Bingham Private Wealth LLC Acquires New Stake in Visa Inc. $V

Key Points

• Bingham Private Wealth LLC acquired 4,354 shares of Visa in Q4 valued at about $1.53 million, making the stock roughly 1.3% of the firm's holdings and its 18th-largest position.
• Visa's most recent quarter (reported Jan. 29) beat estimates with EPS $3.17 versus $3.14 and revenue of $10.90 billion (up 14.6% YoY), and the company pays a $0.67 quarterly dividend (0.8% yield). The firm is pursuing growth catalysts — Click to Pay adoption, a Tempo blockchain validator for stablecoin settlement, and World Cup merchant activation — while analysts maintain a consensus "Buy" with an average price target of $388.88.

Bingham Private Wealth LLC acquired a new stake in shares of Visa Inc. (NYSE:V - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,354 shares of the credit-card processor's stock, valued at approximately $1,527,000. Visa accounts for approximately 1.3% of Bingham Private Wealth LLC's holdings, making the stock its 18th largest position.

Several other large investors also recently added to or reduced their stakes in V. Clayton Financial Group LLC boosted its stake in Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor's stock valued at $25,000 after buying an additional 58 shares during the period. Parvin Asset Management LLC boosted its stake in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock valued at $26,000 after buying an additional 50 shares during the period. Dorato Capital Management bought a new stake in Visa during the fourth quarter valued at $30,000. Imprint Wealth LLC bought a new stake in Visa during the third quarter valued at $39,000. Finally, Strategic Advocates LLC bought a new stake in Visa during the third quarter valued at $43,000. Institutional investors own 82.15% of the company's stock.

Insiders Place Their Bets

In other Visa news, 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 sale, the director owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.12% of the stock is owned by insiders.

Visa Trading Down 0.1%

NYSE V opened at $315.49 on Friday. The stock's 50-day simple moving average is $311.53 and its two-hundred day simple moving average is $329.58. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. 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 company has a market capitalization of $572.67 billion, a price-to-earnings ratio of 29.60, a PEG ratio of 1.81 and a beta of 0.80.

Visa (NYSE:V - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating analysts' consensus estimates of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter last year, the business posted $2.75 earnings per share. The company's revenue for the quarter was up 14.6% on a year-over-year basis. Research analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were given a dividend of $0.67 per share. The ex-dividend date was Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa's dividend payout ratio (DPR) is presently 25.14%.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is pushing Click to Pay adoption (via partners such as payabl.), emphasizing tokenized checkout flows that reduce manual entry, raise authorization rates and lower fraud — a direct way to boost merchant sales and processed volume. Can Visa's Click to Pay Push Fix Checkout Friction at Scale?
• Positive Sentiment: Visa launched a validator node on the Tempo blockchain, actively participating in stablecoin processing and on‑chain settlement — a structural move that could create new transaction revenue streams and differentiate Visa as a payments infrastructure operator. Visa’s Tempo Validator Move Brings Stablecoin Infrastructure Into Investor Focus
• Positive Sentiment: Marketing and merchant activation ahead of FIFA World Cup 2026 — Visa fronts a Marriott Bonvoy campaign and is coordinating with partners (including Bank of America) to get merchants World Cup‑ready — a seasonal catalyst for travel, cross‑border and high‑ticket card volume. Erling Haaland and Vinicius Júnior Front New Marriott Bonvoy and Visa 'For Fans, Everywhere' Campaign Ahead of FIFA World Cup 2026™
• Neutral Sentiment: A comparative analysis with Mastercard highlights diverging strategies and questions around recession resilience; the piece is useful context but doesn't change Visa's core volume drivers immediately. Visa vs. Mastercard: This One Is Built to Survive the Next Recession
• Neutral Sentiment: Coverage noting recent outperformance and momentum provides sentiment color but reflects past moves rather than new catalysts. Visa (V) Laps the Stock Market: Here's Why
• Neutral Sentiment: Industry reporting on Visa and Bank of America working to prepare merchants for the World Cup reinforces marketing/merchant activation efforts but is incremental to existing campaigns. Visa and Bank of America Want Merchants to Get World Cup-Ready

Analyst Upgrades and Downgrades

Several research firms recently issued reports on V. Daiwa Securities Group raised Visa from a "neutral" rating to an "outperform" rating and set a $370.00 price objective for the company in a research note on Monday, February 2nd. Piper Sandler set a $160.00 price objective on Visa in a research note on Wednesday, January 28th. Weiss Ratings reissued a "buy (b)" rating on shares of Visa in a research note on Wednesday, January 21st. Citigroup dropped their price objective on Visa from $450.00 to $400.00 and set a "buy" rating for the company in a research note on Tuesday. Finally, Macquarie Infrastructure reissued an "outperform" rating and set a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Buy" and an average price target of $388.88.

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.

Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.