Visa Inc. $V Stock Bought by NTV Asset Management LLC

NTV Asset Management LLC boosted its position in shares of Visa Inc. (NYSE:V) by 16.0% in the third quarter, HoldingsChannel.com reports. The fund owned 14,563 shares of the credit-card processor’s stock after acquiring an additional 2,013 shares during the quarter. NTV Asset Management LLC’s holdings in Visa were worth $5,233,000 as of its most recent filing with the SEC.

Several other large investors have also added to or reduced their stakes in the company. Evergreen Capital Management LLC boosted its holdings in shares of Visa by 7.1% in the 3rd quarter. Evergreen Capital Management LLC now owns 24,950 shares of the credit-card processor’s stock valued at $8,965,000 after acquiring an additional 1,663 shares during the last quarter. Nabity Jensen Investment Management Inc raised its holdings in shares of Visa by 6.7% during the third quarter. Nabity Jensen Investment Management Inc now owns 2,350 shares of the credit-card processor’s stock worth $844,000 after purchasing an additional 147 shares during the last quarter. Gibbs Wealth Management raised its holdings in shares of Visa by 14.3% during the third quarter. Gibbs Wealth Management now owns 22,293 shares of the credit-card processor’s stock worth $8,011,000 after purchasing an additional 2,782 shares during the last quarter. Lantern Wealth Advisors LLC acquired a new position in Visa during the third quarter valued at $274,000. Finally, Altura Wealth Advisors Inc. lifted its position in Visa by 8.0% during the third quarter. Altura Wealth Advisors Inc. now owns 9,182 shares of the credit-card processor’s stock valued at $3,299,000 after purchasing an additional 683 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have commented on V. DZ Bank reaffirmed a “buy” rating on shares of Visa in a report on Monday, August 3rd. Wolfe Research reaffirmed an “outperform” rating and set a $460.00 price target (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Raymond James Financial reiterated an “outperform” rating and set a $406.00 price objective (up from $389.00) on shares of Visa in a research note on Wednesday, July 29th. Keefe, Bruyette & Woods boosted their price objective on Visa from $400.00 to $430.00 in a report on Wednesday, July 8th. Finally, Argus boosted their price objective on Visa from $396.00 to $420.00 and gave the company a “buy” rating in a report on Friday, July 31st. Three investment analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $427.24.

Insiders Place Their Bets

In other Visa news, General Counsel Julie Rottenberg sold 2,028 shares of the company’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 completion of the transaction, the general counsel owned 18,404 shares in the company, valued at approximately $7,018,365.40. This represents a 9.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the stock in a transaction dated 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 sale, 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 quarter, insiders sold 78,792 shares of company stock worth $28,863,319. Company insiders own 0.12% of the company’s stock.

Visa Price Performance

NYSE:V opened at $408.02 on Monday. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The firm has a market cap of $728.08 billion, a price-to-earnings ratio of 34.70, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77. The company has a 50 day moving average price of $377.30 and a 200-day moving average price of $350.38. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $414.60.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, topping 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 earnings per share. The firm’s quarterly revenue was up 14.4% compared to the same quarter last year. Equities research analysts forecast that Visa Inc. will post 13.22 EPS for the current year.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were issued a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. Visa’s payout ratio is presently 22.79%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Tokenization may support revenue growth. UBS said Visa and Mastercard could generate additional revenue as digital transactions expand and merchants adopt tokenized payments to improve security and reduce fraud. Tokenization could contribute low-single-digit percentage growth to total revenue and a somewhat larger contribution to value-added services. UBS tokenization revenue article
• Positive Sentiment: Visa is building new growth channels in commercial payments. The company introduced tools using AI agents, virtual-card security and fraud prevention for business payments. Visa is also participating in cross-border stablecoin and tokenized-bank-deposit initiatives involving Singapore, Malaysia and Thailand. These efforts could expand payment volume and Visa’s technology-related services over time. Visa AI and stablecoin technology article
• Positive Sentiment: Analyst estimates edged higher. Erste Group raised its fiscal 2027 EPS forecast for Visa to $15.04 from $15.01 and maintained a Buy rating, reinforcing confidence in the company’s earnings outlook. Visa analyst estimates
• Neutral Sentiment: Reports of a Fireblocks acquisition were denied. Fireblocks said rumors that Visa was pursuing a roughly $2.5 billion acquisition were not true, removing speculation about a potentially significant crypto expansion or acquisition cost. Fireblocks acquisition report
• Negative Sentiment: Payment stocks faced sector-wide pressure. Visa and Mastercard slipped alongside American Express after investors questioned the quality and sustainability of American Express’s quarterly revenue and tax-related results. The reaction suggests investors may be demanding stronger evidence of durable growth ahead of Visa’s earnings report. Payment stocks sector pressure article
• Negative Sentiment: Valuation and execution risks remain. With Visa trading at a premium earnings multiple and approaching its 52-week high, investors may be taking profits while awaiting confirmation that AI, stablecoins and tokenization will materially accelerate revenue. Visa’s reported workforce reductions also highlight potential restructuring and automation-related uncertainty.

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.