Mirova Has $17.81 Million Holdings in Visa Inc. $V

Mirova increased its position in Visa Inc. (NYSE:V) by 4.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 52,167 shares of the credit-card processor’s stock after acquiring an additional 2,214 shares during the period. Visa comprises 2.5% of Mirova’s investment portfolio, making the stock its 9th biggest position. Mirova’s holdings in Visa were worth $17,809,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in V. Triumph Capital Management bought a new stake in Visa in the third quarter worth approximately $151,000. Keel Point LLC raised its holdings in shares of Visa by 0.4% during the 3rd quarter. Keel Point LLC now owns 27,507 shares of the credit-card processor’s stock valued at $9,390,000 after purchasing an additional 113 shares in the last quarter. Mirabella Financial Services LLP raised its holdings in shares of Visa by 140.7% during the 3rd quarter. Mirabella Financial Services LLP now owns 25,464 shares of the credit-card processor’s stock valued at $8,676,000 after purchasing an additional 14,885 shares in the last quarter. Farmers National Bank lifted its stake in shares of Visa by 2.5% in the 3rd quarter. Farmers National Bank now owns 23,947 shares of the credit-card processor’s stock valued at $8,175,000 after purchasing an additional 592 shares during the last quarter. Finally, CTC Alternative Strategies Ltd. acquired a new position in Visa during the third quarter worth $250,000. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

Shares of V stock opened at $301.48 on Friday. Visa Inc. has a 12 month low of $297.03 and a 12 month high of $375.51. The company has a market capitalization of $547.23 billion, a P/E ratio of 28.28, a P/E/G ratio of 1.72 and a beta of 0.78. The stock has a 50 day moving average of $320.50 and a two-hundred day moving average of $334.47. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51.

Visa (NYSE:V) last issued 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 return on equity of 61.74% and a net margin of 50.23%.The firm had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. During the same period last year, the business earned $2.75 earnings per share. Visa’s quarterly revenue was up 14.6% compared to the same quarter last year. As a group, equities analysts expect that Visa Inc. will post 11.3 EPS for the current year.

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s payout ratio is 25.14%.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched “Visa CLI,” a command-line tool from Visa Crypto Labs to let AI agents execute card payments — a direct move into agentic payments and AI-enabled commerce that could open new transaction volumes and keep Visa central to emerging payment rails. Visa unveils CLI tool to enable AI agents to execute card payments
• Positive Sentiment: Strategic product integrations: Visa expanded commerce capabilities with an Ingenico tie-up (integrating POS and payments) and rolled Visa Intelligent Authorisation (VIA) into Europe — moves that deepen merchant relationships and product stickiness beyond pure interchange. Visa’s Ingenico Tie-Up: Expanding Beyond the Payment Layer
• Positive Sentiment: New vertical and partner wins: Visa teamed with Paythru on a white‑label EV fleet wallet and with Bank of America on a FIFA World Cup cardholder sweepstakes — both help drive incremental consumer/merchant engagement and transaction volume. Visa and Paythru Team on EV Payments With White-Label Fleet Wallet
• Neutral Sentiment: Analyst / investor commentary is broadly bullish on Visa’s long-term prospects, highlighting durable earnings growth and a strong competitive position — supportive for long-term holders but not an immediate catalyst. Could Buying Visa (V) Today Set You Up for Life?
• Neutral Sentiment: Legal/regulatory: The UK Court of Appeal allowed Mastercard and Visa to appeal a ruling on interchange fees — this procedural win preserves Visa’s ability to challenge fines/obligations but leaves ultimate exposure uncertain. Mastercard Incorporated (MA) and Visa Allowed to Appeal UK Ruling That Merchant Fees Breach Antitrust Law, Reuters Reports
• Negative Sentiment: Stablecoin and crypto fears have pressured the sector (and weighed on Visa in recent sessions); competing stablecoin rails and crypto-native payment options are seen as long-term disruptive risks if network incumbents can’t monetize them effectively. Visa (V) and Mastercard (MA) Battle Stablecoin Disruption With Bold 2026 Strategies
• Negative Sentiment: Options-market signal: Unusual activity — a large spike in put buying — suggests some traders are hedging or betting on near-term downside, which can amplify short-term volatility even if fundamentals remain intact. (Market data reported 129,825 puts bought versus a ~30k average.)

Insider Activity

In related news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was 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 of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of brokerages have weighed in on V. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Piper Sandler set a $160.00 target price on Visa in a report on Wednesday, January 28th. Macquarie Infrastructure reiterated an “outperform” rating and set a $410.00 price target on shares of Visa in a report on Friday, January 30th. Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Seven research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average price target of $392.65.

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.