BlueCrest Capital Management Ltd purchased a new position in Visa Inc. (NYSE:V – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 17,712 shares of the credit-card processor’s stock, valued at approximately $6,047,000.
Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its stake in shares of Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC grew its holdings 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 valued at $3,733,000 after acquiring an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. increased its stake in shares of Visa by 4.6% in the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after acquiring an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY raised its holdings in shares of Visa by 16.9% during the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after acquiring an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Visa by 13.8% during the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after acquiring an additional 2,230 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.
More 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 Stock Performance
Visa (NYSE:V – Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, topping 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 company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same period in the previous year, the company earned $2.75 earnings per share. The company’s quarterly revenue was up 14.6% compared to the same quarter last year. On average, equities analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.
Visa Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio is presently 25.14%.
Wall Street Analyst Weigh In
A number of analysts recently issued reports on the company. UBS Group reissued a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Morgan Stanley reaffirmed an “overweight” rating and set a $411.00 price target (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target for the company in a report on Monday, February 2nd. Bank of America started coverage on Visa in a research note on Thursday, March 5th. They issued a “buy” rating and a $410.00 price target for the company. Finally, Evercore set a $380.00 price objective on Visa in a report on Friday, December 12th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $392.65.
Read Our Latest Research Report on Visa
Insider Buying and Selling at Visa
In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the 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 represents a 52.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction 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 completion of the sale, the director owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by corporate insiders.
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.
Further Reading
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