TD Asset Management Inc Decreases Stock Position in Visa Inc. $V

TD Asset Management Inc cut its holdings in Visa Inc. (NYSE:V) by 19.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,250,383 shares of the credit-card processor’s stock after selling 789,398 shares during the quarter. Visa accounts for approximately 0.9% of TD Asset Management Inc’s holdings, making the stock its 22nd largest position. TD Asset Management Inc’s holdings in Visa were worth $1,109,616,000 at the end of the most recent quarter.

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

Visa Price Performance

NYSE V opened at $307.29 on Wednesday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The business’s fifty day moving average is $334.82 and its 200 day moving average is $338.56. The company has a market capitalization of $557.78 billion, a PE ratio of 28.83, a price-to-earnings-growth ratio of 1.76 and a beta of 0.79. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51.

Visa (NYSE:V) last posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business’s revenue for the quarter was up 14.6% compared to the same quarter last year. During the same quarter last year, the company earned $2.75 earnings per share. Sell-side analysts predict that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Tuesday, February 10th. Visa’s dividend payout ratio is presently 25.14%.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expands in Argentina — the company agreed to acquire Prisma Medios de Pago and Newpay to bring local processing infrastructure in‑house and roll out tokenization/biometric tools, supporting Latin American growth prospects. Visa Deepens Argentina Roots
• Positive Sentiment: Underlying fundamentals remain supportive — Visa recently beat on revenue and EPS, holds strong margins and ROE, and continues to generate high free cash flow, which investors treat as a stabilizer versus cyclical headlines. (Quarterly results released Jan. 29.)
• Neutral Sentiment: Europe is evaluating ways to reduce reliance on Visa/Mastercard — discussions about alternative settlement rails in the UK and eurozone are developing but face structural and political hurdles; a long‑term risk to interchange and network economics if alternatives scale. Is Europe ready to reduce reliance on Visa and Mastercard?
• Neutral Sentiment: Competitive landscape commentary — analyst pieces contrast Visa with fast‑growing BNPL/digital players like Affirm and debate PayPal’s strategic options; these highlight potential upside for challengers but don’t immediately undercut Visa’s core network economics. Visa vs Affirm
• Negative Sentiment: AI routing scare hit the sector — a Citrini Research scenario about AI agents routing payments around card networks sparked heavy selling across payments firms, pressuring Visa and peers on concerns over future processing fee erosion. AI scenario spooked payments sector
• Negative Sentiment: Regulatory setback in Mexico — Mexico’s antitrust regulator blocked Visa’s proposed controlling stake in Prosa, signaling tougher review of market consolidation and data/competition concerns in an important growth market. Mexico blocks Visa-Prosa acquisition
• Negative Sentiment: Merchant fee pressure risk — reports from other markets (e.g., New Zealand) show retailers warning that bans on card surcharges could push prices higher and squeeze merchant economics, which would indirectly pressure network/processor fee dynamics over time. NZ retailers warn on surcharge ban

Wall Street Analysts Forecast Growth

V has been the subject of a number of research analyst reports. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Rothschild & Co Redburn set a $385.00 price objective on Visa in a report on Wednesday, January 28th. UBS Group reiterated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Piper Sandler set a $160.00 target price on Visa in a report on Wednesday, January 28th. Finally, Truist Financial set a $372.00 price target on Visa in a research note on Tuesday, February 10th. Seven equities 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, the company presently has an average rating of “Buy” and an average price target of $391.43.

Insider Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of the 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 sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $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 SEC, which is available at this hyperlink. 0.12% of the stock is currently owned by company insiders.

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.