Zevenbergen Capital Investments LLC Boosts Stake in Visa Inc. $V

Zevenbergen Capital Investments LLC lifted its position in Visa Inc. (NYSE:V) by 39.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 43,163 shares of the credit-card processor’s stock after purchasing an additional 12,295 shares during the quarter. Zevenbergen Capital Investments LLC’s holdings in Visa were worth $15,138,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in V. Parvin Asset Management LLC boosted its holdings in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares during the period. Sagard Holdings Management Inc. purchased a new position in shares of Visa during the second quarter worth approximately $31,000. Imprint Wealth LLC acquired a new position in shares of Visa in the 3rd quarter valued at $39,000. Strategic Advocates LLC purchased a new stake in Visa in the 3rd quarter valued at $43,000. Finally, Moisand Fitzgerald Tamayo LLC raised its position in Visa by 344.8% in the 3rd 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. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analyst Ratings Changes

Several research analysts have issued reports on V shares. Morgan Stanley reissued an “overweight” rating and set a $411.00 price objective (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Bank of America initiated coverage on shares of Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 target price for the company. Evercore set a $380.00 price target on Visa in a research report on Friday, December 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Visa in a research report on Wednesday, January 21st. Finally, HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Visa presently has a consensus rating of “Buy” and an average target price of $390.96.

Visa Trading Down 1.2%

Shares of Visa stock opened at $298.76 on Thursday. The firm has a market cap of $542.30 billion, a price-to-earnings ratio of 28.03, a price-to-earnings-growth ratio of 1.73 and a beta of 0.78. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. The company’s 50-day simple moving average is $316.08 and its 200-day simple moving average is $332.01. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 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 firm had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter last year, the firm earned $2.75 earnings per share. The firm’s revenue was up 14.6% compared to the same quarter last year. As a group, equities research analysts anticipate 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. Investors of record on Tuesday, February 10th were issued 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 dividend payout ratio is currently 25.14%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Launched six new AI‑driven dispute‑resolution tools to reduce fraud and administrative costs for issuers, acquirers and merchants — a revenue‑supportive product expansion that can improve margins and stickiness. Visa launches new AI tools to manage the charge dispute process
• Positive Sentiment: Expanded partnership with Ramp to embed AI agents for corporate bill pay and real‑time controls — strengthens Visa’s push into embedded finance and enterprise spend management, which can grow payment volume and issuing revenue over time. How Ramp Visa (V) AI Bill‑Pay Deal Has Changed Its Embedded Payments Investment Story
• Positive Sentiment: Joined the Canton Network as a super‑validator to help extend privacy‑preserving blockchain infrastructure to banks — a strategic move positioning Visa as infrastructure for on‑chain financial flows. Visa Inc. (V) Joins Canton Network to Accelerate Financials Mainstream Onchain Transition
• Positive Sentiment: Bitget launched a crypto‑linked card in APAC in partnership with Visa — incremental merchant acceptance and consumer spend on the Visa network if adoption scales. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Neutral Sentiment: Multiple analysts continue to rate Visa a buy (average “Buy” rating reported), and new coverage from Loop Capital initiated at Buy with a $387 PT — supportive for medium‑term sentiment but not an immediate catalyst. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Feature updates improving visibility into recurring payments on mobile banking apps may increase card engagement, but are incremental from a revenue perspective. Visa Inc. (V) makes it easy to track recurring payments on mobile banking apps
• Negative Sentiment: UBS trimmed its price target from $425 to $390 — still a Buy but the cut signals analyst concern around near‑term valuation and contributes to selling pressure/rea sessment of upside. UBS Group Lowers Visa (NYSE:V) Price Target to $390.00

Insiders Place Their Bets

In other 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 transaction, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction dated 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 owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by company insiders.

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.