Visa Inc. $V Position Decreased by Allen Investment Management LLC

Key Points

• Allen Investment Management cut its Visa stake by 3.3% in the third quarter, selling 30,099 shares and ending the period with 884,521 shares valued at about $317.8 million.
• Other institutional investors made modest increases to their Visa holdings; institutional investors collectively own 82.15% of the company’s stock. Visa insiders sold 27,395 shares worth approximately $10.4 million over the past three months.
• Visa beat quarterly earnings and revenue estimates, with revenue up 13.2% year over year, and raised its quarterly dividend from $0.67 to $0.78 per share. Analysts’ consensus rating was Buy, with an average price target of $440.82.

Allen Investment Management LLC lowered its position in Visa Inc. (NYSE:V - Free Report) by 3.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 884,521 shares of the credit-card processor's stock after selling 30,099 shares during the period. Visa makes up about 3.6% of Allen Investment Management LLC's portfolio, making the stock its 6th largest position. Allen Investment Management LLC's holdings in Visa were worth $317,835,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Beacon Capital Management LLC grew its stake in shares of Visa by 2.0% during the 3rd quarter. Beacon Capital Management LLC now owns 1,283 shares of the credit-card processor's stock worth $461,000 after purchasing an additional 25 shares during the period. Argyle Capital Partners LLC increased its holdings in shares of Visa by 0.7% during the 3rd quarter. Argyle Capital Partners LLC now owns 3,912 shares of the credit-card processor's stock valued at $1,406,000 after purchasing an additional 27 shares in the last quarter. Verus Financial Partners Inc. lifted its stake in shares of Visa by 3.7% in the 3rd quarter. Verus Financial Partners Inc. now owns 752 shares of the credit-card processor's stock valued at $270,000 after purchasing an additional 27 shares during the period. Concorde Asset Management LLC lifted its stake in shares of Visa by 4.0% in the 2nd quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor's stock valued at $250,000 after purchasing an additional 28 shares during the period. Finally, Ellis Investment Partners LLC lifted its stake in shares of Visa by 2.1% in the 3rd quarter. Ellis Investment Partners LLC now owns 1,363 shares of the credit-card processor's stock valued at $490,000 after purchasing an additional 28 shares during the period. Institutional investors own 82.15% of the company's stock.

Insider Buying and Selling at Visa

In other Visa news, General Counsel Julie Rottenberg sold 1,867 shares of the company's stock in a transaction 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 directly owned 18,404 shares in the company, valued at approximately $6,778,929.36. This represents a 9.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the company's stock in a transaction on Monday, November 2nd. The stock was sold at an average price of $416.22, for a total transaction of $2,445,292.50. Following the transaction, the chief executive officer owned 15,174 shares of the company's stock, valued at $6,315,722.28. 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. In the last three months, insiders sold 27,395 shares of company stock valued at $10,406,050. 0.12% of the stock is owned by insiders.

Visa Stock Up 0.0%

Visa stock opened at $422.76 on Friday. The stock has a market capitalization of $754.39 billion, a PE ratio of 34.29, a price-to-earnings-growth ratio of 1.80 and a beta of 0.80. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $442.23. The business has a 50 day simple moving average of $385.86 and a 200-day simple moving average of $344.69. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99.

Visa (NYSE:V - Get Free Report) last announced its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, topping the consensus estimate of $3.44 by $0.04. Visa had a return on equity of 70.50% and a net margin of 51.20%. The business had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. During the same period in the prior year, the company posted $2.98 EPS. The business's quarterly revenue was up 13.2% on a year-over-year basis. On average, analysts anticipate that Visa Inc. will post 15.02 EPS for the current fiscal year.

Visa Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be issued a $0.78 dividend. This represents a $3.12 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, November 10th. This is a boost from Visa's previous quarterly dividend of $0.67. Visa's payout ratio is presently 21.74%.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported record fourth-quarter and full-year results, with adjusted earnings up 17% year over year, and raised its dividend by 16%. Truist also raised its price target to $470 and maintained a Buy rating, signaling analyst confidence in further upside. Visa earnings and dividend report Truist price target report
• Positive Sentiment: Visa is building six technology hubs in Singapore focused on AI, cybersecurity, and next-generation payments. The investment could strengthen its capabilities and support future commerce growth. Singapore technology hubs
• Neutral Sentiment: Visa launched an AI-shopping benchmark, highlighting potential opportunities in agentic commerce while noting that many test runs failed—evidence the technology is still developing. AI shopping benchmark announcement
• Negative Sentiment: Analysts have flagged rising client incentives and Visa’s premium valuation as risks that could constrain the case for buying the stock despite strong results. Zacks analysis of incentives and valuation
• Negative Sentiment: Gnosis Pay, a crypto-card provider that uses Visa, disclosed exposure of customers’ payment and personal data. The report says customer funds were safe; the incident was at Gnosis Pay’s legacy system, not Visa’s own platform, though it may raise broader questions about payment security. Gnosis Pay breach report

Analysts Set New Price Targets

V has been the topic of a number of recent analyst reports. Wolfe Research reissued an "outperform" rating and set a $460.00 price target (up from $435.00) on shares of Visa in a report on Tuesday, August 25th. Daiwa Securities Group lifted their price objective on shares of Visa from $375.00 to $422.00 and gave the company an "outperform" rating in a report on Thursday, August 6th. Erste Group Bank raised shares of Visa from a "hold" rating to a "buy" rating in a report on Monday, July 27th. Weiss Ratings downgraded shares of Visa from a "buy (b+)" rating to a "buy (b)" rating in a research report on Wednesday, October 28th. Finally, TD Cowen reissued a "buy" rating and set a $450.00 target price (up from $420.00) on shares of Visa in a research note on Wednesday, October 28th. Two investment analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average price target of $440.82.

About Visa

Visa Inc operates a global payments network that connects consumers, merchants, financial institutions and governments. Its network supports the authorization, clearing and settlement of electronic payments, including transactions made in person and online.

The company's services include payment processing, fraud prevention, identity and risk management, and money-transfer solutions such as Visa Direct. Visa-branded credit, debit and prepaid cards are issued by participating financial institutions; Visa generally provides the network and related services rather than issuing cards or extending credit directly to consumers.

Visa traces its roots to BankAmericard, a bank card program launched in California in 1958.

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