Envestnet Portfolio Solutions Inc. Decreases Stock Position in Visa Inc. $V

Posted by Lindsey Winhoffer on Jan 24th, 2026

Envestnet Portfolio Solutions Inc. cut its stake in Visa Inc. (NYSE:V – Free Report) by 14.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 139,234 shares of the credit-card processor’s stock after selling 22,682 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Visa were worth $47,532,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of V. Harbor Asset Planning Inc. bought a new stake in shares of Visa in the 2nd quarter worth about $29,000. Sagard Holdings Management Inc. purchased a new stake in Visa in the 2nd quarter worth about $31,000. Bare Financial Services Inc lifted its stake in Visa by 287.0% in the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after purchasing an additional 66 shares during the last quarter. Hoese & Co LLP purchased a new position in shares of Visa during the second quarter valued at approximately $36,000. Finally, Winnow Wealth LLC bought a new position in shares of Visa during the second quarter valued at approximately $40,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Price Performance

Shares of V stock opened at $326.01 on Friday. Visa Inc. has a twelve month low of $299.00 and a twelve month high of $375.51. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53. The stock has a fifty day simple moving average of $338.50 and a two-hundred day simple moving average of $342.50. The stock has a market capitalization of $593.90 billion, a price-to-earnings ratio of 31.93, a P/E/G ratio of 1.92 and a beta of 0.81.

Visa (NYSE:V – Get Free Report) last announced its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, beating the consensus estimate of $2.97 by $0.01. The firm had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The business’s revenue for the quarter was up 11.5% on a year-over-year basis. During the same quarter last year, the firm posted $2.71 earnings per share. On average, analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th were issued a $0.67 dividend. The ex-dividend date was Wednesday, November 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. This is an increase from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio (DPR) is presently 26.25%.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on V. Hsbc Global Res raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research note on Wednesday. UBS Group reiterated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Truist Financial set a $374.00 price target on shares of Visa in a report on Tuesday. Finally, Citigroup raised shares of Visa to a “strong-buy” rating in a research note on Thursday, October 23rd. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $401.52.

View Our Latest Stock Analysis on V

Insider Activity

In related news, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This trade represents a 7.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the sale, the chief executive officer owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 24,042 shares of company stock worth $8,247,289. 0.12% of the stock is currently owned by corporate insiders.

More Visa News

Here are the key news stories impacting Visa this week:

Positive Sentiment: Analysts remain upbeat ahead of earnings — JPMorgan and others expect resilient consumer spending and solid growth at Visa and Mastercard into the Jan. 29 earnings window, which supports upside if volume and revenue trends hold. Visa, Mastercard Head Into Earnings With Spending Holding Firm
Positive Sentiment: Partnership expansion into crypto-to-fiat rails via Mercuryo could open new volume and fees through Visa Direct and faster fiat conversions, a potential long-term revenue tailwind if adoption scales. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
Neutral Sentiment: Wall Street broadly expects earnings growth for the quarter, which tempers downside risk — but forecasts leave little margin for a surprise beat, so guidance will drive near-term moves. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
Neutral Sentiment: Industry commentary at Davos frames stablecoins (USDC) as complementary infrastructure rather than direct competition to card networks — this reduces regulatory/competitive threat but leaves blockchain adoption as a parallel opportunity. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
Negative Sentiment: Caution from some analysts: rising incentives and operating costs plus Visa’s rich valuation are cited as reasons to wait before buying ahead of the report — any weak guidance on margins or incentives could pressure the stock. Thinking of Buying Visa Before Q1 Earnings? You Might Want to Wait

About Visa

(Free Report)

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.