Investment House LLC Sells 13,266 Shares of Visa Inc. $V

Key Points

• Investment House LLC cut its Visa stake by 31.4% in the third quarter, selling 13,266 shares and retaining 28,958 shares valued at approximately $10.4 million. Institutional investors collectively own 82.15% of Visa.
• Visa reported quarterly EPS of $3.32, beating estimates by $0.09, while revenue rose 14.4% year over year to $11.63 billion. The company also paid a quarterly dividend of $0.67 per share, representing a 0.7% yield.
• Analysts remain bullish, with Visa holding a consensus “Buy” rating and an average price target of $427.24; however, insiders sold nearly $28.9 million of stock over the past 90 days, and valuation and execution risks remain concerns.

Investment House LLC lessened its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 31.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 28,958 shares of the credit-card processor's stock after selling 13,266 shares during the quarter. Investment House LLC's holdings in Visa were worth $10,405,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. XXEC Inc. raised its position in shares of Visa by 153,118.8% in the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor's stock valued at $63,904,097,000 after buying an additional 186,138,883 shares during the last quarter. State Street Corp boosted its position in Visa by 0.7% during the second quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor's stock worth $28,432,626,000 after acquiring an additional 566,194 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Visa by 13.0% during the second 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 acquiring an additional 1,808,496 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in 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 acquiring an additional 316,559 shares in the last quarter. Finally, Amundi grew its stake in 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 acquiring an additional 1,092,315 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company's stock.

Insider Transactions at Visa

In other news, insider Tullier Mahon sold 57,272 shares of the firm's stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the completion of the sale, the insider owned 49,662 shares in the company, valued at $18,125,140.14. This trade represents a 53.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, General Counsel Julie Rottenberg sold 1,867 shares of Visa 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 sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,778,929.36. The trade was a 9.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 78,792 shares of company stock worth $28,863,319 in the last 90 days. Insiders own 0.12% of the company's stock.

Visa Trading Down 1.5%

Shares of V opened at $408.02 on Friday. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $414.60. The firm has a market capitalization of $728.08 billion, a P/E ratio of 34.70, a P/E/G ratio of 1.95 and a beta of 0.77. The firm has a 50-day moving average price of $377.30 and a 200 day moving average price of $350.05. 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 - Get Free Report) last issued its 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 net margin of 50.78% and a return on equity of 67.68%. The company had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. During the same period in the previous year, the firm earned $2.98 earnings per share. Visa's quarterly revenue was up 14.4% compared to the same quarter last year. Sell-side analysts forecast that Visa Inc. will post 13.22 EPS for the current year.

Visa Dividend Announcement

The company 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. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa's dividend payout ratio is 22.79%.

Analyst Ratings Changes

V has been the subject of a number of recent research reports. Raymond James Financial reiterated an "outperform" rating and issued a $406.00 price objective (up from $389.00) on shares of Visa in a report on Wednesday, July 29th. Royal Bank Of Canada restated an "outperform" rating and issued a $466.00 price target (up from $412.00) on shares of Visa in a research report on Monday, August 31st. Wells Fargo & Company reaffirmed an "overweight" rating and issued a $432.00 price target (up from $412.00) on shares of Visa in a report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $430.00 price objective on shares of Visa in a research report on Wednesday, July 29th. Finally, Wolfe Research reissued an "outperform" rating and set a $460.00 price objective (up from $435.00) on shares of Visa in a research note on Tuesday, August 25th. Three analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Buy" and a consensus target price of $427.24.

More 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.

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.

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