Norman Fields Gottscho Capital Management LLC Cuts Stock Position in Visa Inc. $V

Norman Fields Gottscho Capital Management LLC trimmed its stake in Visa Inc. (NYSE:V) by 2.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 92,651 shares of the credit-card processor’s stock after selling 2,282 shares during the quarter. Visa comprises about 10.5% of Norman Fields Gottscho Capital Management LLC’s holdings, making the stock its 3rd biggest position. Norman Fields Gottscho Capital Management LLC’s holdings in Visa were worth $32,494,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Norges Bank bought a new position in shares of Visa during the 2nd quarter worth about $7,034,939,000. TCI Fund Management Ltd. increased its position 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 buying an additional 2,429,996 shares in the last quarter. Corient Private Wealth LLC increased its position in Visa by 110.4% in the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. Holocene Advisors LP raised its stake in Visa by 286.4% during the 3rd quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock worth $862,335,000 after buying an additional 1,872,362 shares during the period. Finally, Danske Bank A S acquired a new position in Visa during the 3rd quarter worth approximately $565,684,000. 82.15% of the stock is owned by institutional investors.

Analysts Set New Price Targets

V has been the subject of a number of research reports. Macquarie Infrastructure reissued an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Morgan Stanley reaffirmed an “overweight” rating and set a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. TD Cowen reissued a “buy” rating on shares of Visa in a research report on Friday, January 30th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Seven research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $392.65.

Visa Stock Up 0.6%

V stock opened at $301.48 on Monday. The firm has a market capitalization of $547.23 billion, a PE ratio of 28.28, a P/E/G ratio of 1.73 and a beta of 0.78. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. Visa Inc. has a twelve month low of $297.03 and a twelve month high of $375.51. The stock’s 50 day moving average is $320.50 and its 200-day moving average is $334.25.

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

Visa Announces Dividend

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 $0.67 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. Visa’s dividend payout ratio is presently 25.14%.

More Visa News

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 Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction dated 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 owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated 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. The trade was a 19.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.12% of the company’s stock.

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.