Visa Inc. $V Shares Sold by Milestones Administradora de Recursos Ltda.

Key Points

• Milestones Administradora de Recursos Ltda. reduced its Visa stake by 23.9% in the third quarter, selling 26,983 shares and retaining 85,786 shares worth approximately $30.8 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. Visa’s latest quarterly results exceeded expectations, with $3.32 in EPS and $11.63 billion in revenue, up 14.4% year over year.
• Visa shares opened at $414.21, near their 12-month high of $414.60, while insiders have sold $28.9 million of stock over the past three months. The company also maintains a quarterly dividend of $0.67 per share, yielding approximately 0.6%.

Milestones Administradora de Recursos Ltda. cut its stake in Visa Inc. (NYSE:V - Free Report) by 23.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 85,786 shares of the credit-card processor's stock after selling 26,983 shares during the period. Visa accounts for 5.5% of Milestones Administradora de Recursos Ltda.'s investment portfolio, making the stock its 8th largest holding. Milestones Administradora de Recursos Ltda.'s holdings in Visa were worth $30,825,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Nixon Peabody Trust Co. raised its stake in Visa by 58.1% during the first quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor's stock worth $1,270,000 after buying an additional 1,543 shares during the last quarter. Bank Pictet & Cie Europe AG boosted its position in Visa by 0.9% during the third quarter. Bank Pictet & Cie Europe AG now owns 606,500 shares of the credit-card processor's stock valued at $217,934,000 after acquiring an additional 5,568 shares during the last quarter. Vega Investment Solutions bought a new stake in Visa during the second quarter valued at $829,000. Beacon Financial Group boosted its position in Visa by 83.9% during the first quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor's stock valued at $6,801,000 after acquiring an additional 10,267 shares during the last quarter. Finally, XXEC Inc. boosted its position in Visa by 153,118.8% during 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 acquiring an additional 186,138,883 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. KeyCorp lifted their price objective on Visa from $415.00 to $425.00 and gave the stock an "overweight" rating in a research report on Wednesday, July 29th. Robert W. Baird boosted their price objective on Visa from $420.00 to $430.00 and gave the company an "outperform" rating in a research note on Monday, October 12th. Weiss Ratings upgraded Visa from a "buy (b)" rating to a "buy (b+)" rating in a research report on Tuesday, October 13th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $430.00 target price on shares of Visa in a research note on Wednesday, July 29th. Finally, Erste Group Bank raised Visa from a "hold" rating to a "buy" rating in a research note on Monday, July 27th. Three research analysts have rated the stock with a Strong Buy rating and thirty-four have given a Buy rating to the company. According to MarketBeat, the company currently has a consensus rating of "Buy" and an average price target of $426.12.

Insider Buying and Selling

In other Visa news, General Counsel Julie Rottenberg sold 2,028 shares of the stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the transaction, the general counsel owned 18,404 shares in the company, valued at approximately $7,018,365.40. This represents a 9.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, 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 business'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 value of $20,902,561.84. Following the sale, the insider owned 49,662 shares of the company's stock, valued at approximately $18,125,140.14. This represents a 53.56% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 78,792 shares of company stock valued at $28,863,319. 0.12% of the stock is owned by company insiders.

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 Stock Up 1.6%

Shares of NYSE V opened at $414.21 on Friday. The firm has a market cap of $739.13 billion, a PE ratio of 35.22, a P/E/G ratio of 1.92 and a beta of 0.77. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $414.60. The company's fifty day simple moving average is $376.42 and its 200 day simple moving average is $349.64. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60.

Visa (NYSE:V - Get Free Report) last posted 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 net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $11.63 billion during the quarter, compared to analysts' expectations of $11.40 billion. During the same period last year, the company posted $2.98 earnings per share. The business's quarterly revenue was up 14.4% on a year-over-year basis. As a group, sell-side analysts forecast that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, August 11th. Visa's dividend payout ratio is 22.79%.

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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