Visa Inc. $V Shares Bought by Assetmark Inc.

Key Points

• Assetmark Inc. boosted its stake in Visa by 11.6% in Q4 to 245,434 shares valued at about $86.08 million, and overall institutional ownership stands near 82.15%.
• Visa is expanding into crypto infrastructure — it launched an in‑house validator node on Stripe’s Tempo blockchain and is forming on‑chain partnerships, moves that could increase real‑time stablecoin payment volumes and settlement revenue.
• Analyst sentiment and fundamentals remain supportive: Visa beat Q results (EPS $3.17 vs. $3.14; revenue $10.90B, +14.6%), has a MarketBeat consensus "Buy" rating with a $388.88 price target, and the majority of analysts rate it Buy/Strong Buy.

Assetmark Inc. boosted its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 11.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 245,434 shares of the credit-card processor's stock after buying an additional 25,513 shares during the quarter. Assetmark Inc.'s holdings in Visa were worth $86,076,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Clayton Financial Group LLC lifted its holdings in Visa by 446.2% during the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor's stock worth $25,000 after buying an additional 58 shares in the last quarter. Parvin Asset Management LLC lifted its holdings in Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock worth $26,000 after buying an additional 50 shares in the last quarter. Dorato Capital Management acquired a new stake in Visa during the 4th quarter worth approximately $30,000. Imprint Wealth LLC acquired a new stake in Visa during the 3rd quarter worth approximately $39,000. Finally, Strategic Advocates LLC acquired a new stake in Visa during the 3rd quarter worth approximately $43,000. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on V shares. Loop Capital started coverage on shares of Visa in a report on Tuesday, March 31st. They set a "buy" rating and a $387.00 target price on the stock. Piper Sandler set a $160.00 target price on shares of Visa in a report on Wednesday, January 28th. TD Cowen reiterated a "buy" rating on shares of Visa in a report on Friday, January 30th. Daiwa Securities Group upgraded shares of Visa from a "neutral" rating to an "outperform" rating and set a $370.00 target price on the stock in a report on Monday, February 2nd. Finally, UBS Group reduced their price objective on shares of Visa from $425.00 to $390.00 and set a "buy" rating on the stock in a report on Tuesday, March 31st. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Visa presently has a consensus rating of "Buy" and a consensus price target of $388.88.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched and is operating an in‑house validator node on Stripe’s Tempo blockchain as an “anchor” validator, placing Visa into the transaction‑validation layer for real‑time stablecoin payments — a direct step toward new on‑chain payment volumes and settlement revenue. Visa Expands Blockchain Payment With Tempo Validator Node Launch
• Positive Sentiment: Coverage highlights Visa’s broader on‑chain ambitions and partnerships (including working alongside Stripe and Zodia Custody), signaling a strategic pivot into crypto infrastructure that could expand addressable payments flow. Visa extends its on-chain ambitions
• Positive Sentiment: Visa announced a partnership with Neat to embed AI‑powered insurance and medical services into cards in Europe — a product innovation that can increase card engagement and stickiness across business customers and consumers. How Will Visa's Neat Partnership Help Boost Engagement and Growth?
• Positive Sentiment: Fundamentals remain supportive: analysts point to recent revenue and EPS beats and healthy margins, reinforcing investor confidence in Visa’s long‑term growth profile. Visa (V) Laps the Stock Market: Here's Why
• Neutral Sentiment: Visa and Bank of America are promoting merchant readiness for the FIFA World Cup, which could boost cross‑border and merchant volumes seasonally but is not an immediate structural change. Visa and Bank of America Want Merchants to Get World Cup-Ready
• Neutral Sentiment: Citigroup lowered its price target from $450 to $400 while keeping a buy rating — this narrows analyst upside expectations but leaves a meaningful positive view intact. Benzinga coverage
• Negative Sentiment: A lawsuit alleging lack of transparency in a separate “Gold Card” Visa program tied to the former administration introduces reputational/legal noise; impact on Visa’s core business appears limited but is a headline risk. Trump's 'Gold Card' Visa Program Hit With New Lawsuit

Visa Price Performance

Shares of NYSE:V opened at $315.97 on Thursday. The company's fifty day moving average price is $311.81 and its 200 day moving average price is $329.68. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. 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 firm has a market capitalization of $573.54 billion, a P/E ratio of 29.64, a P/E/G ratio of 1.78 and a beta of 0.80.

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

Visa Dividend Announcement

The firm also recently disclosed 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. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, February 10th. Visa's dividend payout ratio (DPR) is presently 25.14%.

Insider Transactions at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the firm's stock in a transaction 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 transaction, the director directly owned 2,679 shares of the company's stock, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders own 0.12% of the company's stock.

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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