CIBC Bancorp USA Inc. Acquires New Position in Visa Inc. $V

CIBC Bancorp USA Inc. acquired a new stake in shares of Visa Inc. (NYSE:V) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 570,011 shares of the credit-card processor’s stock, valued at approximately $194,590,000. Visa makes up 0.7% of CIBC Bancorp USA Inc.’s investment portfolio, making the stock its 25th largest position.

A number of other large investors have also recently modified their holdings of the business. Norges Bank acquired a new position in shares of Visa during the 2nd quarter worth $7,034,939,000. TCI Fund Management Ltd. boosted its stake in Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after buying an additional 2,429,996 shares in the last quarter. Corient Private Wealth LLC boosted its stake in Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. Holocene Advisors LP grew its position in Visa by 286.4% in the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after acquiring an additional 1,872,362 shares during the last quarter. Finally, Danske Bank A S bought a new position in Visa in the third quarter valued at about $565,684,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Buying and Selling at Visa

In related news, Director Lloyd Carney sold 650 shares of the stock in a transaction 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 sale, the director directly owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’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 transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by company insiders.

Visa Stock Performance

Shares of V stock opened at $299.09 on Thursday. The firm has a market capitalization of $542.90 billion, a price-to-earnings ratio of 28.06, a PEG ratio of 1.77 and a beta of 0.78. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The business’s 50-day moving average price is $322.51 and its 200-day moving average price is $335.07. Visa Inc. has a 12 month low of $298.50 and a 12 month high of $375.51.

Visa (NYSE:V) last issued its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The business had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same quarter last year, the business earned $2.75 EPS. The firm’s quarterly revenue was up 14.6% on a year-over-year basis. Equities research analysts forecast 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. Stockholders of record on Tuesday, February 10th were paid a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. Visa’s dividend payout ratio (DPR) is presently 25.14%.

Analysts Set New Price Targets

A number of research analysts have recently commented on V shares. Morgan Stanley reissued an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a report on Friday, January 30th. Bank of America started coverage on shares of Visa in a report on Thursday, March 5th. They set a “buy” rating and a $410.00 price target on the stock. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a research report on Wednesday, January 28th. Macquarie Infrastructure reissued an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Finally, UBS Group restated 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 assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Visa has a consensus rating of “Buy” and an average price target of $392.65.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched the “Agentic Ready” program to help 21 banks test AI-driven payments by autonomous agents — a direct revenue pathway if banks scale agentic commerce. Visa Launches Agentic Ready Program to Help Banks Test AI Payments
• Positive Sentiment: Visa Crypto Labs rolled out Visa CLI (beta), a command-line tool that lets AI agents execute payments — an early move to own payments for machine-to-machine commerce. New Visa Crypto Labs Tool Hands AI a Wallet—and the Keys to the Checkout
• Positive Sentiment: Visa is extending support for Stripe/Tempo’s Machine Payments Protocol to enable card-based payments for autonomous agents on Visa’s network — further positioning Visa as the rails provider for agentic commerce. Visa Scales Agentic Commerce Through Stripe Protocol Collaboration
• Neutral Sentiment: Visa and Ingenico expanded unified commerce integrations (AXIUM POS + Visa Acceptance Platform), which can boost acceptance and transaction volumes over time but is incremental. Ingenico and Visa Collaborate to Accelerate Unified Commerce Solutions Across Industries
• Negative Sentiment: Analysts/market commentary note Visa fell more than the broader market today — indicating profit‑taking or sentiment-driven selling beyond fundamentals. Here’s Why Visa (V) Fell More Than Broader Market
• Negative Sentiment: Legal overhang: London’s Court of Appeal allowed Visa (and Mastercard) to challenge a prior ruling on merchant interchange fees — ongoing litigation creates uncertainty and potential future liabilities. Mastercard, Visa can appeal UK ruling that merchant fees breach antitrust law
• Negative Sentiment: Competitive pressure in crypto/stablecoin rails: Mastercard’s large BVNK deal and other moves accelerate the race to tokenize deposits and stablecoin settlement — a space where Visa must match pace or risk losing share. Crypto Rails Go Mainstream — Inside Mastercard’s Bold $1.8 Billion BVNK Acquisition

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.