Banque Pictet & Cie SA reduced its holdings in Visa Inc. (NYSE:V – Free Report) by 6.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 380,438 shares of the credit-card processor’s stock after selling 25,764 shares during the quarter. Visa makes up approximately 0.8% of Banque Pictet & Cie SA’s holdings, making the stock its 15th largest holding. Banque Pictet & Cie SA’s holdings in Visa were worth $133,423,000 at the end of the most recent quarter.
Other large investors have also bought and sold shares of the company. Capital World Investors raised its position in Visa by 0.8% in the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after purchasing an additional 193,288 shares during the last quarter. TCI Fund Management Ltd. grew its holdings 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 purchasing an additional 2,429,996 shares during the last quarter. Ameriprise Financial Inc. increased its stake 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 valued at $4,475,403,000 after buying an additional 530,995 shares in the last quarter. Legal & General Group Plc increased its stake 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 valued at $4,253,224,000 after buying an additional 399,845 shares in the last quarter. Finally, Invesco Ltd. raised its holdings in shares of 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 buying an additional 1,298,435 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.
Insider Buying and Selling
In related news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.12% of the company’s stock.
Visa News Roundup
- Positive Sentiment: Visa launched six AI-powered dispute tools aimed at automating case analysis, merchant responses and real‑time insights — management says this should reduce fraud-related losses and backstop issuer/merchant relationships, supporting the company’s growth and margin story. Visa’s New AI Dispute Tools Target Fraud Costs And Support Growth Narrative
- Positive Sentiment: Visa is part of new merchant/payment product rollouts (example: Bitget Card in APAC), which can expand transaction volume and cross‑border flows in growing crypto-related payment use cases. These partnerships support TPS and fee growth if adoption scales. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
- Neutral Sentiment: Analysts and trade press continue to flag Visa as a play on payments/crypto exposure in thematic lists — this can attract long-term thematic flows but is unlikely to move near-term fundamentals by itself. Top Cryptocurrency Stocks You Should Watch for a Healthy Portfolio
- Negative Sentiment: An analyst downgrade was published today, citing valuation or near-term concerns — downgrades can trigger short-term selling and pressure relative performance. Visa (NYSE:V) Stock Price Down 1.2% on Analyst Downgrade
- Negative Sentiment: UBS cut Visa’s price target (to $390), a formal pullback in street expectations that can limit upside for investor models and reweight recommendations. UBS Group Lowers Visa (NYSE:V) Price Target to $390.00
- Negative Sentiment: Competitive pressures: coverage notes that Mastercard is pursuing SMB spend via Amazon and embedded payments — successful wins by rivals in high-frequency merchant ecosystems could pressure Visa’s market-share or interchange trends over time. Can Mastercard Capture SMB Spend Through Amazon’s Ecosystem?
- Negative Sentiment: Emerging local competitors (discussion of a UK-focused rival) highlight regulatory and market-share risk in key markets — incremental but worth monitoring for longer-term competitive dynamics. Interview: Boku CEO Stuart Neal on why the UK needs a Mastercard, Visa rival
Visa Stock Up 0.0%
V stock opened at $300.88 on Friday. 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 $546.14 billion, a PE ratio of 28.22, a PEG ratio of 1.72 and a beta of 0.80. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The business’s 50 day simple moving average is $315.08 and its 200 day simple moving average is $331.53.
Visa (NYSE:V – Get Free Report) last announced its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter last year, the firm posted $2.75 EPS. The company’s quarterly revenue was up 14.6% on a year-over-year basis. As a group, research analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.
Visa Announces Dividend
The business also recently announced 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 dividend yield of 0.9%. Visa’s payout ratio is presently 25.14%.
Analyst Ratings Changes
Several research analysts recently issued reports on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Loop Capital began coverage on shares of Visa in a research note on Tuesday. They issued a “buy” rating and a $387.00 target price for the company. UBS Group reduced their target price on shares of Visa from $425.00 to $390.00 and set a “buy” rating on the stock in a research report on Tuesday. Royal Bank Of Canada reissued an “outperform” rating and issued a $395.00 price target on shares of Visa in a report on Friday, January 30th. Finally, HSBC upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $390.96.
Get Our Latest Stock Report on V
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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