morgan Stanley reiterated an "overweight" rating and set a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Finally, Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a research report on Wednesday, January 28th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Visa has an average rating of "Buy" and a consensus target price of $392.65.

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.

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