Rockland Trust Co. Has $52.30 Million Stock Holdings in Visa Inc. $V

Rockland Trust Co. lifted its holdings in Visa Inc. (NYSE:V) by 4.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 149,119 shares of the credit-card processor’s stock after buying an additional 6,333 shares during the quarter. Visa comprises 2.1% of Rockland Trust Co.’s portfolio, making the stock its 11th biggest holding. Rockland Trust Co.’s holdings in Visa were worth $52,298,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in V. Parvin Asset Management LLC raised its stake in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the last quarter. Sagard Holdings Management Inc. acquired a new position in shares of Visa during the second quarter worth approximately $31,000. Imprint Wealth LLC bought a new stake in shares of Visa during the third quarter valued at approximately $39,000. Strategic Advocates LLC bought a new stake in shares of Visa during the third quarter valued at approximately $43,000. Finally, Moisand Fitzgerald Tamayo LLC increased its holdings in shares of Visa by 344.8% in the third quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock valued at $44,000 after purchasing an additional 100 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Trading Down 1.2%

V opened at $298.76 on Thursday. The firm has a 50 day simple moving average of $316.08 and a 200 day simple moving average of $332.01. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The company has a market cap of $542.30 billion, a price-to-earnings ratio of 28.03, a price-to-earnings-growth ratio of 1.73 and a beta of 0.78. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same period last year, the firm earned $2.75 earnings per share. The business’s revenue for the quarter was up 14.6% on a year-over-year basis. On average, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is currently 25.14%.

Analysts Set New Price Targets

Several research analysts recently weighed in on V shares. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a research report on Wednesday, January 28th. TD Cowen reiterated a “buy” rating on shares of Visa in a research report on Friday, January 30th. Loop Capital initiated coverage on Visa in a research note on Tuesday. They issued a “buy” rating and a $387.00 target price for the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $411.00 price target (up from $398.00) on shares of Visa in a report on Friday, January 30th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $390.96.

More Visa News

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

Insider Buying and Selling at Visa

In related news, 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 transaction of $3,661,152.30. Following the completion of the sale, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 completion of the sale, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by company insiders.

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.