Visa Inc. $V Shares Sold by Calydon Capital

Calydon Capital lessened its position in Visa Inc. (NYSE:V) by 49.9% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 5,173 shares of the credit-card processor’s stock after selling 5,155 shares during the quarter. Calydon Capital’s holdings in Visa were worth $1,766,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Sagard Holdings Management Inc. acquired a new position in shares of Visa in the second quarter valued at approximately $31,000. Bare Financial Services Inc lifted its holdings in Visa by 287.0% during the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after buying an additional 66 shares in the last quarter. Winnow Wealth LLC acquired a new stake in Visa during the 2nd quarter worth approximately $40,000. Imprint Wealth LLC purchased a new position in Visa in the 3rd quarter valued at approximately $39,000. Finally, Moisand Fitzgerald Tamayo LLC boosted its position in Visa by 344.8% in the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock valued at $44,000 after buying an additional 100 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Trading Up 0.2%

NYSE V opened at $307.15 on Monday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The firm has a market cap of $557.53 billion, a PE ratio of 28.81, a P/E/G ratio of 1.76 and a beta of 0.78. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The firm’s fifty day moving average is $325.50 and its two-hundred day moving average is $335.91.

Visa (NYSE:V) last announced its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping the consensus estimate of $3.14 by $0.03. The business had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The business’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.75 earnings per share. Analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Shareholders 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 dividend on an annualized basis and a yield of 0.9%. Visa’s dividend payout ratio is presently 25.14%.

Insider Buying and Selling at Visa

In other news, Director Lloyd Carney sold 650 shares of Visa 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 sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s 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 owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% 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 company insiders.

Analysts Set New Price Targets

V has been the topic of a number of recent research reports. Bank of America started coverage on Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective on the stock. Evercore set a $380.00 target price on Visa in a research note on Friday, December 12th. Rothschild & Co Redburn set a $385.00 price target on Visa in a report on Wednesday, January 28th. HSBC upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $411.00 price objective (up from $398.00) on shares of Visa in a research report on Friday, January 30th. 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. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $392.65.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa’s Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

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.