Congress Asset Management Co. Reduces Stock Position in Visa Inc. $V

Congress Asset Management Co. decreased its holdings in shares of Visa Inc. (NYSE:V) by 1.8% in the 4th quarter, HoldingsChannel reports. The firm owned 567,708 shares of the credit-card processor’s stock after selling 10,195 shares during the period. Visa makes up approximately 1.4% of Congress Asset Management Co.’s holdings, making the stock its 10th largest holding. Congress Asset Management Co.’s holdings in Visa were worth $199,101,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in V. Sonoma Allocations LLC bought a new position in Visa during the third quarter worth about $710,000. AQR Capital Management LLC raised its stake in Visa by 1.8% in 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 purchasing an additional 21,401 shares in the last quarter. Baltimore Washington Financial Advisors Inc. boosted its holdings in Visa by 5.9% in the 2nd 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 boosted its holdings in 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 purchasing an additional 14,581 shares during the period. Finally, Federated Hermes Inc. grew its position in shares of Visa by 24.1% during the 3rd 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 institutional investors.

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the sale, the chief executive officer 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. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Visa Price Performance

V stock opened at $305.11 on Thursday. The company’s 50-day moving average price is $318.78 and its two-hundred day moving average price is $333.46. The firm has a market cap of $553.82 billion, a P/E ratio of 28.62, a P/E/G ratio of 1.74 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 12 month low of $297.03 and a 12 month high of $375.51.

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

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders 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 annualized dividend and a yield of 0.9%. Visa’s dividend payout ratio is presently 25.14%.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on V shares. Bank of America began coverage on shares of Visa in a report on Thursday, March 5th. They set a “buy” rating and a $410.00 target price on the stock. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target on the stock in a research report on Monday, February 2nd. Morgan Stanley restated an “overweight” rating and set a $411.00 price objective (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Finally, UBS Group reaffirmed a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Seven analysts have rated the stock with a Strong Buy rating, nineteen have issued 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 a consensus price target of $392.65.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa joins the Canton Network as its first major global payments “Super Validator,” enabling privacy-preserving on‑chain payments and helping banks migrate payment flows to blockchain — a meaningful strategic step into tokenized capital markets and enterprise on‑chain rails. Visa Becomes ‘Super Validator’ For Canton Network
• Positive Sentiment: Coverage emphasizing the Canton role frames Visa as a bridge between traditional capital markets and on‑chain payments — this narrative supports upside from new fee streams, network effects, and partnerships with banks and asset managers. Visa Bridges Capital Markets and Onchain Payments on Canton Network
• Positive Sentiment: Multiple fintech/blockchain outlets highlight the privacy-preserving angle of Visa’s Canton relationship — this differentiator can ease institutional adoption where confidentiality is required, improving Visa’s competitive positioning in enterprise blockchain payments. Visa Teams With Canton Network to Preserve Blockchain Privacy
• Positive Sentiment: Visa broadens crypto/payment product reach via partner launches: Rain expanding Visa membership into Asia‑Pacific for stablecoin payment infrastructure and NFT/crypto brands (e.g., Pudgy Penguins) launching Visa‑backed cards — incremental adoption and card volume opportunities in APAC and web3 ecosystems. Rain Expands Visa Membership into Asia-Pacific Pudgy Penguins Launches Visa-Backed Crypto Debit Card
• Positive Sentiment: Separately, Visa’s partnership with Ingenico to link AXIUM POS terminals to Visa’s Acceptance Platform (gateway + risk management) shortens merchant onboarding and could drive incremental acceptance revenue and deeper in‑store penetration. Assessing Visa (V) Valuation After The New Ingenico Payments Partnership
• Neutral Sentiment: Macro/sector commentary (XLF and broader financials weakness) is relevant: Visa sits in financial ETFs and can be affected by sector flows even if company fundamentals are solid — keep an eye on ETF rebalancing and sentiment. Financials Are Down Big This Year. The XLF Affords an Opportunity
• Negative Sentiment: Reports of a Visa payments outage in the U.K. (user complaints of card declines) are a short‑term operational headwind; repeated outages can damage merchant trust and lead to fines or remediation costs, so investors should watch incident scope and company response. Visa down LIVE as UK shoppers report payments not working

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.