Visa Inc. $V Stock Holdings Increased by Kemnay Advisory Services Inc.

Kemnay Advisory Services Inc. boosted its stake in shares of Visa Inc. (NYSE:V) by 19.4% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 49,548 shares of the credit-card processor’s stock after purchasing an additional 8,059 shares during the quarter. Visa comprises 2.6% of Kemnay Advisory Services Inc.’s portfolio, making the stock its 10th biggest holding. Kemnay Advisory Services Inc.’s holdings in Visa were worth $16,915,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Sonoma Allocations LLC purchased a new position in shares of Visa in the third quarter valued at $710,000. AQR Capital Management LLC grew its stake in Visa by 1.8% in the 2nd quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock valued at $438,196,000 after acquiring an additional 21,401 shares during the last quarter. Baltimore Washington Financial Advisors Inc. grew its stake in Visa by 5.9% in the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock valued at $33,783,000 after acquiring an additional 5,295 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its holdings in Visa by 2.6% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after acquiring an additional 14,581 shares in the last quarter. Finally, Federated Hermes Inc. raised its position in Visa by 24.1% during the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock worth $281,045,000 after acquiring an additional 159,906 shares during the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated 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 owned 9,401 shares in the company, valued at $3,282,641.18. The trade was a 52.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.12% of the stock is owned by company insiders.

Visa Trading Down 0.8%

Shares of V opened at $317.23 on Friday. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The company has a market capitalization of $575.83 billion, a PE ratio of 29.76, a price-to-earnings-growth ratio of 1.84 and a beta of 0.78. The stock has a fifty day moving average of $329.57 and a two-hundred day moving average of $337.30. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11.

Visa (NYSE:V) last posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.14 by $0.03. The business had revenue of $10.90 billion for the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter last year, the firm earned $2.75 earnings per share. As a group, analysts forecast that Visa Inc. will post 11.3 EPS 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 paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Bank of America initiated coverage on Visa with a Buy rating and a $410 price target, signaling material upside from current levels and likely supporting sentiment among institutional investors. Finviz: Bank of America coverage
• Positive Sentiment: Visa is pushing into stablecoin-linked card offerings globally with Bridge, a move that could expand payment rails, capture crypto-related volume, and diversify revenue sources beyond traditional card fees. Visa and Bridge take stablecoin cards global
• Positive Sentiment: Visa appointed a veteran executive, Leonardo J. Collado, to lead growth for Pismo (the payments processor Visa acquired), which could accelerate integration and revenue expansion in processing services. Visa taps Leonardo Collado to lead Pismo’s global growth
• Neutral Sentiment: Analyst and media pieces continue to highlight Visa’s strong free cash flow and high margins, reinforcing its long-term valuation case even as the stock pulls back; useful for buy-and-hold investors but not new operational news. These 3 Cash Flow Machines Provide Stability
• Neutral Sentiment: New U.S. legislative text (H.R. 7316) would mandate chip-enabled EBT/SNAP terminals and stronger fraud controls; this could require upgrades by retailers/processors and create both compliance costs and potential processing opportunities for networks like Visa. SNAP Payment Security and Fraud Prevention Act of 2026
• Negative Sentiment: Brazil’s instant-pay system PIX processed 64 billion transactions in 2024—surpassing Visa and Mastercard combined in that market—and charges far lower merchant fees, demonstrating a fast-shifting payments landscape that pressures Visa’s merchant-fee and growth prospects in Brazil and similar markets. Brazil’s PIX Outpaces Visa and Mastercard Combined
• Negative Sentiment: Fintech Revolut is pursuing a U.S. bank charter and named a former Visa executive as U.S. CEO, an effort that could accelerate Revolut’s U.S. card, deposit and lending capabilities and intensify competition for transaction volume and card issuance. Revolut files for US bank charter

Analysts Set New Price Targets

Several analysts have issued reports on V shares. UBS Group reaffirmed a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Evercore set a $380.00 price objective on Visa in a research report on Friday, December 12th. Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price on the stock in a research note on Monday, February 2nd. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, Truist Financial set a $372.00 price objective on Visa in a research report on Tuesday, February 10th. Seven equities research 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 company’s stock. According to MarketBeat.com, Visa presently has an average rating of “Buy” and a consensus target price of $392.65.

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.