CSM Advisors LLC Raises Stock Position in Visa Inc. $V

CSM Advisors LLC boosted its stake in shares of Visa Inc. (NYSE:V) by 888.0% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 13,338 shares of the credit-card processor’s stock after acquiring an additional 11,988 shares during the period. CSM Advisors LLC’s holdings in Visa were worth $4,555,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in V. Sagard Holdings Management Inc. acquired a new position in shares of Visa during the 2nd quarter worth about $31,000. Bare Financial Services Inc lifted its stake in Visa by 287.0% in the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after buying an additional 66 shares in the last quarter. Imprint Wealth LLC acquired a new stake in Visa in the 3rd quarter worth about $39,000. Winnow Wealth LLC acquired a new stake in Visa in the 2nd quarter worth about $40,000. Finally, Moisand Fitzgerald Tamayo LLC increased its stake in Visa by 344.8% during the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 129 shares of the credit-card processor’s stock worth $44,000 after buying an additional 100 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Visa

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

Visa Stock Up 0.2%

V stock opened at $307.15 on Monday. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The firm has a market cap of $557.53 billion, a PE ratio of 28.81, a PEG ratio of 1.76 and a beta of 0.78. The firm’s 50 day moving average price is $325.50 and its 200-day moving average price is $335.91. 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 issued its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share 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 company had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same period in the prior year, the business posted $2.75 earnings per share. The firm’s revenue for the quarter was up 14.6% compared to the same quarter last year. On average, equities research analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

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

Insider Activity

In other news, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. The trade was a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on the company. Macquarie Infrastructure reissued an “outperform” rating and set a $410.00 target price on shares of Visa in a report on Friday, January 30th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research note on Friday, January 30th. Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target for the company in a research report on Monday, February 2nd. Truist Financial set a $372.00 price objective on Visa in a report on Tuesday, February 10th. Finally, Cantor Fitzgerald raised shares of Visa to a “strong-buy” rating in a research note on Tuesday, January 27th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Visa presently has a consensus rating of “Buy” and an average price target of $392.65.

Visa Company 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.