Brighton Jones LLC Acquires 1,402 Shares of Visa Inc. $V

Brighton Jones LLC grew its stake in shares of Visa Inc. (NYSE:V) by 5.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,381 shares of the credit-card processor’s stock after acquiring an additional 1,402 shares during the quarter. Brighton Jones LLC’s holdings in Visa were worth $10,198,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Candriam S.C.A. lifted its position in Visa by 5.6% during the 3rd quarter. Candriam S.C.A. now owns 679,710 shares of the credit-card processor’s stock worth $245,133,000 after acquiring an additional 36,159 shares during the period. Chapman Investment Management LLC grew its stake in Visa by 200.3% during the 3rd quarter. Chapman Investment Management LLC now owns 27,940 shares of the credit-card processor’s stock valued at $10,040,000 after purchasing an additional 55,799 shares during the last quarter. Cullinan Associates Inc. grew its stake in Visa by 1.7% during the 3rd quarter. Cullinan Associates Inc. now owns 32,120 shares of the credit-card processor’s stock valued at $11,542,000 after purchasing an additional 545 shares during the last quarter. J. Derek Lewis & Associates Inc. increased its holdings in shares of Visa by 5.7% in the third quarter. J. Derek Lewis & Associates Inc. now owns 2,072 shares of the credit-card processor’s stock valued at $744,000 after purchasing an additional 112 shares during the period. Finally, Rayburn West Financial Services LLC increased its holdings in shares of Visa by 18.4% in the third quarter. Rayburn West Financial Services LLC now owns 4,172 shares of the credit-card processor’s stock valued at $1,499,000 after purchasing an additional 647 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Trading Up 0.0%

NYSE V opened at $422.76 on Friday. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $442.23. 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 company has a market capitalization of $754.39 billion, a PE ratio of 34.29, a P/E/G ratio of 1.80 and a beta of 0.80. The company has a fifty day moving average of $385.86 and a 200 day moving average of $344.69.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, topping the consensus estimate of $3.44 by $0.04. The company had revenue of $12.14 billion for the quarter, compared to the consensus estimate of $12.09 billion. Visa had a return on equity of 70.50% and a net margin of 51.20%. The firm’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same period last year, the firm earned $2.98 EPS. Research analysts forecast that Visa Inc. will post 15.02 earnings per share for the current year.

Visa Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be issued a $0.78 dividend. This is a boost from Visa’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $3.12 annualized dividend and a dividend yield of 0.7%. Visa’s payout ratio is presently 25.30%.

Insider Activity

In related news, CEO Ryan Mcinerney sold 5,875 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,582,059.38. This trade represents a 27.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,028 shares of the firm’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $7,018,365.40. This trade represents a 9.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 27,395 shares of company stock valued at $10,406,050. Insiders own 0.12% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported record fourth-quarter and full-year results, with adjusted earnings up 17% year over year, and raised its dividend by 16%. Truist also raised its price target to $470 and maintained a Buy rating, signaling analyst confidence in further upside. Visa earnings and dividend report Truist price target report
• Positive Sentiment: Visa is building six technology hubs in Singapore focused on AI, cybersecurity, and next-generation payments. The investment could strengthen its capabilities and support future commerce growth. Singapore technology hubs
• Neutral Sentiment: Visa launched an AI-shopping benchmark, highlighting potential opportunities in agentic commerce while noting that many test runs failed—evidence the technology is still developing. AI shopping benchmark announcement
• Negative Sentiment: Analysts have flagged rising client incentives and Visa’s premium valuation as risks that could constrain the case for buying the stock despite strong results. Zacks analysis of incentives and valuation
• Negative Sentiment: Gnosis Pay, a crypto-card provider that uses Visa, disclosed exposure of customers’ payment and personal data. The report says customer funds were safe; the incident was at Gnosis Pay’s legacy system, not Visa’s own platform, though it may raise broader questions about payment security. Gnosis Pay breach report

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on V. Clear Str upgraded Visa to a “strong-buy” rating in a research note on Thursday, July 16th. BMO Capital Markets set a $438.00 target price on Visa and gave the stock an “outperform” rating in a report on Wednesday, October 28th. Robert W. Baird upped their target price on Visa from $420.00 to $430.00 and gave the company an “outperform” rating in a research report on Monday, October 12th. UBS Group reiterated a “buy” rating and issued a $420.00 price target (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Finally, DZ Bank reissued a “buy” rating on shares of Visa in a research report on Monday, August 3rd. Two analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the company. According to data from MarketBeat.com, Visa has an average rating of “Buy” and a consensus target price of $440.82.

Visa Company Profile

Visa Inc operates a global payments network that connects consumers, merchants, financial institutions and governments. Its network supports the authorization, clearing and settlement of electronic payments, including transactions made in person and online.

The company’s services include payment processing, fraud prevention, identity and risk management, and money-transfer solutions such as Visa Direct. Visa-branded credit, debit and prepaid cards are issued by participating financial institutions; Visa generally provides the network and related services rather than issuing cards or extending credit directly to consumers.

Visa traces its roots to BankAmericard, a bank card program launched in California in 1958.