Visa Inc. $V Stake Increased by Cresset Asset Management LLC

Cresset Asset Management LLC boosted its stake in Visa Inc. (NYSE:V) by 1.0% during the 3rd quarter, HoldingsChannel reports. The fund owned 202,470 shares of the credit-card processor’s stock after buying an additional 1,960 shares during the period. Cresset Asset Management LLC’s holdings in Visa were worth $69,119,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Insight Wealth Strategies LLC grew its stake in Visa by 1.6% in the third quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock worth $640,000 after purchasing an additional 29 shares in the last quarter. Old Port Advisors lifted its holdings in Visa by 0.9% during the 3rd quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after buying an additional 29 shares during the last quarter. Carr Financial Group Corp grew its position in shares of Visa by 2.4% in the 3rd quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock worth $440,000 after acquiring an additional 30 shares in the last quarter. Define Financial LLC increased its holdings in shares of Visa by 4.0% in the 3rd quarter. Define Financial LLC now owns 779 shares of the credit-card processor’s stock valued at $266,000 after acquiring an additional 30 shares during the last quarter. Finally, Patron Partners LLC raised its position in shares of Visa by 0.6% during the 3rd quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock valued at $1,587,000 after acquiring an additional 30 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s 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 transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This trade represents 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 accessible through the SEC website. Company insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have commented on V. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Friday, January 30th. Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target for the company in a report on Monday, February 2nd. UBS Group reiterated a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Morgan Stanley restated an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Finally, Rothschild & Co Redburn set a $385.00 price target on Visa in a research report on Wednesday, January 28th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $391.43.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its stablecoin-linked Visa card program with Stripe-owned Bridge to more than 100 countries, a major scale-up from the initial markets. The move extends Visa’s addressable market for crypto-linked payment products and positions it to capture merchant and consumer flows as institutional stablecoin settlement momentum builds. Exclusive: Visa to expand card partnership with Stripe’s Bridge to over 100 countries
• Positive Sentiment: Visa is piloting onchain settlement (with Lead Bank) alongside the Bridge cards, which could reduce settlement friction and cost over time and enable programmable payment features—potential long-term revenue and margin tailwinds if adopted broadly. Visa and Stripe’s Bridge plan stablecoin card expansion to over 100 countries
• Positive Sentiment: Macro volume tailwinds: the Nilson Report shows U.S. card spending hit $10 trillion in 2025, with Visa card purchase volume of about $7.028 trillion—supporting continued network revenue growth tied to higher transaction volumes. Mastercard and Visa Cards Reach $10 Trillion in Spending in 2025
• Positive Sentiment: Visa is also expanding its geographic footprint through acquisitions in Argentina (Prisma, Newpay) and strategic investments (cornerstone in PayPay), reinforcing growth in Latin America and digital wallets—diversifies revenue beyond core North American volumes. Visa Expands Global Digital Payments Reach With Argentina Deals And PayPay IPO
• Neutral Sentiment: Some analysts note Visa’s valuation metrics are mixed versus targets—certain screens put valuation below analyst targets, which may attract value buyers but also reflects high expectations embedded in the stock. This is informational for positioning rather than an immediate catalyst. Visa Expands Digital Reach As Valuation Screens Below Analyst Targets
• Negative Sentiment: Near-term sentiment has shown weakness in some coverage (noted by Benzinga), suggesting investors may be trimming exposure despite the crypto and expansion headlines—short-term stock volatility could persist. Visa Enhances Digital Payments With Bridge Partnership
• Negative Sentiment: Regulatory risk: expanding into stablecoin settlement and acquiring local processors draws regulatory scrutiny (noted in analyst write-ups) — compliance and rules in the U.S./U.K. or new markets could slow rollouts or add costs. Why Visa’s Prisma and Newpay Deals Come at a Critical Moment

Visa Trading Up 0.2%

Visa stock opened at $321.01 on Wednesday. Visa Inc. has a 52-week low of $299.00 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 firm has a market capitalization of $582.69 billion, a price-to-earnings ratio of 30.11, a PEG ratio of 1.84 and a beta of 0.78. The firm has a 50-day moving average price of $331.72 and a two-hundred day moving average price of $337.76.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same quarter in the previous year, the company posted $2.75 earnings per share. The business’s revenue for the quarter was up 14.6% compared to the same quarter last year. Sell-side analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were paid a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio is presently 25.14%.

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.