Y.D. More Investments Ltd boosted its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 13.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 18,492 shares of the credit-card processor’s stock after buying an additional 2,229 shares during the quarter. Y.D. More Investments Ltd’s holdings in Visa were worth $6,487,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Parvin Asset Management LLC increased its stake in Visa by 200.0% during 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. Dorato Capital Management acquired a new stake in shares of Visa in the fourth quarter valued at $30,000. Imprint Wealth LLC acquired a new stake in shares of Visa in the third quarter valued at $39,000. Strategic Advocates LLC acquired a new stake in shares of Visa in the third quarter valued at $43,000. Finally, Moisand Fitzgerald Tamayo LLC grew its stake 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 buying an additional 100 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.
Key Stories Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa launched “Intelligent Commerce Connect,” an AI‑enabled commerce/on‑ramp that lets AI agents discover, shop and pay on behalf of consumers — a strategic product expansion that could open new transaction flows and card usage in agentic commerce. Visa unveils commerce platform enabling autonomous AI shopping
- Positive Sentiment: Visa is pushing merchant enablement and fraud tools (Visa Intelligence/identity solutions) to both capture new business and reduce chargebacks — positioning it to retain issuer/merchant volumes as payments evolve. Visa Wants Fraudsters to Pick Another Business
- Neutral Sentiment: Broader crypto/stablecoin commentary notes growing transaction volumes, but analysts say stablecoins are not yet a major replacement for card rails — a long‑term competitor to monitor but not an immediate earnings threat. PODCAST: Stablecoins Are Moving Real Money, Just Not That Much Of It Yet
- Neutral Sentiment: Leadership change: Visa’s India & South Asia head Sandeep Ghosh is leaving; company says a successor will be named to ensure a smooth transition — watch execution in a high‑growth market. Visa’s India, South Asia head Sandeep Ghosh to quit
- Negative Sentiment: Merchant pushback on card processing fees in markets like Singapore is driving some retailers toward QR and alternative rails, which could pressure cross‑border and card‑volume growth if it becomes widespread. Singapore payment fees push retailers towards QR adoption
- Negative Sentiment: Valuation/competitive concerns: some analysts flag a lower forward P/E and rising fintech/regulatory pressure as reasons to be cautious despite growth — risk to multiples if competition intensifies. Visa Slides to 22X P/E: Opportunity Knocking or False Signal?
Visa Stock Up 2.1%
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, topping analysts’ consensus estimates of $3.14 by $0.03. The company had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.Visa’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same period in the previous year, the business earned $2.75 EPS. On average, analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.
Visa Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s payout ratio is 25.14%.
Insider Transactions at Visa
In other Visa news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction dated 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 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.12% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades
A number of brokerages have recently weighed in on V. Bank of America began coverage on Visa in a research note on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. Truist Financial set a $372.00 price objective on Visa in a research note on Tuesday, February 10th. UBS Group dropped their price objective on Visa from $425.00 to $390.00 and set a “buy” rating for the company in a research note on Tuesday, March 31st. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Finally, Piper Sandler set a $160.00 target price on Visa in a report on Wednesday, January 28th. Seven analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Visa presently has a consensus rating of “Buy” and an average price target of $390.96.
Read Our Latest Stock Report on Visa
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.
Further Reading
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