Pitcairn Co. Has $7.72 Million Stock Holdings in Visa Inc. $V

Pitcairn Co. decreased its holdings in Visa Inc. (NYSE:V) by 27.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 22,618 shares of the credit-card processor’s stock after selling 8,634 shares during the period. Visa makes up about 0.6% of Pitcairn Co.’s portfolio, making the stock its 25th biggest position. Pitcairn Co.’s holdings in Visa were worth $7,721,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of V. Norges Bank acquired a new position in Visa during the second quarter worth about $7,034,939,000. TCI Fund Management Ltd. grew its holdings in shares of Visa by 14.6% during the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after purchasing an additional 2,429,996 shares during the last quarter. Corient Private Wealth LLC increased its position in Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after purchasing an additional 2,075,289 shares in the last quarter. Vanguard Group Inc. lifted its stake in Visa by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after purchasing an additional 1,461,575 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in Visa by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after purchasing an additional 1,067,631 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Visa Trading Down 0.3%

Shares of V stock opened at $319.42 on Friday. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. 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 stock has a market cap of $579.80 billion, a price-to-earnings ratio of 29.96, a PEG ratio of 1.84 and a beta of 0.78. The stock has a 50-day moving average of $330.33 and a 200-day moving average of $337.51.

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 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 for the quarter, compared to analyst estimates of $10.69 billion. During the same period in the previous year, the firm earned $2.75 earnings per share. The firm’s quarterly revenue was up 14.6% on a year-over-year basis. On average, equities research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a $0.67 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s payout ratio is 25.14%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Bank of America initiated coverage with a “Buy” and a $410 price target, signaling institutional support and implying meaningful upside versus current levels. This can attract demand from growth-oriented investors and funds.
• Positive Sentiment: Visa is expanding its partnership with Stripe’s Bridge to roll out stablecoin‑linked cards across 100+ countries and is running on‑chain settlement pilots — moves that broaden addressable payment flows, open crypto-native volume, and support long‑term revenue diversification. Visa tests stablecoin spending while shares trade below valuation estimates
• Positive Sentiment: Visa appointed veteran Leonardo J. Collado to lead growth at Pismo (the payments processing platform it acquired in 2024), highlighting active integration and an emphasis on scaling processing/OEM relationships — a potential driver of incremental processing revenue. Visa Taps Veteran Leonardo Collado to Lead Pismo’s Global Growth
• Positive Sentiment: Recent fundamentals remain solid: Visa beat Q1 estimates (EPS and revenue) and continues to generate strong free cash flow and high margins, supporting dividends and buyback capacity — a structural tailwind for the stock.
• Neutral Sentiment: Revolut filed for a U.S. bank charter and hired a former Visa executive as U.S. CEO — a potential long‑term competitor in cards/deposits if approvals succeed, but outcomes and timing are uncertain. Revolut files for US bank charter, names Duransoy as US CEO
• Neutral Sentiment: Analyst and media coverage is mixed: long‑term bull narratives (e.g., speculative pieces on very large upside) coexist with valuation checks — these stories can amplify short‑term trading but don’t change Visa’s cash‑flow fundamentals. Is Visa Stock Going to $1,000?
• Neutral Sentiment: Valuation focus persists—several pieces discuss whether recent pullbacks make Visa attractively priced; that debate helps explain muted price moves as investors reassess multiples vs. growth. Is Visa (V) Still Attractively Priced After Recent Share Price Pullback?
• Negative Sentiment: Near‑term selling/profit‑taking tied to valuation concerns and market rotation is keeping shares under pressure despite the strategic wins; until headlines consistently translate into higher volumes or upgraded consensus estimates, sentiment may remain mixed.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on 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 completion of the sale, the chief executive officer directly owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Macquarie Infrastructure reiterated 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 target price on Visa in a report on Tuesday, February 10th. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, Evercore set a $380.00 price objective on shares of Visa in a report on Friday, December 12th. Seven analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Visa has an average rating of “Buy” and an average price target of $392.65.

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.