Runnymede Capital Advisors Inc. Has $3.38 Million Holdings in Visa Inc. $V

Key Points

• Runnymede Capital Advisors raised its Visa stake by 179.7% in Q4 to 9,640 shares worth about $3.38 million, making Visa ~1.9% of its portfolio and its 13th-largest holding.
• Visa beat Q4 expectations with EPS of $3.17 (vs. $3.14) and revenue of $10.90B (vs. $10.69B), showing revenue growth of 14.6% and strong profitability (net margin 50.2%, ROE 61.7%).
• Analysts are broadly bullish (average rating "Buy" and target ~$390.96, implying ~28% upside) while Visa pushes into AI and USDC initiatives as new growth avenues but faces threats from QR adoption and fintech competition.

Runnymede Capital Advisors Inc. raised its position in Visa Inc. (NYSE:V - Free Report) by 179.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,640 shares of the credit-card processor's stock after buying an additional 6,193 shares during the period. Visa accounts for about 1.9% of Runnymede Capital Advisors Inc.'s investment portfolio, making the stock its 13th biggest position. Runnymede Capital Advisors Inc.'s holdings in Visa were worth $3,381,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in V. Corient Private Wealth LLC boosted its position in Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor's stock valued at $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. Holocene Advisors LP lifted its position in shares of Visa by 286.4% during the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor's stock worth $862,335,000 after purchasing an additional 1,872,362 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of Visa by 121.7% during the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor's stock worth $1,059,990,000 after purchasing an additional 1,658,954 shares in the last quarter. Danske Bank A S acquired a new position in shares of Visa during the third quarter worth approximately $565,684,000. Finally, Capital Research Global Investors lifted its position in shares of Visa by 73.4% during the third quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor's stock worth $1,091,528,000 after purchasing an additional 1,353,441 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Trading Down 1.2%

V opened at $304.73 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The company has a market cap of $553.14 billion, a price-to-earnings ratio of 28.59, a price-to-earnings-growth ratio of 1.77 and a beta of 0.80. The firm has a 50 day simple moving average of $312.94 and a 200 day simple moving average of $330.26. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51.

Visa (NYSE:V - Get Free Report) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping analysts' consensus estimates of $3.14 by $0.03. The business had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. Visa's revenue for the quarter was up 14.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.75 earnings per share. On average, sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on V. Piper Sandler set a $160.00 target price on shares of Visa in a research report on Wednesday, January 28th. Morgan Stanley reiterated an "overweight" rating and set a $411.00 target price (up from $398.00) on shares of Visa in a research report on Friday, January 30th. TD Cowen reiterated a "buy" rating on shares of Visa in a research report on Friday, January 30th. Cantor Fitzgerald upgraded shares of Visa to a "strong-buy" rating in a research report on Tuesday, January 27th. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of Visa in a research report on Wednesday, January 21st. Seven research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Buy" and an average target price of $390.96.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa deepened its OwlTing partnership to enable debit‑funded USDC via Visa Direct, reducing crypto onboarding friction and positioning Visa as a rails provider for dollar‑stablecoin flows — a potential new revenue stream and strategic foothold in tokenized payments. Can Visa's OwlTing Partnership Accelerate Stablecoin Adoption?
• Positive Sentiment: Visa launched Intelligent Commerce Connect, an AI‑commerce offering to let AI agents discover, select and pay for goods across cards and protocols — could expand transaction volume and stickiness if adoption by merchants and agent builders accelerates. How Can Visa's Intelligent Commerce Connect Power AI Agents?
• Positive Sentiment: Multiple outlets highlight Visa’s combined AI + USDC moves as strategic growth initiatives that can drive longer‑term payment volumes and new revenue channels; analysts remain generally bullish on medium‑term fundamentals. Visa’s AI Commerce And USDC Push Weighed Against Valuation Upside
• Positive Sentiment: Wall Street consensus price targets imply meaningful upside (~28% per recent coverage), signaling analyst confidence in Visa’s long‑term growth despite near‑term volatility — supports the thesis that current pullbacks may be buying opportunities for long‑term investors. Wall Street Sees 28% Upside in Visa (V). Here’s What the Market is Missing
• Neutral Sentiment: Zacks and other outlets reiterate Visa as a long‑term core holding because of durable cash flow and network effects, but note execution and competition risks — useful context for buy‑and‑hold investors. Why Visa (V) is a Top Stock for the Long-Term
• Neutral Sentiment: Visa set its fiscal Q2 FY2026 earnings release date for April 28; upcoming results and management commentary will be a near‑term catalyst and could move the stock depending on volume trends and guidance. Visa to Announce Fiscal Second Quarter 2026 Financial Results on April 28, 2026
• Negative Sentiment: Reports from Singapore and broader merchant commentary show retailers pushing toward QR and alternative rails to avoid rising card processing fees — a structural threat that could pressure take‑rates or require Visa to absorb more costs. Singapore payment fees push retailers towards QR adoption
• Negative Sentiment: Competitive moves and fintech entrants continuing to refine issuing models (e.g., RS2 and other payments infrastructure players) keep pressure on margins and pricing dynamics over time — a reminder that innovation by challengers can blunt Visa’s pricing power. RS2 CEO gives card issuing unit two years to prove fintech model works

Insider Buying and Selling at Visa

In related 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 transaction of $201,253.00. Following the completion of the sale, the director directly 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 transaction was disclosed in a filing with the SEC, which is available at this link. 0.12% of the stock is currently owned by company insiders.

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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