Centaurus Financial Inc. Acquires 2,205 Shares of Visa Inc. $V

Centaurus Financial Inc. lifted its stake in Visa Inc. (NYSE:V) by 18.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,023 shares of the credit-card processor’s stock after purchasing an additional 2,205 shares during the period. Centaurus Financial Inc.’s holdings in Visa were worth $4,787,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in V. Parvin Asset Management LLC lifted its stake in Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 50 shares during the period. Sagard Holdings Management Inc. acquired a new position in shares of Visa during the 2nd quarter worth about $31,000. Bare Financial Services Inc increased its stake in shares of Visa by 287.0% in the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after acquiring an additional 66 shares during the last quarter. Imprint Wealth LLC bought a new stake in shares of Visa in the 3rd quarter valued at about $39,000. Finally, Winnow Wealth LLC acquired a new stake in shares of Visa in the 2nd quarter valued at approximately $40,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched the “Agentic Ready” program to help 21 banks test AI-driven payments by autonomous agents — a direct revenue pathway if banks scale agentic commerce. Visa Launches Agentic Ready Program to Help Banks Test AI Payments
• Positive Sentiment: Visa Crypto Labs rolled out Visa CLI (beta), a command-line tool that lets AI agents execute payments — an early move to own payments for machine-to-machine commerce. New Visa Crypto Labs Tool Hands AI a Wallet—and the Keys to the Checkout
• Positive Sentiment: Visa is extending support for Stripe/Tempo’s Machine Payments Protocol to enable card-based payments for autonomous agents on Visa’s network — further positioning Visa as the rails provider for agentic commerce. Visa Scales Agentic Commerce Through Stripe Protocol Collaboration
• Neutral Sentiment: Visa and Ingenico expanded unified commerce integrations (AXIUM POS + Visa Acceptance Platform), which can boost acceptance and transaction volumes over time but is incremental. Ingenico and Visa Collaborate to Accelerate Unified Commerce Solutions Across Industries
• Negative Sentiment: Analysts/market commentary note Visa fell more than the broader market today — indicating profit‑taking or sentiment-driven selling beyond fundamentals. Here’s Why Visa (V) Fell More Than Broader Market
• Negative Sentiment: Legal overhang: London’s Court of Appeal allowed Visa (and Mastercard) to challenge a prior ruling on merchant interchange fees — ongoing litigation creates uncertainty and potential future liabilities. Mastercard, Visa can appeal UK ruling that merchant fees breach antitrust law
• Negative Sentiment: Competitive pressure in crypto/stablecoin rails: Mastercard’s large BVNK deal and other moves accelerate the race to tokenize deposits and stablecoin settlement — a space where Visa must match pace or risk losing share. Crypto Rails Go Mainstream — Inside Mastercard’s Bold $1.8 Billion BVNK Acquisition

Visa Stock Performance

Shares of V opened at $299.09 on Thursday. The firm has a market cap of $542.90 billion, a P/E ratio of 28.06, a PEG ratio of 1.77 and a beta of 0.78. Visa Inc. has a twelve month low of $298.50 and a twelve month high of $375.51. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The firm’s 50 day moving average price is $322.51 and its two-hundred day moving average price is $335.07.

Visa (NYSE:V) last issued its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. The business had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm’s quarterly revenue was up 14.6% on a year-over-year basis. During the same period last year, the business posted $2.75 earnings per share. On average, analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s payout ratio is 25.14%.

Analysts Set New Price Targets

A number of brokerages recently issued reports on V. Morgan Stanley restated an “overweight” rating and set a $411.00 price objective (up from $398.00) on shares of Visa in a report on Friday, January 30th. Piper Sandler set a $160.00 target price on shares of Visa in a report on Wednesday, January 28th. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Truist Financial set a $372.00 price target on shares of Visa in a report on Tuesday, February 10th. Finally, Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a research report on Wednesday, January 28th. Seven analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $392.65.

Insider Activity

In other news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the 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 transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by corporate insiders.

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.