Visa Inc. $V Shares Sold by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. cut its holdings in shares of Visa Inc. (NYSE:V) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,812 shares of the credit-card processor’s stock after selling 1,777 shares during the period. Assenagon Asset Management S.A.’s holdings in Visa were worth $18,522,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Parvin Asset Management LLC grew its holdings in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares in the last quarter. Sagard Holdings Management Inc. acquired a new stake in Visa during the 2nd quarter worth approximately $31,000. Bare Financial Services Inc lifted its holdings in Visa by 287.0% during the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after buying an additional 66 shares in the last quarter. Imprint Wealth LLC purchased a new position in Visa in the 3rd quarter valued at approximately $39,000. Finally, Strategic Advocates LLC purchased a new position in Visa in the 3rd quarter valued at approximately $43,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on V shares. Daiwa Securities Group raised 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. Rothschild & Co Redburn set a $385.00 target price on Visa in a report on Wednesday, January 28th. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Macquarie Infrastructure restated an “outperform” rating and set a $410.00 price target on shares of Visa in a report on Friday, January 30th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Visa in a research report on Friday, January 30th. 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. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $392.65.

Insider Transactions at Visa

In other news, Director Lloyd Carney sold 650 shares of the firm’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 sale, the director owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction that occurred 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 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 position. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by insiders.

Visa Trading Up 0.2%

Shares of NYSE:V opened at $305.43 on Friday. Visa Inc. has a 52 week low of $297.03 and a 52 week high of $375.51. The company’s 50 day moving average is $318.34 and its two-hundred day moving average is $333.26. The company has a market cap of $554.40 billion, a PE ratio of 28.65, a P/E/G ratio of 1.75 and a beta of 0.78. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51.

Visa (NYSE:V) last released its quarterly earnings data 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. The business had revenue of $10.90 billion during 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 company’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same period in the previous year, the company earned $2.75 EPS. Equities analysts predict that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders 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 dividend on an annualized basis and a yield of 0.9%. Visa’s dividend payout ratio (DPR) is currently 25.14%.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa became the first major payments company named a “Super Validator” on the Canton Network, a privacy‑focused blockchain — a strategic move that could enable on‑chain settlement for banks, open new rails for institutional payments, and support valuation upside if on‑chain volumes scale. Visa Canton Role Signals Onchain Settlement And Possible Valuation Upside
• Positive Sentiment: Analysts and coverage highlight Visa’s privacy push on the Canton Network (confidential settlement + payments), positioning the company to benefit as stablecoin use and regulated on‑chain payment rails grow. This is strategically aligned with productization of crypto settlement services. Can Visa’s Privacy Push on Canton Network Redefine Digital Payments?
• Positive Sentiment: Visa launched an Enhanced Subscription Manager for issuers (in partnership with Pinwheel), a value‑added service aimed at helping card issuers reduce churn and boost engagement — a clear product expansion in its Digital Issuer Solutions line. Visa Launches Enhanced Subscription Manager, Giving Consumers Greater Control Over Recurring Payments
• Positive Sentiment: Partnership with Ingenico to link AXIUM POS terminals to Visa’s Acceptance Platform could accelerate merchant onboarding, reduce certification friction, and expand gateway/risk services revenue. Assessing Visa (V) Valuation After The New Ingenico Payments Partnership
• Neutral Sentiment: A Visa‑commissioned report finds euro stablecoins dominate the non‑USD market, reinforcing Visa’s role in supporting stablecoin settlement (EURC integrations), but the finding is industry‑level and not an immediate revenue catalyst. Euro stablecoins dominate non-dollar market, Visa-backed report finds
• Neutral Sentiment: Partners (e.g., Rain, Uphold, Pudgy Penguins) continue to roll out Visa‑branded programs and stablecoin integrations globally — supportive of network reach but incremental in near term. Rain Expands Visa Membership into Asia-Pacific to Scale Stablecoin Payment Infrastructure
• Negative Sentiment: The U.S. trade watchdog and FTC have sent warnings/letters to payment processors (including Visa) over alleged “debanking” or political/religious discrimination — a regulatory flashpoint that has prompted market caution and could lead to compliance costs, reputational risk, or political scrutiny. FTC Issues Warnings to Payment Processors Against ‘Debanking’
• Negative Sentiment: Payment stocks—including Visa—slid earlier after the U.S. threatened action over political bias, an immediate market reaction that underscores sensitivity to regulation and policy headlines. V, MA, PYPL: Payment Stocks Slip after U.S. Threatens Action over Political Bias

Visa 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.