Cortland Associates Inc. MO Sells 2,921 Shares of Visa Inc. $V

Cortland Associates Inc. MO decreased its position in Visa Inc. (NYSE:V) by 1.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 167,418 shares of the credit-card processor’s stock after selling 2,921 shares during the period. Visa comprises approximately 7.4% of Cortland Associates Inc. MO’s portfolio, making the stock its 3rd biggest holding. Cortland Associates Inc. MO’s holdings in Visa were worth $58,715,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Define Financial LLC grew its holdings in Visa by 4.0% in the third quarter. Define Financial LLC now owns 779 shares of the credit-card processor’s stock valued at $266,000 after purchasing an additional 30 shares during the last quarter. Patron Partners LLC increased its position in Visa by 0.6% during the third quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock worth $1,587,000 after buying an additional 30 shares in the last quarter. MTM Investment Management LLC increased its position in Visa by 0.9% during the third quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor’s stock worth $1,142,000 after buying an additional 30 shares in the last quarter. High Note Wealth LLC increased its position in Visa by 6.8% during the third quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor’s stock worth $162,000 after buying an additional 30 shares in the last quarter. Finally, Beacon Capital Management LLC increased its position in Visa by 2.0% during the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor’s stock worth $526,000 after buying an additional 30 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. Royal Bank Of Canada reissued an “outperform” rating and set a $395.00 price target on shares of Visa in a research report on Friday, January 30th. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Morgan Stanley reissued an “overweight” rating and set a $411.00 price target (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Loop Capital assumed coverage on Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price target for the company. Finally, TD Cowen reissued a “buy” rating on shares of Visa in a research report on Friday, January 30th. Seven investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $388.25.

Visa Stock Performance

Visa stock opened at $308.81 on Friday. The company has a market capitalization of $560.53 billion, a price-to-earnings ratio of 28.97, a PEG ratio of 1.79 and a beta of 0.80. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The stock has a fifty day moving average of $309.97 and a two-hundred day moving average of $328.44.

Visa (NYSE:V) last announced its quarterly earnings data 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. The business had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.75 earnings per share. On average, analysts anticipate that Visa Inc. will post 12.84 EPS for the current fiscal year.

Visa Dividend Announcement

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 $0.67 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. Visa’s payout ratio is currently 25.14%.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.12% of the stock is currently owned by corporate insiders.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: BMO Capital Markets upgraded Visa to “strong‑buy,” which can support buying interest from institutional investors. Zacks
• Positive Sentiment: Visa launched a validator node on the Tempo blockchain and is pressing into stablecoin/chain‑payment infrastructure — a strategic move that positions Visa to capture future crypto payment flows and new fee opportunities. Visa Tempo Blockchain Integration
• Positive Sentiment: Recent fundamentals remain solid: Visa beat fiscal Q1 EPS estimates (reported $3.17 vs. $3.14) and revenue grew ~14.6% year‑over‑year, supporting its high margins and cash-generation profile.
• Neutral Sentiment: Wall Street published fresh Q2 metric estimates and guidance sensitivity notes for Visa ahead of the April 28 report; these previews keep expectations elevated but also make the stock sensitive to any modest execution misses. Zacks Q2 Outlook
• Neutral Sentiment: Mastercard (MA) reports next week; a strong print from MA could buoy payment-processor sentiment, while a miss could pressure Visa shares by proxy. Mastercard Preview
• Neutral Sentiment: Third parties are expanding Visa-branded products (e.g., Cardano’s new Visa debit card), which signals network reach but offers unclear near‑term economic benefit to Visa itself. Cardano Visa Debit Card
• Neutral Sentiment: Market‑level commentary on Visa’s valuation and long‑term market‑cap narratives (e.g., comparisons to Walmart) is generating debate but not immediate catalytic impact. 247WallSt
• Neutral Sentiment: Coverage pieces on whether Visa is “attractively priced” highlight mixed sentiment and could keep trading range-bound until the earnings release. Valuation Article
• Neutral Sentiment: An unrelated government visa-bulletin item (immigration) is being picked up by some feeds but has no material impact on Visa Inc.’s business. Visa Bulletin (immigration)
• Negative Sentiment: Analysts note upside could be capped by higher incentives and costs (marketing, promos, or regulatory/compliance spending) in the quarter — a risk that helps explain some of today’s downside as traders de‑risk before the report. Zacks Earnings Countdown

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.