Donaldson Capital Management LLC Raises Holdings in Visa Inc. $V

Donaldson Capital Management LLC boosted its stake in Visa Inc. (NYSE:V) by 6.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 44,935 shares of the credit-card processor’s stock after purchasing an additional 2,802 shares during the period. Donaldson Capital Management LLC’s holdings in Visa were worth $15,759,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of V. Sonoma Allocations LLC purchased a new position in shares of Visa in the third quarter valued at about $710,000. AQR Capital Management LLC boosted its holdings in shares of Visa by 1.8% during the second quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after purchasing an additional 21,401 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its holdings in shares of Visa by 2.6% during the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock worth $198,596,000 after purchasing an additional 14,581 shares during the period. Federated Hermes Inc. grew its stake in shares of Visa by 24.1% in the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock worth $281,045,000 after purchasing an additional 159,906 shares during the last quarter. Finally, Parnassus Investments LLC grew its stake in shares of Visa by 3.0% in the third quarter. Parnassus Investments LLC now owns 274,141 shares of the credit-card processor’s stock worth $93,586,000 after purchasing an additional 8,061 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction that occurred 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 directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lloyd Carney sold 650 shares of the business’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 value of $201,253.00. Following the completion of the sale, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have commented on V. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research report on Friday, January 30th. Rothschild & Co Redburn set a $385.00 price objective on Visa in a research report on Wednesday, January 28th. Macquarie Infrastructure reissued an “outperform” rating and set a $410.00 target price 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 report on Wednesday, January 21st. Finally, Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Visa has an average rating of “Buy” and an average price target of $390.96.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa will join the Canton Network as a super‑validator to extend privacy‑preserving, bank‑focused onchain infrastructure — a strategic move that strengthens Visa’s positioning in institutional blockchain rails and long‑term payments innovation. Visa Joins Canton Network
• Positive Sentiment: Loop Capital initiated coverage with a Buy rating and a $387 price target, signaling Wall Street confidence and providing fresh upward price guidance for investors. Loop Capital Buy, $387 PT
• Positive Sentiment: Visa partnered with Ramp to develop AI agents for corporate bill pay, which could expand enterprise product revenue, reduce client costs, and deepen Visa’s role in B2B payments. Visa + Ramp AI Agents
• Neutral Sentiment: Veem expanded its partnership with Visa to launch global virtual accounts for businesses — a commercialization win that may modestly increase transaction volumes over time. Veem Partnership
• Neutral Sentiment: New platforms (e.g., Nium) now enable stablecoin‑funded cards across both Visa and Mastercard networks — this broadens on‑ramps for crypto flows through Visa rails, but much of the execution is driven by third‑party issuers. Nium Stablecoin Cards
• Negative Sentiment: UBS cut its price target from $425 to $390 (but kept a Buy rating), a downward revision that can temper upside expectations despite continued analyst optimism. UBS Price Target Cut (Benzinga)
• Negative Sentiment: Mastercard’s acquisition of BVNK (a stablecoin partner that had worked with Visa) and other rival moves increase competitive pressure in tokenized/stablecoin payment rails. BVNK Acquired by Mastercard
• Negative Sentiment: The FTC has signaled scrutiny around cross‑border and discrimination risks tied to large payment firms, introducing potential regulatory risk to Visa’s cross‑border expansion story. FTC Scrutiny on Cross‑Border Growth

Visa Stock Performance

Shares of Visa stock opened at $302.12 on Wednesday. Visa Inc. has a 12 month low of $294.32 and a 12 month high of $375.51. The firm has a market capitalization of $548.40 billion, a P/E ratio of 28.34, a P/E/G ratio of 1.72 and a beta of 0.78. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The business has a fifty day simple moving average of $316.62 and a two-hundred day simple moving average of $332.24.

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

Visa Announces Dividend

The firm 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. 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 dividend payout ratio (DPR) is currently 25.14%.

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.