Coldstream Capital Management Inc. Increases Holdings in Visa Inc. $V

Coldstream Capital Management Inc. increased its position in Visa Inc. (NYSE:V) by 4.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 66,377 shares of the credit-card processor’s stock after acquiring an additional 3,090 shares during the period. Coldstream Capital Management Inc.’s holdings in Visa were worth $22,660,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of V. Aspire Private Capital LLC boosted its position in shares of Visa by 4.4% in the 3rd quarter. Aspire Private Capital LLC now owns 4,748 shares of the credit-card processor’s stock worth $1,621,000 after buying an additional 199 shares in the last quarter. Danske Bank A S purchased a new position in Visa during the 3rd quarter valued at about $565,684,000. Mizuho Markets Cayman LP increased its holdings in Visa by 93.9% during the 3rd quarter. Mizuho Markets Cayman LP now owns 16,377 shares of the credit-card processor’s stock valued at $5,591,000 after acquiring an additional 7,930 shares in the last quarter. Second Line Capital LLC raised its position in Visa by 1.2% during the third quarter. Second Line Capital LLC now owns 11,000 shares of the credit-card processor’s stock worth $3,755,000 after acquiring an additional 134 shares during the last quarter. Finally, Stance Capital LLC raised its position in Visa by 82.2% during the third quarter. Stance Capital LLC now owns 8,363 shares of the credit-card processor’s stock worth $2,855,000 after acquiring an additional 3,772 shares during the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.

More Visa News

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

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the stock. HSBC raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. TD Cowen reissued a “buy” rating on shares of Visa in a research report on Friday, January 30th. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Macquarie Infrastructure restated an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $395.00 price objective on shares of Visa in a research note on Friday, January 30th. 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.com, Visa currently has a consensus rating of “Buy” and a consensus price target of $392.65.

Visa Stock Performance

Shares of V opened at $308.55 on Wednesday. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The company’s 50 day simple moving average is $323.65 and its 200 day simple moving average is $335.32. The company 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. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11.

Visa (NYSE:V) last released its earnings results 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 during the quarter, compared to analysts’ expectations 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 previous year, the company earned $2.75 EPS. On average, sell-side analysts predict that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

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