Davis Capital Management Acquires Shares of 6,941 Visa Inc. $V

Davis Capital Management bought a new position in Visa Inc. (NYSE:V) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 6,941 shares of the credit-card processor’s stock, valued at approximately $2,370,000. Visa comprises 1.6% of Davis Capital Management’s holdings, making the stock its 13th biggest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC grew its position in Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC boosted its stake 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 in the last quarter. Nicholas Hoffman & Company LLC. grew its position in shares of Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares during the period. Axiom Investors LLC DE grew its position in shares of Visa by 4.7% during the 1st quarter. Axiom Investors LLC DE now owns 875,340 shares of the credit-card processor’s stock valued at $306,772,000 after acquiring an additional 38,922 shares during the period. Finally, Ashton Thomas Private Wealth LLC increased its stake in shares of Visa by 2.9% in the 1st quarter. Ashton Thomas Private Wealth LLC now owns 43,221 shares of the credit-card processor’s stock valued at $15,147,000 after purchasing an additional 1,221 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa-backed crypto card spending surged in 2025 (Dune Analytics): total net spend rose ~525% from $14.6M in Jan to $91.3M in Dec, and Visa has expanded stablecoin settlement across multiple chains — a tangible new revenue/volume opportunity. Consumer Crypto Spending Grows in 2026 as Visa Reports Major Card Growth
• Positive Sentiment: Analyst/industry pieces emphasize Visa’s durable competitive moat: massive global network, transaction‑based economics and growing value‑added services that benefit as cash use declines — supportive for long‑term revenue and margins. Why Does Visa Continue to Sit at the Center of Digital Payments?
• Positive Sentiment: Visa is pushing product-level wins (digital-wallet onboarding and credentialing) that can increase card activation and usage — a strategic, operational catalyst for future transaction volumes. Visa Says Better Onboarding Decides Who Wins the Digital Wallet
• Neutral Sentiment: Coverage in investor lists (dividend/long‑term growth features) reinforces buy‑and‑hold sentiment but is more likely to support steady demand than trigger immediate price moves. 5 Dividend Stocks to Hold for the Next 25 Years
• Negative Sentiment: Insider sale: CEO Ryan McInerney sold 10,485 shares (about $3.66M) and cut his stake roughly 52.7% — a near‑term negative signal that some investors watch closely, though such sales often reflect diversification or tax planning. Insider Sale: Ryan McInerney

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on V shares. HSBC upgraded Visa from a “hold” rating to a “buy” rating and increased their price target for the stock from $335.00 to $389.00 in a research report on Sunday, December 7th. KeyCorp reiterated an “overweight” rating and set a $405.00 target price on shares of Visa in a research report on Wednesday, October 22nd. Evercore ISI set a $380.00 price target on shares of Visa in a research note on Friday, December 12th. Erste Group Bank cut shares of Visa from a “buy” rating to a “hold” rating in a research report on Monday, September 22nd. Finally, Robert W. Baird set a $425.00 price objective on shares of Visa in a report on Wednesday, October 29th. Five investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $402.52.

Visa Price Performance

Shares of NYSE V opened at $353.84 on Tuesday. The firm has a 50-day simple moving average of $339.27 and a 200-day simple moving average of $343.88. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The stock has a market capitalization of $644.61 billion, a price-to-earnings ratio of 34.66, a price-to-earnings-growth ratio of 2.04 and a beta of 0.81. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. During the same period in the previous year, the business posted $2.71 earnings per share. Visa’s quarterly revenue was up 11.5% on a year-over-year basis. On average, equities analysts predict that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th were given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from Visa’s previous quarterly dividend of $0.59. The ex-dividend date was Wednesday, November 12th. Visa’s dividend payout ratio (DPR) is currently 26.25%.

Insider Activity at Visa

In other Visa news, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the sale, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction dated 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 owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is currently owned by 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.