Visa Inc. $V Stake Decreased by One Wealth Capital Management LLC

One Wealth Capital Management LLC lessened its holdings in Visa Inc. (NYSE:V) by 65.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,718 shares of the credit-card processor’s stock after selling 7,124 shares during the period. One Wealth Capital Management LLC’s holdings in Visa were worth $1,336,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Philadelphia Investment Partners LLC purchased a new stake in Visa during the second quarter valued at approximately $29,000. Virtus Advisers LLC bought a new position in Visa in the second quarter worth approximately $33,000. Portfolio Resources Advisor Group Inc. bought a new position in Visa in the third quarter worth approximately $35,000. Delos Wealth Advisors LLC bought a new position in Visa in the second quarter worth approximately $38,000. Finally, Robinswood Financial LLC purchased a new position in shares of Visa during the 1st quarter worth $35,000. Hedge funds and other 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: 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.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on V shares. Weiss Ratings raised shares of Visa from a “buy (b)” rating to a “buy (b+)” rating in a research report on Tuesday, October 13th. Erste Group Bank raised Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. KeyCorp lifted their target price on Visa from $415.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Argus boosted their price target on Visa from $396.00 to $420.00 and gave the company a “buy” rating in a report on Friday, July 31st. Finally, JPMorgan Chase & Co. boosted their price target on Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $427.24.

Insider Activity at Visa

In related 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 transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,444,582.94. The trade was a 27.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction 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 completion of the transaction, the insider directly owned 49,662 shares of the company’s stock, valued at $18,125,140.14. This represents a 53.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 78,792 shares of company stock worth $28,863,319. 0.12% of the stock is owned by corporate insiders.

Visa Price Performance

NYSE V opened at $408.02 on Monday. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $414.60. The stock has a market cap of $728.08 billion, a price-to-earnings ratio of 34.70, a PEG ratio of 1.92 and a beta of 0.77. The company’s 50 day moving average is $377.30 and its two-hundred day moving average is $350.38.

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

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Tuesday, August 11th. Visa’s dividend payout ratio (DPR) 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.