Visa Inc. $V is Boston Common Asset Management LLC’s 10th Largest Position

Boston Common Asset Management LLC lowered its holdings in shares of Visa Inc. (NYSE:V) by 3.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 93,636 shares of the credit-card processor’s stock after selling 3,669 shares during the period. Visa comprises about 1.7% of Boston Common Asset Management LLC’s investment portfolio, making the stock its 10th biggest position. Boston Common Asset Management LLC’s holdings in Visa were worth $32,839,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. Brighton Jones LLC increased its holdings in shares of Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after acquiring an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. boosted its holdings in Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares during the period. Matrix Asset Advisors Inc. NY grew its position in Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after acquiring an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its position in Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after acquiring an additional 2,230 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Buying and Selling at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lloyd Carney sold 650 shares of the 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 transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by corporate insiders.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Deepened Ramp partnership — Visa expanded a multi‑year issuing deal and embedded AI agents to automate corporate bill pay and real‑time spend controls, positioning Visa as an embedded finance layer inside enterprise spend workflows. Can Visa’s Ramp Integration Transform Enterprise Spend Management?
• Positive Sentiment: AI dispute‑resolution tools — Visa launched six new AI tools to streamline charge dispute handling (aiming to cut fraud costs and operational friction for issuers, acquirers and merchants), which could drive more platform value and client stickiness. Visa launches new AI tools to manage the charge dispute process
• Positive Sentiment: Network & blockchain moves — Visa joined the Canton Network as a super validator to help extend privacy‑preserving on‑chain infrastructure for banks, reinforcing its strategy to embed payment rails into blockchain enterprise use cases. Visa Inc. (V) Joins Canton Network to Accelerate Financials Mainstream Onchain Transition
• Positive Sentiment: Broad analyst support — Visa retains a consensus Buy profile and recent coverage initiations (e.g., Loop Capital’s Buy/$387 PT) highlight upside from a valuation reset, supporting longer‑term investor confidence. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Valuation debate — Several analyst and investor pieces (Seeking Alpha, Zacks) position Visa as a high‑quality compounder now trading at a lower valuation, creating a narrative that could attract value‑oriented buyers over time. Visa: A Rare Discount On A World Class Compounder
• Negative Sentiment: Competitive moves in stablecoins — Mastercard’s deal for BVNK pulls a notable stablecoin infrastructure partner closer to Mastercard, which could shift parts of the digital‑asset payments opportunity away from Visa. Mastercard’s BVNK Deal Brings Stablecoins Into Undervalued Payments Giant
• Negative Sentiment: Regulatory/oversight risk — Reporting flags renewed FTC scrutiny and guidance for large payments firms around discrimination and cross‑border practices, which could raise compliance costs or slow some product rollouts. Visa’s Cross Border Growth Story Meets New FTC Scrutiny
• Negative Sentiment: Analyst price‑target adjustments — UBS trimmed its target (from $425 to $390) while keeping a Buy, a move that can temper enthusiasm even if the fundamental view remains constructive. Benzinga coverage of UBS price target change

Visa Price Performance

Shares of V stock opened at $298.76 on Thursday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The firm has a market cap of $542.30 billion, a P/E ratio of 28.03, a P/E/G ratio of 1.73 and a beta of 0.78. The business’s 50 day moving average price is $316.08 and its 200-day moving average price is $332.01.

Visa (NYSE:V) last announced its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The company 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 earned $2.75 earnings per share. The firm’s revenue for the quarter was up 14.6% on a year-over-year basis. On average, equities research analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

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 $0.67 dividend. 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 25.14%.

Analyst Ratings Changes

Several analysts have weighed in on the company. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Bank of America began coverage on shares of Visa in a research note on Thursday, March 5th. They issued a “buy” rating and a $410.00 target price on the stock. TD Cowen reiterated a “buy” rating on shares of Visa in a report on Friday, January 30th. Finally, Piper Sandler set a $160.00 price target on shares of Visa in a report on Wednesday, January 28th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $390.96.

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.