Visa Inc. $V Stock: Crossmark Global Holdings Inc. Lowers Stake

Crossmark Global Holdings Inc. trimmed its position in shares of Visa Inc. (NYSE:V) by 2.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 206,711 shares of the credit-card processor’s stock after selling 4,549 shares during the quarter. Visa accounts for approximately 0.9% of Crossmark Global Holdings Inc.’s investment portfolio, making the stock its 14th largest position. Crossmark Global Holdings Inc.’s holdings in Visa were worth $74,278,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of V. Philadelphia Investment Partners LLC purchased a new stake in shares of Visa in the second quarter valued at $29,000. Virtus Advisers LLC bought a new stake in shares of Visa in the 2nd quarter worth about $33,000. Robinswood Financial LLC bought a new stake in shares of Visa in the 1st quarter worth about $35,000. Portfolio Resources Advisor Group Inc. bought a new stake in shares of Visa in the 3rd quarter worth about $35,000. Finally, Midwest Capital Advisors LLC purchased a new position in shares of Visa during the 1st quarter worth about $37,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. Cantor Fitzgerald set a $445.00 price target on shares of Visa and gave the company an “overweight” rating in a report on Monday, August 3rd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $430.00 price objective on shares of Visa in a research note on Wednesday, July 29th. Piper Sandler reissued an “overweight” rating and issued a $430.00 price objective (up from $394.00) on shares of Visa in a research note on Wednesday, July 29th. Rothschild & Co Redburn boosted their target price on Visa from $430.00 to $444.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Finally, The Goldman Sachs Group upped their target price on Visa from $420.00 to $438.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating and thirty-four have given a Buy rating to the stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $426.12.

Visa Stock Up 1.6%

Shares of Visa stock opened at $414.21 on Friday. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $414.60. The firm’s 50-day moving average is $376.42 and its two-hundred day moving average is $349.64. The stock has a market cap of $739.13 billion, a price-to-earnings ratio of 35.22, a PEG ratio of 1.92 and a beta of 0.77.

Visa (NYSE:V) last posted its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. During the same quarter last year, the firm posted $2.98 EPS. The company’s revenue for the quarter was up 14.4% on a year-over-year basis. As a group, research analysts expect that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Visa Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were paid a dividend of $0.67 per share. The ex-dividend date was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.6%. Visa’s dividend payout ratio (DPR) is currently 22.79%.

Insider Activity

In related news, General Counsel Julie B. Rottenberg sold 2,028 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the completion of the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the company’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $358.81, for a total value of $2,108,008.75. Following the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,444,582.94. This represents a 27.91% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 78,792 shares of company stock worth $28,863,319. Corporate insiders own 0.12% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Tokenization could support revenue growth: UBS said Visa and Mastercard may generate increasing fees from payment tokenization, which secures digital transactions and reduces fraud. Tokenization revenue could contribute low-single-digit percentage growth to overall revenue and a low-to-mid-single-digit contribution to value-added services. Visa and Mastercard tokenization fees could support revenue growth, UBS says
• Positive Sentiment: Commercial-payment product launches strengthen growth prospects: Visa introduced capabilities for commercial-card growth, virtual-card security and agentic commerce. Its pilot with BILL and Billtrust allows authenticated AI agents to process invoice payments, potentially expanding Visa’s role in business-to-business transactions while improving fraud controls. Visa Announces Enhanced Capabilities That Can Bring Trust and Control to the Future of Business Payments
• Positive Sentiment: Digital-asset and AI initiatives add strategic momentum: Visa and Mastercard are rolling out products tied to artificial intelligence, stablecoins and digital assets ahead of earnings. A separate fintech partnership also launched a quantum-secured card operating on Visa’s network, though the immediate financial impact is unclear. Visa, Mastercard bet on AI, crypto ahead of earnings
• Neutral Sentiment: Acquisition speculation was denied: Fireblocks said reports that Visa was in advanced discussions to acquire the crypto infrastructure company for approximately $2.5 billion were not true at present. The denial removes a potential transaction catalyst but also reduces concern about near-term acquisition spending. Fireblocks disputes report of $2.5B Visa acquisition talks
• Neutral Sentiment: Earnings expectations are now a key focus: Analysts are monitoring payment volume, processed transactions and other operating metrics for the quarter ended September 2026. With Visa trading near record levels, results and forward guidance will determine whether recent momentum can continue. Countdown to Visa Q4 Earnings
• Negative Sentiment: Canadian fee pressure remains a risk: A Canadian trade group is urging Visa and other card networks to reduce interchange fees and pass savings to merchants, creating a potential regulatory and revenue headwind. Visa changes fees in Canada

Visa Profile

Visa Inc (NYSE: V) is a global payments technology company that facilitates electronic payments between consumers, businesses, financial institutions and governments. Through its VisaNet network, the company authorizes, clears and settles transactions made with Visa-branded credit, debit and prepaid cards, while generally not issuing cards, extending credit or setting cardholder account terms.

Visa provides payment products and services for consumer, commercial and government payments, as well as digital commerce and money movement.