3,633 Visa Inc. $V Shares Acquired by Park Avenue Securities LLC

Park Avenue Securities LLC lifted its stake in shares of Visa Inc. (NYSE:V) by 4.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 93,645 shares of the credit-card processor’s stock after acquiring an additional 3,633 shares during the period. Park Avenue Securities LLC’s holdings in Visa were worth $33,650,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Philadelphia Investment Partners LLC bought a new stake in Visa in the 2nd quarter worth approximately $29,000. Virtus Advisers LLC bought a new stake in shares of Visa in the 2nd quarter valued at about $33,000. Portfolio Resources Advisor Group Inc. bought a new stake in shares of Visa in the 3rd quarter valued at about $35,000. Delos Wealth Advisors LLC purchased a new stake in shares of Visa during the second quarter valued at approximately $38,000. Finally, Robinswood Financial LLC purchased a new stake in Visa during the 1st quarter valued at $35,000. Institutional investors own 82.15% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa exceeded expectations with adjusted earnings of $3.48 per share versus the $3.43–$3.44 consensus, while revenue rose 13% year over year to approximately $12.14 billion, ahead of estimates. Adjusted EPS increased 17% from a year earlier, supported by higher payment volumes and transaction growth. Visa Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: The company reported approximately $6 billion in quarterly profit and raised its quarterly dividend by 16%, reinforcing its strong cash generation and shareholder-return profile. Visa Reports Higher Profit on Payment Volumes and Transactions Growth
• Positive Sentiment: Visa’s expansion into AI-enabled payments could provide a longer-term growth opportunity. The company is piloting trusted AI agents that can complete approved invoice payments, while Visa Direct is being expanded for international transfers. Visa’s Agent Payment Pilot
• Neutral Sentiment: The results exceeded forecasts, but Visa trades at a premium valuation, with a price-to-earnings ratio above 34 and the shares near their 52-week high. Investors may require continued strong growth to justify further gains. Visa Likely to Beat Q4 Earnings
• Negative Sentiment: Visa faces a potential £5 billion UK collective lawsuit involving roughly one million businesses. The claim alleges excessive and anti-competitive card fees; any resulting liability or changes to interchange-fee practices could pressure future profitability. Visa and Mastercard UK Lawsuit

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the company. Truist Financial set a $443.00 price objective on Visa and gave the stock a “buy” rating in a research report on Friday. Wells Fargo & Company reaffirmed an “overweight” rating and set a $432.00 target price (up from $412.00) on shares of Visa in a research note on Thursday, July 30th. Robert W. Baird lifted their price target on Visa from $420.00 to $430.00 and gave the stock an “outperform” rating in a research report on Monday, October 12th. Argus upped their price objective on Visa from $396.00 to $420.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Finally, BMO Capital Markets reaffirmed an “outperform” rating and set a $425.00 price target on shares of Visa in a report on Thursday, October 15th. Three equities research analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $428.85.

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,444,582.94. The trade was a 27.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 1,867 shares of the company’s stock in a transaction 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 directly owned 18,404 shares in the company, valued at approximately $6,778,929.36. The trade was a 9.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 78,792 shares of company stock valued at $28,863,319. Insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of NYSE:V opened at $401.31 on Wednesday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $414.60. The business’s 50 day moving average is $378.75 and its 200 day moving average is $341.35.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, topping the consensus estimate of $3.43 by $0.05. The company had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. The company’s revenue was up 13.2% on a year-over-year basis. During the same period in the previous year, the firm posted $2.98 earnings per share. On average, sell-side analysts forecast that Visa Inc. will post 13.22 EPS for the current fiscal year.

Visa Company 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.