Visa Inc. $V Stock Position Lowered by Lmcg Investments LLC

Lmcg Investments LLC decreased its position in shares of Visa Inc. (NYSE:V) by 2.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 72,958 shares of the credit-card processor’s stock after selling 1,673 shares during the period. Visa accounts for approximately 1.4% of Lmcg Investments LLC’s portfolio, making the stock its 17th biggest holding. Lmcg Investments LLC’s holdings in Visa were worth $26,216,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. XXEC Inc. raised its stake in 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 acquiring an additional 186,138,883 shares during the last quarter. State Street Corp raised its position in Visa by 0.7% in the second quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock worth $28,432,626,000 after acquiring an additional 566,194 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Visa by 13.0% in 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 purchasing an additional 1,808,496 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in Visa by 3.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock valued at $2,672,655,000 after buying an additional 316,559 shares in the last quarter. Finally, Amundi increased its stake in Visa by 16.5% in 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 in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Visa

In other news, General Counsel Julie Rottenberg sold 2,028 shares of the firm’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at approximately $7,018,365.40. This trade represents a 9.93% decrease in their position. The transaction was disclosed in a filing with the SEC, 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 firm’s stock in a transaction dated 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 directly owned 15,174 shares in the company, valued at $5,444,582.94. This represents a 27.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 78,792 shares of company stock worth $28,863,319. 0.12% of the stock is currently owned by insiders.

Analyst Ratings Changes

V has been the subject of a number of research reports. Robert W. Baird lifted their target price on shares of Visa from $420.00 to $430.00 and gave the stock an “outperform” rating in a research report on Monday, October 12th. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $430.00 price target on shares of Visa in a research note on Wednesday, July 29th. Loop Capital raised their price objective on Visa from $387.00 to $404.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, Wells Fargo & Company reissued an “overweight” rating and issued a $432.00 target price (up from $412.00) on shares of Visa in a research note on Thursday, July 30th. Three equities research analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $426.12.

More Visa News

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

Visa Stock Performance

Shares of V opened at $414.21 on Friday. The firm has a market cap of $739.13 billion, a price-to-earnings ratio of 35.22, a PEG ratio of 1.92 and a beta of 0.77. The business’s 50 day moving average is $376.42 and its two-hundred day moving average is $349.64. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $414.60.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The firm had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. During the same period in the prior year, the firm posted $2.98 EPS. The firm’s revenue was up 14.4% compared to the same quarter last year. Analysts forecast that Visa Inc. will post 13.22 EPS for the current fiscal year.

Visa Announces Dividend

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

Visa Company 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.