Investment House LLC Sells 13,266 Shares of Visa Inc. $V

Investment House LLC lowered its stake in Visa Inc. (NYSE:V) by 31.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 28,958 shares of the credit-card processor’s stock after selling 13,266 shares during the quarter. Investment House LLC’s holdings in Visa were worth $10,405,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of V. Nixon Peabody Trust Co. lifted its stake in Visa by 58.1% during the 1st quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock worth $1,270,000 after acquiring an additional 1,543 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its holdings in Visa by 0.9% during the 3rd quarter. Bank Pictet & Cie Europe AG now owns 606,500 shares of the credit-card processor’s stock valued at $217,934,000 after acquiring an additional 5,568 shares during the period. Vega Investment Solutions purchased a new position in Visa during the 2nd quarter valued at about $829,000. Beacon Financial Group grew its position in Visa by 83.9% in the 1st quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor’s stock valued at $6,801,000 after acquiring an additional 10,267 shares in the last quarter. Finally, XXEC Inc. grew its position in Visa by 153,118.8% in the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after acquiring an additional 186,138,883 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the stock. Daiwa Securities Group boosted their price target on shares of Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a research note on Thursday, August 6th. Wells Fargo & Company reissued an “overweight” rating and issued a $432.00 price objective (up from $412.00) on shares of Visa in a research note on Thursday, July 30th. Wolfe Research restated an “outperform” rating and issued a $460.00 price objective (up from $435.00) on shares of Visa in a report on Tuesday, August 25th. Erste Group Bank upgraded shares of Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $430.00 target price on shares of Visa 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 company’s stock. Based on data from MarketBeat.com, Visa has a consensus rating of “Buy” and an average price target of $427.24.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Tokenization may support revenue growth. UBS said Visa and Mastercard could generate additional revenue as digital transactions expand and merchants adopt tokenized payments to improve security and reduce fraud. Tokenization could contribute low-single-digit percentage growth to total revenue and a somewhat larger contribution to value-added services. UBS tokenization revenue article
• Positive Sentiment: Visa is building new growth channels in commercial payments. The company introduced tools using AI agents, virtual-card security and fraud prevention for business payments. Visa is also participating in cross-border stablecoin and tokenized-bank-deposit initiatives involving Singapore, Malaysia and Thailand. These efforts could expand payment volume and Visa’s technology-related services over time. Visa AI and stablecoin technology article
• Positive Sentiment: Analyst estimates edged higher. Erste Group raised its fiscal 2027 EPS forecast for Visa to $15.04 from $15.01 and maintained a Buy rating, reinforcing confidence in the company’s earnings outlook. Visa analyst estimates
• Neutral Sentiment: Reports of a Fireblocks acquisition were denied. Fireblocks said rumors that Visa was pursuing a roughly $2.5 billion acquisition were not true, removing speculation about a potentially significant crypto expansion or acquisition cost. Fireblocks acquisition report
• Negative Sentiment: Payment stocks faced sector-wide pressure. Visa and Mastercard slipped alongside American Express after investors questioned the quality and sustainability of American Express’s quarterly revenue and tax-related results. The reaction suggests investors may be demanding stronger evidence of durable growth ahead of Visa’s earnings report. Payment stocks sector pressure article
• Negative Sentiment: Valuation and execution risks remain. With Visa trading at a premium earnings multiple and approaching its 52-week high, investors may be taking profits while awaiting confirmation that AI, stablecoins and tokenization will materially accelerate revenue. Visa’s reported workforce reductions also highlight potential restructuring and automation-related uncertainty.

Insider Buying and Selling

In related news, General Counsel Julie B. Rottenberg sold 1,867 shares of Visa stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total value of $687,690.78. Following the completion of the transaction, the general counsel owned 18,404 shares in the company, valued at $6,778,929.36. The trade was a 9.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the business’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the transaction, the insider owned 49,662 shares of the company’s stock, valued at $18,125,140.14. This trade represents a 53.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 78,792 shares of company stock worth $28,863,319. Company insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of NYSE V opened at $408.02 on Friday. The stock’s 50-day moving average is $377.30 and its two-hundred day moving average is $350.05. 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 company has a market cap of $728.08 billion, a price-to-earnings ratio of 34.70, a price-to-earnings-growth ratio of 1.95 and a beta of 0.77.

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

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, August 11th. Visa’s dividend payout ratio is presently 22.79%.

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.