Douglass Winthrop Advisors LLC Increases Position in Visa Inc. $V

Douglass Winthrop Advisors LLC increased its position in shares of Visa Inc. (NYSE:V) by 20.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 54,939 shares of the credit-card processor’s stock after acquiring an additional 9,176 shares during the quarter. Douglass Winthrop Advisors LLC’s holdings in Visa were worth $18,755,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sagard Holdings Management Inc. acquired a new stake in shares of Visa during the second quarter worth $31,000. Bare Financial Services Inc grew its position in shares of Visa by 287.0% in the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after purchasing an additional 66 shares during the period. Winnow Wealth LLC acquired a new position in Visa in the second quarter valued at $40,000. Moisand Fitzgerald Tamayo LLC lifted its position in Visa by 344.8% during the third quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock worth $44,000 after buying an additional 100 shares during the period. Finally, Sellwood Investment Partners LLC purchased a new position in Visa during the third quarter worth about $52,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: New travel and B2B product wins: Visa partnered with Trip.com to roll out a global virtual travel card aimed at simplifying corporate and consumer travel payments across APAC — a market seeing a strong travel rebound that can boost transaction volume and cross-border fees. Visa Packs Its Bags for APAC Travel Boom: A Virtual Card Play
• Positive Sentiment: Crypto/stablecoin rails expansion: Visa and Stripe’s Bridge expanded their stablecoin-backed card program to 100+ countries, widening Visa’s addressable market for crypto-related card issuance and opening new fee streams from fintech partners. Visa (V) and Stripe’s Bridge Expand Stablecoin Card Program to 100+ Countries
• Positive Sentiment: Longer-term regional growth opportunity: A Latin America market report flags prepaid cards, wallets and SME-targeted solutions (citing Visa initiatives such as stablecoin cards) as a growth runway — supporting revenue diversification outside mature markets. Latin America Prepaid Card and Digital Wallet Intelligence Report 2026
• Neutral Sentiment: Market commentary / price action: Coverage noting Visa “registered a bigger fall than the market” is descriptive of today’s weaker trading but doesn’t add new fundamentals; useful for sentiment tracking. Visa (V) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Short-seller attention: Reports that short sellers are targeting Visa add downside risk via higher short interest and potential trading pressure, which can amplify moves on weaker volumes or negative headlines. Why Short Sellers Are Targeting Visa (V), One of the Most Shorted Dow Stocks
• Negative Sentiment: Competitive/industry threats: New entrants and platforms (e.g., Elon Musk’s XMoney, agency-focused processors and fintechs targeting SMB travel cards) and Mastercard’s crypto partnerships increase competitive noise; these developments could pressure margins or slow new-win cadence in niches. What is XMoney, Elon Musk’s new digital payments platform?
• Negative Sentiment: Technical/liquidity context: Visa is trading below its 50- and 200-day moving averages and on lighter-than-average volume today, which can invite momentum selling from quant/technical traders. Visa (V) Registers a Bigger Fall Than the Market: Important Facts to Note

Analysts Set New Price Targets

Several research firms have commented on V. UBS Group restated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Royal Bank Of Canada reissued an “outperform” rating and issued a $395.00 target price on shares of Visa in a research report on Friday, January 30th. Morgan Stanley restated an “overweight” rating and issued a $411.00 target price (up from $398.00) 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 research report on Monday, February 2nd. Finally, HSBC raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $392.65.

Insider Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of the 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 completion of the transaction, the chief executive officer directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 0.12% of the stock is currently owned by insiders.

Visa Stock Performance

Shares of V stock opened at $309.01 on Thursday. Visa Inc. has a 12 month low of $299.00 and a 12 month high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The firm has a market capitalization of $560.90 billion, a P/E ratio of 28.99, a P/E/G ratio of 1.80 and a beta of 0.78. The company’s fifty day moving average price is $327.18 and its two-hundred day moving average price is $336.61.

Visa (NYSE:V) last announced its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $10.69 billion. During the same period last year, the firm earned $2.75 earnings per share. The company’s revenue was up 14.6% on a year-over-year basis. On average, research analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a dividend of $0.67 per share. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.9%. 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.