Ferguson Wellman Capital Management Inc. Raises Position in Visa Inc. $V

Ferguson Wellman Capital Management Inc. grew its holdings in shares of Visa Inc. (NYSE:V) by 2.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 357,186 shares of the credit-card processor’s stock after acquiring an additional 7,162 shares during the period. Visa comprises approximately 2.0% of Ferguson Wellman Capital Management Inc.’s holdings, making the stock its 15th largest position. Ferguson Wellman Capital Management Inc.’s holdings in Visa were worth $125,269,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of V. Brighton Jones LLC increased its position in Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC lifted its position 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 valued at $3,733,000 after buying an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. lifted 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 buying an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY grew its stake in shares of Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after acquiring an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in shares of Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after acquiring an additional 2,230 shares during the period. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Visa 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 value of $3,661,152.30. Following the sale, the chief executive officer directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the sale, 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 SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by corporate insiders.

Visa Stock Down 3.4%

Shares of V opened at $295.23 on Friday. The business’s 50 day moving average is $317.68 and its 200 day moving average is $332.93. The company has a market capitalization of $535.89 billion, a PE ratio of 27.69, a price-to-earnings-growth ratio of 1.75 and a beta of 0.78. Visa Inc. has a 12-month low of $294.32 and a 12-month high of $375.51. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same period in the prior year, the company posted $2.75 EPS. The firm’s revenue for the quarter was up 14.6% compared to the same quarter last year. Research analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors 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 dividend on an annualized basis and a dividend yield of 0.9%. Visa’s dividend payout ratio is currently 25.14%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched an Enhanced Subscription Manager with partner Pinwheel to help issuers give cardholders better control of recurring payments — a product that can deepen issuer relationships and produce new value‑added revenue. Visa Launches Enhanced Subscription Manager (BusinessWire)
• Positive Sentiment: Visa joined the Canton Network as a “Super Validator,” signalling a strategic push into institutional on‑chain settlement and privacy‑focused blockchain infrastructure — a move that could expand Visa’s role in regulated digital-asset rails and future settlement revenue. Visa Canton Role Signals Onchain Settlement (Yahoo Finance)
• Positive Sentiment: Analyst coverage remains constructive: Zacks highlights Visa’s earnings growth and price strength as reasons it sits on watchlists, reinforcing the view that fundamentals remain intact despite recent volatility. Earnings Growth & Price Strength Make Visa a Stock to Watch (Zacks)
• Neutral Sentiment: Visa‑commissioned data and industry reports show growing euro stablecoin activity and payment‑rail integrations, highlighting the company’s influence in non‑dollar stablecoin settlement — strategically relevant but not immediately earnings‑driving. Euro Stablecoins Dominate Non‑Dollar Market (Cointelegraph)
• Neutral Sentiment: Visa’s brand shows up in crypto/payment experiments (e.g., Pengu Card launch driving NFT token moves), which underscores product reach but is peripheral to core revenue today. BlockDAG Staking & Pengu Card (Blockonomi)
• Negative Sentiment: Regulatory pressure is the main near‑term negative catalyst: the FTC and U.S. trade watchdogs have warned payment processors, sending a clear signal about potential enforcement around “debanking” and access restrictions — headlines that have prompted sector selling and direct downward pressure on Visa shares. FTC Issues Warnings to Payment Processors (WSJ) FTC Warns Visa, Mastercard, PayPal, Stripe (Bitcoin.com)
• Negative Sentiment: Market reaction to the regulatory headlines has already caused short‑term weakness in payment stocks — coverage noted that Visa and peers slipped after the U.S. threat of action over alleged political bias, amplifying volatility for V. Payment Stocks Slip after U.S. Threatens Action (TipRanks)

Analysts Set New Price Targets

A number of research firms have commented on V. Morgan Stanley restated an “overweight” rating and set a $411.00 target price (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. 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. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Finally, Piper Sandler set a $160.00 target price on shares of Visa in a research note on Wednesday, January 28th. Seven investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $392.65.

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.