Sei Investments Co. Cuts Holdings in Visa Inc. $V

Sei Investments Co. decreased its holdings in Visa Inc. (NYSE:V) by 12.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,708,900 shares of the credit-card processor’s stock after selling 252,094 shares during the quarter. Visa accounts for about 0.6% of Sei Investments Co.’s holdings, making the stock its 25th biggest holding. Sei Investments Co.’s holdings in Visa were worth $583,384,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after buying an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after buying an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. grew its position in shares of Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after buying an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY raised its stake in shares of Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after acquiring an additional 164 shares in the last quarter. Finally, Sequoia Financial Advisors LLC raised its stake in shares of Visa by 5.1% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 231,510 shares of the credit-card processor’s stock worth $82,198,000 after acquiring an additional 11,334 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 10,485 shares of the 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 transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the transaction, the director owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.12% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expands its stablecoin card program (partnership with Bridge/Stripe) and widened global coverage, aiming to route stablecoin-backed payments through Visa rails — a potential long-term growth avenue as crypto payments evolve. Visa’s Stablecoin Play Intensifies
• Positive Sentiment: Visa and Trip.com launched a global virtual travel card program to streamline international travel payments (APAC focus), and Citcon expanded Visa Direct cross-border push payments — both expand addressable volumes as travel recovers. Global virtual travel card program launched
• Positive Sentiment: Visa and Santander completed pilot agentic-commerce transactions across five Latin American markets using Visa Intelligent Commerce (VIC), a credential for future merchant/payment volume growth in a high-growth region. Santander and Visa Launch LatAm Agentic Payments Project
• Neutral Sentiment: Analyst and media coverage — including comparative pieces on Visa vs. Mastercard and a Wolfe Research FinTech Forum transcript — provide investors with valuation and competitive context but contain no new company-guidance surprises. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy Today? Visa Presents at Wolfe Research FinTech Forum
• Negative Sentiment: An insider (Director Lloyd Carney) sold 650 shares (~19.5% reduction in his stake). While the sale size is modest relative to Visa’s market cap, insider selling can weigh on near-term sentiment. SEC Form 4 — Insider Sale
• Negative Sentiment: Market/technical pressure and bearish sentiment: recent coverage notes Visa underperformed the market in the latest session and growing short-seller attention, both of which can amplify downward moves in the absence of fresh positive catalysts. Visa Registers a Bigger Fall Than the Market Why Short Sellers Are Targeting Visa

Visa Stock Down 0.8%

NYSE:V opened at $306.36 on Friday. The company has a market cap of $556.10 billion, a PE ratio of 28.74, a P/E/G ratio of 1.77 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 company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The company’s 50 day moving average is $326.28 and its two-hundred day moving average is $336.40.

Visa (NYSE:V) last issued its quarterly 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. 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%. Visa’s revenue for the quarter was up 14.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.75 EPS. Analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors 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 dividend on an annualized basis and a yield of 0.9%. Visa’s dividend payout ratio (DPR) is 25.14%.

Wall Street Analyst Weigh In

V has been the subject of several recent analyst reports. Macquarie Infrastructure restated an “outperform” rating and issued a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Rothschild & Co Redburn set a $385.00 price target on Visa in a research report on Wednesday, January 28th. Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective for the company in a report on Monday, February 2nd. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $392.65.

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.