Crossmark Global Holdings Inc. Acquires 13,973 Shares of Visa Inc. $V

Key Points

• Crossmark Global Holdings increased its Visa stake by 7.2% in Q3, acquiring 13,973 shares to hold 208,104 shares worth $71,043,000, making Visa its 11th largest holding (1.1% of the fund).
• CEO Ryan McInerney sold 10,485 Visa shares on Jan. 2 at an average price of $349.18 for $3.66 million, reducing his personal stake by 52.73% (insiders now own 0.12% of the company).
• Visa is expanding its partnership with Stripe’s Bridge to roll out stablecoin‑linked cards in 100+ countries and is piloting on‑chain settlement; analysts remain broadly positive (consensus "Buy", average target $391.43) after a recent earnings beat and a $0.67 quarterly dividend.

Crossmark Global Holdings Inc. grew its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 7.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 208,104 shares of the credit-card processor's stock after acquiring an additional 13,973 shares during the period. Visa comprises 1.1% of Crossmark Global Holdings Inc.'s holdings, making the stock its 11th largest holding. Crossmark Global Holdings Inc.'s holdings in Visa were worth $71,043,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Sagard Holdings Management Inc. bought a new stake in shares of Visa in the 2nd quarter valued at about $31,000. Bare Financial Services Inc lifted its stake in shares of Visa by 287.0% in the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor's stock worth $32,000 after acquiring an additional 66 shares during the period. Winnow Wealth LLC bought a new stake in Visa in the second quarter valued at approximately $40,000. Decker Retirement Planning Inc. acquired a new stake in Visa during the 2nd quarter valued at approximately $41,000. Finally, Moisand Fitzgerald Tamayo LLC raised its holdings 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 purchasing an additional 100 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction 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 sale, the chief executive officer directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.12% of the company's stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its partnership with Stripe’s Bridge to roll out stablecoin‑linked Visa cards across 100+ countries (the program is already live in 18 markets). This broad rollout accelerates Visa’s access to crypto-native payments and wallets, potentially increasing card volume and new fee-bearing flows as merchants accept stablecoin-funded transactions. Visa Expands Bridge Partnership to Boost Global Payment Reach
• Positive Sentiment: Visa and Bridge are running on‑chain settlement pilots (including work with Lead Bank) to settle transactions using blockchain rails and support stablecoin infrastructure. If scaled, on‑chain settlement can lower cross‑border settlement costs, speed reconciliation and create new settlement revenue opportunities. Visa Tests Stablecoin Spending While Shares Trade Below Valuation Estimates
• Positive Sentiment: Analyses and coverage note material scale: coverage reports cite ~ $4.6B annualized settlement volume potential for the Bridge program and broad geographic expansion across Europe, APAC, Africa and the Middle East — signaling meaningful addressable volume if adoption accelerates. Visa Partners with Stripe’s Bridge to Launch Stablecoin Cards in Over 100 Nations
• Neutral Sentiment: Macro and industry backdrop remains supportive: the Nilson Report notes card spending scale (Mastercard + Visa) reached $10 trillion in 2025 — a reminder Visa benefits from secular card volume growth even as it experiments with new rails. That underpins longer‑term revenue resilience. Mastercard and Visa Cards Reach $10 Trillion in Spending in 2025
• Positive Sentiment: Analyst and market commentaries highlight Visa’s strong cash‑flow profile and high margins, reinforcing its ability to invest in digital innovation (including crypto integrations) while returning capital to shareholders. This supports the case for sustainable shareholder value even if new initiatives take time to monetize. These 3 Cash Flow Machines Provide Stability in Uncertain Markets
• Negative Sentiment: Near term, the stock is under pressure and some coverage calls out valuation/headwind risks — investors may be marking down multiples while waiting for clear monetization of stablecoin/on‑chain pilots. That helps explain today’s pullback despite the positive product news. Visa Tests Stablecoin Spending While Shares Trade Below Valuation Estimates

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the stock. HSBC raised shares of Visa from a "hold" rating to a "strong-buy" rating in a research note on Monday, December 8th. Morgan Stanley reaffirmed an "overweight" rating and set a $411.00 price target (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Bank of America raised Visa from a "neutral" rating to a "buy" rating and set a $382.00 price objective for the company in a research report on Thursday, December 11th. Freedom Capital raised Visa from a "hold" rating to a "strong-buy" rating in a research note on Monday, February 16th. Finally, Daiwa Securities Group raised Visa from a "neutral" rating to an "outperform" rating and set a $370.00 target price for the company in a research note on Monday, February 2nd. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Buy" and an average target price of $391.43.

Visa Stock Performance

Shares of V opened at $320.70 on Thursday. The firm has a market capitalization of $582.13 billion, a P/E ratio of 30.08, a P/E/G ratio of 1.86 and a beta of 0.78. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The stock has a 50 day moving average price of $331.04 and a two-hundred day moving average price of $337.64. 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 - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating analysts' consensus estimates of $3.14 by $0.03. The business had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.Visa's quarterly revenue was up 14.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.75 EPS. Equities analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

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

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.

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