Visa Inc. (V): Stephen Mandel Likes This Payments Company

Visa Inc. (NYSE:V) has been a staple successful the 13F portfolio of Lone Pine Capital. The money archetypal disclosed a involvement successful the institution backmost successful the 3rd 4th of 2011. This presumption comprised implicit 9 cardinal shares. In the pursuing quarter, the money added to this holding by much than 111%, increasing the involvement to conscionable nether 20 cardinal shares. Thereafter, it trimmed the presumption successful the adjacent 4th earlier selling it disconnected completely. New positions were past opened successful 2012-2013, 2014-2017, 2020, and 2021-2023. Filings for the 4th fourth of 2025 amusement that the money had yet again opened a caller presumption successful the banal comprising implicit 15,000 shares.

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Despite the 11% autumn successful Visa Inc. (NYSE:V) this year, the concern itself is arguably arsenic steadfast arsenic ever. In Q1 2026, the institution delivered 15% gross growth, $10.9 billion, and 15% EPS growth, $3.17, some beating expert estimates. It besides maintained operating margins astatine an industry-leading 68%. The stablecoin colony enactment of the steadfast reached a $4.5 cardinal annualized tally complaint successful January. The steadfast operates arsenic a outgo exertion institution successful the United States and internationally. It offers credit, debit, and prepaid paper products; pat to pay, tokenization, and click to wage services.

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