Park National Corp OH trimmed its stake in shares of Visa Inc. (NYSE:V – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 96,130 shares of the credit-card processor’s stock after selling 3,252 shares during the quarter. Visa comprises approximately 1.1% of Park National Corp OH’s investment portfolio, making the stock its 29th biggest position. Park National Corp OH’s holdings in Visa were worth $33,714,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Norges Bank bought a new stake in shares of Visa during the 2nd quarter worth about $7,034,939,000. TCI Fund Management Ltd. raised its holdings 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 lifted its position in Visa by 110.4% during the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after acquiring an additional 2,075,289 shares during the last quarter. Holocene Advisors LP boosted its holdings in shares of Visa by 286.4% during the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock worth $862,335,000 after acquiring an additional 1,872,362 shares during the period. Finally, Danske Bank A S bought a new stake in shares of Visa during the third quarter worth approximately $565,684,000. 82.15% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of equities analysts have recently weighed in on V shares. Macquarie Infrastructure reiterated an “outperform” rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Truist Financial set a $372.00 price target on Visa in a research note on Tuesday, February 10th. UBS Group reaffirmed a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $395.00 target price on shares of Visa in a report on Friday, January 30th. Seven equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $392.65.
Insider Activity at Visa
In related news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. This trade represents a 52.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.
Visa News Roundup
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa launched “Visa CLI,” a command-line tool from Visa Crypto Labs to let AI agents execute card payments — a direct move into agentic payments and AI-enabled commerce that could open new transaction volumes and keep Visa central to emerging payment rails. Visa unveils CLI tool to enable AI agents to execute card payments
- Positive Sentiment: Strategic product integrations: Visa expanded commerce capabilities with an Ingenico tie-up (integrating POS and payments) and rolled Visa Intelligent Authorisation (VIA) into Europe — moves that deepen merchant relationships and product stickiness beyond pure interchange. Visa’s Ingenico Tie-Up: Expanding Beyond the Payment Layer
- Positive Sentiment: New vertical and partner wins: Visa teamed with Paythru on a white‑label EV fleet wallet and with Bank of America on a FIFA World Cup cardholder sweepstakes — both help drive incremental consumer/merchant engagement and transaction volume. Visa and Paythru Team on EV Payments With White-Label Fleet Wallet
- Neutral Sentiment: Analyst / investor commentary is broadly bullish on Visa’s long-term prospects, highlighting durable earnings growth and a strong competitive position — supportive for long-term holders but not an immediate catalyst. Could Buying Visa (V) Today Set You Up for Life?
- Neutral Sentiment: Legal/regulatory: The UK Court of Appeal allowed Mastercard and Visa to appeal a ruling on interchange fees — this procedural win preserves Visa’s ability to challenge fines/obligations but leaves ultimate exposure uncertain. Mastercard Incorporated (MA) and Visa Allowed to Appeal UK Ruling That Merchant Fees Breach Antitrust Law, Reuters Reports
- Negative Sentiment: Stablecoin and crypto fears have pressured the sector (and weighed on Visa in recent sessions); competing stablecoin rails and crypto-native payment options are seen as long-term disruptive risks if network incumbents can’t monetize them effectively. Visa (V) and Mastercard (MA) Battle Stablecoin Disruption With Bold 2026 Strategies
- Negative Sentiment: Options-market signal: Unusual activity — a large spike in put buying — suggests some traders are hedging or betting on near-term downside, which can amplify short-term volatility even if fundamentals remain intact. (Market data reported 129,825 puts bought versus a ~30k average.)
Visa Stock Up 0.6%
Shares of V opened at $301.48 on Friday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. Visa Inc. has a 52 week low of $297.03 and a 52 week high of $375.51. The stock has a market capitalization of $547.23 billion, a price-to-earnings ratio of 28.28, a PEG ratio of 1.72 and a beta of 0.78. The stock has a fifty day moving average of $320.50 and a 200-day moving average of $334.47.
Visa (NYSE:V – Get Free Report) last issued 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. The business had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.Visa’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.75 EPS. As a group, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.
Visa Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were paid a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. Visa’s dividend payout ratio is currently 25.14%.
Visa 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.
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