Visa Inc. $V Stock Sold by Skylands Capital LLC

Skylands Capital LLC lowered its holdings in Visa Inc. (NYSE:V) by 4.8% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 35,935 shares of the credit-card processor’s stock after selling 1,800 shares during the quarter. Visa accounts for approximately 1.7% of Skylands Capital LLC’s investment portfolio, making the stock its 14th largest holding. Skylands Capital LLC’s holdings in Visa were worth $12,913,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Nixon Peabody Trust Co. grew its stake in Visa by 58.1% in the 1st quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock worth $1,270,000 after buying an additional 1,543 shares in the last quarter. Bank Pictet & Cie Europe AG increased its holdings in shares of Visa by 0.9% in the 3rd quarter. Bank Pictet & Cie Europe AG now owns 606,500 shares of the credit-card processor’s stock worth $217,934,000 after buying an additional 5,568 shares during the last quarter. Vega Investment Solutions purchased a new stake in shares of Visa during the 2nd quarter valued at $829,000. Beacon Financial Group raised its position in shares of Visa by 83.9% during the 1st quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor’s stock valued at $6,801,000 after buying an additional 10,267 shares in the last quarter. Finally, XXEC Inc. raised 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. Institutional investors own 82.15% of the company’s stock.

Visa News Summary

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

Insider Transactions at Visa

In other news, CEO Ryan Mcinerney sold 5,875 shares of the firm’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 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 sale was disclosed in a document filed 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 Visa 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 completion of the transaction, the insider directly owned 49,662 shares in the company, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 78,792 shares of company stock worth $28,863,319. Insiders own 0.12% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. Cantor Fitzgerald set a $445.00 price objective on shares of Visa and gave the stock an “overweight” rating in a report on Monday, August 3rd. Wolfe Research reissued an “outperform” rating and issued a $460.00 target price (up from $435.00) on shares of Visa in a research note on Tuesday, August 25th. JPMorgan Chase & Co. raised their price target on Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. UBS Group reaffirmed a “buy” rating and set a $420.00 price target (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $466.00 price objective (up from $412.00) on shares of Visa in a report on Monday, August 31st. Three analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $426.12.

Visa Trading Up 1.6%

V stock opened at $414.21 on Friday. The company has a market capitalization of $739.13 billion, a PE ratio of 35.22, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77. Visa Inc. has a one year low of $293.89 and a one year high of $414.60. The company’s 50 day moving average price is $376.42 and its two-hundred day moving average price is $349.64. 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 (NYSE:V) last released 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 return on equity of 67.68% and a net margin of 50.78%. The company had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same quarter in the previous year, the company posted $2.98 EPS. Visa’s revenue for the quarter was up 14.4% on a year-over-year basis. As a group, analysts predict that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, August 11th. Visa’s dividend payout ratio is 22.79%.

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.