Visa Inc. $V is Cidel Asset Management Inc.’s 4th Largest Position

Cidel Asset Management Inc. lifted its position in Visa Inc. (NYSE:V) by 2.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 136,679 shares of the credit-card processor’s stock after purchasing an additional 3,468 shares during the quarter. Visa comprises about 3.4% of Cidel Asset Management Inc.’s holdings, making the stock its 4th biggest holding. Cidel Asset Management Inc.’s holdings in Visa were worth $47,935,000 at the end of the most recent reporting period.

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

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on V shares. Piper Sandler set a $160.00 price objective on shares of Visa in a report on Wednesday, January 28th. Loop Capital initiated coverage on shares of Visa in a research report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 target price on the stock. Daiwa Securities Group raised shares of 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. Evercore set a $380.00 target price on shares of Visa in a research report on Friday, December 12th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $390.96.

Insider Activity

In other news, Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The shares were 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 of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.12% of the company’s stock.

Visa Trading Down 0.3%

NYSE V opened at $302.38 on Wednesday. The firm’s 50-day moving average is $314.12 and its two-hundred day moving average is $330.84. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. 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 stock has a market capitalization of $548.87 billion, a P/E ratio of 28.37, a PEG ratio of 1.72 and a beta of 0.80.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating 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 company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same quarter in the prior year, the company posted $2.75 earnings per share. Visa’s revenue for the quarter was up 14.6% compared to the same quarter last year. On average, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

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

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out new AI-driven dispute-resolution tools aimed at speeding and automating chargeback and dispute workflows, which can cut operating costs, improve merchant/issuer experience and support margin expansion over time. Visa Launches New AI Tools to Manage Credit Card Disputes
• Positive Sentiment: Visa named Worldwide Tour Sponsor for BTS’s “ARIRANG” tour, a consumer-branding play that targets younger, global audiences and can deepen card usage/engagement in APAC and beyond — helpful for long-term volume growth and merchant partnerships. Visa cements global K-pop connection as Worldwide Tour Sponsor for “BTS WORLD TOUR ‘ARIRANG'”
• Positive Sentiment: Partnerships expanding payments reach: Bitget’s APAC card launch (in partnership with Visa) extends crypto-to-spend use cases in high-growth Asian markets — incremental volume and network effects if adoption scales. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Positive Sentiment: Bullish analyst commentary and earnings momentum: several outlets highlight Visa’s strong earnings history, AI positioning for commerce, and potential to beat estimates again — supportive for investor confidence and valuation resilience. Why Visa (V) Could Beat Earnings Estimates Again
• Neutral Sentiment: Competitor dynamics: Evercore/Street moves trimming Mastercard price targets may be read two ways — weakness for a peer (positive for relative outperformance) or a sector signal of risk to payments volumes. Investors may reweight Visa versus MA based on these calls. Mastercard (MA) Price Target Cut by $60
• Negative Sentiment: Leadership disruption in India: Bloomberg reports Visa India head Sandeep Ghosh is stepping down — a potential near-term negative because India is a high-growth market for payments; executive turnover can raise questions about strategy continuity and local execution. Visa India Head Sandeep Ghosh Said to Step Down

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.