Visa Inc. $V Stock Position Lifted by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. increased its position in Visa Inc. (NYSE:V - Free Report) by 11.2% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 93,188 shares of the credit-card processor's stock after purchasing an additional 9,358 shares during the period. Visa comprises about 0.8% of SBI Securities Co. Ltd.'s investment portfolio, making the stock its 25th biggest holding. SBI Securities Co. Ltd.'s holdings in Visa were worth $33,485,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of V. Philadelphia Investment Partners LLC acquired a new position in Visa in the 2nd quarter valued at approximately $29,000. Virtus Advisers LLC acquired a new position in shares of Visa in the second quarter worth $33,000. Robinswood Financial LLC purchased a new stake in shares of Visa during the first quarter worth $35,000. Portfolio Resources Advisor Group Inc. purchased a new stake in shares of Visa during the third quarter worth $35,000. Finally, Midwest Capital Advisors LLC acquired a new stake in Visa during the first quarter valued at $37,000. Hedge funds and other institutional investors own 82.15% of the company's stock.

Analyst Ratings Changes

A number of research analysts have commented on V shares. Citigroup restated a "buy" rating and issued a $440.00 target price (up from $400.00) on shares of Visa in a research note on Wednesday, July 29th. UBS Group restated a "buy" rating and set a $420.00 price target (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. BMO Capital Markets reaffirmed an "outperform" rating and issued a $425.00 price objective on shares of Visa in a research note on Thursday, October 15th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $466.00 price objective (up from $412.00) on shares of Visa in a research note on Monday, August 31st. Finally, Susquehanna reiterated a "positive" rating and issued a $427.00 price objective (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus target price of $427.24.

Visa Stock Down 1.5%

Shares of V stock opened at $408.02 on Friday. The stock's 50 day simple moving average is $377.30 and its 200 day simple moving average is $350.05. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $414.60. The company has a market capitalization of $728.08 billion, a price-to-earnings ratio of 34.70, a PEG ratio of 1.95 and a beta of 0.77.

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, topping the consensus estimate of $3.23 by $0.09. The firm had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. The company's revenue for the quarter was up 14.4% on a year-over-year basis. During the same period in the previous year, the company earned $2.98 EPS. As a group, research analysts predict that Visa Inc. will post 13.22 EPS for the current year.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were given a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa's dividend payout ratio (DPR) is currently 22.79%.

Insider Activity

In related news, CEO Ryan Mcinerney sold 5,875 shares of the company's stock in a transaction 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 approximately $5,444,582.94. This represents a 27.91% decrease in their position. The transaction was disclosed in a 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 company's stock in a transaction on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the sale, the insider directly owned 49,662 shares of the company's stock, valued at approximately $18,125,140.14. This represents a 53.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 78,792 shares of company stock valued at $28,863,319 over the last 90 days. 0.12% of the stock is currently owned by company insiders.

Key Stories Impacting Visa

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 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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