Visa Inc. $V Shares Sold by Balentine LLC

Balentine LLC lowered its stake in Visa Inc. (NYSE:V) by 69.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,158 shares of the credit-card processor’s stock after selling 2,641 shares during the period. Balentine LLC’s holdings in Visa were worth $416,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. XXEC Inc. raised its holdings in Visa by 153,118.8% in the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after purchasing an additional 186,138,883 shares in the last quarter. State Street Corp boosted its stake in shares of Visa by 0.7% during the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock valued at $28,432,626,000 after purchasing an additional 566,194 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Visa by 13.0% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 15,720,068 shares of the credit-card processor’s stock valued at $5,393,398,000 after purchasing an additional 1,808,496 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Visa by 3.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock valued at $2,672,655,000 after purchasing an additional 316,559 shares in the last quarter. Finally, Amundi boosted its stake in shares of Visa by 16.5% during the 2nd quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock valued at $2,646,911,000 after purchasing an additional 1,092,315 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts recently issued reports on V shares. Loop Capital boosted their price target on shares of Visa from $387.00 to $404.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Raymond James Financial reaffirmed an “outperform” rating and set a $445.00 price objective on shares of Visa in a research report on Wednesday, October 28th. Wells Fargo & Company boosted their target price on shares of Visa from $432.00 to $463.00 and gave the company an “overweight” rating in a report on Thursday, October 29th. Truist Financial raised their price objective on Visa from $443.00 to $470.00 and gave the company a “buy” rating in a research report on Thursday. Finally, The Goldman Sachs Group raised their price objective 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 given a Buy rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $440.82.

Insider Activity at Visa

In related news, General Counsel Julie Rottenberg sold 2,028 shares of the stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $381.35, for a total transaction of $773,377.80. Following the transaction, the general counsel owned 18,404 shares in the company, valued at $7,018,365.40. This represents a 9.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,582,059.38. 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. Insiders have sold 27,395 shares of company stock valued at $10,406,050 over the last three months. 0.12% of the stock is owned by corporate insiders.

Visa Trading Up 0.0%

Visa stock opened at $422.76 on Friday. Visa Inc. has a one year low of $293.89 and a one year high of $442.23. The business’s fifty day moving average is $385.86 and its 200 day moving average is $344.69. The stock has a market capitalization of $754.39 billion, a PE ratio of 34.29, a price-to-earnings-growth ratio of 1.80 and a beta of 0.80. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99.

Visa (NYSE:V) last issued its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, topping analysts’ consensus estimates of $3.44 by $0.04. Visa had a return on equity of 70.50% and a net margin of 51.20%. The business had revenue of $12.14 billion during the quarter, compared to analyst estimates of $12.09 billion. During the same quarter in the previous year, the firm earned $2.98 EPS. Visa’s revenue was up 13.2% on a year-over-year basis. On average, sell-side analysts predict that Visa Inc. will post 15.02 EPS 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 dividend of $0.78 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This is a positive change from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 annualized dividend and a dividend yield of 0.7%. Visa’s dividend payout ratio is presently 25.30%.

Key Visa News

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

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.