1,673 Visa Inc. $V Shares Sold by Lmcg Investments LLC

Lmcg Investments LLC trimmed its holdings in shares of Visa Inc. (NYSE:V) by 2.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 72,958 shares of the credit-card processor’s stock after selling 1,673 shares during the quarter. Visa accounts for approximately 1.4% of Lmcg Investments LLC’s holdings, making the stock its 17th biggest holding. Lmcg Investments LLC’s holdings in Visa were worth $26,216,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. XXEC Inc. lifted its holdings in shares of 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 acquiring an additional 186,138,883 shares during the last quarter. State Street Corp raised its stake in shares of Visa by 0.7% during the second quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock valued at $28,432,626,000 after acquiring an additional 566,194 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Visa by 13.0% in 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 worth $5,393,398,000 after buying an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP lifted its position in shares of Visa by 3.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock worth $2,672,655,000 after purchasing an additional 316,559 shares during the period. Finally, Amundi lifted 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 worth $2,646,911,000 after purchasing an additional 1,092,315 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on V shares. President Capital raised their price target on Visa from $411.00 to $474.00 and gave the stock a “buy” rating in a report on Monday, August 17th. BMO Capital Markets reissued an “outperform” rating and issued a $425.00 price objective on shares of Visa in a report on Thursday, October 15th. Robert W. Baird boosted their target price on shares of Visa from $420.00 to $430.00 and gave the stock an “outperform” rating in a research note on Monday, October 12th. Raymond James Financial reiterated an “outperform” rating and set a $406.00 price target (up from $389.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $466.00 price objective (up from $412.00) on shares of Visa in a report on Monday, August 31st. Three analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $426.12.

Visa Stock Up 1.6%

Shares of NYSE:V opened at $414.21 on Friday. The business has a 50-day moving average price of $376.42 and a 200 day moving average price of $349.64. The company has a market capitalization of $739.13 billion, a price-to-earnings ratio of 35.22, a PEG ratio of 1.92 and a beta of 0.77. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $414.60. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping the consensus estimate of $3.23 by $0.09. The firm had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period in the prior year, the business posted $2.98 EPS. Sell-side analysts expect that Visa Inc. will post 13.22 EPS for the current year.

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, August 11th. Visa’s dividend payout ratio is presently 22.79%.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $358.81, for a total value of $2,108,008.75. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,444,582.94. This trade represents a 27.91% decrease in their ownership of the stock. The transaction 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, insider Tullier Mahon sold 57,272 shares of the stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $364.97, for a total value of $20,902,561.84. Following the completion of the sale, the insider directly owned 49,662 shares in the company, valued at $18,125,140.14. This represents a 53.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 78,792 shares of company stock valued at $28,863,319. 0.12% of the stock is currently owned by company insiders.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Tokenization could support revenue growth: UBS said Visa and Mastercard may generate increasing fees from payment tokenization, which secures digital transactions and reduces fraud. Tokenization revenue could contribute low-single-digit percentage growth to overall revenue and a low-to-mid-single-digit contribution to value-added services. Visa and Mastercard tokenization fees could support revenue growth, UBS says
• Positive Sentiment: Commercial-payment product launches strengthen growth prospects: Visa introduced capabilities for commercial-card growth, virtual-card security and agentic commerce. Its pilot with BILL and Billtrust allows authenticated AI agents to process invoice payments, potentially expanding Visa’s role in business-to-business transactions while improving fraud controls. Visa Announces Enhanced Capabilities That Can Bring Trust and Control to the Future of Business Payments
• Positive Sentiment: Digital-asset and AI initiatives add strategic momentum: Visa and Mastercard are rolling out products tied to artificial intelligence, stablecoins and digital assets ahead of earnings. A separate fintech partnership also launched a quantum-secured card operating on Visa’s network, though the immediate financial impact is unclear. Visa, Mastercard bet on AI, crypto ahead of earnings
• Neutral Sentiment: Acquisition speculation was denied: Fireblocks said reports that Visa was in advanced discussions to acquire the crypto infrastructure company for approximately $2.5 billion were not true at present. The denial removes a potential transaction catalyst but also reduces concern about near-term acquisition spending. Fireblocks disputes report of $2.5B Visa acquisition talks
• Neutral Sentiment: Earnings expectations are now a key focus: Analysts are monitoring payment volume, processed transactions and other operating metrics for the quarter ended September 2026. With Visa trading near record levels, results and forward guidance will determine whether recent momentum can continue. Countdown to Visa Q4 Earnings
• Negative Sentiment: Canadian fee pressure remains a risk: A Canadian trade group is urging Visa and other card networks to reduce interchange fees and pass savings to merchants, creating a potential regulatory and revenue headwind. Visa changes fees in Canada

About Visa

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.