16,874 Shares of Visa Inc. $V Bought by BG Investment Services LLC

Key Points

• BG Investment Services LLC acquired 16,874 Visa shares worth approximately $6.1 million in the third quarter, initiating a new position in the payments company.
• Institutional investors own 82.15% of Visa, while insiders sold 78,792 shares worth $28.9 million during the quarter, including sales by the CEO and general counsel under pre-arranged trading plans.
• Visa’s outlook remains broadly positive: quarterly revenue rose 14.4% year over year and exceeded estimates, analysts maintain an average “Buy” rating with a $427.24 target, although the stock’s premium valuation and proximity to its 52-week high present risks.

BG Investment Services LLC acquired a new stake in Visa Inc. (NYSE:V - Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 16,874 shares of the credit-card processor's stock, valued at approximately $6,063,000.

Other hedge funds also recently bought and sold shares of the company. XXEC Inc. lifted its stake 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 holdings in Visa by 0.7% in 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 during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in 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 valued at $5,393,398,000 after purchasing an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP grew its position 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 grew its position 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. Hedge funds and other institutional investors own 82.15% of the company's stock.

Insiders Place Their Bets

In other Visa news, General Counsel Julie Rottenberg sold 1,867 shares of the firm's stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total transaction of $687,690.78. Following the completion of the transaction, the general counsel owned 18,404 shares of the company's stock, valued at approximately $6,778,929.36. This trade represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 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 sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,444,582.94. This represents a 27.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 78,792 shares of company stock worth $28,863,319. 0.12% of the stock is currently owned by company insiders.

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.

Wall Street Analyst Weigh In

V has been the topic of several research analyst reports. Evercore upped their price target on shares of Visa from $350.00 to $370.00 in a report on Wednesday, July 29th. Robert W. Baird boosted their target price on Visa from $420.00 to $430.00 and gave the stock an "outperform" rating in a research report on Monday, October 12th. BMO Capital Markets restated an "outperform" rating and issued a $425.00 target price on shares of Visa in a research note on Thursday, October 15th. Citigroup reissued a "buy" rating and issued a $440.00 price target (up from $400.00) on shares of Visa in a research note on Wednesday, July 29th. Finally, Susquehanna reissued a "positive" rating and issued a $427.00 price target (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the stock. According to MarketBeat.com, Visa currently has an average rating of "Buy" and an average target price of $427.24.

Visa Trading Up 0.0%

Shares of V opened at $408.02 on Monday. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. The stock 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 firm has a fifty day simple moving average of $377.30 and a two-hundred day simple moving average of $350.38. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $414.60.

Visa (NYSE:V - Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping analysts' consensus estimates 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 during the quarter, compared to analyst estimates of $11.40 billion. During the same quarter last year, the firm posted $2.98 earnings per share. The firm's revenue was up 14.4% on a year-over-year basis. On average, research analysts anticipate that Visa Inc. will post 13.22 EPS for the current year.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $2.68 annualized dividend and a yield of 0.7%. Visa's dividend payout ratio (DPR) is currently 22.79%.

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.

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