2,013 Visa Inc. $V Shares Bought by NTV Asset Management LLC

NTV Asset Management LLC grew its stake in Visa Inc. (NYSE:V) by 16.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,563 shares of the credit-card processor’s stock after acquiring an additional 2,013 shares during the quarter. NTV Asset Management LLC’s holdings in Visa were worth $5,233,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Philadelphia Investment Partners LLC purchased a new position in Visa in the second quarter valued at about $29,000. Virtus Advisers LLC bought a new position in Visa in the second quarter worth about $33,000. Robinswood Financial LLC bought a new position in Visa in the first quarter worth about $35,000. Portfolio Resources Advisor Group Inc. bought a new position in Visa in the third quarter worth about $35,000. Finally, Midwest Capital Advisors LLC purchased a new stake in shares of Visa during the first quarter valued at about $37,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa Stock Up 0.0%

Visa stock opened at $408.02 on Monday. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $414.60. The business has a fifty day moving average price of $377.30 and a 200-day moving average price of $350.38. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The stock has a market capitalization of $728.08 billion, a price-to-earnings ratio of 34.70, a PEG ratio of 1.92 and a beta of 0.77.

Visa (NYSE:V) last announced its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.09. Visa had a return on equity of 67.68% and a net margin of 50.78%. The company had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. During the same period in the prior year, the company posted $2.98 EPS. The firm’s quarterly revenue was up 14.4% compared to the same quarter last year. Equities research analysts forecast that Visa Inc. will post 13.22 EPS for the current fiscal 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 paid a dividend of $0.67 per share. The ex-dividend date was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s payout ratio is presently 22.79%.

Insider Transactions at Visa

In related news, General Counsel Julie B. Rottenberg sold 1,867 shares of the 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 directly owned 18,404 shares of the company’s stock, valued at $6,778,929.36. This trade represents a 9.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available 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 the 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 directly owned 15,174 shares of the company’s stock, valued at $5,444,582.94. The trade was a 27.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 78,792 shares of company stock worth $28,863,319. Insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on V shares. Morgan Stanley restated an “overweight” rating and issued a $416.00 price target (up from $415.00) on shares of Visa in a report on Wednesday, July 29th. Susquehanna reaffirmed a “positive” rating and issued a $427.00 price objective (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Truist Financial set a $443.00 price objective on shares of Visa and gave the stock a “buy” rating in a research note on Friday. Weiss Ratings upgraded shares of Visa from a “buy (b)” rating to a “buy (b+)” rating in a research note on Tuesday, October 13th. Finally, Citigroup reissued a “buy” rating and set a $440.00 target price (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the company. According to data from MarketBeat.com, Visa currently has an average rating of “Buy” and a consensus price target of $427.24.

Key Visa News

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 Company 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.