Howard Capital Management Inc. Has $5.80 Million Holdings in Visa Inc. $V

Howard Capital Management Inc. grew its stake in Visa Inc. (NYSE:V) by 22.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,536 shares of the credit-card processor’s stock after buying an additional 3,079 shares during the period. Howard Capital Management Inc.’s holdings in Visa were worth $5,799,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Sonoma Allocations LLC acquired a new position in Visa in the 3rd quarter valued at approximately $710,000. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA raised its holdings in Visa by 2.6% in the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after acquiring an additional 14,581 shares in the last quarter. Federated Hermes Inc. raised its holdings in Visa by 24.1% in the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after acquiring an additional 159,906 shares in the last quarter. Parnassus Investments LLC raised its holdings in Visa by 3.0% in the 3rd quarter. Parnassus Investments LLC now owns 274,141 shares of the credit-card processor’s stock valued at $93,586,000 after acquiring an additional 8,061 shares in the last quarter. Finally, Mawer Investment Management Ltd. raised its holdings in Visa by 11.3% in the 3rd quarter. Mawer Investment Management Ltd. now owns 2,352,766 shares of the credit-card processor’s stock valued at $803,187,000 after acquiring an additional 238,872 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have commented on the company. Piper Sandler set a $160.00 price target on Visa in a report on Wednesday, January 28th. Rothschild & Co Redburn set a $385.00 price target on Visa in a report on Wednesday, January 28th. Bank of America assumed coverage on Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price target for the company. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Friday, January 30th. Finally, Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 price target on shares of Visa in a report on Friday, January 30th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $390.96.

Insider Activity

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

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analyst/feature pieces highlight Visa as a very safe dividend‑growth name — praising its fee‑for‑flow model, strong free cash flow and a consistent payout (trailing annual dividend ≈ $2.52). Those narratives support demand from income and quality growth investors. Read More.
• Positive Sentiment: Visa announced a strategic partnership with European InsurTech Neat to modernize embedded insurance and assistance on Visa cards — this can increase cardholder stickiness, add product revenue streams, and improve value for issuers and merchants. Read More.
• Positive Sentiment: Visa is a Platinum cosponsor of the U.S. Small Business Administration’s National Small Business Week (May 3–9), a marketing and relationship initiative that can deepen SME partnerships and card adoption among small businesses. Read More.
• Neutral Sentiment: Coverage comparing Visa with peers (American Express, Mastercard) underscores Visa’s scalable payments‑network economics versus issuer/lender models — useful framing for investors but more descriptive than catalytic. Read More.
• Neutral Sentiment: Zacks/analyst commentary notes industry shifts (AI, tokenization, new rails) and keeps Visa in the competitive mix; signals to watch technology and product investments rather than immediate upside/downside. Read More.
• Negative Sentiment: Industry analysis on stablecoin and on‑chain settlement suggests emerging settlement rails could rewire parts of the payment/settlement stack over time — a potential competitive or margin headwind if Visa’s interchange/settlement role is displaced or commoditized. Read More.
• Negative Sentiment: Broader crypto/stablecoin volume projections and commentary (large projected growth) signal both opportunity and disruption risk; investors should monitor Visa’s strategy to integrate tokenized rails versus losing settlement share. Read More.
• Negative Sentiment: Some short‑term weakness was flagged in recent market pieces (price pullbacks cited), a reminder that cyclical market flows and macro headlines can temporarily pressure even high‑quality payment names. Read More.

Visa Trading Up 1.6%

Shares of V opened at $309.20 on Tuesday. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The stock has a 50 day simple moving average of $312.44 and a 200-day simple moving average of $329.96. The stock has a market cap of $561.25 billion, a PE ratio of 29.01, a PEG ratio of 1.74 and a beta of 0.80.

Visa (NYSE:V) last issued its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $10.69 billion. During the same period in the prior year, the firm posted $2.75 EPS. Visa’s quarterly revenue was up 14.6% compared to the same quarter last year. On average, sell-side analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were issued a $0.67 dividend. 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.