Centiva Capital LP Raises Stock Holdings in Visa Inc. $V

Centiva Capital LP raised its holdings in shares of Visa Inc. (NYSE:V) by 83.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,169 shares of the credit-card processor’s stock after purchasing an additional 2,813 shares during the quarter. Centiva Capital LP’s holdings in Visa were worth $2,106,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Sonoma Allocations LLC acquired a new stake in shares of Visa in the 3rd quarter valued at about $710,000. AQR Capital Management LLC lifted its position in shares of Visa by 1.8% during the second quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after purchasing an additional 21,401 shares during the last quarter. Baltimore Washington Financial Advisors Inc. grew its stake in Visa by 5.9% in the second quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock worth $33,783,000 after purchasing an additional 5,295 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA grew its stake in Visa by 2.6% in the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock worth $198,596,000 after purchasing an additional 14,581 shares in the last quarter. Finally, Federated Hermes Inc. increased its holdings in Visa by 24.1% in the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after buying an additional 159,906 shares during the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

V has been the topic of several research reports. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Evercore set a $380.00 target price on Visa in a research report on Friday, December 12th. Piper Sandler set a $160.00 price target on Visa in a report on Wednesday, January 28th. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, UBS Group restated a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Seven analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $392.65.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa’s Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

Insiders Place Their Bets

In related news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value 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 disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by corporate insiders.

Visa Stock Performance

Shares of V stock opened at $307.15 on Friday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The business has a 50 day moving average of $325.50 and a two-hundred day moving average of $336.01. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a market cap of $557.53 billion, a P/E ratio of 28.81, a PEG ratio of 1.76 and a beta of 0.78.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business’s revenue was up 14.6% compared to the same quarter last year. During the same period in the prior year, the company earned $2.75 earnings per share. As a group, analysts anticipate that Visa Inc. will post 11.3 EPS for the current 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 paid 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 was Tuesday, February 10th. Visa’s dividend payout ratio 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.