Congress Asset Management Co. Cuts Holdings in Visa Inc. $V

Congress Asset Management Co. cut its position in shares of Visa Inc. (NYSE:V) by 1.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 567,708 shares of the credit-card processor’s stock after selling 10,195 shares during the quarter. Visa accounts for about 1.4% of Congress Asset Management Co.’s portfolio, making the stock its 10th biggest holding. Congress Asset Management Co.’s holdings in Visa were worth $199,101,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Capital World Investors boosted its position in Visa by 0.8% during the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock worth $8,463,484,000 after acquiring an additional 193,288 shares during the last quarter. Norges Bank acquired a new stake in shares of Visa in the second quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. raised its holdings in shares of Visa by 14.6% in the second 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. Ameriprise Financial Inc. lifted its position in shares of Visa by 4.2% in the third quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock worth $4,475,403,000 after purchasing an additional 530,995 shares in the last quarter. Finally, Legal & General Group Plc lifted its position in shares of Visa by 3.3% in the third quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock worth $4,253,224,000 after purchasing an additional 399,845 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Price Performance

NYSE:V opened at $305.11 on Thursday. The stock has a market capitalization of $553.82 billion, a PE ratio of 28.62, a P/E/G ratio of 1.74 and a beta of 0.78. Visa Inc. has a 1-year low of $297.03 and a 1-year high of $375.51. The firm has a fifty day simple moving average of $318.78 and a 200 day simple moving average of $333.46. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.14 by $0.03. The firm 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 company’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.75 earnings per share. On average, research analysts expect that Visa Inc. will post 11.3 EPS for the current fiscal 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 paid 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 payout ratio is currently 25.14%.

Insider Transactions at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly 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 document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction 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. This trade represents a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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: 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

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on V shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $395.00 target price on shares of Visa in a research report on Friday, January 30th. UBS Group reissued a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Bank of America initiated coverage on Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. Finally, Piper Sandler set a $160.00 target price on Visa in a research report on Wednesday, January 28th. Seven research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $392.65.

About Visa

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.