Fort Washington Investment Advisors Inc. OH boosted its position in Visa Inc. (NYSE:V – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 820,439 shares of the credit-card processor’s stock after acquiring an additional 4,983 shares during the period. Visa comprises approximately 1.5% of Fort Washington Investment Advisors Inc. OH’s holdings, making the stock its 11th biggest holding. Fort Washington Investment Advisors Inc. OH’s holdings in Visa were worth $287,736,000 at the end of the most recent quarter.
Several other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC grew its position in shares of Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after purchasing an additional 6,883 shares during the period. Revolve Wealth Partners LLC lifted its position in Visa by 68.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after buying an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. lifted its position in Visa by 4.6% during the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after buying an additional 477 shares during the period. Matrix Asset Advisors Inc. NY boosted its stake in Visa by 16.9% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after buying an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after buying an additional 2,230 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.
More Visa News
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa launched an Enhanced Subscription Manager with partner Pinwheel to help issuers give cardholders better control of recurring payments — a product that can deepen issuer relationships and produce new value‑added revenue. Visa Launches Enhanced Subscription Manager (BusinessWire)
- Positive Sentiment: Visa joined the Canton Network as a “Super Validator,” signalling a strategic push into institutional on‑chain settlement and privacy‑focused blockchain infrastructure — a move that could expand Visa’s role in regulated digital-asset rails and future settlement revenue. Visa Canton Role Signals Onchain Settlement (Yahoo Finance)
- Positive Sentiment: Analyst coverage remains constructive: Zacks highlights Visa’s earnings growth and price strength as reasons it sits on watchlists, reinforcing the view that fundamentals remain intact despite recent volatility. Earnings Growth & Price Strength Make Visa a Stock to Watch (Zacks)
- Neutral Sentiment: Visa‑commissioned data and industry reports show growing euro stablecoin activity and payment‑rail integrations, highlighting the company’s influence in non‑dollar stablecoin settlement — strategically relevant but not immediately earnings‑driving. Euro Stablecoins Dominate Non‑Dollar Market (Cointelegraph)
- Neutral Sentiment: Visa’s brand shows up in crypto/payment experiments (e.g., Pengu Card launch driving NFT token moves), which underscores product reach but is peripheral to core revenue today. BlockDAG Staking & Pengu Card (Blockonomi)
- Negative Sentiment: Regulatory pressure is the main near‑term negative catalyst: the FTC and U.S. trade watchdogs have warned payment processors, sending a clear signal about potential enforcement around “debanking” and access restrictions — headlines that have prompted sector selling and direct downward pressure on Visa shares. FTC Issues Warnings to Payment Processors (WSJ) FTC Warns Visa, Mastercard, PayPal, Stripe (Bitcoin.com)
- Negative Sentiment: Market reaction to the regulatory headlines has already caused short‑term weakness in payment stocks — coverage noted that Visa and peers slipped after the U.S. threat of action over alleged political bias, amplifying volatility for V. Payment Stocks Slip after U.S. Threatens Action (TipRanks)
Visa Stock Performance
Visa (NYSE:V – Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating 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 business 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 company posted $2.75 EPS. The company’s revenue was up 14.6% compared to the same quarter last year. As a group, research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current year.
Visa Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s payout ratio is 25.14%.
Insider Buying and Selling
In other news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Lloyd Carney sold 650 shares of Visa 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 transaction, the director owned 2,679 shares in the company, valued at $829,471.98. The trade was a 19.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.
Analysts Set New Price Targets
A number of research analysts have recently commented on V shares. HSBC raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. UBS Group reissued a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Morgan Stanley restated an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a report on Friday, January 30th. Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target for the company in a research report on Monday, February 2nd. Finally, Evercore set a $380.00 price target on shares of Visa in a research note on Friday, December 12th. Seven research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $392.65.
View Our Latest Report on Visa
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.
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