Visa Inc. $V Stock Position Lowered by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. reduced its position in Visa Inc. (NYSE:V) by 11.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,101 shares of the credit-card processor’s stock after selling 1,484 shares during the period. Avantax Planning Partners Inc.’s holdings in Visa were worth $3,989,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. XXEC Inc. boosted its stake 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 purchasing an additional 186,138,883 shares during the period. State Street Corp grew its position in Visa by 0.7% during the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock worth $28,432,626,000 after purchasing an additional 566,194 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position 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 worth $5,393,398,000 after purchasing an additional 1,808,496 shares in the last quarter. Dimensional Fund Advisors LP grew its position in 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 worth $2,672,655,000 after purchasing an additional 316,559 shares in the last quarter. Finally, Amundi raised its stake in Visa by 16.5% during the 2nd quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock valued at $2,646,911,000 after purchasing an additional 1,092,315 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. Weiss Ratings lowered Visa from a “buy (b+)” rating to a “buy (b)” rating in a report on Wednesday, October 28th. KeyCorp raised their target price on Visa from $415.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Clear Str upgraded Visa to a “strong-buy” rating in a report on Thursday, July 16th. Cantor Fitzgerald reissued an “overweight” rating and set a $500.00 price target (up from $445.00) on shares of Visa in a research report on Wednesday, October 28th. Finally, Citigroup reissued a “buy” rating and set a $440.00 price target (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $440.82.

Visa Stock Performance

Shares of V opened at $422.76 on Friday. The company’s 50 day moving average price is $385.86 and its 200 day moving average price is $344.69. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $442.23. The company has a market capitalization of $754.39 billion, a PE ratio of 34.29, a PEG ratio of 1.80 and a beta of 0.80. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.99 and a current ratio of 0.97.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, beating the consensus estimate of $3.44 by $0.04. The firm had revenue of $12.14 billion for the quarter, compared to analyst estimates of $12.09 billion. Visa had a net margin of 51.20% and a return on equity of 70.50%. The company’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.98 EPS. Research analysts expect 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. Stockholders of record on Tuesday, November 10th will be paid a $0.78 dividend. This represents a $3.12 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Visa’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, November 10th. Visa’s dividend payout ratio (DPR) is currently 25.30%.

Insiders Place Their Bets

In related news, CEO Ryan Mcinerney sold 5,875 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,582,059.38. This trade represents a 27.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 2,028 shares of Visa stock in a transaction on 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 of the company’s stock, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their position. 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 sold 27,395 shares of company stock worth $10,406,050 over the last ninety days. 0.12% of the stock is currently owned by company insiders.

Key Headlines Impacting Visa

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

Visa Company Profile

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.