Visa Inc. $V Shares Bought by Country Trust Bank

Country Trust Bank boosted its holdings in shares of Visa Inc. (NYSE:V) by 12.1% in the 4th quarter, Holdings Channel reports. The firm owned 270,505 shares of the credit-card processor’s stock after buying an additional 29,129 shares during the period. Visa makes up approximately 1.7% of Country Trust Bank’s portfolio, making the stock its 15th largest holding. Country Trust Bank’s holdings in Visa were worth $94,869,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Capital World Investors lifted its stake in Visa by 0.8% during the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after purchasing an additional 193,288 shares during the last quarter. Ameriprise Financial Inc. lifted its stake in Visa by 4.2% during 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 purchasing an additional 530,995 shares during the last quarter. Legal & General Group Plc lifted its stake in Visa by 3.3% during 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 purchasing an additional 399,845 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Visa by 12.2% during the third quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock valued at $4,067,032,000 after acquiring an additional 1,298,435 shares during the period. Finally, Dimensional Fund Advisors LP raised its holdings in shares of Visa by 1.3% during the third quarter. Dimensional Fund Advisors LP now owns 8,418,387 shares of the credit-card processor’s stock valued at $2,873,794,000 after acquiring an additional 108,264 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa Stock Up 2.1%

Visa stock opened at $308.80 on Thursday. The firm has a market cap of $560.52 billion, a PE ratio of 28.97, a P/E/G ratio of 1.72 and a beta of 0.80. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The firm’s 50 day moving average price is $313.76 and its two-hundred day moving average price is $330.69. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51.

Visa (NYSE:V) last posted its earnings results 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. The company had revenue of $10.90 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.75 earnings per share. On average, research analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were issued 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 of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio is currently 25.14%.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out Intelligent Commerce Connect — an AI “on‑ramp” for agentic commerce — positioning the network to capture new AI-driven payment flows and partner integrations. Visa Aims to Give Businesses Agentic Commerce on-Ramp
• Positive Sentiment: Visa launched multiple AI tools to speed and automate dispute resolution and bolster fraud prevention — expected to lower dispute costs and improve merchant/customer experience. Visa Launches New AI Tools to Manage Credit Card Disputes
• Positive Sentiment: Management is highlighting stronger risk/identity capabilities and anti‑fraud initiatives, which support margins and trust in the network as payments become more automated. Visa Wants Fraudsters to Pick Another Business
• Positive Sentiment: Brand & consumer engagement move — Visa is the worldwide tour sponsor for BTS, a high‑visibility tie‑up that can drive merchant/consumer activation in key markets. Visa’s BTS Tour Deal Links K Pop Reach With Undervalued Shares
• Neutral Sentiment: Q4 context: Visa’s recent quarter beat revenue and EPS estimates modestly and showed double‑digit revenue growth — supportive for fundamentals but already priced into the stock to some degree. Unpacking Q4 Earnings: Visa In The Context Of Other Credit Card Stocks
• Neutral Sentiment: Regional leadership change: Visa’s India & South Asia head Sandeep Ghosh is stepping down; a successor is said to be identified — operationally manageable but worth watching given India’s growth importance. Visa’s India, South Asia head Sandeep Ghosh to quit
• Neutral Sentiment: Industry moves at Mastercard and other peers (AI initiatives, target revisions) create competitive context but not an immediate firm‑specific hit to Visa’s business. Mastercard’s ASEAN AI Push: Can Trust Unlock Agentic Commerce?
• Negative Sentiment: Crypto/stablecoin volumes now rival or exceed card networks in certain corridors, highlighting long‑term disintermediation risk to transaction volumes and fees. Stablecoins Move More Money Than Visa And Mastercard
• Negative Sentiment: Valuation and risk debate: some analysts note the forward P/E pullback improves the yield of future returns but warn fintech competition and regulatory scrutiny could pressure growth if not managed. Visa Slides to 22X P/E: Opportunity Knocking or False Signal?

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on V shares. Royal Bank Of Canada restated an “outperform” rating and set a $395.00 price target on shares of Visa in a report on Friday, January 30th. Loop Capital started coverage on shares of Visa in a report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price target on the stock. Macquarie Infrastructure restated an “outperform” rating and set a $410.00 price target on shares of Visa in a report on Friday, January 30th. Truist Financial set a $372.00 price target on shares of Visa in a report on Tuesday, February 10th. Finally, Piper Sandler set a $160.00 price target on shares of Visa in a report on Wednesday, January 28th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given 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 $390.96.

Insider Activity

In related news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were 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 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.12% of the company’s stock.

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.