Nutshell Asset Management Ltd Raises Position in Visa Inc. $V

Nutshell Asset Management Ltd lifted its holdings in shares of Visa Inc. (NYSE:V) by 166.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 17,350 shares of the credit-card processor’s stock after acquiring an additional 10,850 shares during the period. Visa accounts for about 2.8% of Nutshell Asset Management Ltd’s investment portfolio, making the stock its 12th largest holding. Nutshell Asset Management Ltd’s holdings in Visa were worth $5,923,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in V. Vanguard Group Inc. grew its holdings in Visa by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after buying an additional 1,461,575 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Visa by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after acquiring an additional 1,067,631 shares during the period. Norges Bank acquired a new stake in shares of Visa in the second quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. boosted its position in shares of Visa by 14.6% in 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 acquiring an additional 2,429,996 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in Visa by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock valued at $4,552,057,000 after purchasing an additional 145,665 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Price Performance

V opened at $317.23 on Monday. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51. The company has a 50 day moving average of $329.57 and a two-hundred day moving average of $337.25. The company has a market cap of $575.83 billion, a P/E ratio of 29.76, a P/E/G ratio of 1.82 and a beta of 0.78. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51.

Visa (NYSE:V) last issued its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. The business had revenue of $10.90 billion for 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 revenue for the quarter was up 14.6% compared to the same quarter last year. During the same quarter last year, the firm posted $2.75 EPS. On average, analysts expect 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. Investors of record on Tuesday, February 10th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio is currently 25.14%.

Insider Buying and Selling

In other Visa news, 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 $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 SEC, which is available through this hyperlink. 0.12% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts recently commented on V shares. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $395.00 price target on shares of Visa in a research report on Friday, January 30th. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Evercore set a $380.00 price objective on Visa in a report on Friday, December 12th. HSBC raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, Macquarie Infrastructure reissued an “outperform” rating and set a $410.00 price target on shares of Visa in a research 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’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $392.65.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Bank of America initiated coverage on Visa with a Buy rating and a $410 price target, signaling material upside from current levels and likely supporting sentiment among institutional investors. Finviz: Bank of America coverage
• Positive Sentiment: Visa is pushing into stablecoin-linked card offerings globally with Bridge, a move that could expand payment rails, capture crypto-related volume, and diversify revenue sources beyond traditional card fees. Visa and Bridge take stablecoin cards global
• Positive Sentiment: Visa appointed a veteran executive, Leonardo J. Collado, to lead growth for Pismo (the payments processor Visa acquired), which could accelerate integration and revenue expansion in processing services. Visa taps Leonardo Collado to lead Pismo’s global growth
• Neutral Sentiment: Analyst and media pieces continue to highlight Visa’s strong free cash flow and high margins, reinforcing its long-term valuation case even as the stock pulls back; useful for buy-and-hold investors but not new operational news. These 3 Cash Flow Machines Provide Stability
• Neutral Sentiment: New U.S. legislative text (H.R. 7316) would mandate chip-enabled EBT/SNAP terminals and stronger fraud controls; this could require upgrades by retailers/processors and create both compliance costs and potential processing opportunities for networks like Visa. SNAP Payment Security and Fraud Prevention Act of 2026
• Negative Sentiment: Brazil’s instant-pay system PIX processed 64 billion transactions in 2024—surpassing Visa and Mastercard combined in that market—and charges far lower merchant fees, demonstrating a fast-shifting payments landscape that pressures Visa’s merchant-fee and growth prospects in Brazil and similar markets. Brazil’s PIX Outpaces Visa and Mastercard Combined
• Negative Sentiment: Fintech Revolut is pursuing a U.S. bank charter and named a former Visa executive as U.S. CEO, an effort that could accelerate Revolut’s U.S. card, deposit and lending capabilities and intensify competition for transaction volume and card issuance. Revolut files for US bank charter

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.