Visa Inc. $V Stock Sold by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management cut its Visa position by 39.4% in the third quarter, selling 23,822 shares and retaining 36,586 shares worth approximately $13.1 million. Institutional investors collectively own 82.15% of Visa’s outstanding stock.
• Visa reported quarterly earnings of $3.32 per share on $11.63 billion in revenue, exceeding analyst estimates, while revenue increased 14.4% year over year. Shares opened at $414.21, near their 52-week high, and the company maintains a quarterly dividend of $0.67 per share.
• Analyst sentiment remains favorable, with Visa carrying a consensus “Buy” rating and an average price target of $426.12. Growth opportunities include tokenization, commercial payments and AI-enabled transactions, while potential Canadian interchange-fee reductions remain a risk.

Axxcess Wealth Management LLC reduced its position in Visa Inc. (NYSE:V - Free Report) by 39.4% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 36,586 shares of the credit-card processor's stock after selling 23,822 shares during the period. Axxcess Wealth Management LLC's holdings in Visa were worth $13,146,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in V. XXEC Inc. boosted its holdings in Visa by 153,118.8% in the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor's stock worth $63,904,097,000 after buying an additional 186,138,883 shares during the period. Diamant Asset Management Inc. grew its stake in Visa by 29,706.3% in the 1st quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor's stock valued at $2,216,310,000 after buying an additional 7,308,345 shares in the last quarter. Jupiter Topco LLC bought a new stake in Visa during the 2nd quarter valued at $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in 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. Finally, Janus Henderson Group PLC raised its holdings in Visa by 33.1% during the 1st quarter. Janus Henderson Group PLC now owns 4,486,927 shares of the credit-card processor's stock valued at $1,356,090,000 after acquiring an additional 1,116,498 shares during the period. 82.15% of the stock is owned by hedge funds and other institutional investors.

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

Analysts Set New Price Targets

Several equities analysts have recently weighed in on V shares. Cantor Fitzgerald set a $445.00 price target on Visa and gave the company an "overweight" rating in a research report on Monday, August 3rd. Evercore increased their price objective on Visa from $350.00 to $370.00 in a report on Wednesday, July 29th. Citigroup reissued a "buy" rating and set a $440.00 price objective (up from $400.00) on shares of Visa in a report on Wednesday, July 29th. Clear Str upgraded Visa to a "strong-buy" rating in a research note on Thursday, July 16th. Finally, UBS Group reaffirmed a "buy" rating and set a $420.00 target price (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company. Based on data from MarketBeat, Visa presently has an average rating of "Buy" and an average target price of $426.12.

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 stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the transaction, the general counsel owned 18,404 shares of the company's stock, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 that occurred on Thursday, October 1st. The stock was sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the completion of the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,444,582.94. This trade 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. Insiders have sold 78,792 shares of company stock worth $28,863,319 in the last ninety days. 0.12% of the stock is currently owned by insiders.

Visa Stock Up 1.6%

V opened at $414.21 on Friday. The company has a fifty day moving average price of $376.42 and a 200-day moving average price of $349.64. The firm has a market capitalization of $739.13 billion, a P/E ratio of 31.91, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. Visa Inc. has a one year low of $293.89 and a one year high of $414.60.

Visa (NYSE:V - Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.23 by $0.09. The company had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. The firm's revenue was up 14.4% compared to the same quarter last year. During the same quarter last year, the business posted $2.98 earnings per share. Equities research analysts expect that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Visa Announces Dividend

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

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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