Chesley Taft & Associates LLC Has $46.60 Million Stock Holdings in Visa Inc. $V

Chesley Taft & Associates LLC grew its position in shares of Visa Inc. (NYSE:V) by 7.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 132,858 shares of the credit-card processor’s stock after purchasing an additional 9,416 shares during the quarter. Visa accounts for 1.8% of Chesley Taft & Associates LLC’s portfolio, making the stock its 10th largest position. Chesley Taft & Associates LLC’s holdings in Visa were worth $46,595,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised 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 acquiring an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in Visa by 68.9% in 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 acquiring an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. boosted 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 purchasing an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY boosted its position 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 purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after purchasing an additional 2,230 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Stock Up 1.2%

V stock opened at $299.19 on Tuesday. Visa Inc. has a 52-week low of $294.32 and a 52-week high of $375.51. The company’s 50 day simple moving average is $317.09 and its 200-day simple moving average is $332.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The firm has a market capitalization of $543.07 billion, a P/E ratio of 28.07, a P/E/G ratio of 1.69 and a beta of 0.78.

Visa (NYSE:V) last issued its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating 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 business had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter in the prior year, the firm earned $2.75 EPS. The firm’s quarterly revenue was up 14.6% on a year-over-year basis. As a group, equities research analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

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

Insiders Place Their Bets

In other 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 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 Securities & Exchange Commission, which is available at this link. 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 completion of the sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by corporate insiders.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded its blockchain footprint by joining the Canton Network as a Super Validator — a move that reinforces its role in private blockchain payments for banks and highlights accelerating stablecoin settlement volume (Visa cited a ~$4.6B annualized run rate across 130+ programs). This supports Visa’s long-term strategy to monetize data and settlement services. Visa Joins Canton Network as Super Validator to Power Private Blockchain Payments for Banks
• Positive Sentiment: Analyst coverage remains constructive — a recent piece reiterates Visa as a buy with double-digit EPS growth on track and technical support near current levels, which can bolster investor confidence and demand for the shares. Visa: Double-Digit EPS Growth Remains On Track, Shares Tag Key Technical Support
• Positive Sentiment: Visa gained incremental commercial reach as Veem expanded its partnership to launch global virtual accounts that leverage Visa rails — a direct revenue/volume pickup through more business flows on Visa’s network. Veem Expands Partnership with Visa to Launch Global Virtual Accounts for Businesses
• Neutral Sentiment: Payment infrastructure provider Nium launched a platform enabling businesses to issue stablecoin-funded cards on both Visa and Mastercard via one integration; this could drive more token-funded transactions through Visa’s rails but benefits both networks equally. Investors will watch who captures market share and the economics of on‑ramp/off‑ramp conversion. Nium launches stablecoin card issuance platform across Visa and Mastercard
• Negative Sentiment: One of Visa’s earlier stablecoin partners, BVNK, is being acquired by Mastercard — a partner shift that could cede some stablecoin-related deal flow and capabilities to a direct rival, representing a potential competitive headwind in crypto-linked payment services. Visa’s stablecoin ally falls for Mastercard

Analyst Upgrades and Downgrades

A number of analysts recently commented on the stock. UBS Group reiterated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Piper Sandler set a $160.00 price target on shares of Visa in a research report on Wednesday, January 28th. Evercore set a $380.00 price target on Visa in a report on Friday, December 12th. Bank of America started coverage on Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective for the company. Finally, Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Seven equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Visa has a consensus rating of “Buy” and an average price target 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.