Russell Investments Group Ltd. Sells 8,842 Shares of Visa Inc. $V

Russell Investments Group Ltd. lessened its stake in Visa Inc. (NYSE:V) by 0.5% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 1,712,651 shares of the credit-card processor’s stock after selling 8,842 shares during the quarter. Visa accounts for 0.7% of Russell Investments Group Ltd.’s holdings, making the stock its 14th biggest position. Russell Investments Group Ltd.’s holdings in Visa were worth $584,456,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Gerber Kawasaki Wealth & Investment Management lifted its position in Visa by 5.0% in the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 6,741 shares of the credit-card processor’s stock valued at $2,301,000 after acquiring an additional 318 shares in the last quarter. Dundas Partners LLP increased its holdings in Visa by 3.7% during the 3rd quarter. Dundas Partners LLP now owns 181,492 shares of the credit-card processor’s stock worth $61,958,000 after purchasing an additional 6,463 shares in the last quarter. Nutshell Asset Management Ltd increased its holdings in Visa by 166.9% during the 3rd quarter. Nutshell Asset Management Ltd now owns 17,350 shares of the credit-card processor’s stock worth $5,923,000 after purchasing an additional 10,850 shares in the last quarter. Private Advisor Group LLC raised its stake in shares of Visa by 1.1% in the 3rd quarter. Private Advisor Group LLC now owns 184,273 shares of the credit-card processor’s stock valued at $62,907,000 after purchasing an additional 2,064 shares during the period. Finally, Flavin Financial Services Inc. raised its stake in shares of Visa by 10.5% in the 3rd quarter. Flavin Financial Services Inc. now owns 7,536 shares of the credit-card processor’s stock valued at $2,573,000 after purchasing an additional 719 shares during the period. Institutional investors own 82.15% of the company’s stock.

Insider Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.12% of the stock is currently owned by insiders.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Bank of America initiated coverage on Visa with a Buy rating and a $410 price target, signaling material upside from current levels and likely supporting sentiment among institutional investors. Finviz: Bank of America coverage
• Positive Sentiment: Visa is pushing into stablecoin-linked card offerings globally with Bridge, a move that could expand payment rails, capture crypto-related volume, and diversify revenue sources beyond traditional card fees. Visa and Bridge take stablecoin cards global
• Positive Sentiment: Visa appointed a veteran executive, Leonardo J. Collado, to lead growth for Pismo (the payments processor Visa acquired), which could accelerate integration and revenue expansion in processing services. Visa taps Leonardo Collado to lead Pismo’s global growth
• Neutral Sentiment: Analyst and media pieces continue to highlight Visa’s strong free cash flow and high margins, reinforcing its long-term valuation case even as the stock pulls back; useful for buy-and-hold investors but not new operational news. These 3 Cash Flow Machines Provide Stability
• Neutral Sentiment: New U.S. legislative text (H.R. 7316) would mandate chip-enabled EBT/SNAP terminals and stronger fraud controls; this could require upgrades by retailers/processors and create both compliance costs and potential processing opportunities for networks like Visa. SNAP Payment Security and Fraud Prevention Act of 2026
• Negative Sentiment: Brazil’s instant-pay system PIX processed 64 billion transactions in 2024—surpassing Visa and Mastercard combined in that market—and charges far lower merchant fees, demonstrating a fast-shifting payments landscape that pressures Visa’s merchant-fee and growth prospects in Brazil and similar markets. Brazil’s PIX Outpaces Visa and Mastercard Combined
• Negative Sentiment: Fintech Revolut is pursuing a U.S. bank charter and named a former Visa executive as U.S. CEO, an effort that could accelerate Revolut’s U.S. card, deposit and lending capabilities and intensify competition for transaction volume and card issuance. Revolut files for US bank charter

Visa Stock Performance

Shares of V opened at $317.23 on Monday. The company has a market cap of $575.83 billion, a PE ratio of 29.76, a price-to-earnings-growth ratio of 1.82 and a beta of 0.78. The firm has a 50-day moving average of $329.57 and a 200-day moving average of $337.25. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

Visa (NYSE:V) last issued its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) 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 company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same period in the prior year, the firm earned $2.75 EPS. Visa’s quarterly revenue was up 14.6% compared to the same quarter last year. As a group, equities analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were paid a $0.67 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio is currently 25.14%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on V shares. Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective for the company in a research report on Monday, February 2nd. Rothschild & Co Redburn set a $385.00 target price on Visa in a research report on Wednesday, January 28th. Morgan Stanley restated an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 price target on shares of Visa in a research report on Friday, January 30th. Finally, Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price 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.