Visa Inc. $V Shares Sold by CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC decreased its position in shares of Visa Inc. (NYSE:V) by 0.9% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,763,214 shares of the credit-card processor’s stock after selling 26,071 shares during the quarter. Visa comprises 1.6% of CIBC Private Wealth Group LLC’s holdings, making the stock its 8th biggest position. CIBC Private Wealth Group LLC’s holdings in Visa were worth $943,306,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Burkett Financial Services LLC boosted its stake in Visa by 20.8% during the 3rd quarter. Burkett Financial Services LLC now owns 285 shares of the credit-card processor’s stock worth $97,000 after purchasing an additional 49 shares during the period. Prana Capital Management LP acquired a new position in Visa in the third quarter valued at $8,458,000. Watts Gwilliam & Co. LLC increased its stake in Visa by 2.1% in the third quarter. Watts Gwilliam & Co. LLC now owns 12,380 shares of the credit-card processor’s stock valued at $4,226,000 after purchasing an additional 250 shares during the period. CIBC Bancorp USA Inc. purchased a new stake in shares of Visa in the third quarter valued at about $194,590,000. Finally, Tcfg Wealth Management LLC raised its holdings in shares of Visa by 0.4% in the third quarter. Tcfg Wealth Management LLC now owns 9,259 shares of the credit-card processor’s stock valued at $3,161,000 after buying an additional 40 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched the “Agentic Ready” program to help 21 banks test AI-driven payments by autonomous agents — a direct revenue pathway if banks scale agentic commerce. Visa Launches Agentic Ready Program to Help Banks Test AI Payments
• Positive Sentiment: Visa Crypto Labs rolled out Visa CLI (beta), a command-line tool that lets AI agents execute payments — an early move to own payments for machine-to-machine commerce. New Visa Crypto Labs Tool Hands AI a Wallet—and the Keys to the Checkout
• Positive Sentiment: Visa is extending support for Stripe/Tempo’s Machine Payments Protocol to enable card-based payments for autonomous agents on Visa’s network — further positioning Visa as the rails provider for agentic commerce. Visa Scales Agentic Commerce Through Stripe Protocol Collaboration
• Neutral Sentiment: Visa and Ingenico expanded unified commerce integrations (AXIUM POS + Visa Acceptance Platform), which can boost acceptance and transaction volumes over time but is incremental. Ingenico and Visa Collaborate to Accelerate Unified Commerce Solutions Across Industries
• Negative Sentiment: Analysts/market commentary note Visa fell more than the broader market today — indicating profit‑taking or sentiment-driven selling beyond fundamentals. Here’s Why Visa (V) Fell More Than Broader Market
• Negative Sentiment: Legal overhang: London’s Court of Appeal allowed Visa (and Mastercard) to challenge a prior ruling on merchant interchange fees — ongoing litigation creates uncertainty and potential future liabilities. Mastercard, Visa can appeal UK ruling that merchant fees breach antitrust law
• Negative Sentiment: Competitive pressure in crypto/stablecoin rails: Mastercard’s large BVNK deal and other moves accelerate the race to tokenize deposits and stablecoin settlement — a space where Visa must match pace or risk losing share. Crypto Rails Go Mainstream — Inside Mastercard’s Bold $1.8 Billion BVNK Acquisition

Visa Trading Down 3.0%

Shares of Visa stock opened at $299.09 on Thursday. The firm has a market cap of $542.90 billion, a price-to-earnings ratio of 28.06, a price-to-earnings-growth ratio of 1.77 and a beta of 0.78. Visa Inc. has a 52-week low of $298.50 and a 52-week high of $375.51. The company’s 50-day simple moving average is $322.51 and its 200-day simple moving average is $335.07. 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 announced 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 firm had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter last year, the firm earned $2.75 earnings per share. The firm’s revenue was up 14.6% compared to the same quarter last year. As a group, equities research analysts anticipate 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 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%.

Wall Street Analyst Weigh In

V has been the topic of a number of research reports. HSBC raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research report on Friday, January 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $395.00 price objective on shares of Visa in a research report on Friday, January 30th. Macquarie Infrastructure reissued an “outperform” rating and issued a $410.00 target price on shares of Visa in a report on Friday, January 30th. Finally, Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Visa presently has a consensus rating of “Buy” and an average target price of $392.65.

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 value of $3,661,152.30. Following the sale, the chief executive officer directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Lloyd Carney sold 650 shares of the company’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 represents a 19.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by insiders.

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.