Visa (NYSE:V) Given New $390.00 Price Target at UBS Group

Visa (NYSE:V) had its target price lowered by UBS Group from $425.00 to $390.00 in a research report sent to investors on Tuesday,Benzinga reports. UBS Group currently has a buy rating on the credit-card processor’s stock.

Several other research analysts have also recently commented on the stock. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Rothschild & Co Redburn set a $385.00 price target on Visa in a report on Wednesday, January 28th. 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. Morgan Stanley reissued an “overweight” rating and issued a $411.00 price objective (up from $398.00) on shares of Visa in a report on Friday, January 30th. Finally, Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price on the stock in a research report 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 assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $390.96.

Visa Stock Performance

Shares of V opened at $302.12 on Tuesday. Visa has a 1 year low of $294.32 and a 1 year high of $375.51. The company has a market cap of $548.40 billion, a price-to-earnings ratio of 28.34, a price-to-earnings-growth ratio of 1.72 and a beta of 0.78. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The firm has a fifty day moving average of $316.62 and a 200-day moving average of $332.24.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping 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 analyst estimates of $10.69 billion. During the same quarter in the prior year, the firm earned $2.75 earnings per share. The company’s quarterly revenue was up 14.6% on a year-over-year basis. As a group, equities analysts anticipate that Visa will post 11.3 earnings per share for the current year.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s payout ratio is 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 shares were 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 of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the 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 owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company’s stock.

Hedge Funds Weigh In On Visa

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Visa in the fourth quarter valued at $5,877,738,000. Cardano Risk Management B.V. grew its holdings in Visa by 867.6% during the fourth quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after acquiring an additional 7,364,762 shares during the period. J. Stern & Co. LLP grew its holdings in Visa by 12,497.1% during the fourth quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor’s stock worth $1,184,712,000 after acquiring an additional 3,351,223 shares during the period. TCI Fund Management Ltd. raised its position in Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after acquiring an additional 2,429,996 shares in the last quarter. Finally, Victory Capital Management Inc. raised its position in Visa by 48.2% in the fourth quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor’s stock worth $2,282,472,000 after acquiring an additional 2,116,463 shares in the last quarter. 82.15% of the stock is owned by institutional investors.

Key Visa News

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.