Avanza Fonder AB Boosts Stock Holdings in Visa Inc. $V

Avanza Fonder AB grew its holdings in Visa Inc. (NYSE:V) by 5.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 135,917 shares of the credit-card processor’s stock after purchasing an additional 7,238 shares during the quarter. Visa makes up 1.2% of Avanza Fonder AB’s portfolio, making the stock its 11th biggest position. Avanza Fonder AB’s holdings in Visa were worth $47,667,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of V. Brighton Jones LLC raised its stake in Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after acquiring an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. increased its holdings in shares of Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares during the period. Matrix Asset Advisors Inc. NY increased its holdings in shares of Visa by 16.9% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after acquiring an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. raised its position in shares of Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after acquiring an additional 2,230 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Stock Up 0.4%

Shares of V stock opened at $305.11 on Thursday. The stock’s fifty day moving average price is $318.78 and its 200 day moving average price is $333.46. Visa Inc. has a 1-year low of $297.03 and a 1-year high of $375.51. The company has a market cap of $553.82 billion, a price-to-earnings ratio of 28.62, a price-to-earnings-growth ratio of 1.74 and a beta of 0.78. 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 EPS for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. The company had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm’s revenue was up 14.6% compared to the same quarter last year. During the same period last year, the business posted $2.75 earnings per share. On average, research analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

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

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa joins the Canton Network as its first major global payments “Super Validator,” enabling privacy-preserving on‑chain payments and helping banks migrate payment flows to blockchain — a meaningful strategic step into tokenized capital markets and enterprise on‑chain rails. Visa Becomes ‘Super Validator’ For Canton Network
• Positive Sentiment: Coverage emphasizing the Canton role frames Visa as a bridge between traditional capital markets and on‑chain payments — this narrative supports upside from new fee streams, network effects, and partnerships with banks and asset managers. Visa Bridges Capital Markets and Onchain Payments on Canton Network
• Positive Sentiment: Multiple fintech/blockchain outlets highlight the privacy-preserving angle of Visa’s Canton relationship — this differentiator can ease institutional adoption where confidentiality is required, improving Visa’s competitive positioning in enterprise blockchain payments. Visa Teams With Canton Network to Preserve Blockchain Privacy
• Positive Sentiment: Visa broadens crypto/payment product reach via partner launches: Rain expanding Visa membership into Asia‑Pacific for stablecoin payment infrastructure and NFT/crypto brands (e.g., Pudgy Penguins) launching Visa‑backed cards — incremental adoption and card volume opportunities in APAC and web3 ecosystems. Rain Expands Visa Membership into Asia-Pacific Pudgy Penguins Launches Visa-Backed Crypto Debit Card
• Positive Sentiment: Separately, Visa’s partnership with Ingenico to link AXIUM POS terminals to Visa’s Acceptance Platform (gateway + risk management) shortens merchant onboarding and could drive incremental acceptance revenue and deeper in‑store penetration. Assessing Visa (V) Valuation After The New Ingenico Payments Partnership
• Neutral Sentiment: Macro/sector commentary (XLF and broader financials weakness) is relevant: Visa sits in financial ETFs and can be affected by sector flows even if company fundamentals are solid — keep an eye on ETF rebalancing and sentiment. Financials Are Down Big This Year. The XLF Affords an Opportunity
• Negative Sentiment: Reports of a Visa payments outage in the U.K. (user complaints of card declines) are a short‑term operational headwind; repeated outages can damage merchant trust and lead to fines or remediation costs, so investors should watch incident scope and company response. Visa down LIVE as UK shoppers report payments not working

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the sale, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction that occurred on 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 owned 2,679 shares in the company, valued at $829,471.98. The trade was a 19.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Evercore set a $380.00 target price on Visa in a research note on Friday, December 12th. TD Cowen reissued a “buy” rating on shares of Visa in a research report on Friday, January 30th. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a report on Wednesday, January 28th. Finally, Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Seven research 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 company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $392.65.

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.