Bell Asset Management Ltd Has $7.49 Million Stake in Visa Inc. $V

Bell Asset Management Ltd raised its stake in shares of Visa Inc. (NYSE:V) by 10.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,949 shares of the credit-card processor’s stock after buying an additional 1,998 shares during the quarter. Visa comprises about 2.0% of Bell Asset Management Ltd’s investment portfolio, making the stock its 7th biggest holding. Bell Asset Management Ltd’s holdings in Visa were worth $7,493,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in V. Sagard Holdings Management Inc. bought a new stake in shares of Visa in the second quarter worth approximately $31,000. Bare Financial Services Inc lifted its position in Visa by 287.0% during the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after purchasing an additional 66 shares during the period. Winnow Wealth LLC purchased a new stake in Visa in the second quarter worth approximately $40,000. Decker Retirement Planning Inc. purchased a new stake in Visa in the second quarter worth approximately $41,000. Finally, Moisand Fitzgerald Tamayo LLC grew its position in Visa by 344.8% in the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock worth $44,000 after purchasing an additional 100 shares during the period. 82.15% of the stock is owned by institutional investors.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Bank of America initiated coverage on Visa with a Buy rating and a $410 price target, signaling material upside from current levels and likely supporting sentiment among institutional investors. Finviz: Bank of America coverage
• Positive Sentiment: Visa is pushing into stablecoin-linked card offerings globally with Bridge, a move that could expand payment rails, capture crypto-related volume, and diversify revenue sources beyond traditional card fees. Visa and Bridge take stablecoin cards global
• Positive Sentiment: Visa appointed a veteran executive, Leonardo J. Collado, to lead growth for Pismo (the payments processor Visa acquired), which could accelerate integration and revenue expansion in processing services. Visa taps Leonardo Collado to lead Pismo’s global growth
• Neutral Sentiment: Analyst and media pieces continue to highlight Visa’s strong free cash flow and high margins, reinforcing its long-term valuation case even as the stock pulls back; useful for buy-and-hold investors but not new operational news. These 3 Cash Flow Machines Provide Stability
• Neutral Sentiment: New U.S. legislative text (H.R. 7316) would mandate chip-enabled EBT/SNAP terminals and stronger fraud controls; this could require upgrades by retailers/processors and create both compliance costs and potential processing opportunities for networks like Visa. SNAP Payment Security and Fraud Prevention Act of 2026
• Negative Sentiment: Brazil’s instant-pay system PIX processed 64 billion transactions in 2024—surpassing Visa and Mastercard combined in that market—and charges far lower merchant fees, demonstrating a fast-shifting payments landscape that pressures Visa’s merchant-fee and growth prospects in Brazil and similar markets. Brazil’s PIX Outpaces Visa and Mastercard Combined
• Negative Sentiment: Fintech Revolut is pursuing a U.S. bank charter and named a former Visa executive as U.S. CEO, an effort that could accelerate Revolut’s U.S. card, deposit and lending capabilities and intensify competition for transaction volume and card issuance. Revolut files for US bank charter

Insider Buying and Selling at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. Evercore set a $380.00 price target on Visa in a research note on Friday, December 12th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 target price on shares of Visa in a report on Friday, January 30th. Finally, Piper Sandler set a $160.00 price target on shares of Visa in a research report on Wednesday, January 28th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $392.65.

Visa Stock Down 0.8%

NYSE V opened at $317.23 on Monday. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $575.83 billion, a P/E ratio of 29.76, a price-to-earnings-growth ratio of 1.82 and a beta of 0.78. The stock’s 50-day moving average price is $329.57 and its 200-day moving average price is $337.25.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $10.69 billion. During the same period in the previous year, the company posted $2.75 EPS. The firm’s revenue was up 14.6% on a year-over-year basis. On average, equities research analysts predict that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

The company 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. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.

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.