Visa Inc. $V Shares Acquired by Silvant Capital Management LLC

Silvant Capital Management LLC lifted its position in shares of Visa Inc. (NYSE:V) by 3.9% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 253,290 shares of the credit-card processor’s stock after buying an additional 9,588 shares during the quarter. Visa comprises 3.0% of Silvant Capital Management LLC’s holdings, making the stock its 9th biggest position. Silvant Capital Management LLC’s holdings in Visa were worth $86,468,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the company. Parvin Asset Management LLC boosted its holdings in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Sagard Holdings Management Inc. acquired a new stake in Visa in the 2nd quarter worth about $31,000. Bare Financial Services Inc grew its holdings in Visa by 287.0% in the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after buying an additional 66 shares during the period. Imprint Wealth LLC acquired a new position in shares of Visa during the 3rd quarter valued at about $39,000. Finally, Winnow Wealth LLC acquired a new position in shares of Visa during the 2nd quarter valued at about $40,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. Evercore set a $380.00 target price on shares of Visa in a research report on Friday, December 12th. HSBC raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Morgan Stanley reiterated an “overweight” rating and issued a $411.00 price target (up from $398.00) on shares of Visa in a report on Friday, January 30th. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Finally, UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Seven research 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 company. According to data from MarketBeat, Visa currently has an average rating of “Buy” and an average target price of $392.65.

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director owned 2,679 shares in the company, valued at $829,471.98. The trade was 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 company’s 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 completion of the sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. The trade was a 52.73% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by corporate insiders.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched “Visa Agentic Ready,” a program to let banks test AI agents making payments on customers’ behalf; the first phase in Europe has 21 issuing partners (e.g., Barclays, HSBC UK), which could accelerate product adoption and new transaction flows. Visa Launches Agentic Ready Program to Help Banks Test AI Payments
• Positive Sentiment: Visa agreed to acquire Prisma Medios de Pago and Newpay in Argentina, expanding local card processing and infrastructure in Latin America — a region with above‑trend digital payments growth that can lift volumes and margins over time. Visa’s Argentina Deals Expand Processing Reach And Undervaluation Story
• Positive Sentiment: Tokenization momentum continues: Visa reports a large and growing token footprint (billions of tokens), supporting secure digital credentials and recurring revenue as commerce shifts away from physical cards. This underpins longer-term revenue resilience. Visa’s Token Strategy: A Quiet Shift Powering Future Payments
• Positive Sentiment: Ongoing AI investments for fraud protection and digital payments (highlighted by management at industry forums) reinforce operational efficiency and lower losses, which can support margins and investor confidence. Visa (V) Integrates AI for Fraud Protection and Digital Payments
• Neutral Sentiment: Several bullish analyst/think‑piece writeups reiterate Visa’s long-term merits (market position, cashflows), which may support investor conviction but are not immediate catalysts. Why Visa (V) is a Top Stock for the Long-Term
• Negative Sentiment: Regulatory/legal risk in the UK remains material: London’s Court of Appeal has allowed Mastercard and Visa to challenge a prior tribunal ruling that their default merchant interchange fees breached competition law — litigation could lead to fines, business model changes or merchant fee pressure in Europe. Mastercard, Visa can appeal UK ruling that merchant fees breach antitrust law
• Negative Sentiment: Broader political push in Europe for domestic alternatives to Visa/Mastercard (reported in the FT) signals potential regulatory or market-share headwinds over time if policymakers favor local schemes. School IB business management class: European alternatives to Visa and Mastercard ‘urgently’ needed, says banking chief

Visa Trading Down 0.5%

NYSE V opened at $308.55 on Wednesday. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The company’s 50 day moving average price is $323.65 and its 200 day moving average price is $335.32. 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 firm has a market capitalization of $560.07 billion, a price-to-earnings ratio of 28.94, a PEG ratio of 1.78 and a beta of 0.78.

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

Visa Announces Dividend

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

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.