Blue Fin Capital Inc. Sells 1,637 Shares of Visa Inc. $V

Blue Fin Capital Inc. lowered its stake in shares of Visa Inc. (NYSE:V) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 39,902 shares of the credit-card processor’s stock after selling 1,637 shares during the quarter. Visa makes up about 2.2% of Blue Fin Capital Inc.’s holdings, making the stock its 9th biggest position. Blue Fin Capital Inc.’s holdings in Visa were worth $13,994,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Clayton Financial Group LLC raised its holdings in Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after purchasing an additional 58 shares in the last quarter. Parvin Asset Management LLC raised 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 purchasing an additional 50 shares in the last quarter. Dorato Capital Management acquired a new stake in Visa during the fourth quarter worth approximately $30,000. Imprint Wealth LLC acquired a new stake in Visa during the third quarter worth approximately $39,000. Finally, Strategic Advocates LLC acquired a new stake in Visa during the third quarter worth approximately $43,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently commented on V shares. Morgan Stanley reiterated an “overweight” rating and set a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Loop Capital began coverage on Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price on the stock. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 price target on shares of Visa in a research note on Friday, January 30th. Bank of America began coverage on shares of Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 price target on the stock. Finally, Truist Financial set a $372.00 price target on shares of Visa in a research note on Tuesday, February 10th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $388.88.

Insider Transactions at Visa

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 transaction, the director directly owned 2,679 shares in the company, valued at $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 available at this link. Insiders own 0.12% of the company’s stock.

Visa Stock Performance

V opened at $315.97 on Thursday. The stock has a market cap of $573.54 billion, a P/E ratio of 29.64, a P/E/G ratio of 1.78 and a beta of 0.80. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The stock’s 50 day simple moving average is $311.81 and its 200 day simple moving average is $329.68. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (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 company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same period last year, the company earned $2.75 EPS. The firm’s revenue for the quarter was up 14.6% compared to the same quarter last year. As a group, equities analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders 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 0.8%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched and is operating an in‑house validator node on Stripe’s Tempo blockchain as an “anchor” validator, placing Visa into the transaction‑validation layer for real‑time stablecoin payments — a direct step toward new on‑chain payment volumes and settlement revenue. Visa Expands Blockchain Payment With Tempo Validator Node Launch
• Positive Sentiment: Coverage highlights Visa’s broader on‑chain ambitions and partnerships (including working alongside Stripe and Zodia Custody), signaling a strategic pivot into crypto infrastructure that could expand addressable payments flow. Visa extends its on-chain ambitions
• Positive Sentiment: Visa announced a partnership with Neat to embed AI‑powered insurance and medical services into cards in Europe — a product innovation that can increase card engagement and stickiness across business customers and consumers. How Will Visa’s Neat Partnership Help Boost Engagement and Growth?
• Positive Sentiment: Fundamentals remain supportive: analysts point to recent revenue and EPS beats and healthy margins, reinforcing investor confidence in Visa’s long‑term growth profile. Visa (V) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Visa and Bank of America are promoting merchant readiness for the FIFA World Cup, which could boost cross‑border and merchant volumes seasonally but is not an immediate structural change. Visa and Bank of America Want Merchants to Get World Cup-Ready
• Neutral Sentiment: Citigroup lowered its price target from $450 to $400 while keeping a buy rating — this narrows analyst upside expectations but leaves a meaningful positive view intact. Benzinga coverage
• Negative Sentiment: A lawsuit alleging lack of transparency in a separate “Gold Card” Visa program tied to the former administration introduces reputational/legal noise; impact on Visa’s core business appears limited but is a headline risk. Trump’s ‘Gold Card’ Visa Program Hit With New Lawsuit

Visa 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.