Centaurus Financial Inc. Acquires 2,205 Shares of Visa Inc. $V

Centaurus Financial Inc. lifted its holdings in shares of Visa Inc. (NYSE:V) by 18.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,023 shares of the credit-card processor’s stock after buying an additional 2,205 shares during the period. Centaurus Financial Inc.’s holdings in Visa were worth $4,787,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Sonoma Allocations LLC bought a new position in shares of Visa in the third quarter valued at $710,000. AQR Capital Management LLC raised its position in Visa by 1.8% during the second quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after acquiring an additional 21,401 shares in the last quarter. Baltimore Washington Financial Advisors Inc. raised its position in Visa by 5.9% during the second quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock worth $33,783,000 after acquiring an additional 5,295 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lifted its stake in Visa by 2.6% in the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after acquiring an additional 14,581 shares during the last quarter. Finally, Federated Hermes Inc. lifted its stake in Visa by 24.1% in the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after acquiring an additional 159,906 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Insider Activity at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the 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 transaction, the director owned 2,679 shares in the company, valued at $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 available at this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following 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 SEC filing for this sale provides additional information. Company insiders own 0.12% of the company’s stock.

Visa Stock Performance

Shares of V stock opened at $299.09 on Thursday. The company has a market capitalization of $542.90 billion, a price-to-earnings ratio of 28.06, a PEG ratio of 1.77 and a beta of 0.78. 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 company has a 50-day simple moving average of $322.51 and a 200 day simple moving average of $335.07. Visa Inc. has a 52 week low of $298.50 and a 52 week high of $375.51.

Visa (NYSE:V) last released its quarterly 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. The firm 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%. The business’s revenue was up 14.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.75 EPS. On average, sell-side analysts predict that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were paid a dividend of $0.67 per share. The ex-dividend date 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 25.14%.

Trending Headlines about Visa

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

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Piper Sandler set a $160.00 price objective on shares of Visa in a research note on Wednesday, January 28th. HSBC upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Royal Bank Of Canada reissued an “outperform” rating and set a $395.00 price target on shares of Visa in a research report on Friday, January 30th. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $411.00 price objective (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Seven research 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’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $392.65.

About Visa

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.