Visa Inc. $V Shares Sold by Sowell Financial Services LLC

Sowell Financial Services LLC cut its holdings in Visa Inc. (NYSE:V) by 3.6% in the third quarter, HoldingsChannel reports. The firm owned 41,223 shares of the credit-card processor’s stock after selling 1,559 shares during the period. Sowell Financial Services LLC’s holdings in Visa were worth $14,813,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. XXEC Inc. lifted its position in shares of Visa by 153,118.8% in the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after buying an additional 186,138,883 shares during the last quarter. State Street Corp boosted its stake in shares of Visa by 0.7% during the 2nd 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% during 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 acquiring an additional 1,808,496 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Visa by 3.7% during the 1st 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 acquiring an additional 316,559 shares during the last quarter. Finally, Amundi increased its holdings in shares of Visa by 16.5% during the 2nd quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock valued at $2,646,911,000 after acquiring an additional 1,092,315 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported adjusted earnings of $3.48 per share, exceeding the $3.43 consensus estimate, while revenue rose 13.2% year over year to $12.14 billion, ahead of expectations. Growth was supported by higher payment volumes, cross-border activity and processed transactions. Visa Q4 Earnings Beat Estimates on Strong Payment Volumes
• Positive Sentiment: Management highlighted resilient consumer spending, international payment growth, value-added services and stablecoin initiatives, while targeting double-digit revenue growth for fiscal 2027. Commentary that the U.S. consumer is holding up supports Visa’s near-term transaction outlook. Visa Q4 Earnings Call Highlights FY27 Outlook and Growth Priorities
• Positive Sentiment: Visa raised its quarterly dividend to $0.78 per share from $0.67, a 16.4% increase. The higher payout signals confidence in cash generation and strengthens the shareholder-return story, despite the stock’s relatively low 0.8% dividend yield.
• Positive Sentiment: JPMorgan raised its price target to $455, Barclays to $440 and Oppenheimer to $440, while RBC reaffirmed an “outperform” rating with a $466 target. The revisions reflect confidence in Visa’s earnings momentum and long-term growth prospects.
• Neutral Sentiment: Analysts cited Visa’s results as a favorable read-through for Mastercard, particularly on consumer spending and international transactions. This reinforces the health of the payments industry but offers only indirect benefit to Visa. Analyst Signals Favorable Earnings Setup for Mastercard After Visa’s Results
• Negative Sentiment: Higher client incentives and expenses, along with slightly slower payment-volume growth, could temper the earnings reaction. Visa’s premium valuation also leaves less room for execution disappointments.
• Negative Sentiment: Visa faces a collective lawsuit in the United Kingdom seeking about £5 billion on behalf of roughly one million businesses. The claim alleges excessive interchange fees and competition-law violations, creating a potentially significant legal and regulatory overhang. Visa Is Defending a UK Card Fee Lawsuit

Visa Trading Down 0.3%

Shares of V stock opened at $400.79 on Thursday. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $414.60. The firm’s fifty day simple moving average is $379.47 and its 200 day simple moving average is $341.60. The firm has a market capitalization of $715.18 billion, a P/E ratio of 34.08, a price-to-earnings-growth ratio of 1.92 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 (NYSE:V) last issued its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, beating analysts’ consensus estimates of $3.44 by $0.04. The firm had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business’s revenue was up 13.2% on a year-over-year basis. During the same period in the prior year, the firm earned $2.98 EPS. As a group, sell-side analysts predict that Visa Inc. will post 13.22 EPS for the current year.

Visa Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be given a dividend of $0.78 per share. This is an increase from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, November 10th. Visa’s dividend payout ratio (DPR) is currently 22.79%.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,582,059.38. This trade represents a 27.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,028 shares of the business’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 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. 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. Insiders have sold 21,520 shares of company stock valued at $7,960,757 in the last ninety days. 0.12% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on V shares. The Goldman Sachs Group boosted their price objective on shares of Visa from $420.00 to $438.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. BNP Paribas Exane lifted their target price on shares of Visa from $420.00 to $425.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. KeyCorp boosted their target price on shares of Visa from $415.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Loop Capital boosted their target price on shares of Visa from $387.00 to $404.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Finally, Evercore set a $405.00 price target on shares of Visa in a report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the stock. According to data from MarketBeat, Visa has an average rating of “Buy” and a consensus price target of $437.42.

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.