Coldstream Capital Management Inc. Increases Stock Position in Visa Inc. $V

Coldstream Capital Management Inc. lifted its position in shares of Visa Inc. (NYSE:V) by 4.9% in the third quarter, HoldingsChannel reports. The institutional investor owned 66,377 shares of the credit-card processor’s stock after purchasing an additional 3,090 shares during the period. Coldstream Capital Management Inc.’s holdings in Visa were worth $22,660,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in V. Sonoma Allocations LLC purchased a new stake in Visa during the 3rd quarter worth $710,000. AQR Capital Management LLC raised its position in Visa by 1.8% in the second quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock valued at $438,196,000 after purchasing an additional 21,401 shares during the period. Baltimore Washington Financial Advisors Inc. raised its position in Visa by 5.9% in the second quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock valued at $33,783,000 after purchasing an additional 5,295 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lifted its stake in shares of Visa by 2.6% during the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock worth $198,596,000 after purchasing an additional 14,581 shares in the last quarter. Finally, Federated Hermes Inc. lifted its stake in shares of Visa by 24.1% during the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock worth $281,045,000 after purchasing an additional 159,906 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have recently issued reports on V. UBS Group reiterated a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Macquarie Infrastructure restated an “outperform” rating and issued a $410.00 price target on shares of Visa in a report on Friday, January 30th. HSBC raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Finally, Evercore set a $380.00 target price on shares of Visa in a research note on Friday, December 12th. 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 company. According to data from MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average price target of $392.65.

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction 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 directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This 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 insiders.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched “Visa Agentic Ready,” a program to let banks test AI agents making payments on customers’ behalf; the first phase in Europe has 21 issuing partners (e.g., Barclays, HSBC UK), which could accelerate product adoption and new transaction flows. Visa Launches Agentic Ready Program to Help Banks Test AI Payments
• Positive Sentiment: Visa agreed to acquire Prisma Medios de Pago and Newpay in Argentina, expanding local card processing and infrastructure in Latin America — a region with above‑trend digital payments growth that can lift volumes and margins over time. Visa’s Argentina Deals Expand Processing Reach And Undervaluation Story
• Positive Sentiment: Tokenization momentum continues: Visa reports a large and growing token footprint (billions of tokens), supporting secure digital credentials and recurring revenue as commerce shifts away from physical cards. This underpins longer-term revenue resilience. Visa’s Token Strategy: A Quiet Shift Powering Future Payments
• Positive Sentiment: Ongoing AI investments for fraud protection and digital payments (highlighted by management at industry forums) reinforce operational efficiency and lower losses, which can support margins and investor confidence. Visa (V) Integrates AI for Fraud Protection and Digital Payments
• Neutral Sentiment: Several bullish analyst/think‑piece writeups reiterate Visa’s long-term merits (market position, cashflows), which may support investor conviction but are not immediate catalysts. Why Visa (V) is a Top Stock for the Long-Term
• Negative Sentiment: Regulatory/legal risk in the UK remains material: London’s Court of Appeal has allowed Mastercard and Visa to challenge a prior tribunal ruling that their default merchant interchange fees breached competition law — litigation could lead to fines, business model changes or merchant fee pressure in Europe. Mastercard, Visa can appeal UK ruling that merchant fees breach antitrust law
• Negative Sentiment: Broader political push in Europe for domestic alternatives to Visa/Mastercard (reported in the FT) signals potential regulatory or market-share headwinds over time if policymakers favor local schemes. School IB business management class: European alternatives to Visa and Mastercard ‘urgently’ needed, says banking chief

Visa Trading Down 0.5%

NYSE:V opened at $308.55 on Wednesday. The stock has a market cap of $560.07 billion, a price-to-earnings ratio of 28.94, a price-to-earnings-growth ratio of 1.78 and a beta of 0.78. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The business’s 50-day simple moving average is $323.65 and its 200 day simple moving average is $335.32.

Visa (NYSE:V) last issued its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same quarter last 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 predict that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. Visa’s dividend payout ratio (DPR) is presently 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.