Cullen Investment Group LTD. Acquires 2,085 Shares of Visa Inc. $V

Cullen Investment Group LTD. raised its holdings in Visa Inc. (NYSE:V) by 7.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 29,774 shares of the credit-card processor’s stock after purchasing an additional 2,085 shares during the quarter. Visa accounts for approximately 1.4% of Cullen Investment Group LTD.’s investment portfolio, making the stock its 17th biggest position. Cullen Investment Group LTD.’s holdings in Visa were worth $10,414,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of V. Norges Bank bought a new stake in shares of Visa during the 2nd quarter worth $7,034,939,000. TCI Fund Management Ltd. grew its position 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 acquiring an additional 2,429,996 shares during the last quarter. Corient Private Wealth LLC grew its position 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 acquiring an additional 2,075,289 shares during the last quarter. Holocene Advisors LP raised its stake in Visa by 286.4% during the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock worth $862,335,000 after acquiring an additional 1,872,362 shares in the last quarter. Finally, SG Americas Securities LLC raised its stake in Visa by 121.7% during the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock worth $1,059,990,000 after acquiring an additional 1,658,954 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction 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 transaction, the director owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by company insiders.

Visa Stock Performance

Shares of V stock opened at $305.43 on Friday. The stock has a market capitalization of $554.40 billion, a PE ratio of 28.65, a PEG ratio of 1.75 and a beta of 0.78. The business’s 50 day simple moving average is $318.34 and its 200 day simple moving average is $333.26. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. Visa Inc. has a one year low of $297.03 and a one year high of $375.51.

Visa (NYSE:V) last released its quarterly earnings results 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. The firm had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company’s revenue was up 14.6% compared to the same quarter last year. During the same quarter last year, the business earned $2.75 EPS. As a group, research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

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

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa became the first major payments company named a “Super Validator” on the Canton Network, a privacy‑focused blockchain — a strategic move that could enable on‑chain settlement for banks, open new rails for institutional payments, and support valuation upside if on‑chain volumes scale. Visa Canton Role Signals Onchain Settlement And Possible Valuation Upside
• Positive Sentiment: Analysts and coverage highlight Visa’s privacy push on the Canton Network (confidential settlement + payments), positioning the company to benefit as stablecoin use and regulated on‑chain payment rails grow. This is strategically aligned with productization of crypto settlement services. Can Visa’s Privacy Push on Canton Network Redefine Digital Payments?
• Positive Sentiment: Visa launched an Enhanced Subscription Manager for issuers (in partnership with Pinwheel), a value‑added service aimed at helping card issuers reduce churn and boost engagement — a clear product expansion in its Digital Issuer Solutions line. Visa Launches Enhanced Subscription Manager, Giving Consumers Greater Control Over Recurring Payments
• Positive Sentiment: Partnership with Ingenico to link AXIUM POS terminals to Visa’s Acceptance Platform could accelerate merchant onboarding, reduce certification friction, and expand gateway/risk services revenue. Assessing Visa (V) Valuation After The New Ingenico Payments Partnership
• Neutral Sentiment: A Visa‑commissioned report finds euro stablecoins dominate the non‑USD market, reinforcing Visa’s role in supporting stablecoin settlement (EURC integrations), but the finding is industry‑level and not an immediate revenue catalyst. Euro stablecoins dominate non-dollar market, Visa-backed report finds
• Neutral Sentiment: Partners (e.g., Rain, Uphold, Pudgy Penguins) continue to roll out Visa‑branded programs and stablecoin integrations globally — supportive of network reach but incremental in near term. Rain Expands Visa Membership into Asia-Pacific to Scale Stablecoin Payment Infrastructure
• Negative Sentiment: The U.S. trade watchdog and FTC have sent warnings/letters to payment processors (including Visa) over alleged “debanking” or political/religious discrimination — a regulatory flashpoint that has prompted market caution and could lead to compliance costs, reputational risk, or political scrutiny. FTC Issues Warnings to Payment Processors Against ‘Debanking’
• Negative Sentiment: Payment stocks—including Visa—slid earlier after the U.S. threatened action over political bias, an immediate market reaction that underscores sensitivity to regulation and policy headlines. V, MA, PYPL: Payment Stocks Slip after U.S. Threatens Action over Political Bias

Analyst Upgrades and Downgrades

V has been the topic of a number of research analyst reports. Daiwa Securities Group upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target on the stock in a research note on Monday, February 2nd. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. TD Cowen reissued a “buy” rating on shares of Visa in a research note on Friday, January 30th. Morgan Stanley restated an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Finally, HSBC raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Seven equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Visa has a consensus rating of “Buy” and a consensus price target of $392.65.

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.