DAVENPORT & Co LLC Sells 7,978 Shares of Visa Inc. $V

DAVENPORT & Co LLC reduced its stake in Visa Inc. (NYSE:V) by 1.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 482,268 shares of the credit-card processor’s stock after selling 7,978 shares during the quarter. Visa makes up 0.9% of DAVENPORT & Co LLC’s investment portfolio, making the stock its 24th largest holding. DAVENPORT & Co LLC’s holdings in Visa were worth $169,376,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in the stock. Parvin Asset Management LLC raised its position in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares during the period. Sagard Holdings Management Inc. bought a new stake in shares of Visa during the 2nd quarter worth $31,000. Bare Financial Services Inc boosted its holdings in shares of Visa by 287.0% during the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after buying an additional 66 shares during the period. Imprint Wealth LLC acquired a new position in Visa in the 3rd quarter valued at $39,000. Finally, Strategic Advocates LLC acquired a new position in Visa in the 3rd quarter valued at $43,000. Institutional investors own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on V shares. Evercore set a $380.00 target price on shares of Visa in a research report on Friday, December 12th. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $395.00 price objective on shares of Visa in a research note on Friday, January 30th. Piper Sandler set a $160.00 price objective on Visa in a research report on Wednesday, January 28th. Finally, TD Cowen restated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Seven investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Visa has a consensus rating of “Buy” and a consensus price target of $392.65.

Visa Price Performance

NYSE:V opened at $305.43 on Friday. The stock has a market cap of $554.40 billion, a P/E ratio of 28.65, a PEG ratio of 1.75 and a beta of 0.78. Visa Inc. has a one year low of $297.03 and a one year high of $375.51. The company has a fifty day moving average price of $318.34 and a 200 day moving average price of $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 (NYSE:V) last posted 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. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. During the same period last year, the business posted $2.75 EPS. The business’s quarterly revenue was up 14.6% on a year-over-year basis. Analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were paid a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.

Insider Transactions at Visa

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

Key Headlines Impacting 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

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.