Visa Inc. $V is Douglas Lane & Associates LLC’s 10th Largest Position

Douglas Lane & Associates LLC cut its position in shares of Visa Inc. (NYSE:V) by 3.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 344,864 shares of the credit-card processor’s stock after selling 13,014 shares during the quarter. Visa makes up about 1.7% of Douglas Lane & Associates LLC’s holdings, making the stock its 10th biggest position. Douglas Lane & Associates LLC’s holdings in Visa were worth $120,947,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in V. Clayton Financial Group LLC grew its holdings in shares of Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after acquiring an additional 58 shares in the last quarter. Parvin Asset Management LLC lifted its holdings in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the period. Dorato Capital Management purchased a new position in Visa in the fourth quarter worth $30,000. Imprint Wealth LLC purchased a new position in Visa in the third quarter worth $39,000. Finally, Strategic Advocates LLC bought a new position in Visa in the 3rd quarter valued at $43,000. 82.15% of the stock is owned by institutional investors.

Insider Buying and Selling at Visa

In other news, Director Lloyd Carney sold 650 shares of the business’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 sale, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. The trade was 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 the SEC website. 0.12% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on V. Truist Financial set a $372.00 target price on Visa in a research report on Tuesday, February 10th. UBS Group reduced their price target on shares of Visa from $425.00 to $390.00 and set a “buy” rating for the company in a research report on Tuesday, March 31st. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $395.00 price objective on shares of Visa in a research report on Friday, January 30th. Finally, Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Seven analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $390.96.

Visa Stock Up 0.1%

Shares of NYSE V opened at $304.73 on Monday. Visa Inc. has a one year low of $293.89 and a one year 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 business’s fifty day moving average price is $312.94 and its 200-day moving average price is $330.14. The stock has a market capitalization of $553.14 billion, a PE ratio of 28.59, a P/E/G ratio of 1.74 and a beta of 0.80.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.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 firm’s revenue for the quarter was up 14.6% on a year-over-year basis. On average, equities research analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were paid a $0.67 dividend. 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 presently 25.14%.

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

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.