Visa Inc. $V Stock Sold by Skylands Capital LLC

Skylands Capital LLC decreased its position in shares of Visa Inc. (NYSE:V) by 4.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 35,935 shares of the credit-card processor’s stock after selling 1,800 shares during the quarter. Visa makes up 1.7% of Skylands Capital LLC’s investment portfolio, making the stock its 14th largest position. Skylands Capital LLC’s holdings in Visa were worth $12,913,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in V. XXEC Inc. raised 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 valued at $63,904,097,000 after acquiring an additional 186,138,883 shares during the period. State Street Corp boosted its position in Visa by 0.7% during 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 purchasing an additional 566,194 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Visa by 13.0% during the second 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 during the period. Dimensional Fund Advisors LP increased its stake in shares of 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 worth $2,672,655,000 after purchasing an additional 316,559 shares in the last quarter. Finally, Amundi increased its stake in shares of Visa by 16.5% in the second quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock worth $2,646,911,000 after purchasing an additional 1,092,315 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on V shares. Cantor Fitzgerald set a $445.00 price target on shares of Visa and gave the company an “overweight” rating in a research report on Monday, August 3rd. Rothschild & Co Redburn raised their price objective on shares of Visa from $430.00 to $444.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Erste Group Bank upgraded shares of Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. KeyCorp lifted their price objective on shares of Visa from $415.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Finally, Morgan Stanley reissued an “overweight” rating and set a $416.00 target price (up from $415.00) on shares of Visa in a report on Wednesday, July 29th. Three investment 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 an average price target of $426.12.

Insider Activity at Visa

In related news, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction 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 represents a 53.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,028 shares of the stock in a transaction that occurred on 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 sale, the general counsel owned 18,404 shares in the company, valued at $7,018,365.40. This represents a 9.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 78,792 shares of company stock valued at $28,863,319. Corporate insiders own 0.12% of the company’s stock.

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

Visa Stock Up 1.6%

Shares of NYSE V opened at $414.21 on Friday. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. The company has a market cap of $739.13 billion, a P/E ratio of 35.22, a P/E/G ratio of 1.92 and a beta of 0.77. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $414.60. The business has a 50-day simple moving average of $376.42 and a two-hundred day simple moving average of $349.64.

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

Visa Announces Dividend

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