Visa Inc. $V Shares Sold by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. cut its stake in Visa Inc. (NYSE:V) by 11.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,101 shares of the credit-card processor’s stock after selling 1,484 shares during the period. Avantax Planning Partners Inc.’s holdings in Visa were worth $3,989,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in V. Beacon Capital Management LLC raised its holdings in Visa by 2.0% during the third quarter. Beacon Capital Management LLC now owns 1,283 shares of the credit-card processor’s stock worth $461,000 after purchasing an additional 25 shares in the last quarter. Argyle Capital Partners LLC lifted its position in Visa by 0.7% in the third quarter. Argyle Capital Partners LLC now owns 3,912 shares of the credit-card processor’s stock worth $1,406,000 after purchasing an additional 27 shares during the period. Verus Financial Partners Inc. boosted its stake in Visa by 3.7% during the 3rd quarter. Verus Financial Partners Inc. now owns 752 shares of the credit-card processor’s stock valued at $270,000 after purchasing an additional 27 shares in the last quarter. Concorde Asset Management LLC boosted its stake in Visa by 4.0% during the 2nd quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor’s stock valued at $250,000 after purchasing an additional 28 shares in the last quarter. Finally, Ellis Investment Partners LLC boosted its stake in Visa by 2.1% during the 3rd quarter. Ellis Investment Partners LLC now owns 1,363 shares of the credit-card processor’s stock valued at $490,000 after purchasing an additional 28 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported record fourth-quarter and full-year results, with adjusted earnings up 17% year over year, and raised its dividend by 16%. Truist also raised its price target to $470 and maintained a Buy rating, signaling analyst confidence in further upside. Visa earnings and dividend report Truist price target report
• Positive Sentiment: Visa is building six technology hubs in Singapore focused on AI, cybersecurity, and next-generation payments. The investment could strengthen its capabilities and support future commerce growth. Singapore technology hubs
• Neutral Sentiment: Visa launched an AI-shopping benchmark, highlighting potential opportunities in agentic commerce while noting that many test runs failed—evidence the technology is still developing. AI shopping benchmark announcement
• Negative Sentiment: Analysts have flagged rising client incentives and Visa’s premium valuation as risks that could constrain the case for buying the stock despite strong results. Zacks analysis of incentives and valuation
• Negative Sentiment: Gnosis Pay, a crypto-card provider that uses Visa, disclosed exposure of customers’ payment and personal data. The report says customer funds were safe; the incident was at Gnosis Pay’s legacy system, not Visa’s own platform, though it may raise broader questions about payment security. Gnosis Pay breach report

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Royal Bank Of Canada reiterated an “outperform” rating and set a $466.00 price target on shares of Visa in a research report on Wednesday, October 28th. Weiss Ratings lowered Visa from a “buy (b+)” rating to a “buy (b)” rating in a report on Wednesday, October 28th. Morgan Stanley restated an “overweight” rating and issued a $471.00 price objective (up from $416.00) on shares of Visa in a report on Wednesday, October 28th. BNP Paribas Exane raised their target price on Visa from $420.00 to $425.00 and gave the company an “outperform” rating in a research note on Friday, August 7th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $460.00 target price (up from $435.00) on shares of Visa in a report on Tuesday, August 25th. Two investment analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the company’s stock. According to data from MarketBeat, Visa presently has an average rating of “Buy” and an average target price of $440.82.

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 5,875 shares of the firm’s stock in a transaction on Monday, November 2nd. The stock was sold at an average price of $416.22, for a total transaction of $2,445,292.50. Following the completion of the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $6,315,722.28. This trade represents a 27.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 1,867 shares of the firm’s stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $368.34, for a total value of $687,690.78. Following the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,778,929.36. This represents a 9.21% 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. Insiders have sold a total of 27,395 shares of company stock valued at $10,406,050 in the last quarter. Insiders own 0.12% of the company’s stock.

Visa Stock Up 0.0%

NYSE V opened at $422.76 on Friday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $442.23. The company has a market capitalization of $754.39 billion, a P/E ratio of 34.29, a PEG ratio of 1.80 and a beta of 0.80. The company’s 50 day simple moving average is $385.86 and its 200 day simple moving average is $344.69. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99.

Visa (NYSE:V) last issued its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, topping analysts’ consensus estimates of $3.44 by $0.04. The firm had revenue of $12.14 billion during the quarter, compared to analysts’ expectations of $12.09 billion. Visa had a net margin of 51.20% and a return on equity of 70.50%. The firm’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same period last year, the firm posted $2.98 earnings per share. Equities research analysts expect that Visa Inc. will post 15.02 earnings per share for the current fiscal 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 a boost from Visa’s previous quarterly dividend of $0.67. The ex-dividend date is Tuesday, November 10th. This represents a $3.12 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s payout ratio is currently 25.30%.

Visa Company Profile

Visa Inc operates a global payments network that connects consumers, merchants, financial institutions and governments. Its network supports the authorization, clearing and settlement of electronic payments, including transactions made in person and online.

The company’s services include payment processing, fraud prevention, identity and risk management, and money-transfer solutions such as Visa Direct. Visa-branded credit, debit and prepaid cards are issued by participating financial institutions; Visa generally provides the network and related services rather than issuing cards or extending credit directly to consumers.

Visa traces its roots to BankAmericard, a bank card program launched in California in 1958.