Visa Inc. $V Shares Bought by Bollard Group LLC

Bollard Group LLC boosted its holdings in shares of Visa Inc. (NYSE:V) by 5.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 36,744 shares of the credit-card processor’s stock after purchasing an additional 1,740 shares during the quarter. Bollard Group LLC’s holdings in Visa were worth $12,544,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Norges Bank acquired a new position in shares of Visa during the 2nd quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. grew its stake in Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after acquiring an additional 2,429,996 shares during the period. Corient Private Wealth LLC grew its stake in Visa by 110.4% in the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after acquiring an additional 2,075,289 shares during the period. Vanguard Group Inc. increased 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 worth $57,711,249,000 after acquiring an additional 1,461,575 shares in the last quarter. Finally, Capital Research Global Investors increased its holdings in Visa by 73.4% in the 3rd quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock worth $1,091,528,000 after acquiring an additional 1,353,441 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction that occurred 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 owned 9,401 shares in the company, 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 filing with the SEC, which can be accessed through this link. Also, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director directly owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on V. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Macquarie Infrastructure reissued an “outperform” rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Evercore set a $380.00 price target on shares of Visa in a research report on Friday, December 12th. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Finally, Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective on the stock in a report on Monday, February 2nd. Seven research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $392.65.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa’s Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

Visa Stock Performance

V opened at $307.15 on Monday. Visa Inc. has a twelve month low of $299.00 and a twelve month high of $375.51. The firm has a market capitalization of $557.53 billion, a PE ratio of 28.81, a PEG ratio of 1.76 and a beta of 0.78. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm’s 50-day moving average price is $325.50 and its 200 day moving average price is $335.91.

Visa (NYSE:V) last released its quarterly earnings data 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. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter in the prior year, the firm earned $2.75 EPS. Visa’s quarterly revenue was up 14.6% on a year-over-year basis. As a group, sell-side analysts expect that Visa Inc. will post 11.3 EPS for the current fiscal 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 dividend yield of 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is currently 25.14%.

About Visa

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.