Clark Capital Management Group Inc. Buys 8,557 Shares of Visa Inc. $V

Key Points

• Clark Capital Management Group bought an additional 8,557 shares, raising its stake in Visa to 380,220 shares (worth about $129.8M); Visa represents 0.8% of the firm's portfolio and institutional investors own 82.15% of the company.
• Analysts hold a consensus Buy rating with a $392.65 consensus target, supported by a recent earnings beat (Q EPS $3.17 vs. $3.14) and 14.6% year‑over‑year revenue growth.
• Visa is expanding strategic initiatives—including a global stablecoin card program and LatAm agentic‑commerce pilots with Santander—while some insiders have sold shares (CEO sold 10,485), leaving insiders with just 0.12% ownership.

Clark Capital Management Group Inc. lifted its position in Visa Inc. (NYSE:V - Free Report) by 2.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 380,220 shares of the credit-card processor's stock after buying an additional 8,557 shares during the period. Visa comprises 0.8% of Clark Capital Management Group Inc.'s portfolio, making the stock its 23rd largest holding. Clark Capital Management Group Inc.'s holdings in Visa were worth $129,799,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Visa by 0.9% in the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor's stock valued at $57,711,249,000 after acquiring an additional 1,461,575 shares during the period. Capital World Investors increased its stake in shares of Visa by 0.8% in the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor's stock worth $8,463,484,000 after purchasing an additional 193,288 shares in the last quarter. Norges Bank bought a new stake in Visa during the second quarter valued at about $7,034,939,000. TCI Fund Management Ltd. raised its stake in Visa by 14.6% during the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor's stock valued at $6,769,936,000 after purchasing an additional 2,429,996 shares during the period. Finally, Ameriprise Financial Inc. lifted its stake in Visa by 4.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor's stock worth $4,475,403,000 after purchasing an additional 530,995 shares in the last quarter. Institutional investors own 82.15% of the company's stock.

Analysts Set New Price Targets

Several research firms have commented on V. Macquarie Infrastructure reiterated an "outperform" rating and set a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Evercore set a $380.00 target price on Visa in a research note on Friday, December 12th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Visa in a research note on Wednesday, January 21st. Royal Bank Of Canada restated an "outperform" rating and issued a $395.00 price target on shares of Visa in a report on Friday, January 30th. Finally, Bank of America initiated coverage on shares of Visa in a report on Thursday, March 5th. They issued a "buy" rating and a $410.00 price target for the company. Seven equities 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 stock. Based on data from MarketBeat.com, Visa currently has a consensus rating of "Buy" and a consensus target price of $392.65.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction that occurred on 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 sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Lloyd Carney sold 650 shares of the business's stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director owned 2,679 shares of the company's stock, valued at $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.12% of the company's stock.

Key Visa News

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 Performance

NYSE:V opened at $307.15 on Friday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The stock has a market capitalization of $557.53 billion, a PE ratio of 28.81, a P/E/G ratio of 1.76 and a beta of 0.78. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The company has a fifty day moving average of $325.50 and a two-hundred day moving average of $336.01.

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

Visa Announces Dividend

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

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.

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