Callan Family Office LLC Has $35.10 Million Stock Position in Visa Inc. $V

Callan Family Office LLC lessened its stake in Visa Inc. (NYSE:V) by 2.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 102,810 shares of the credit-card processor’s stock after selling 3,065 shares during the quarter. Visa comprises approximately 1.1% of Callan Family Office LLC’s investment portfolio, making the stock its 12th biggest holding. Callan Family Office LLC’s holdings in Visa were worth $35,097,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. raised its position in shares of Visa by 0.9% during the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after acquiring an additional 1,461,575 shares during the last quarter. Geode Capital Management LLC raised its holdings in Visa by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after purchasing an additional 1,067,631 shares during the last quarter. Norges Bank acquired a new position in Visa during the 2nd quarter valued at about $7,034,939,000. TCI Fund Management Ltd. boosted its stake in shares of Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after purchasing an additional 2,429,996 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in shares of Visa by 1.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock worth $4,552,057,000 after buying an additional 145,665 shares during the period. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Price Performance

Shares of V opened at $334.16 on Tuesday. The stock has a 50 day simple moving average of $338.86 and a 200 day simple moving average of $341.39. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.08 and a current ratio of 1.11. The firm has a market capitalization of $608.75 billion, a PE ratio of 31.35, a P/E/G ratio of 1.89 and a beta of 0.79.

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

Visa Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s dividend payout ratio is 25.14%.

Insider Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the sale, the chief executive officer directly owned 9,401 shares in the company, valued at $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the transaction, the insider owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.12% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Quarterly results and momentum — Visa recently reported a solid quarter (late Jan) with revenue and EPS above expectations and double-digit revenue growth, supporting investor confidence in durable fundamentals and margin leverage. Why Visa Stock Is Up Today
• Positive Sentiment: Analyst reiterations — Major firms reiterated Outperform ratings (Royal Bank of Canada, Macquarie), which can boost demand for the shares and validate the growth thesis. Visa’s (V) Outperform Rating Reiterated at Royal Bank Of Canada Visa’s (V) Outperform Rating Reiterated at Macquarie
• Positive Sentiment: Stablecoin settlement in GCC — Visa and payments partner NymCard went live with USDC-based settlement in the Gulf Cooperation Council, enabling faster 24/7 settlement and expanding Visa’s capability in crypto rails and cross-border flows in an important region. This could lower settlement friction and create new issuer/merchant use cases. NymCard and Visa Launch Stablecoin Settlement in GCC Region
• Positive Sentiment: New co-branded product rollout — U.S. Bank launched a small-business-focused Business Shield Visa card (0% intro APR options), which should drive incremental transaction volume and deepen commercial relationships across the small-business segment. U.S. Bank Business Shield™ Visa® Card Offers Intro 0% APR U.S. Bank Debuts Small Business-Focused Visa Card
• Neutral Sentiment: AI and payments narrative — Coverage highlights Visa’s digital credentials and identity work as increasingly valuable in an AI-driven ecosystem; positive for long-term positioning but benefits may be gradual. Google Trains AI Agents for Hard Questions and Real Work
• Neutral Sentiment: Analyst/opinion pieces — Several Fool pieces and other commentary reiterate Visa’s leadership and make bullish longer-term cases, useful for sentiment but not new fundamental data. 1 Prediction for Visa in 2026 Visa vs. Mastercard: Which Will Make You Richer?
• Negative Sentiment: Regulatory/fee-cap risk persists — Some coverage notes past sell-offs tied to concerns over potential caps on card fees and consumer-spend sensitivity; regulatory risk remains a downside tail that could pressure multiple and volume over time. 2 Financial Stocks Poised for a Comeback in 2026

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on V. HSBC upgraded shares of Visa from a “hold” rating to a “buy” rating and increased their price objective for the company from $335.00 to $389.00 in a report on Sunday, December 7th. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 price target on shares of Visa in a research report on Friday. Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Citigroup raised Visa to a “strong-buy” rating in a research note on Thursday, October 23rd. Finally, Evercore ISI set a $380.00 target price on Visa in a research report on Friday, December 12th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $392.00.

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.