Visa Inc. $V Stock: Middleton & Co. Inc. MA Decreases Holdings

Middleton & Co. Inc. MA trimmed its position in Visa Inc. (NYSE:V) by 2.3% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 67,834 shares of the credit-card processor’s stock after selling 1,603 shares during the period. Visa accounts for about 2.6% of Middleton & Co. Inc. MA’s investment portfolio, making the stock its 8th biggest holding. Middleton & Co. Inc. MA’s holdings in Visa were worth $24,375,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of V. Philadelphia Investment Partners LLC bought a new stake in shares of Visa in the 2nd quarter valued at approximately $29,000. Virtus Advisers LLC acquired a new stake in shares of Visa during the 2nd quarter valued at approximately $33,000. Portfolio Resources Advisor Group Inc. acquired a new stake in shares of Visa during the 3rd quarter valued at approximately $35,000. Delos Wealth Advisors LLC acquired a new stake in shares of Visa during the 2nd quarter valued at approximately $38,000. Finally, Robinswood Financial LLC bought a new position in Visa during the first quarter worth $35,000. 82.15% of the stock is owned by institutional investors.

Key Headlines Impacting Visa

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 Stock Performance

V stock opened at $408.02 on Monday. The company has a 50-day simple moving average of $377.30 and a 200 day simple moving average of $350.38. The company has a market capitalization of $728.08 billion, a P/E ratio of 34.70, a PEG ratio of 1.92 and a beta of 0.77. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $414.60.

Visa (NYSE:V) last released its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating the consensus estimate of $3.23 by $0.09. The firm had revenue of $11.63 billion for the quarter, compared to analysts’ expectations of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. Visa’s quarterly revenue was up 14.4% on a year-over-year basis. During the same quarter last year, the company earned $2.98 EPS. Sell-side analysts predict that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Tuesday, August 11th. Visa’s dividend payout ratio is currently 22.79%.

Analyst Upgrades and Downgrades

V has been the topic of a number of research reports. Piper Sandler reissued an “overweight” rating and set a $430.00 target price (up from $394.00) on shares of Visa in a report on Wednesday, July 29th. Evercore raised their price target on shares of Visa from $350.00 to $370.00 in a research report on Wednesday, July 29th. DZ Bank reaffirmed a “buy” rating on shares of Visa in a report on Monday, August 3rd. Clear Str raised shares of Visa to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research report on Monday, July 27th. Three investment analysts have rated the stock with a Strong Buy rating and thirty-four have given a Buy rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $427.24.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the sale, the chief executive officer 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. 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, insider Tullier Mahon sold 57,272 shares of the business’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total value of $20,902,561.84. Following the sale, the insider directly owned 49,662 shares in the company, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 78,792 shares of company stock valued at $28,863,319. Company insiders own 0.12% of the company’s stock.

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.