Visa Inc. $V Shares Acquired by Canoe Financial LP

Canoe Financial LP lifted its stake in Visa Inc. (NYSE:V) by 0.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 386,604 shares of the credit-card processor’s stock after buying an additional 2,690 shares during the period. Visa makes up 1.8% of Canoe Financial LP’s investment portfolio, making the stock its 20th largest holding. Canoe Financial LP’s holdings in Visa were worth $135,586,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Parvin Asset Management LLC grew its holdings in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Sagard Holdings Management Inc. acquired a new stake in shares of Visa during the second quarter worth about $31,000. Bare Financial Services Inc lifted its holdings in shares of Visa by 287.0% in the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after purchasing an additional 66 shares during the last quarter. Imprint Wealth LLC purchased a new stake in shares of Visa in the 3rd quarter valued at about $39,000. Finally, Strategic Advocates LLC acquired a new stake in shares of Visa in the 3rd quarter valued at about $43,000. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on V shares. TD Cowen restated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Evercore set a $380.00 price objective on Visa in a research note on Friday, December 12th. Truist Financial set a $372.00 price objective on Visa in a report on Tuesday, February 10th. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Finally, Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a report on Wednesday, January 28th. Seven investment 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’s stock. According to data from MarketBeat.com, Visa currently has an average rating of “Buy” and an average price target of $392.65.

Key Visa News

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

Visa Price Performance

Shares of V opened at $299.19 on Tuesday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. Visa Inc. has a fifty-two week low of $294.32 and a fifty-two week high of $375.51. The firm has a 50-day simple moving average of $317.09 and a 200-day simple moving average of $332.51. The company has a market capitalization of $543.07 billion, a price-to-earnings ratio of 28.07, a price-to-earnings-growth 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.75 EPS. On average, equities research analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

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

Insider Buying and Selling

In other news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction that occurred 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 $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 through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the 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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.

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.