10,684 Visa Inc. $V Shares Bought by Americana Partners LLC

Americana Partners LLC boosted its position in Visa Inc. (NYSE:V) by 12.0% in the third quarter, Holdings Channel.com reports. The firm owned 99,673 shares of the credit-card processor’s stock after purchasing an additional 10,684 shares during the quarter. Americana Partners LLC’s holdings in Visa were worth $35,815,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Beacon Capital Management LLC increased its stake in shares of Visa by 2.0% in the third quarter. Beacon Capital Management LLC now owns 1,283 shares of the credit-card processor’s stock valued at $461,000 after buying an additional 25 shares during the period. Argyle Capital Partners LLC boosted its position in Visa by 0.7% during the 3rd quarter. Argyle Capital Partners LLC now owns 3,912 shares of the credit-card processor’s stock worth $1,406,000 after buying an additional 27 shares during the period. Concorde Asset Management LLC boosted its position in Visa by 4.0% during the 2nd quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor’s stock worth $250,000 after buying an additional 28 shares during the period. Ellis Investment Partners LLC grew its holdings in Visa by 2.1% during the 3rd quarter. Ellis Investment Partners LLC now owns 1,363 shares of the credit-card processor’s stock worth $490,000 after acquiring an additional 28 shares during the last quarter. Finally, Legacy Financial Group Inc. grew its holdings in Visa by 3.8% during the 3rd quarter. Legacy Financial Group Inc. now owns 769 shares of the credit-card processor’s stock worth $276,000 after acquiring an additional 28 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on V. UBS Group restated a “buy” rating and issued a $420.00 price target (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Loop Capital boosted their price objective on shares of Visa from $387.00 to $404.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Rothschild & Co Redburn increased their price objective on Visa from $430.00 to $444.00 and gave the company a “buy” rating in a report on Thursday, July 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $466.00 target price on shares of Visa in a research report on Wednesday. Finally, Susquehanna set a $480.00 target price on Visa and gave the stock a “positive” rating in a research report on Monday. Two analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the company. According to data from MarketBeat, Visa has an average rating of “Buy” and an average target price of $438.41.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong operating trends: Visa’s latest earnings discussion highlighted resilient U.S. spending, accelerating cross-border volumes, commercial and e-commerce growth, and expanding value-added services. More than 60% of e-commerce transactions are now tokenized, supporting network security and long-term volume growth. 5 insightful analyst questions from Visa’s Q3 earnings call
• Positive Sentiment: China and international expansion: Visa and Tencent signed an agreement covering cross-border payments, international money transfers and AI-powered commerce. Visa also received approval to prepare for a domestic bank-card clearing business in China, potentially expanding its addressable market. Tencent, Visa deepen payments push in China
• Positive Sentiment: Digital-assets opportunity: Visa’s annualized stablecoin settlement volume reportedly surpassed $25 billion, while stablecoin-linked card programs exceeded 225. The progress reinforces Visa’s role in emerging payment infrastructure. Visa Stablecoin Settlement Tops $25 Billion
• Positive Sentiment: Shareholder returns and analyst support: Visa raised its quarterly dividend 16.4% to $0.78 per share. KeyCorp maintained an “Overweight” rating with a $425 target and projects EPS of $16.93 in fiscal 2028 and $19.00 in fiscal 2029. Wells Fargo separately lifted its target to $463, while RBC, Oppenheimer, Barclays and JPMorgan also issued favorable commentary. Wells Fargo raises Visa price target
• Neutral Sentiment: Industry backdrop: Cross-border activity and consumer spending remain supportive, but rising technology expenses and inflation could pressure payment-industry margins. Financial transaction stocks amid cost and inflation pressure
• Negative Sentiment: Merchant litigation risk: Visa’s agreement to drop the “honor all cards” rule settles part of a merchant dispute but could create uncertainty around acceptance practices and pricing power. Will ditching the honor all cards rule matter?

Visa Stock Up 0.8%

Shares of NYSE:V opened at $413.69 on Friday. The company has a market capitalization of $738.20 billion, a price-to-earnings ratio of 33.55, a P/E/G ratio of 1.93 and a beta of 0.77. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99. The business’s 50-day moving average is $381.31 and its 200-day moving average is $342.25. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $417.00.

Visa (NYSE:V) last released its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, topping the consensus estimate of $3.44 by $0.04. The business had revenue of $12.14 billion during the quarter, compared to analysts’ expectations of $12.09 billion. Visa had a return on equity of 70.50% and a net margin of 51.20%. The firm’s revenue was up 13.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.98 earnings per share. Equities research analysts predict that Visa Inc. will post 15.03 earnings per share for the current year.

Visa Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be issued a dividend of $0.78 per share. This represents a $3.12 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, November 10th. This is a positive change from Visa’s previous quarterly dividend of $0.67. Visa’s dividend payout ratio (DPR) is currently 21.74%.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 5,875 shares of the firm’s stock in a transaction that occurred 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 owned 15,174 shares of the company’s stock, valued at $5,444,582.94. This trade represents a 27.91% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 1,867 shares of Visa stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total transaction of $687,690.78. Following the completion of the sale, the general counsel owned 18,404 shares of the company’s stock, valued at $6,778,929.36. This represents a 9.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 21,520 shares of company stock valued at $7,960,757. Insiders own 0.12% of the company’s stock.

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.