Obermeyer Wealth Partners Sells 3,892 Shares of Visa Inc. $V

Key Points

• Obermeyer Wealth Partners cut its Visa position by 17.1%, selling 3,892 shares and retaining 18,930 shares valued at approximately $6.8 million. Institutional investors collectively own 82.15% of Visa.
• Analysts remain bullish on Visa: the stock has a consensus “Buy” rating and an average price target of $426.12, with several firms recently raising targets above $400.
• Visa reported quarterly revenue of $11.63 billion, up 14.4% year over year, and EPS of $3.32, beating estimates. Shares were trading near their 52-week high, while the company paid a $0.67 quarterly dividend and faces potential fee pressure in Canada.

Obermeyer Wealth Partners reduced its position in Visa Inc. (NYSE:V - Free Report) by 17.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 18,930 shares of the credit-card processor's stock after selling 3,892 shares during the quarter. Obermeyer Wealth Partners' holdings in Visa were worth $6,802,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Philadelphia Investment Partners LLC bought a new stake in Visa in the 2nd quarter valued at $29,000. Virtus Advisers LLC bought a new position in shares of Visa during the 2nd quarter worth about $33,000. Robinswood Financial LLC bought a new position in shares of Visa during the 1st quarter worth about $35,000. Portfolio Resources Advisor Group Inc. bought a new position in shares of Visa during the 3rd quarter worth about $35,000. Finally, Midwest Capital Advisors LLC acquired a new stake in shares of Visa during the 1st quarter valued at about $37,000. Institutional investors and hedge funds own 82.15% of the company's stock.

Wall Street Analyst Weigh In

V has been the topic of a number of analyst reports. Raymond James Financial reissued an "outperform" rating and issued a $406.00 target price (up from $389.00) on shares of Visa in a research note on Wednesday, July 29th. Truist Financial set a $406.00 price target on shares of Visa and gave the stock a "buy" rating in a research report on Wednesday, August 5th. Daiwa Securities Group raised their price target on shares of Visa from $375.00 to $422.00 and gave the stock an "outperform" rating in a research note on Thursday, August 6th. TD Cowen restated a "buy" rating and set a $420.00 price target (up from $416.00) on shares of Visa in a research note on Wednesday, July 29th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $430.00 price objective on shares of Visa in a report on Wednesday, July 29th. Three equities research 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.com, the company presently has a consensus rating of "Buy" and a consensus price target of $426.12.

Visa News Roundup

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

Visa Price Performance

Shares of V stock opened at $414.21 on Friday. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The stock has a market capitalization of $739.13 billion, a PE ratio of 35.22, a PEG ratio of 1.92 and a beta of 0.77. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $414.60. The stock's fifty day moving average is $376.42 and its 200-day moving average is $349.64.

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

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were issued 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 payout ratio is currently 22.79%.

Insiders Place Their Bets

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 shares were sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the completion of the sale, the chief executive officer directly 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 transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 1,867 shares of the stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total value of $687,690.78. Following the completion of the transaction, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,778,929.36. This trade represents 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. In the last three months, insiders sold 78,792 shares of company stock valued at $28,863,319. 0.12% of the stock is currently owned by insiders.

Visa 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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