Financial Planning Hawaii Inc. acquired a new stake in Visa Inc. (NYSE:V – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 2,374 shares of the credit-card processor’s stock, valued at approximately $833,000.
A number of other large investors also recently bought and sold shares of V. Capital World Investors boosted its holdings in shares of Visa by 0.8% in the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after acquiring an additional 193,288 shares in the last quarter. TCI Fund Management Ltd. increased its stake in shares of Visa by 14.6% during the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after acquiring an additional 2,429,996 shares during the period. Ameriprise Financial Inc. raised its holdings in Visa by 4.2% during 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. Legal & General Group Plc lifted its position in 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 valued at $4,253,224,000 after purchasing an additional 399,845 shares during the period. Finally, Invesco Ltd. lifted its position in Visa by 12.2% in the third quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock valued at $4,067,032,000 after purchasing an additional 1,298,435 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Visa Trading Down 1.2%
Shares of V opened at $298.76 on Thursday. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm has a market capitalization of $542.30 billion, a P/E ratio of 28.03, a PEG ratio of 1.73 and a beta of 0.78. The firm’s 50-day moving average is $316.08 and its two-hundred day moving average is $332.01.
Visa Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were issued a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.9%. Visa’s payout ratio is currently 25.14%.
Visa News Roundup
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Deepened Ramp partnership — Visa expanded a multi‑year issuing deal and embedded AI agents to automate corporate bill pay and real‑time spend controls, positioning Visa as an embedded finance layer inside enterprise spend workflows. Can Visa’s Ramp Integration Transform Enterprise Spend Management?
- Positive Sentiment: AI dispute‑resolution tools — Visa launched six new AI tools to streamline charge dispute handling (aiming to cut fraud costs and operational friction for issuers, acquirers and merchants), which could drive more platform value and client stickiness. Visa launches new AI tools to manage the charge dispute process
- Positive Sentiment: Network & blockchain moves — Visa joined the Canton Network as a super validator to help extend privacy‑preserving on‑chain infrastructure for banks, reinforcing its strategy to embed payment rails into blockchain enterprise use cases. Visa Inc. (V) Joins Canton Network to Accelerate Financials Mainstream Onchain Transition
- Positive Sentiment: Broad analyst support — Visa retains a consensus Buy profile and recent coverage initiations (e.g., Loop Capital’s Buy/$387 PT) highlight upside from a valuation reset, supporting longer‑term investor confidence. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
- Neutral Sentiment: Valuation debate — Several analyst and investor pieces (Seeking Alpha, Zacks) position Visa as a high‑quality compounder now trading at a lower valuation, creating a narrative that could attract value‑oriented buyers over time. Visa: A Rare Discount On A World Class Compounder
- Negative Sentiment: Competitive moves in stablecoins — Mastercard’s deal for BVNK pulls a notable stablecoin infrastructure partner closer to Mastercard, which could shift parts of the digital‑asset payments opportunity away from Visa. Mastercard’s BVNK Deal Brings Stablecoins Into Undervalued Payments Giant
- Negative Sentiment: Regulatory/oversight risk — Reporting flags renewed FTC scrutiny and guidance for large payments firms around discrimination and cross‑border practices, which could raise compliance costs or slow some product rollouts. Visa’s Cross Border Growth Story Meets New FTC Scrutiny
- Negative Sentiment: Analyst price‑target adjustments — UBS trimmed its target (from $425 to $390) while keeping a Buy, a move that can temper enthusiasm even if the fundamental view remains constructive. Benzinga coverage of UBS price target change
Insiders Place Their Bets
In other news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction on 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 owned 2,679 shares of the company’s stock, valued at $829,471.98. The trade was a 19.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction on 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 directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by insiders.
Wall Street Analysts Forecast Growth
Several research firms have issued reports on V. Evercore set a $380.00 target price on Visa in a research report on Friday, December 12th. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. UBS Group decreased their price target on Visa from $425.00 to $390.00 and set a “buy” rating on the stock in a research note on Tuesday. Loop Capital assumed coverage on Visa in a report on Tuesday. They set a “buy” rating and a $387.00 price objective on the stock. Finally, HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $390.96.
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.
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