Dock Street Asset Management Inc. lessened its position in shares of Visa Inc. (NYSE:V – Free Report) by 4.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 156,196 shares of the credit-card processor’s stock after selling 7,585 shares during the period. Visa makes up about 5.0% of Dock Street Asset Management Inc.’s investment portfolio, making the stock its 5th largest position. Dock Street Asset Management Inc.’s holdings in Visa were worth $54,779,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently modified their holdings of V. Parvin Asset Management LLC grew its holdings in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 50 shares in the last quarter. Sagard Holdings Management Inc. bought a new stake in Visa in the 2nd quarter valued at approximately $31,000. Imprint Wealth LLC acquired a new position in Visa during the 3rd quarter worth approximately $39,000. Strategic Advocates LLC bought a new position in shares of Visa during the 3rd quarter worth approximately $43,000. Finally, Moisand Fitzgerald Tamayo LLC raised its holdings in shares of Visa by 344.8% in the third quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock valued at $44,000 after purchasing an additional 100 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.
Insider Activity at Visa
In other news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred on 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 in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.12% of the company’s stock.
Analysts Set New Price Targets
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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
Visa Stock Performance
Shares of V opened at $300.88 on Friday. The company has a market cap of $546.14 billion, a PE ratio of 28.22, a price-to-earnings-growth ratio of 1.71 and a beta of 0.80. The firm has a 50-day moving average of $315.58 and a 200-day moving average of $331.79. Visa Inc. has a one year low of $293.89 and a one year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.
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, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same period in the prior year, the firm earned $2.75 EPS. Visa’s quarterly revenue was up 14.6% compared to the same quarter last year. As a group, equities analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.
Visa Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.
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.
Further Reading
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