Boston Common Asset Management LLC Has $32.84 Million Stock Holdings in Visa Inc. $V

Boston Common Asset Management LLC cut its stake in Visa Inc. (NYSE:V) by 3.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 93,636 shares of the credit-card processor’s stock after selling 3,669 shares during the quarter. Visa comprises about 1.7% of Boston Common Asset Management LLC’s holdings, making the stock its 10th largest position. Boston Common Asset Management LLC’s holdings in Visa were worth $32,839,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. TCI Fund Management Ltd. grew its holdings in Visa by 14.6% during the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after buying an additional 2,429,996 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in shares of Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. Holocene Advisors LP boosted its position in shares of Visa by 286.4% in the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after acquiring an additional 1,872,362 shares during the period. SG Americas Securities LLC grew its stake in Visa by 121.7% during the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after acquiring an additional 1,658,954 shares in the last quarter. Finally, Danske Bank A S purchased a new position in Visa during the third quarter valued at approximately $565,684,000. 82.15% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms have issued reports on V. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a research report on Wednesday, January 28th. Loop Capital initiated coverage on shares of Visa in a report on Tuesday. They issued a “buy” rating and a $387.00 price target on the stock. UBS Group lowered their price objective on Visa from $425.00 to $390.00 and set a “buy” rating on the stock in a research report on Tuesday. Finally, Truist Financial set a $372.00 price objective on Visa in a research note on Tuesday, February 10th. Seven analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $390.96.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Deepened Ramp partnership — Visa expanded a multi‑year issuing deal and embedded AI agents to automate corporate bill pay and real‑time spend controls, positioning Visa as an embedded finance layer inside enterprise spend workflows. Can Visa’s Ramp Integration Transform Enterprise Spend Management?
• Positive Sentiment: AI dispute‑resolution tools — Visa launched six new AI tools to streamline charge dispute handling (aiming to cut fraud costs and operational friction for issuers, acquirers and merchants), which could drive more platform value and client stickiness. Visa launches new AI tools to manage the charge dispute process
• Positive Sentiment: Network & blockchain moves — Visa joined the Canton Network as a super validator to help extend privacy‑preserving on‑chain infrastructure for banks, reinforcing its strategy to embed payment rails into blockchain enterprise use cases. Visa Inc. (V) Joins Canton Network to Accelerate Financials Mainstream Onchain Transition
• Positive Sentiment: Broad analyst support — Visa retains a consensus Buy profile and recent coverage initiations (e.g., Loop Capital’s Buy/$387 PT) highlight upside from a valuation reset, supporting longer‑term investor confidence. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Valuation debate — Several analyst and investor pieces (Seeking Alpha, Zacks) position Visa as a high‑quality compounder now trading at a lower valuation, creating a narrative that could attract value‑oriented buyers over time. Visa: A Rare Discount On A World Class Compounder
• Negative Sentiment: Competitive moves in stablecoins — Mastercard’s deal for BVNK pulls a notable stablecoin infrastructure partner closer to Mastercard, which could shift parts of the digital‑asset payments opportunity away from Visa. Mastercard’s BVNK Deal Brings Stablecoins Into Undervalued Payments Giant
• Negative Sentiment: Regulatory/oversight risk — Reporting flags renewed FTC scrutiny and guidance for large payments firms around discrimination and cross‑border practices, which could raise compliance costs or slow some product rollouts. Visa’s Cross Border Growth Story Meets New FTC Scrutiny
• Negative Sentiment: Analyst price‑target adjustments — UBS trimmed its target (from $425 to $390) while keeping a Buy, a move that can temper enthusiasm even if the fundamental view remains constructive. Benzinga coverage of UBS price target change

Visa Trading Down 1.2%

Shares of Visa stock opened at $298.76 on Thursday. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The firm has a market cap of $542.30 billion, a PE ratio of 28.03, a PEG ratio of 1.73 and a beta of 0.78. 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 company has a 50 day simple moving average of $316.08 and a two-hundred day simple moving average of $332.01.

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

Visa Announces Dividend

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

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated 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 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.

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.