Visa Inc. $V Shares Purchased by Zevenbergen Capital Investments LLC

Zevenbergen Capital Investments LLC raised its position in Visa Inc. (NYSE:V) by 39.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 43,163 shares of the credit-card processor’s stock after purchasing an additional 12,295 shares during the quarter. Zevenbergen Capital Investments LLC’s holdings in Visa were worth $15,138,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. Sonoma Allocations LLC purchased a new position in shares of Visa in the third quarter valued at approximately $710,000. AQR Capital Management LLC increased its stake in Visa by 1.8% during the 2nd quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after buying an additional 21,401 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lifted its holdings in Visa by 2.6% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock worth $198,596,000 after buying an additional 14,581 shares in the last quarter. Federated Hermes Inc. boosted its position in Visa by 24.1% in the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after buying an additional 159,906 shares during the period. Finally, Parnassus Investments LLC boosted its position in Visa by 3.0% in the 3rd quarter. Parnassus Investments LLC now owns 274,141 shares of the credit-card processor’s stock valued at $93,586,000 after buying an additional 8,061 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Stock Performance

NYSE:V opened at $298.76 on Thursday. Visa Inc. has a 12 month low of $293.89 and a 12 month 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. The firm has a market capitalization of $542.30 billion, a PE ratio of 28.03, a price-to-earnings-growth ratio of 1.73 and a beta of 0.78. The business’s fifty day moving average price is $316.08 and its 200 day moving average price is $332.01.

Visa (NYSE:V) last announced its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. The company had revenue of $10.90 billion during 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%.Visa’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same period in the previous year, the business earned $2.75 EPS. On average, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were paid a dividend of $0.67 per share. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.9%. Visa’s payout ratio is presently 25.14%.

Insider Buying and Selling

In related news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction that occurred on 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 directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 transaction of $3,661,152.30. Following the sale, the chief executive officer directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on V. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Rothschild & Co Redburn set a $385.00 price target on Visa in a research report on Wednesday, January 28th. Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Truist Financial set a $372.00 price objective on Visa in a research report on Tuesday, February 10th. Finally, Macquarie Infrastructure restated an “outperform” rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Seven analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Visa presently has a consensus rating of “Buy” and an average price target of $390.96.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Launched six new AI‑driven dispute‑resolution tools to reduce fraud and administrative costs for issuers, acquirers and merchants — a revenue‑supportive product expansion that can improve margins and stickiness. Visa launches new AI tools to manage the charge dispute process
• Positive Sentiment: Expanded partnership with Ramp to embed AI agents for corporate bill pay and real‑time controls — strengthens Visa’s push into embedded finance and enterprise spend management, which can grow payment volume and issuing revenue over time. How Ramp Visa (V) AI Bill‑Pay Deal Has Changed Its Embedded Payments Investment Story
• Positive Sentiment: Joined the Canton Network as a super‑validator to help extend privacy‑preserving blockchain infrastructure to banks — a strategic move positioning Visa as infrastructure for on‑chain financial flows. Visa Inc. (V) Joins Canton Network to Accelerate Financials Mainstream Onchain Transition
• Positive Sentiment: Bitget launched a crypto‑linked card in APAC in partnership with Visa — incremental merchant acceptance and consumer spend on the Visa network if adoption scales. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Neutral Sentiment: Multiple analysts continue to rate Visa a buy (average “Buy” rating reported), and new coverage from Loop Capital initiated at Buy with a $387 PT — supportive for medium‑term sentiment but not an immediate catalyst. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Feature updates improving visibility into recurring payments on mobile banking apps may increase card engagement, but are incremental from a revenue perspective. Visa Inc. (V) makes it easy to track recurring payments on mobile banking apps
• Negative Sentiment: UBS trimmed its price target from $425 to $390 — still a Buy but the cut signals analyst concern around near‑term valuation and contributes to selling pressure/rea sessment of upside. UBS Group Lowers Visa (NYSE:V) Price Target to $390.00

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.