Visa Inc. $V Stock Position Lifted by Quilter Plc

Quilter Plc grew its stake in Visa Inc. (NYSE:V) by 0.7% in the 4th quarter, Holdings Channel reports. The firm owned 802,495 shares of the credit-card processor’s stock after purchasing an additional 5,297 shares during the period. Visa makes up about 4.7% of Quilter Plc’s portfolio, making the stock its 6th biggest position. Quilter Plc’s holdings in Visa were worth $281,443,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of V. Brighton Jones LLC boosted its position 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 in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Visa by 68.9% during the 4th 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 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 acquiring an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY raised its position in shares of Visa by 16.9% in 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, Schnieders Capital Management LLC. lifted its stake in shares of Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after purchasing an additional 2,230 shares during the period. 82.15% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Morgan Stanley reaffirmed an “overweight” rating and issued a $411.00 price target (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Macquarie Infrastructure reissued an “outperform” rating and set a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Evercore set a $380.00 target price on shares of Visa in a report on Friday, December 12th. Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a research report on Wednesday, January 28th. Finally, Bank of America assumed coverage on shares of Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 price target for the company. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $390.96.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out Intelligent Commerce Connect — an AI “on‑ramp” for agentic commerce — positioning the network to capture new AI-driven payment flows and partner integrations. Visa Aims to Give Businesses Agentic Commerce on-Ramp
• Positive Sentiment: Visa launched multiple AI tools to speed and automate dispute resolution and bolster fraud prevention — expected to lower dispute costs and improve merchant/customer experience. Visa Launches New AI Tools to Manage Credit Card Disputes
• Positive Sentiment: Management is highlighting stronger risk/identity capabilities and anti‑fraud initiatives, which support margins and trust in the network as payments become more automated. Visa Wants Fraudsters to Pick Another Business
• Positive Sentiment: Brand & consumer engagement move — Visa is the worldwide tour sponsor for BTS, a high‑visibility tie‑up that can drive merchant/consumer activation in key markets. Visa’s BTS Tour Deal Links K Pop Reach With Undervalued Shares
• Neutral Sentiment: Q4 context: Visa’s recent quarter beat revenue and EPS estimates modestly and showed double‑digit revenue growth — supportive for fundamentals but already priced into the stock to some degree. Unpacking Q4 Earnings: Visa In The Context Of Other Credit Card Stocks
• Neutral Sentiment: Regional leadership change: Visa’s India & South Asia head Sandeep Ghosh is stepping down; a successor is said to be identified — operationally manageable but worth watching given India’s growth importance. Visa’s India, South Asia head Sandeep Ghosh to quit
• Neutral Sentiment: Industry moves at Mastercard and other peers (AI initiatives, target revisions) create competitive context but not an immediate firm‑specific hit to Visa’s business. Mastercard’s ASEAN AI Push: Can Trust Unlock Agentic Commerce?
• Negative Sentiment: Crypto/stablecoin volumes now rival or exceed card networks in certain corridors, highlighting long‑term disintermediation risk to transaction volumes and fees. Stablecoins Move More Money Than Visa And Mastercard
• Negative Sentiment: Valuation and risk debate: some analysts note the forward P/E pullback improves the yield of future returns but warn fintech competition and regulatory scrutiny could pressure growth if not managed. Visa Slides to 22X P/E: Opportunity Knocking or False Signal?

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the sale, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.12% of the stock is currently owned by insiders.

Visa Price Performance

V opened at $308.80 on Thursday. The stock has a 50-day moving average price of $313.76 and a 200-day moving average price of $330.69. 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 cap of $560.52 billion, a PE ratio of 28.97, a P/E/G ratio of 1.72 and a beta of 0.80. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The company had revenue of $10.90 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the prior year, the firm posted $2.75 EPS. Sell-side analysts predict that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

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

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.