Visa Inc. $V Shares Purchased by AMI Investment Management Inc.

AMI Investment Management Inc. boosted its stake in Visa Inc. (NYSE:V) by 11.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 17,222 shares of the credit-card processor’s stock after purchasing an additional 1,710 shares during the quarter. Visa comprises 1.4% of AMI Investment Management Inc.’s portfolio, making the stock its 18th largest position. AMI Investment Management Inc.’s holdings in Visa were worth $6,040,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. TCI Fund Management Ltd. raised its position in shares of Visa by 14.6% during 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 acquiring an additional 2,429,996 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after acquiring an additional 2,075,289 shares during the last quarter. Holocene Advisors LP lifted its holdings in Visa by 286.4% in the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock worth $862,335,000 after acquiring an additional 1,872,362 shares during the last quarter. SG Americas Securities LLC boosted its stake in Visa by 121.7% in the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after acquiring an additional 1,658,954 shares during the period. Finally, Danske Bank A S bought a new position in shares of Visa during the third quarter valued at approximately $565,684,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Stock Performance

Shares of V opened at $302.12 on Wednesday. The firm has a market capitalization of $548.40 billion, a PE ratio of 28.34, a P/E/G ratio of 1.72 and a beta of 0.78. 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 firm has a 50-day moving average price of $316.62 and a 200 day moving average price of $332.24. Visa Inc. has a 52-week low of $294.32 and a 52-week high of $375.51.

Visa (NYSE:V) last issued its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping 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 company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same period in the prior year, the business posted $2.75 EPS. The business’s revenue for the quarter was up 14.6% compared to the same quarter last year. On average, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The company also recently declared 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. 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 (DPR) is 25.14%.

Analysts Set New Price Targets

A number of analysts have recently weighed in on V shares. Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target on the stock in a research report on Monday, February 2nd. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Truist Financial set a $372.00 target price on Visa in a research report on Tuesday, February 10th. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Finally, Evercore set a $380.00 price target on shares of Visa in a report on Friday, December 12th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $390.96.

Insiders Place Their Bets

In related news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lloyd Carney sold 650 shares of the business’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 sale, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by insiders.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa will join the Canton Network as a super‑validator to extend privacy‑preserving, bank‑focused onchain infrastructure — a strategic move that strengthens Visa’s positioning in institutional blockchain rails and long‑term payments innovation. Visa Joins Canton Network
• Positive Sentiment: Loop Capital initiated coverage with a Buy rating and a $387 price target, signaling Wall Street confidence and providing fresh upward price guidance for investors. Loop Capital Buy, $387 PT
• Positive Sentiment: Visa partnered with Ramp to develop AI agents for corporate bill pay, which could expand enterprise product revenue, reduce client costs, and deepen Visa’s role in B2B payments. Visa + Ramp AI Agents
• Neutral Sentiment: Veem expanded its partnership with Visa to launch global virtual accounts for businesses — a commercialization win that may modestly increase transaction volumes over time. Veem Partnership
• Neutral Sentiment: New platforms (e.g., Nium) now enable stablecoin‑funded cards across both Visa and Mastercard networks — this broadens on‑ramps for crypto flows through Visa rails, but much of the execution is driven by third‑party issuers. Nium Stablecoin Cards
• Negative Sentiment: UBS cut its price target from $425 to $390 (but kept a Buy rating), a downward revision that can temper upside expectations despite continued analyst optimism. UBS Price Target Cut (Benzinga)
• Negative Sentiment: Mastercard’s acquisition of BVNK (a stablecoin partner that had worked with Visa) and other rival moves increase competitive pressure in tokenized/stablecoin payment rails. BVNK Acquired by Mastercard
• Negative Sentiment: The FTC has signaled scrutiny around cross‑border and discrimination risks tied to large payment firms, introducing potential regulatory risk to Visa’s cross‑border expansion story. FTC Scrutiny on Cross‑Border Growth

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.