Loop Capital began coverage on shares of Visa (NYSE:V – Free Report) in a research report report published on Tuesday, Marketbeat Ratings reports. The firm issued a buy rating and a $387.00 target price on the credit-card processor’s stock.
V has been the subject of several other reports. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research note on Friday, January 30th. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Morgan Stanley restated an “overweight” rating and set a $411.00 price objective (up from $398.00) on shares of Visa in a report on Friday, January 30th. Truist Financial set a $372.00 price objective on Visa in a research report on Tuesday, February 10th. Finally, Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price for the company in a research note on Monday, February 2nd. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $390.96.
View Our Latest Stock Report on Visa
Visa Trading Up 0.9%
Visa (NYSE:V – Get Free Report) last released 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. The company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm’s revenue for the quarter was up 14.6% compared to the same quarter last year. During the same period last year, the company earned $2.75 EPS. Research analysts forecast that Visa will post 11.3 earnings per share for the current fiscal year.
Visa Dividend Announcement
The business also recently declared 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 yield of 0.9%. Visa’s dividend payout ratio (DPR) is currently 25.14%.
Insiders Place Their Bets
In related 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 transaction, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, 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 completion of the transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. The trade was a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by company insiders.
Hedge Funds Weigh In On Visa
A number of large investors have recently modified their holdings of V. Insight Wealth Strategies LLC lifted its position in Visa by 1.6% during the third quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock valued at $640,000 after buying an additional 29 shares in the last quarter. Old Port Advisors grew its stake in Visa by 0.9% during the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after buying an additional 29 shares during the period. Carr Financial Group Corp increased its position in shares of Visa by 2.4% in the third quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock worth $440,000 after acquiring an additional 30 shares in the last quarter. Define Financial LLC increased its position in shares of Visa by 4.0% in the third quarter. Define Financial LLC now owns 779 shares of the credit-card processor’s stock worth $266,000 after acquiring an additional 30 shares in the last quarter. Finally, Patron Partners LLC raised its stake in shares of Visa by 0.6% in the 3rd quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock valued at $1,587,000 after acquiring an additional 30 shares during the period. 82.15% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories 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 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.
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