Visa Inc. $V Stock Holdings Lowered by Pinnacle Associates Ltd.

Pinnacle Associates Ltd. lessened its holdings in shares of Visa Inc. (NYSE:V) by 0.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 175,835 shares of the credit-card processor’s stock after selling 1,383 shares during the quarter. Visa accounts for approximately 0.7% of Pinnacle Associates Ltd.’s holdings, making the stock its 28th largest holding. Pinnacle Associates Ltd.’s holdings in Visa were worth $63,183,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in V. Philadelphia Investment Partners LLC acquired a new position in Visa in the second quarter valued at about $29,000. Virtus Advisers LLC acquired a new stake in shares of Visa during the second quarter worth about $33,000. Portfolio Resources Advisor Group Inc. acquired a new stake in shares of Visa during the third quarter worth about $35,000. Delos Wealth Advisors LLC acquired a new stake in shares of Visa during the second quarter worth about $38,000. Finally, Robinswood Financial LLC bought a new position in shares of Visa during the 1st quarter valued at about $35,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Price Performance

V stock opened at $408.02 on Thursday. The stock has a 50-day moving average price of $375.43 and a two-hundred day moving average price of $348.85. The stock has a market cap of $728.09 billion, a PE ratio of 34.70, a price-to-earnings-growth ratio of 1.91 and a beta of 0.77. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $409.53.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.09. The firm 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 company’s revenue for the quarter was up 14.4% on a year-over-year basis. During the same quarter last year, the business posted $2.98 EPS. Equities analysts forecast that Visa Inc. will post 13.22 EPS for the current fiscal year.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were issued a dividend of $0.67 per share. The ex-dividend date 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 presently 22.79%.

Insider Activity at Visa

In related news, insider Tullier Mahon sold 57,272 shares of Visa stock in a transaction that occurred on Thursday, July 30th. The stock was 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 trade represents a 53.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $358.81, for a total value of $2,108,008.75. Following the completion of the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,444,582.94. The trade was a 27.91% 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. In the last quarter, insiders have sold 78,792 shares of company stock valued at $28,863,319. 0.12% of the stock is owned by insiders.

Analyst Ratings Changes

Several brokerages recently issued reports on V. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research report on Monday, July 27th. Daiwa Securities Group increased their target price on Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a research note on Thursday, August 6th. Truist Financial set a $406.00 target price on shares of Visa and gave the stock a “buy” rating in a report on Wednesday, August 5th. UBS Group reaffirmed a “buy” rating and issued a $420.00 price target (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Finally, The Goldman Sachs Group lifted their price target on shares of Visa from $420.00 to $438.00 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 assigned a Buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $426.12.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: AI-driven business payments: Visa launched a live pilot with BILL Holdings and Billtrust that allows authenticated AI agents to initiate and complete approved invoice payments through supplier portals. The initiative could help Visa capture more high-value business-to-business transactions while reducing reliance on checks and legacy payment processes. Visa Launches Agentic Payments Pilot With BILL and Billtrust
• Positive Sentiment: Fraud prevention and commercial-card tools: New capabilities for virtual commercial cards are designed to improve transaction security, authentication and corporate payment controls. These products may support growth in Visa’s commercial payments and value-added services businesses. Visa Debuts Tools to Keep Fraud Out of Virtual Commercial Card Payments
• Positive Sentiment: Crypto and stablecoin reach: Visa’s partnership with Mesh is intended to let users spend eligible cryptocurrency and stablecoin balances at more than 175 million Visa-accepting locations without first using a separate crypto card. Although rollout details remain limited, the arrangement could increase payment volume and reinforce Visa’s role as digital assets enter mainstream commerce. Visa Starts AI Agent Pilot for Business Payments
• Neutral Sentiment: Earnings and valuation are key near-term tests: Analysts expect continued earnings growth following Visa’s latest revenue and EPS beat, while investors will look for guidance and a potential dividend increase in the October 27 report. However, the stock’s premium valuation—around 35 times earnings—leaves less room for disappointment. Visa Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Fee and regulatory pressure: Canadian merchants are urging card networks to reduce interchange fees, and Visa is changing certain Canadian fees. Broader merchant resistance, antitrust scrutiny and potential U.S. credit-card competition legislation remain risks to Visa’s pricing power and future valuation multiples. Visa Changes Fees in Canada

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.