Visa Inc.
VintermediaryVisa operates the world's largest electronic payments network, processing over 200 billion transactions annually. As a technology company rather than a lender, Visa earns fees on every swipe without taking credit risk, creating one of the highest-margin business models in financial services.
產品與營收
產品營收佔比
營收結構 ($35.9B)
靜態數據(加載即時財務…)
業務部門構成與主要客戶
產品詳情
Credit, debit, and prepaid card payment processing for consumers globally
B2B payments, cross-border transfers, and Visa Direct real-time payments
Fraud prevention, consulting, data analytics, and tokenization services
供應鏈關係
宏觀與市場背景
금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
近期催化劑
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| Berkshire Hathaway | accumulating | $2.9B | 2025.12 | 2026-02-17↑ |
| BlackRock | accumulating | $972M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $421M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $404M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $34M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $59M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $891M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $12.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $9.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $755M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $469M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $21M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $3.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $139M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $53M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $268M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $84M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $20M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $535K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $768M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $262K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $184K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $42M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $184K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $21M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | accumulating | $3.4B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $962M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.3B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $50.5B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $281M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $9K | 2025.12 | 2026-01-29↓ |
| State Street | accumulating | $29.0B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $3.0B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $55M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $10M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $41M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $9M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $84M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $11M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $24M | 2025.12 | 2026-02-17↑ |
| Viking Global Investors | accumulating | $1.4B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $10.0B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2.3B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $260M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.0B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $17M | 2025.12 | 2026-02-17↑ |
最新新聞
AI 分析
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企業資訊
連鎖位置
連鎖中的角色
leader
典型延遲
0 (trigger)
Visa's cross-border transaction volume and stablecoin settlement announcements set the narrative for the entire payment ecosystem. Institutional ownership near 90% of float signals broad conviction.
檢視完整連鎖分析行業概況 — 금융
行業新聞금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
核心主題
- •금리 인하 → 모기지·기업대출 수요 회복 기대
- •M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
- •핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜
近期催化劑
- ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
- ◆Fed FOMC 회의 (2026.05, 06)