Cullen Investment Group LTD. grew its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 7.5% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 29,774 shares of the credit-card processor’s stock after purchasing an additional 2,085 shares during the quarter. Visa accounts for approximately 1.4% of Cullen Investment Group LTD.’s investment portfolio, making the stock its 17th biggest holding. Cullen Investment Group LTD.’s holdings in Visa were worth $10,414,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of the stock. Insight Wealth Strategies LLC lifted its position in shares of Visa by 1.6% during the 3rd quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock valued at $640,000 after acquiring an additional 29 shares during the period. Old Port Advisors boosted its stake in Visa by 0.9% during the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after acquiring an additional 29 shares in the last quarter. Carr Financial Group Corp grew its holdings in Visa by 2.4% in the third quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock worth $440,000 after purchasing an additional 30 shares during the period. Define Financial LLC increased its stake in Visa by 4.0% in the third quarter. Define Financial LLC now owns 779 shares of the credit-card processor’s stock valued at $266,000 after purchasing an additional 30 shares in the last quarter. Finally, Patron Partners LLC increased its stake in Visa by 0.6% in the third quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock valued at $1,587,000 after purchasing an additional 30 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.
Visa Trading Up 0.2%
NYSE V opened at $305.43 on Friday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The business has a fifty day simple moving average of $318.34 and a 200 day simple moving average of $333.26. Visa Inc. has a 12 month low of $297.03 and a 12 month high of $375.51. The firm has a market capitalization of $554.40 billion, a P/E ratio of 28.65, a PEG ratio of 1.75 and a beta of 0.78.
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 issued a dividend of $0.67 per share. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.9%. Visa’s payout ratio is 25.14%.
Analysts Set New Price Targets
Several equities analysts have recently weighed in on the stock. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a report on Wednesday, January 28th. TD Cowen reaffirmed a “buy” rating 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. UBS Group reiterated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Finally, Evercore set a $380.00 price objective on Visa in a research note on Friday, December 12th. Seven investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Visa has an average rating of “Buy” and a consensus target price of $392.65.
View Our Latest Report on Visa
Trending Headlines about Visa
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
Insider Activity
In other Visa news, Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by insiders.
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.
Further Reading
Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
