Foundations Investment Advisors LLC Grows Stock Holdings in Visa Inc. $V

Foundations Investment Advisors LLC grew its stake in Visa Inc. (NYSE:V) by 7.2% during the third quarter, Holdings Channel.com reports. The fund owned 75,862 shares of the credit-card processor’s stock after purchasing an additional 5,072 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Visa were worth $25,898,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Norges Bank purchased a new position in Visa during the 2nd quarter worth $7,034,939,000. TCI Fund Management Ltd. lifted its holdings in shares of Visa by 14.6% in 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 period. Corient Private Wealth LLC grew its position in shares of Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. Vanguard Group Inc. increased its stake in shares of Visa by 0.9% during the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after buying an additional 1,461,575 shares during the period. Finally, Geode Capital Management LLC raised its holdings in shares of Visa by 2.5% in the second quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after acquiring an additional 1,067,631 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 beat — Visa posted $3.17 EPS vs. $3.14 consensus and revenue of $10.90B, driven by strong holiday consumer spending and higher payment volumes; profit was $5.85B and revenue rose ~14.6% YoY. This is the primary driver of the stock’s upside. Visa beats first-quarter estimates as holiday sales boost payment volumes
• Positive Sentiment: Company release & investor materials — Visa provided an official earnings release, slide deck and webcast that underscore healthy margins (net margin ~50%) and high ROE, giving investors confidence in execution and cash generation. Visa Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrades — Multiple boutiques raised ratings/targets (including Cantor Fitzgerald and Rothschild/Redburn), reflecting bullish analyst reaction to the print and incremental upside in cross-border and volumes. Upgrades supported buying interest. Analyst upgrade coverage
• Neutral Sentiment: Partnerships expand reach but are incremental — New tie-ups (e.g., GCash cross-border funding and Amenify resident-commerce work) broaden product placement and long-term growth avenues but are unlikely to move near-term revenue materially. Visa, GCash partner for cross-border account funding
• Neutral Sentiment: Product reviews and card-market chatter — Various card reviews and product rollouts (broader Visa-branded card ecosystem) maintain brand momentum but have limited direct impact on Visa’s network economics. TD Cash Back Visa Infinite Card Review
• Negative Sentiment: Regulatory/political headline risk — Visa’s public pushback against the Credit Card Competition Act and reports about rewards being usable on controversial accounts create regulatory and reputational scrutiny that could weigh on sentiment if escalated. Visa: Credit Card Competition Act not needed
• Negative Sentiment: Political/PR noise — Headlines suggesting changes to reward-redemption policies (e.g., spending rewards on certain political accounts) may create short-term volatility and draw investor focus to non-financial risks. Visa allowing rewards on Trump accounts

Insider Buying and Selling

In related news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the transaction, the chief executive officer directly owned 537 shares of the company’s stock, valued at $183,117. This represents a 95.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Lloyd Carney sold 900 shares of the stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the sale, the director owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 24,042 shares of company stock worth $8,247,289 in the last ninety days. 0.12% of the stock is owned by insiders.

Visa Trading Up 1.6%

NYSE V opened at $332.21 on Friday. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a 50 day moving average price of $338.87 and a 200 day moving average price of $341.79. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The firm has a market cap of $605.20 billion, a PE ratio of 32.54, a price-to-earnings-growth ratio of 1.92 and a beta of 0.81.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate 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 50.15% and a return on equity of 60.31%. The business’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same period in the previous year, the company earned $2.75 earnings per share. As a group, sell-side analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Evercore ISI set a $380.00 price objective on shares of Visa in a research note on Friday, December 12th. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Truist Financial set a $374.00 price objective on shares of Visa in a research note on Tuesday, January 20th. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. Finally, KeyCorp restated an “overweight” rating and set a $405.00 target price on shares of Visa in a report on Wednesday, October 22nd. Six investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $391.58.

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.