CCLA Investment Management Sells 7,362 Shares of Visa Inc. $V

CCLA Investment Management trimmed its holdings in shares of Visa Inc. (NYSE:V) by 1.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 522,261 shares of the credit-card processor’s stock after selling 7,362 shares during the period. Visa accounts for 2.9% of CCLA Investment Management’s portfolio, making the stock its 5th biggest position. CCLA Investment Management’s holdings in Visa were worth $182,345,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Sonoma Allocations LLC acquired a new stake in shares of Visa in the 3rd quarter worth about $710,000. AQR Capital Management LLC increased its holdings in shares of Visa by 1.8% in the 2nd quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after acquiring an additional 21,401 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its holdings in shares of Visa by 2.6% in the 3rd 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 acquiring an additional 14,581 shares during the period. Federated Hermes Inc. increased its holdings in shares of Visa by 24.1% in the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock worth $281,045,000 after acquiring an additional 159,906 shares during the period. Finally, Parnassus Investments LLC increased its holdings in shares of Visa by 3.0% in the 3rd quarter. Parnassus Investments LLC now owns 274,141 shares of the credit-card processor’s stock worth $93,586,000 after acquiring an additional 8,061 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Visa

In other news, Director Lloyd Carney sold 650 shares of the firm’s 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 completion of the transaction, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Company insiders own 0.12% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa deepened its OwlTing partnership to enable debit‑funded USDC via Visa Direct, reducing crypto onboarding friction and positioning Visa as a rails provider for dollar‑stablecoin flows — a potential new revenue stream and strategic foothold in tokenized payments. Can Visa’s OwlTing Partnership Accelerate Stablecoin Adoption?
• Positive Sentiment: Visa launched Intelligent Commerce Connect, an AI‑commerce offering to let AI agents discover, select and pay for goods across cards and protocols — could expand transaction volume and stickiness if adoption by merchants and agent builders accelerates. How Can Visa’s Intelligent Commerce Connect Power AI Agents?
• Positive Sentiment: Multiple outlets highlight Visa’s combined AI + USDC moves as strategic growth initiatives that can drive longer‑term payment volumes and new revenue channels; analysts remain generally bullish on medium‑term fundamentals. Visa’s AI Commerce And USDC Push Weighed Against Valuation Upside
• Positive Sentiment: Wall Street consensus price targets imply meaningful upside (~28% per recent coverage), signaling analyst confidence in Visa’s long‑term growth despite near‑term volatility — supports the thesis that current pullbacks may be buying opportunities for long‑term investors. Wall Street Sees 28% Upside in Visa (V). Here’s What the Market is Missing
• Neutral Sentiment: Zacks and other outlets reiterate Visa as a long‑term core holding because of durable cash flow and network effects, but note execution and competition risks — useful context for buy‑and‑hold investors. Why Visa (V) is a Top Stock for the Long-Term
• Neutral Sentiment: Visa set its fiscal Q2 FY2026 earnings release date for April 28; upcoming results and management commentary will be a near‑term catalyst and could move the stock depending on volume trends and guidance. Visa to Announce Fiscal Second Quarter 2026 Financial Results on April 28, 2026
• Negative Sentiment: Reports from Singapore and broader merchant commentary show retailers pushing toward QR and alternative rails to avoid rising card processing fees — a structural threat that could pressure take‑rates or require Visa to absorb more costs. Singapore payment fees push retailers towards QR adoption
• Negative Sentiment: Competitive moves and fintech entrants continuing to refine issuing models (e.g., RS2 and other payments infrastructure players) keep pressure on margins and pricing dynamics over time — a reminder that innovation by challengers can blunt Visa’s pricing power. RS2 CEO gives card issuing unit two years to prove fintech model works

Analyst Ratings Changes

A number of research firms recently weighed in on V. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a report on Wednesday, January 28th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Finally, Truist Financial set a $372.00 target price on shares of Visa in a research note on Tuesday, February 10th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $390.96.

Visa Stock Performance

NYSE:V opened at $304.73 on Friday. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. 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 company has a 50-day moving average of $312.94 and a 200-day moving average of $330.20. The firm has a market cap of $553.14 billion, a price-to-earnings ratio of 28.59, a price-to-earnings-growth ratio of 1.74 and a beta of 0.80.

Visa (NYSE:V) last posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating 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 company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same quarter last year, the firm posted $2.75 EPS. The business’s revenue for the quarter was up 14.6% on a year-over-year basis. Analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The firm also recently disclosed 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. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. Visa’s dividend payout ratio (DPR) is 25.14%.

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.