Border to Coast Pensions Partnership Ltd Has $62.15 Million Stock Position in Visa Inc. $V

Border to Coast Pensions Partnership Ltd reduced its holdings in Visa Inc. (NYSE:V) by 6.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 182,067 shares of the credit-card processor’s stock after selling 13,452 shares during the quarter. Visa comprises 1.1% of Border to Coast Pensions Partnership Ltd’s holdings, making the stock its 26th largest holding. Border to Coast Pensions Partnership Ltd’s holdings in Visa were worth $62,154,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of V. Transcendent Capital Group LLC raised its stake in Visa by 2.9% during the 2nd quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock worth $360,000 after buying an additional 29 shares during the period. Insight Wealth Strategies LLC increased its holdings in shares of Visa by 1.6% during the third quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock valued at $640,000 after acquiring an additional 29 shares in the last quarter. Old Port Advisors raised its position in shares of Visa by 0.9% during the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after purchasing an additional 29 shares during the period. Interchange Capital Partners LLC raised its position in shares of Visa by 0.5% during the second quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock worth $2,276,000 after purchasing an additional 30 shares during the period. Finally, Carr Financial Group Corp lifted its holdings 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 purchasing an additional 30 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Visa Trading Up 0.3%

Shares of V stock opened at $329.79 on Thursday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.08 and a current ratio of 1.11. The company has a market capitalization of $600.79 billion, a price-to-earnings ratio of 30.94, a PEG ratio of 1.89 and a beta of 0.79. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51. The company has a 50-day simple moving average of $338.66 and a two-hundred day simple moving average of $341.17.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping the consensus estimate of $3.14 by $0.03. The firm 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 company’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter last year, the firm earned $2.75 EPS. Research analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s dividend payout ratio is 25.14%.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa struck a deal with UnionPay International to route cross‑border payouts to >95% of UnionPay debit cards in Mainland China via Visa Direct, simplifying access to China’s large on‑shore payout network and creating a new payments flow opportunity by mid‑2026. Visa-UnionPay Link-Up: A Turning Point in Cross-Border Money Flow? ‘Visa Direct’ To Enable Cross-Border Transfers To China
• Positive Sentiment: Recent fundamentals and analyst commentary support a growth narrative — Visa beat Jan. quarter EPS and revenue, posted double‑digit revenue growth and strong margins, which reinforces upside from higher volumes and new rails like the UnionPay tie‑up. Here’s Why Visa (V) is a Strong Growth Stock
• Neutral Sentiment: Fintech sector rotation and interest in payments/AI themes are drawing investor attention to Visa alongside peers, providing supportive industry tailwinds but also higher expectations for execution and guidance. Fintech Stocks Offer a Resilient Path Toward Sustainable Returns
• Neutral Sentiment: Market commentary comparing Visa and Mastercard during earnings season highlights competitive dynamics; investors will watch volume/margin mix and guidance for which issuer can sustain faster revenue capture. Visa Vs. Mastercard’s Earnings Review: Who Won The Quarter Is The One I Am Buying
• Neutral Sentiment: Legislative and macro headlines (e.g., new visa‑related bills or large tech expansions) are showing up in the newsflow but are unlikely to materially affect Visa’s near‑term payment volumes; these are monitoring items rather than direct catalysts. New Bill: Representative Brandon Gill introduces H.R. 7063: Student Visa Integrity Act of 2026
• Negative Sentiment: Technical/valuation caution: the stock sits below its 50‑ and 200‑day moving averages and trades at a premium multiple (PE ≈ 31), so upside may be limited absent continued volume expansion or guidance lifts; investors should watch guidance and China rollout execution.

Insider Buying and Selling at Visa

In related news, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the completion of the transaction, the insider owned 26,413 shares in the company, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’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 sale, the chief executive officer owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Truist Financial set a $374.00 price target on shares of Visa in a research note on Tuesday, January 20th. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Raymond James Financial restated an “outperform” rating and issued a $408.00 target price (up previously from $398.00) on shares of Visa in a report on Wednesday, October 29th. Macquarie reiterated an “outperform” rating and set a $410.00 price target on shares of Visa in a research note on Friday, January 30th. Finally, Hsbc Global Res raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $392.00.

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.