New England Research & Management Inc. Has $3.27 Million Position in Visa Inc. $V

New England Research & Management Inc. raised its holdings in Visa Inc. (NYSE:V) by 72.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,329 shares of the credit-card processor’s stock after acquiring an additional 3,925 shares during the quarter. Visa comprises 1.4% of New England Research & Management Inc.’s portfolio, making the stock its 16th largest position. New England Research & Management Inc.’s holdings in Visa were worth $3,272,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Sonoma Allocations LLC acquired a new position in Visa in the third quarter valued at about $710,000. AQR Capital Management LLC grew its position in shares of Visa by 1.8% during the 2nd quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after buying an additional 21,401 shares during the period. Baltimore Washington Financial Advisors Inc. grew its position in shares of Visa by 5.9% during the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock worth $33,783,000 after buying an additional 5,295 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its stake in shares of Visa by 2.6% in the 3rd 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. increased its stake in shares of Visa by 24.1% in the 3rd 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 and hedge funds own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on V. TD Cowen reissued a “buy” rating on shares of Visa in a research note on Friday, January 30th. Morgan Stanley reaffirmed an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. 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. Finally, Evercore set a $380.00 price target on shares of Visa in a report on Friday, December 12th. Seven 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 stock. According to data from MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average target price of $392.65.

Key Stories Impacting Visa

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.)

Insider Buying and Selling at Visa

In related news, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’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 completion of the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by corporate insiders.

Visa Trading Up 0.6%

NYSE:V opened at $301.48 on Monday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The business’s 50-day simple moving average is $320.50 and its 200-day simple moving average is $334.25. Visa Inc. has a fifty-two week low of $297.03 and a fifty-two week high of $375.51. The stock has a market capitalization of $547.23 billion, a PE ratio of 28.28, a price-to-earnings-growth ratio of 1.73 and a beta of 0.78.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. The business had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.Visa’s revenue for the quarter was up 14.6% compared to the same quarter last year. During the same period in the prior year, the business earned $2.75 EPS. Sell-side analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The business also recently disclosed 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 annualized dividend and a dividend yield of 0.9%. Visa’s dividend payout ratio is currently 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.