Visa Inc. $V Stock: Crossmark Global Holdings Inc. Lowers Position

Key Points

• Crossmark Global Holdings reduced its Visa position by 2.2% in the third quarter, selling 4,549 shares and retaining 206,711 shares valued at approximately $74.3 million. Institutional investors collectively own 82.15% of Visa.
• Visa reported quarterly adjusted earnings of $3.32 per share, exceeding estimates, while revenue rose 14.4% year over year to $11.63 billion. The stock opened at $414.21, near its 52-week high, and analysts maintain a consensus “Buy” rating with a $426.12 target price.
• Company insiders sold 78,792 shares worth about $28.9 million over the past three months. Visa also declared a quarterly dividend of $0.67 per share, representing an annualized yield of approximately 0.6%.

Crossmark Global Holdings Inc. lessened its stake in shares of Visa Inc. (NYSE:V - Free Report) by 2.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 206,711 shares of the credit-card processor's stock after selling 4,549 shares during the period. Visa accounts for about 0.9% of Crossmark Global Holdings Inc.'s investment portfolio, making the stock its 14th biggest holding. Crossmark Global Holdings Inc.'s holdings in Visa were worth $74,278,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. XXEC Inc. lifted its position in shares of Visa by 153,118.8% during the 2nd 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 in the last quarter. State Street Corp grew its stake in shares of Visa by 0.7% during the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor's stock valued at $28,432,626,000 after acquiring an additional 566,194 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of Visa by 13.0% during the 2nd 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 valued at $5,393,398,000 after acquiring an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of 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 during the period. Finally, Amundi increased its holdings in Visa by 16.5% in the 2nd quarter. Amundi now owns 7,714,919 shares of the credit-card processor's stock worth $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.

Insiders Place Their Bets

In other news, General Counsel Julie B. Rottenberg sold 2,028 shares of the business's stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the sale, the general counsel directly owned 18,404 shares in the company, valued at $7,018,365.40. The trade was a 9.93% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the company's stock in a transaction dated 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 sale, the insider owned 49,662 shares in the company, valued at $18,125,140.14. This represents a 53.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 78,792 shares of company stock valued at $28,863,319 in the last three months. Corporate insiders own 0.12% of the company's stock.

Visa Stock Up 1.6%

Shares of V opened at $414.21 on Friday. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The stock has a market capitalization of $739.13 billion, a price-to-earnings ratio of 35.22, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $414.60. The business's 50 day simple moving average is $376.42 and its 200-day simple moving average is $349.64.

Visa (NYSE:V - Get Free Report) last posted its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating 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 firm had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same period last year, the firm posted $2.98 earnings per share. Visa's revenue for the quarter was up 14.4% compared to the same quarter last year. As a group, equities analysts expect that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Visa Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were given a dividend of $0.67 per share. The ex-dividend date was Tuesday, August 11th. This represents a $2.68 annualized dividend and a yield of 0.6%. Visa's dividend payout ratio (DPR) is 22.79%.

Key Stories Impacting Visa

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

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the stock. Robert W. Baird lifted their price target on shares of Visa from $420.00 to $430.00 and gave the company an "outperform" rating in a report on Monday, October 12th. Raymond James Financial reiterated an "outperform" rating and issued a $406.00 price target (up from $389.00) on shares of Visa in a research report on Wednesday, July 29th. Barclays initiated coverage on shares of Visa in a research note on Tuesday, July 7th. They issued an "overweight" rating and a $420.00 price objective for the company. Piper Sandler restated an "overweight" rating and set a $430.00 price objective (up from $394.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, Bank of America lifted their target price on shares of Visa from $410.00 to $430.00 and gave the company a "buy" rating in a research note 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 company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus target price of $426.12.

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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