Visa Inc. $V Stock: Sowell Financial Services LLC Cuts Holdings

Sowell Financial Services LLC lessened its position in Visa Inc. (NYSE:V) by 3.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 41,223 shares of the credit-card processor’s stock after selling 1,559 shares during the period. Sowell Financial Services LLC’s holdings in Visa were worth $14,813,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Evergreen Capital Management LLC lifted its stake in Visa by 7.1% during the third quarter. Evergreen Capital Management LLC now owns 24,950 shares of the credit-card processor’s stock valued at $8,965,000 after buying an additional 1,663 shares in the last quarter. Nabity Jensen Investment Management Inc boosted its holdings in shares of Visa by 6.7% in the third quarter. Nabity Jensen Investment Management Inc now owns 2,350 shares of the credit-card processor’s stock worth $844,000 after buying an additional 147 shares during the period. Gibbs Wealth Management boosted its holdings in shares of Visa by 14.3% in the third quarter. Gibbs Wealth Management now owns 22,293 shares of the credit-card processor’s stock worth $8,011,000 after buying an additional 2,782 shares during the period. Lantern Wealth Advisors LLC acquired a new position in shares of Visa in the third quarter worth about $274,000. Finally, Altura Wealth Advisors Inc. increased its position in shares of Visa by 8.0% in the third quarter. Altura Wealth Advisors Inc. now owns 9,182 shares of the credit-card processor’s stock worth $3,299,000 after acquiring an additional 683 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. KeyCorp boosted their price target on shares of Visa from $415.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Wolfe Research restated an “outperform” rating and issued a $460.00 price target (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Weiss Ratings raised shares of Visa from a “buy (b)” rating to a “buy (b+)” rating in a research note on Tuesday, October 13th. Bank of America lifted their price objective on shares of Visa from $410.00 to $430.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Finally, The Goldman Sachs Group boosted their target price on shares of Visa from $420.00 to $438.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $437.42.

Visa Trading Down 0.3%

Shares of NYSE V opened at $400.79 on Thursday. Visa Inc. has a one year low of $293.89 and a one year high of $414.60. The firm has a market capitalization of $715.18 billion, a PE ratio of 34.08, a PEG ratio of 1.92 and a beta of 0.77. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. The business has a 50-day moving average price of $379.47 and a two-hundred day moving average price of $341.60.

Visa (NYSE:V) last released its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, beating the consensus estimate of $3.44 by $0.04. The company had revenue of $12.14 billion for the quarter, compared to analysts’ expectations of $12.09 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. The business’s revenue for the quarter was up 13.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.98 EPS. As a group, analysts predict that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Visa Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be issued a dividend of $0.78 per share. This is an increase from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, November 10th. Visa’s dividend payout ratio is 22.79%.

Insider Buying and Selling

In other Visa news, General Counsel Julie B. Rottenberg sold 2,028 shares of the business’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 transaction, the general counsel owned 18,404 shares in the company, valued at $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the company’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $367.87, for a total value of $2,161,236.25. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,582,059.38. 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. Insiders have sold 21,520 shares of company stock worth $7,960,757 over the last ninety days. 0.12% of the stock is currently owned by insiders.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported adjusted earnings of $3.48 per share, exceeding the $3.43 consensus estimate, while revenue rose 13.2% year over year to $12.14 billion, ahead of expectations. Growth was supported by higher payment volumes, cross-border activity and processed transactions. Visa Q4 Earnings Beat Estimates on Strong Payment Volumes
• Positive Sentiment: Management highlighted resilient consumer spending, international payment growth, value-added services and stablecoin initiatives, while targeting double-digit revenue growth for fiscal 2027. Commentary that the U.S. consumer is holding up supports Visa’s near-term transaction outlook. Visa Q4 Earnings Call Highlights FY27 Outlook and Growth Priorities
• Positive Sentiment: Visa raised its quarterly dividend to $0.78 per share from $0.67, a 16.4% increase. The higher payout signals confidence in cash generation and strengthens the shareholder-return story, despite the stock’s relatively low 0.8% dividend yield.
• Positive Sentiment: JPMorgan raised its price target to $455, Barclays to $440 and Oppenheimer to $440, while RBC reaffirmed an “outperform” rating with a $466 target. The revisions reflect confidence in Visa’s earnings momentum and long-term growth prospects.
• Neutral Sentiment: Analysts cited Visa’s results as a favorable read-through for Mastercard, particularly on consumer spending and international transactions. This reinforces the health of the payments industry but offers only indirect benefit to Visa. Analyst Signals Favorable Earnings Setup for Mastercard After Visa’s Results
• Negative Sentiment: Higher client incentives and expenses, along with slightly slower payment-volume growth, could temper the earnings reaction. Visa’s premium valuation also leaves less room for execution disappointments.
• Negative Sentiment: Visa faces a collective lawsuit in the United Kingdom seeking about £5 billion on behalf of roughly one million businesses. The claim alleges excessive interchange fees and competition-law violations, creating a potentially significant legal and regulatory overhang. Visa Is Defending a UK Card Fee Lawsuit

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.