4,407 Visa Inc. $V Shares Purchased by Diversify Advisory Services LLC

Key Points

• Diversify Advisory Services increased its Visa stake by 7.3% in the third quarter, purchasing 4,407 additional shares. The fund now owns 64,696 shares valued at approximately $23.25 million, while institutional investors collectively hold 82.15% of Visa.
• Visa reported quarterly EPS of $3.32 and revenue of $11.63 billion, exceeding analyst expectations, with revenue up 14.4% year over year. The company also paid a quarterly dividend of $0.67 per share, equivalent to a 0.7% annual yield.
• Wall Street maintains a positive outlook, with the stock receiving a consensus “Buy” rating and an average price target of $426.12. However, Visa faces risks from its premium valuation, insider selling and potential regulatory or merchant pressure on interchange fees.

Diversify Advisory Services LLC raised its stake in Visa Inc. (NYSE:V - Free Report) by 7.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 64,696 shares of the credit-card processor's stock after purchasing an additional 4,407 shares during the quarter. Diversify Advisory Services LLC's holdings in Visa were worth $23,247,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Concorde Asset Management LLC grew its holdings in Visa by 4.0% during the second quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor's stock worth $250,000 after buying an additional 28 shares in the last quarter. G&S Capital LLC raised its position in Visa by 4.0% in the 2nd quarter. G&S Capital LLC now owns 761 shares of the credit-card processor's stock valued at $261,000 after buying an additional 29 shares during the last quarter. Keating Financial Advisory Services Inc. raised its position in Visa by 0.9% in the 2nd quarter. Keating Financial Advisory Services Inc. now owns 3,189 shares of the credit-card processor's stock valued at $1,094,000 after buying an additional 29 shares during the last quarter. Riverview Capital Advisers LLC raised its position in Visa by 0.3% in the 2nd quarter. Riverview Capital Advisers LLC now owns 10,805 shares of the credit-card processor's stock valued at $3,707,000 after buying an additional 29 shares during the last quarter. Finally, NerdWallet Wealth Partners LLC lifted its stake in Visa by 4.5% during the 2nd quarter. NerdWallet Wealth Partners LLC now owns 695 shares of the credit-card processor's stock valued at $239,000 after acquiring an additional 30 shares in the last quarter. Institutional investors own 82.15% of the company's stock.

Visa Price Performance

Shares of NYSE V opened at $408.02 on Thursday. The company has a market capitalization of $728.09 billion, a PE ratio of 34.70, a PEG ratio of 1.91 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. The stock's 50 day moving average price is $375.43 and its 200-day moving average price is $348.85. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $409.53.

Visa (NYSE:V - Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating analysts' consensus estimates of $3.23 by $0.09. The company had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. Visa's revenue was up 14.4% on a year-over-year basis. During the same period last year, the business posted $2.98 earnings per share. On average, equities analysts anticipate that Visa Inc. will post 13.22 EPS for the current year.

Visa Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Visa from $400.00 to $450.00 and gave the stock an "overweight" rating in a report on Wednesday, July 29th. Erste Group Bank upgraded shares of Visa from a "hold" rating to a "buy" rating in a research note on Monday, July 27th. Barclays initiated coverage on shares of Visa in a report on Tuesday, July 7th. They issued an "overweight" rating and a $420.00 target price for the company. Clear Str upgraded shares of Visa to a "strong-buy" rating in a report on Thursday, July 16th. Finally, Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $430.00 price target on shares of Visa in a research report on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the stock. According to MarketBeat, the company has an average rating of "Buy" and a consensus target price of $426.12.

Insider Activity

In related news, CEO Ryan Mcinerney sold 5,875 shares of the stock in a transaction dated 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 approximately $5,444,582.94. This represents a 27.91% decrease in their position. The sale 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 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 $18,125,140.14. This trade represents a 53.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 78,792 shares of company stock worth $28,863,319. 0.12% of the stock is owned by corporate insiders.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: AI-driven business payments: Visa launched a live pilot with BILL Holdings and Billtrust that allows authenticated AI agents to initiate and complete approved invoice payments through supplier portals. The initiative could help Visa capture more high-value business-to-business transactions while reducing reliance on checks and legacy payment processes. Visa Launches Agentic Payments Pilot With BILL and Billtrust
• Positive Sentiment: Fraud prevention and commercial-card tools: New capabilities for virtual commercial cards are designed to improve transaction security, authentication and corporate payment controls. These products may support growth in Visa’s commercial payments and value-added services businesses. Visa Debuts Tools to Keep Fraud Out of Virtual Commercial Card Payments
• Positive Sentiment: Crypto and stablecoin reach: Visa’s partnership with Mesh is intended to let users spend eligible cryptocurrency and stablecoin balances at more than 175 million Visa-accepting locations without first using a separate crypto card. Although rollout details remain limited, the arrangement could increase payment volume and reinforce Visa’s role as digital assets enter mainstream commerce. Visa Starts AI Agent Pilot for Business Payments
• Neutral Sentiment: Earnings and valuation are key near-term tests: Analysts expect continued earnings growth following Visa’s latest revenue and EPS beat, while investors will look for guidance and a potential dividend increase in the October 27 report. However, the stock’s premium valuation—around 35 times earnings—leaves less room for disappointment. Visa Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Fee and regulatory pressure: Canadian merchants are urging card networks to reduce interchange fees, and Visa is changing certain Canadian fees. Broader merchant resistance, antitrust scrutiny and potential U.S. credit-card competition legislation remain risks to Visa’s pricing power and future valuation multiples. 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.

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