Stonehage Fleming Financial Services Holdings Ltd Raises Stake in Visa Inc. $V

Stonehage Fleming Financial Services Holdings Ltd grew its holdings in Visa Inc. (NYSE:V) by 1.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 515,846 shares of the credit-card processor’s stock after purchasing an additional 9,505 shares during the quarter. Visa makes up 5.0% of Stonehage Fleming Financial Services Holdings Ltd’s portfolio, making the stock its 9th biggest position. Stonehage Fleming Financial Services Holdings Ltd’s holdings in Visa were worth $176,100,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the business. Sonoma Allocations LLC acquired a new position in Visa during the 3rd quarter worth $710,000. AQR Capital Management LLC raised its position 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 purchasing an additional 21,401 shares in the last quarter. Precedent Wealth Partners LLC boosted its stake in shares of Visa by 7.5% in the 2nd quarter. Precedent Wealth Partners LLC now owns 1,588 shares of the credit-card processor’s stock valued at $564,000 after buying an additional 111 shares during the period. Baltimore Washington Financial Advisors Inc. boosted its stake in shares of 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 buying an additional 5,295 shares during the period. Finally, Consilium Wealth Advisory LLC acquired a new position in shares of Visa during the second quarter worth about $862,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Cantor Fitzgerald initiated/upgraded Visa to a “strong-buy,” highlighting Visa as a top fintech pick ahead of earnings — a catalyst for buying interest. Cantor Fitzgerald buy call
• Positive Sentiment: Rothschild & Co Redburn lifted Visa from “neutral” to “buy” and set a $385 price target (~17.8% upside from the cited quote), reinforcing upside expectations and supporting bullish analyst sentiment. Rothschild upgrade
• Positive Sentiment: Visa deepens crypto-to-fiat payout capabilities via a Mercuryo/Visa Direct arrangement, which could increase cross-border payout volumes and position Visa in faster settlement rails. Zacks: crypto payout partnership
• Positive Sentiment: Amenify announced a collaboration with Visa to embed resident commerce and rewards into rental experiences — an example of Visa expanding payment/rewards use cases and merchant integrations. Amenify partnership
• Positive Sentiment: Visa partnered with GCash to enable seamless cross-border account funding for Filipinos and tourists — a regional expansion that can drive higher cross-border transaction volumes in Southeast Asia. Visa–GCash partnership
• Positive Sentiment: Belpointe Asset Management increased its stake in Visa (reported in a 13F), a small institutional accumulation signal that can be read as confidence from active managers. Belpointe stake increase
• Neutral Sentiment: Visa is publicly urging banks to rethink loyalty beyond simple rewards, positioning itself as a platform provider for next‑gen loyalty programs — long‑term strategic positioning but not an immediate earnings driver. PYMNTS: loyalty strategy
• Neutral Sentiment: Media/commentary pieces (Jim Cramer, stock comparisons with Mastercard) are highlighting valuation and sector dynamics; useful for sentiment but not direct company news. Jim Cramer commentary
• Negative Sentiment: Report that Visa plans to allow cardholders to spend rewards on Trump-related accounts could provoke political controversy or merchant/brand backlash for some investors — reputational risk that may weigh on sentiment for certain investor groups. Rewards on Trump accounts

Insider Transactions at Visa

In other news, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the sale, the director directly owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. The trade was a 26.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the transaction, the insider owned 26,413 shares in the company, valued at $8,608,789.09. This represents a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 24,042 shares of company stock worth $8,247,289. Corporate insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on V shares. Piper Sandler set a $160.00 target price on shares of Visa in a report on Wednesday. UBS Group restated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. HSBC raised shares of Visa from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $335.00 to $389.00 in a research report on Sunday, December 7th. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a report on Tuesday. Finally, KeyCorp reaffirmed an “overweight” rating and set a $405.00 price target on shares of Visa in a report on Wednesday, October 22nd. Five equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Visa presently has an average rating of “Buy” and an average target price of $391.58.

Visa Trading Up 0.5%

NYSE V opened at $326.96 on Thursday. The firm’s fifty day moving average price is $338.70 and its 200 day moving average price is $341.86. Visa Inc. has a 12 month low of $299.00 and a 12 month high of $375.51. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. The company has a market capitalization of $595.63 billion, a price-to-earnings ratio of 32.02, a price-to-earnings-growth ratio of 1.91 and a beta of 0.81.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.01. The firm had revenue of $10.72 billion during the quarter, compared to analysts’ expectations of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. Visa’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same period in the previous year, the company earned $2.71 earnings per share. On average, sell-side analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

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.