Visa Inc. $V Stock Sold by Balentine LLC

Balentine LLC reduced its position in shares of Visa Inc. (NYSE:V) by 69.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,158 shares of the credit-card processor’s stock after selling 2,641 shares during the quarter. Balentine LLC’s holdings in Visa were worth $416,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Investment Management Corp VA ADV lifted its stake in shares of Visa by 7.4% in the 3rd quarter. Investment Management Corp VA ADV now owns 1,663 shares of the credit-card processor’s stock worth $598,000 after purchasing an additional 114 shares during the period. Parallel Advisors LLC grew its position in Visa by 5.0% during the third quarter. Parallel Advisors LLC now owns 85,825 shares of the credit-card processor’s stock valued at $30,839,000 after buying an additional 4,090 shares during the period. Flagship Wealth Advisors LLC grew its position in Visa by 2.4% during the third quarter. Flagship Wealth Advisors LLC now owns 1,740 shares of the credit-card processor’s stock valued at $625,000 after buying an additional 40 shares during the period. United Advisor Group LLC grew its position in Visa by 14.2% during the third quarter. United Advisor Group LLC now owns 10,441 shares of the credit-card processor’s stock valued at $3,752,000 after buying an additional 1,298 shares during the period. Finally, Plancorp LLC increased its holdings in Visa by 14.2% during the third quarter. Plancorp LLC now owns 5,620 shares of the credit-card processor’s stock valued at $2,019,000 after buying an additional 698 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Visa Trading Up 0.0%

Shares of NYSE:V opened at $422.76 on Friday. The stock has a 50 day moving average of $385.86 and a 200 day moving average of $344.69. The company has a market cap of $754.39 billion, a PE ratio of 34.29, a price-to-earnings-growth ratio of 1.80 and a beta of 0.80. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $442.23. The company has a current ratio of 0.97, a quick ratio of 0.99 and a debt-to-equity ratio of 0.54.

Visa (NYSE:V) last released its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, topping analysts’ consensus estimates of $3.44 by $0.04. Visa had a net margin of 51.20% and a return on equity of 70.50%. The company had revenue of $12.14 billion for the quarter, compared to analysts’ expectations of $12.09 billion. During the same quarter last year, the business earned $2.98 EPS. The firm’s revenue was up 13.2% compared to the same quarter last year. As a group, equities research analysts expect that Visa Inc. will post 15.02 EPS for the current year.

Visa Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be given a $0.78 dividend. The ex-dividend date is Tuesday, November 10th. 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 0.7%. Visa’s dividend payout ratio (DPR) is currently 25.30%.

Trending Headlines about Visa

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

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. BNP Paribas Exane increased their price target on shares of Visa from $420.00 to $425.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. TD Cowen reissued a “buy” rating and set a $450.00 price objective (up from $420.00) on shares of Visa in a research report on Wednesday, October 28th. Raymond James Financial restated an “outperform” rating and issued a $445.00 price objective on shares of Visa in a research note on Wednesday, October 28th. Susquehanna set a $480.00 price objective on Visa and gave the stock a “positive” rating in a research note on Monday, October 26th. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $460.00 target price (up from $435.00) on shares of Visa in a report on Tuesday, August 25th. Two research 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.com, the stock currently has an average rating of “Buy” and a consensus target price of $440.82.

Insiders Place Their Bets

In other news, General Counsel Julie Rottenberg sold 1,867 shares of the stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total value of $687,690.78. Following the completion of the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at $6,778,929.36. This represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 on Monday, November 2nd. The shares were sold at an average price of $416.22, for a total transaction of $2,445,292.50. Following the sale, the chief executive officer owned 15,174 shares in the company, valued at $6,315,722.28. The trade was a 27.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 27,395 shares of company stock valued at $10,406,050. Corporate insiders own 0.12% of the company’s stock.

About Visa

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.