DB Fitzpatrick & Co Inc Purchases New Position in Visa Inc. $V

DB Fitzpatrick & Co Inc acquired a new position in Visa Inc. (NYSE:V) during the 4th quarter, HoldingsChannel reports. The fund acquired 4,287 shares of the credit-card processor’s stock, valued at approximately $1,503,000. Visa accounts for approximately 1.3% of DB Fitzpatrick & Co Inc’s holdings, making the stock its 17th biggest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in V. TCI Fund Management Ltd. boosted its holdings in 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 worth $6,769,936,000 after buying an additional 2,429,996 shares in the last quarter. Corient Private Wealth LLC increased its holdings in Visa by 110.4% in the second 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 position in shares of Visa by 286.4% in the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock worth $862,335,000 after acquiring an additional 1,872,362 shares during the period. SG Americas Securities LLC raised its position in shares of Visa by 121.7% in the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock worth $1,059,990,000 after acquiring an additional 1,658,954 shares during the period. Finally, Danske Bank A S purchased a new stake in shares of Visa during the 3rd quarter worth about $565,684,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out six AI-powered dispute-resolution tools aimed at cutting fraud losses, speeding chargeback resolution and reducing back‑office costs — a direct path to improving net margins and issuer/acquirer retention. Visa launches new AI tools to manage the charge dispute process
• Positive Sentiment: Visa highlights the same AI dispute push in broader press coverage; investors may view this as a scalable revenue/profitability lever if it reduces billions in avoidable costs across the payments ecosystem. AI Could Handle Your Next Credit Card Dispute, Visa Says
• Positive Sentiment: Deeper Ramp integration and expanded issuing deals position Visa as an embedded finance layer for enterprise bill-pay and real‑time controls — this can increase TPV and stickiness with corporate clients. How Ramp Visa (V) AI Bill‑Pay Deal Has Changed Its Embedded Payments Investment Story
• Positive Sentiment: Partnerships that bring crypto-to-payments (e.g., Bitget card launch with Visa in APAC) broaden payment flow sources and may lift transaction volumes over time. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Positive Sentiment: Product enhancements that surface recurring payments in mobile banking apps improve cardholder engagement and reduce churn for issuers and merchants — supportive for long‑term TPV growth. Visa Inc. (V) makes it easy to track recurring payments on mobile banking apps
• Neutral Sentiment: Analyst coverage remains generally favorable (consensus Buy) even as some targets shift; watch revisions for guidance on margin and volume assumptions. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Several market writeups include Visa as a beneficiary of broader crypto and blockchain adoption — positive optionality but not a primary revenue driver yet. Top Cryptocurrency Stocks You Should Watch for a Healthy Portfolio
• Negative Sentiment: UBS trimmed its price target on Visa, signaling some analyst caution on upside from current levels — investors should monitor whether other firms follow. UBS Group Lowers Visa (NYSE:V) Price Target to $390.00
• Negative Sentiment: Competitive moves (e.g., Mastercard targeting SMB spend via Amazon integrations) increase rivalry in embedded payments and could pressure interchange and product-share gains. Can Mastercard Capture SMB Spend Through Amazon’s Ecosystem?
• Negative Sentiment: Policy risks remain: proposals to cap credit-card interest rates could reduce interchange yields and card availability if enacted — a macro/regulatory downside to monitor. Credit card interest rate cap could reduce access for over 100 million Americans, analysis finds

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on V shares. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 price target on shares of Visa in a research note on Friday, January 30th. Morgan Stanley reissued an “overweight” rating and issued a $411.00 price objective (up from $398.00) on shares of Visa in a report on Friday, January 30th. Macquarie Infrastructure restated an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Finally, Evercore set a $380.00 target price on Visa in a research report on Friday, December 12th. Seven analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Visa has a consensus rating of “Buy” and a consensus price target of $390.96.

Visa Trading Up 0.8%

Shares of Visa stock opened at $300.88 on Friday. The firm has a market capitalization of $546.14 billion, a PE ratio of 28.22, a P/E/G ratio of 1.71 and a beta of 0.80. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The firm’s 50-day moving average price is $315.58 and its 200 day moving average price is $331.79. 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 posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 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 company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same period in the previous year, the business earned $2.75 EPS. Visa’s quarterly revenue was up 14.6% on a year-over-year basis. On average, sell-side analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s payout ratio is presently 25.14%.

Insider Buying and Selling

In related news, Director Lloyd Carney sold 650 shares of the 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 completion of the transaction, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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.