LGT Fund Management Co Ltd. Purchases 4,453 Shares of Visa Inc. $V

LGT Fund Management Co Ltd. lifted its position in Visa Inc. (NYSE:V) by 4.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 112,112 shares of the credit-card processor’s stock after buying an additional 4,453 shares during the quarter. Visa makes up 3.2% of LGT Fund Management Co Ltd.’s investment portfolio, making the stock its 7th largest holding. LGT Fund Management Co Ltd.’s holdings in Visa were worth $38,996,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its position in shares of Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after acquiring an additional 6,883 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after purchasing an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. grew its stake in Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY increased its holdings in Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after purchasing an additional 164 shares during the period. Finally, Sequoia Financial Advisors LLC increased its holdings in Visa by 5.1% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 231,510 shares of the credit-card processor’s stock worth $82,198,000 after purchasing an additional 11,334 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Buying and Selling

In other news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the sale, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.12% of the company’s stock.

Key Headlines Impacting 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

Analyst Ratings Changes

Several brokerages have recently issued reports on V. Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price on the stock in a report on Monday, February 2nd. Macquarie Infrastructure reiterated an “outperform” rating and set a $410.00 price target on shares of Visa in a report on Friday, January 30th. Morgan Stanley reissued an “overweight” rating and issued a $411.00 price objective (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Finally, Evercore set a $380.00 price objective on shares of Visa in a research report on Friday, December 12th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $392.65.

Visa Price Performance

Shares of NYSE V opened at $317.23 on Monday. The stock 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. Visa Inc. has a twelve month low of $299.00 and a twelve month high of $375.51. The stock has a 50 day moving average of $329.57 and a two-hundred day moving average of $337.25. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51.

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

Visa Announces Dividend

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