E. Ohman J or Asset Management AB lowered its stake in shares of Visa Inc. (NYSE:V – Free Report) by 4.8% during the fourth quarter, HoldingsChannel reports. The fund owned 244,415 shares of the credit-card processor’s stock after selling 12,362 shares during the quarter. Visa makes up about 2.0% of E. Ohman J or Asset Management AB’s portfolio, making the stock its 10th biggest holding. E. Ohman J or Asset Management AB’s holdings in Visa were worth $85,719,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of V. Capital World Investors grew its position in Visa by 0.8% in the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock worth $8,463,484,000 after purchasing an additional 193,288 shares during the last quarter. Norges Bank acquired a new position in shares of Visa during the second quarter valued at about $7,034,939,000. TCI Fund Management Ltd. raised its position in shares of Visa by 14.6% during the second 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 during the last quarter. Ameriprise Financial Inc. lifted its stake in shares of Visa by 4.2% in the third quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock valued at $4,475,403,000 after buying an additional 530,995 shares during the period. Finally, Legal & General Group Plc lifted its stake in shares of Visa by 3.3% in the third quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock valued at $4,253,224,000 after buying an additional 399,845 shares during the period. 82.15% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
Several equities analysts recently issued reports on V shares. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Evercore set a $380.00 price objective on Visa in a research report on Friday, December 12th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective on the stock in a research report on Monday, February 2nd. Finally, Piper Sandler set a $160.00 target price on Visa in a research note on Wednesday, January 28th. Seven investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $392.65.
Insiders Place Their Bets
In other 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 value of $3,661,152.30. Following the sale, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction dated 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 directly owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by company insiders.
Key Stories Impacting Visa
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 Stock Up 0.4%
Shares of V opened at $305.11 on Thursday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The company has a 50-day moving average price of $318.78 and a two-hundred day moving average price of $333.46. The stock has a market cap of $553.82 billion, a price-to-earnings ratio of 28.62, a P/E/G ratio of 1.74 and a beta of 0.78. Visa Inc. has a 12 month low of $297.03 and a 12 month high of $375.51.
Visa (NYSE:V – Get Free Report) last issued 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 quarterly revenue was up 14.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.75 EPS. Equities analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.
Visa Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a dividend of $0.67 per share. The ex-dividend date of this dividend 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 presently 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.
See Also
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