Lynwood Price Capital Management LP Has $4.78 Million Holdings in Visa Inc. $V

Lynwood Price Capital Management LP lessened its stake in shares of Visa Inc. (NYSE:V) by 40.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,000 shares of the credit-card processor’s stock after selling 9,500 shares during the quarter. Visa accounts for about 2.4% of Lynwood Price Capital Management LP’s investment portfolio, making the stock its 13th largest position. Lynwood Price Capital Management LP’s holdings in Visa were worth $4,779,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after purchasing an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after purchasing an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. increased its position in shares of 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 lifted 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 valued at $402,000 after purchasing an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after purchasing an additional 2,230 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Trading Up 0.3%

Shares of NYSE V opened at $299.86 on Friday. Visa Inc. has a 1-year low of $297.03 and a 1-year high of $375.51. The company has a 50-day moving average of $321.47 and a two-hundred day moving average of $334.82. The company has a market cap of $544.30 billion, a PE ratio of 28.13, a P/E/G ratio of 1.71 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.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The business 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%. Visa’s revenue was up 14.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.75 earnings per share. As a group, equities analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal 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 issued a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.9%. Visa’s dividend payout ratio is currently 25.14%.

Insiders Place Their Bets

In other news, Director Lloyd Carney sold 650 shares of Visa 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 completion of the sale, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa 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 directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on V. Bank of America initiated coverage on shares of Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective on the stock. Royal Bank Of Canada reiterated an “outperform” rating and issued a $395.00 target price on shares of Visa in a research note on Friday, January 30th. Rothschild & Co Redburn set a $385.00 target price on Visa in a report on Wednesday, January 28th. UBS Group reaffirmed a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Finally, Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Seven analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Visa currently has an average rating of “Buy” and a consensus target price of $392.65.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa deepened its commerce push by integrating Ingenico POS into its Acceptance Platform to unify online/offline payments — a move that can drive higher merchant penetration and capture more of the checkout stack. Visa’s Ingenico Tie-Up: Expanding Beyond the Payment Layer
• Positive Sentiment: Visa launched Visa Intelligent Authorisation (VIA) in Europe, expanding fraud/risk tools on the Visa Acceptance Platform — this should improve authorization rates and reduce merchant friction, supporting volume and fee growth. Visa Scales Intelligent Authorization Tech to Europe
• Positive Sentiment: Partnerships expanding addressable markets: Visa + Paythru on an EV fleet wallet and Fastboy Payments making BambooPay available via Cybersource broaden merchant use cases (mobility, IoT) and payment acceptance. These deals help diversify revenue beyond pure transaction fees. Visa and Paythru Team on EV Payments With White-Label Fleet Wallet Fastboy Payments / Cybersource
• Positive Sentiment: Visa Crypto Labs unveiled Visa CLI and is enabling agentic (AI) payments through collaborations with Stripe/Tempo — these experimental tools position Visa for emerging machine‑to‑machine payment flows and stablecoin rails. That narrative supports longer‑term growth optionality. Visa and Stripe-backed Tempo launch tools for AI agents
• Neutral Sentiment: Coverage pieces argue the card networks are “buy the dip” opportunities as they expand into stablecoins and new rails; these articles reinforce a positive narrative but are more sentiment than new fundamentals. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Negative Sentiment: Unusual options activity: investors bought ~129,825 put options (a ~332% jump vs. typical volume), signaling increased short/bear hedging and potential downward pressure or heightened volatility in the near term.
• Negative Sentiment: Competitive risk: Mastercard’s large BVNK/stablecoin push and other network moves accelerate rivalry in crypto/stablecoin rails — investors may worry about market share and margin pressure in new settlement rails. Mastercard BVNK acquisition coverage

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.