Connor Clark & Lunn Investment Management Ltd. Acquires 216,726 Shares of Visa Inc. $V

Connor Clark & Lunn Investment Management Ltd. boosted its holdings in Visa Inc. (NYSE:V) by 71.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 519,991 shares of the credit-card processor’s stock after buying an additional 216,726 shares during the period. Connor Clark & Lunn Investment Management Ltd.’s holdings in Visa were worth $177,515,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Norges Bank bought a new position in shares of Visa in the 2nd quarter worth $7,034,939,000. TCI Fund Management Ltd. increased its holdings in Visa by 14.6% in the second 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 lifted its stake in Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after buying an additional 2,075,289 shares during the period. Vanguard Group Inc. boosted its holdings in Visa by 0.9% during the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after buying an additional 1,461,575 shares during the last quarter. Finally, Capital Research Global Investors boosted its holdings in Visa by 73.4% during the third quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock worth $1,091,528,000 after buying an additional 1,353,441 shares during the last quarter. 82.15% of the stock is owned by institutional investors.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: New travel and B2B product wins: Visa partnered with Trip.com to roll out a global virtual travel card aimed at simplifying corporate and consumer travel payments across APAC — a market seeing a strong travel rebound that can boost transaction volume and cross-border fees. Visa Packs Its Bags for APAC Travel Boom: A Virtual Card Play
• Positive Sentiment: Crypto/stablecoin rails expansion: Visa and Stripe’s Bridge expanded their stablecoin-backed card program to 100+ countries, widening Visa’s addressable market for crypto-related card issuance and opening new fee streams from fintech partners. Visa (V) and Stripe’s Bridge Expand Stablecoin Card Program to 100+ Countries
• Positive Sentiment: Longer-term regional growth opportunity: A Latin America market report flags prepaid cards, wallets and SME-targeted solutions (citing Visa initiatives such as stablecoin cards) as a growth runway — supporting revenue diversification outside mature markets. Latin America Prepaid Card and Digital Wallet Intelligence Report 2026
• Neutral Sentiment: Market commentary / price action: Coverage noting Visa “registered a bigger fall than the market” is descriptive of today’s weaker trading but doesn’t add new fundamentals; useful for sentiment tracking. Visa (V) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Short-seller attention: Reports that short sellers are targeting Visa add downside risk via higher short interest and potential trading pressure, which can amplify moves on weaker volumes or negative headlines. Why Short Sellers Are Targeting Visa (V), One of the Most Shorted Dow Stocks
• Negative Sentiment: Competitive/industry threats: New entrants and platforms (e.g., Elon Musk’s XMoney, agency-focused processors and fintechs targeting SMB travel cards) and Mastercard’s crypto partnerships increase competitive noise; these developments could pressure margins or slow new-win cadence in niches. What is XMoney, Elon Musk’s new digital payments platform?
• Negative Sentiment: Technical/liquidity context: Visa is trading below its 50- and 200-day moving averages and on lighter-than-average volume today, which can invite momentum selling from quant/technical traders. Visa (V) Registers a Bigger Fall Than the Market: Important Facts to Note

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the business’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 sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.12% of the stock is currently owned by insiders.

Analysts Set New Price Targets

V has been the subject of a number of recent analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $395.00 price target on shares of Visa in a research note on Friday, January 30th. HSBC upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. UBS Group reaffirmed a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Evercore set a $380.00 target price on shares of Visa in a report on Friday, December 12th. Finally, TD Cowen reissued a “buy” rating on shares of Visa in a report on Friday, January 30th. Seven analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $392.65.

Visa Price Performance

Shares of V opened at $309.01 on Thursday. 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 stock has a 50 day simple moving average of $327.18 and a 200 day simple moving average of $336.61. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51. The firm has a market capitalization of $560.90 billion, a PE ratio of 28.99, a P/E/G ratio of 1.80 and a beta of 0.78.

Visa (NYSE:V) last announced 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. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. During the same period last year, the company posted $2.75 EPS. The business’s quarterly revenue was up 14.6% on a year-over-year basis. Sell-side analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The business 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 dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.

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.