Visa Inc. $V Shares Newly Purchased by Randolph Co Inc

Randolph Co Inc acquired a new stake in Visa Inc. (NYSE:V) during the 3rd quarter, HoldingsChannel.com reports. The fund acquired 83,998 shares of the credit-card processor’s stock, valued at approximately $30,183,000. Visa makes up 2.4% of Randolph Co Inc’s portfolio, making the stock its 20th largest position.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Philadelphia Investment Partners LLC purchased a new position in Visa during the second quarter worth about $29,000. Virtus Advisers LLC acquired a new stake in shares of Visa during the second quarter valued at about $33,000. Portfolio Resources Advisor Group Inc. acquired a new stake in shares of Visa during the third quarter valued at about $35,000. Delos Wealth Advisors LLC purchased a new stake in shares of Visa in the 2nd quarter valued at approximately $38,000. Finally, Robinswood Financial LLC purchased a new stake in shares of Visa in the 1st quarter valued at approximately $35,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa Stock Performance

Shares of Visa stock opened at $408.02 on Monday. The business has a 50-day moving average of $377.30 and a 200 day moving average of $350.38. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $414.60. The stock has a market capitalization of $728.08 billion, a price-to-earnings ratio of 34.70, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77. 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 (NYSE:V) last released its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating the consensus estimate of $3.23 by $0.09. The company had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. Visa’s revenue was up 14.4% compared to the same quarter last year. During the same period in the previous year, the company posted $2.98 EPS. As a group, sell-side analysts forecast that Visa Inc. will post 13.22 earnings per share for the current year.

Visa Announces Dividend

The firm also recently declared 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 of this dividend was Tuesday, August 11th. Visa’s dividend payout ratio is currently 22.79%.

Insider Transactions at Visa

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 approximately $6,778,929.36. The trade was a 9.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa 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 transaction, 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 78,792 shares of company stock valued at $28,863,319. 0.12% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

V has been the topic of several recent analyst reports. Clear Str upgraded shares of Visa to a “strong-buy” rating in a report on Thursday, July 16th. UBS Group reaffirmed a “buy” rating and set a $420.00 price objective (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Susquehanna reiterated a “positive” rating and issued a $427.00 target price (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Raymond James Financial reissued an “outperform” rating and issued a $406.00 target price (up from $389.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, KeyCorp boosted 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. Three research analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $427.24.

Trending Headlines about 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.

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.