Pensionfund Sabic bought a new position in shares of Visa Inc. (NYSE:V – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 14,400 shares of the credit-card processor’s stock, valued at approximately $5,050,000. Visa accounts for approximately 1.4% of Pensionfund Sabic’s investment portfolio, making the stock its 12th largest position.
Several other large investors also recently bought and sold shares of the stock. Amplius Wealth Advisors LLC increased its holdings in Visa by 14.6% during the 4th quarter. Amplius Wealth Advisors LLC now owns 1,564 shares of the credit-card processor’s stock worth $549,000 after purchasing an additional 199 shares during the period. RoundAngle Advisors LLC boosted its stake in shares of Visa by 6.3% in the 4th quarter. RoundAngle Advisors LLC now owns 5,466 shares of the credit-card processor’s stock valued at $1,917,000 after buying an additional 322 shares during the period. Gilman Hill Asset Management LLC grew its position in shares of Visa by 51.9% during the fourth quarter. Gilman Hill Asset Management LLC now owns 2,271 shares of the credit-card processor’s stock worth $797,000 after buying an additional 776 shares in the last quarter. Founders Grove Wealth Partners LLC grew its position in shares of Visa by 3.0% during the fourth quarter. Founders Grove Wealth Partners LLC now owns 3,063 shares of the credit-card processor’s stock worth $1,074,000 after buying an additional 88 shares in the last quarter. Finally, Perennial Advisors LLC increased its stake in shares of Visa by 2.4% during the fourth quarter. Perennial Advisors LLC now owns 37,886 shares of the credit-card processor’s stock worth $13,287,000 after buying an additional 885 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Key Headlines Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa became the first major payments company named a “Super Validator” on the Canton Network, a privacy‑focused blockchain — a strategic move that could enable on‑chain settlement for banks, open new rails for institutional payments, and support valuation upside if on‑chain volumes scale. Visa Canton Role Signals Onchain Settlement And Possible Valuation Upside
- Positive Sentiment: Analysts and coverage highlight Visa’s privacy push on the Canton Network (confidential settlement + payments), positioning the company to benefit as stablecoin use and regulated on‑chain payment rails grow. This is strategically aligned with productization of crypto settlement services. Can Visa’s Privacy Push on Canton Network Redefine Digital Payments?
- Positive Sentiment: Visa launched an Enhanced Subscription Manager for issuers (in partnership with Pinwheel), a value‑added service aimed at helping card issuers reduce churn and boost engagement — a clear product expansion in its Digital Issuer Solutions line. Visa Launches Enhanced Subscription Manager, Giving Consumers Greater Control Over Recurring Payments
- Positive Sentiment: Partnership with Ingenico to link AXIUM POS terminals to Visa’s Acceptance Platform could accelerate merchant onboarding, reduce certification friction, and expand gateway/risk services revenue. Assessing Visa (V) Valuation After The New Ingenico Payments Partnership
- Neutral Sentiment: A Visa‑commissioned report finds euro stablecoins dominate the non‑USD market, reinforcing Visa’s role in supporting stablecoin settlement (EURC integrations), but the finding is industry‑level and not an immediate revenue catalyst. Euro stablecoins dominate non-dollar market, Visa-backed report finds
- Neutral Sentiment: Partners (e.g., Rain, Uphold, Pudgy Penguins) continue to roll out Visa‑branded programs and stablecoin integrations globally — supportive of network reach but incremental in near term. Rain Expands Visa Membership into Asia-Pacific to Scale Stablecoin Payment Infrastructure
- Negative Sentiment: The U.S. trade watchdog and FTC have sent warnings/letters to payment processors (including Visa) over alleged “debanking” or political/religious discrimination — a regulatory flashpoint that has prompted market caution and could lead to compliance costs, reputational risk, or political scrutiny. FTC Issues Warnings to Payment Processors Against ‘Debanking’
- Negative Sentiment: Payment stocks—including Visa—slid earlier after the U.S. threatened action over political bias, an immediate market reaction that underscores sensitivity to regulation and policy headlines. V, MA, PYPL: Payment Stocks Slip after U.S. Threatens Action over Political Bias
Analyst Ratings Changes
Check Out Our Latest Report on Visa
Visa Stock Performance
Shares of V opened at $305.43 on Friday. The company has a market capitalization of $554.40 billion, a price-to-earnings ratio of 28.65, a price-to-earnings-growth ratio of 1.75 and a beta of 0.78. Visa Inc. has a 52-week low of $297.03 and a 52-week high of $375.51. 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 stock has a 50 day moving average price of $318.34 and a 200 day moving average price of $333.26.
Visa (NYSE:V – Get Free Report) last released its quarterly earnings data 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. The company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter last year, the company earned $2.75 earnings per share. Research analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.
Visa Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is currently 25.14%.
Insider Buying and Selling at Visa
In related news, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director directly 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 available at this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This represents a 52.73% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by company insiders.
Visa Company 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.
See Also
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