Visa Inc. $V Shares Sold by Legacy Wealth Management LLC MS

Posted by Brian Himes on Aug 9th, 2026

Legacy Wealth Management LLC MS lessened its stake in Visa Inc. (NYSE:V – Free Report) by 14.4% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,730 shares of the credit-card processor’s stock after selling 2,977 shares during the period. Visa accounts for 1.6% of Legacy Wealth Management LLC MS’s portfolio, making the stock its 12th biggest holding. Legacy Wealth Management LLC MS’s holdings in Visa were worth $6,083,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of V. PayPay Securities Corp lifted its stake in shares of Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares during the period. Cresta Advisors Ltd. acquired a new position in shares of Visa during the fourth quarter valued at approximately $26,000. Parvin Asset Management LLC increased its stake in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares during the period. RHL Group LLC bought a new stake in Visa during the fourth quarter worth approximately $34,000. Finally, Timmons Wealth Management LLC bought a new stake in Visa during the fourth quarter worth approximately $34,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Trading Down 2.2%

Shares of NYSE:V opened at $362.32 on Friday. The stock has a market capitalization of $649.92 billion, a price-to-earnings ratio of 30.81, a PEG ratio of 1.94 and a beta of 0.74. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $373.97. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The company has a 50 day moving average price of $345.11 and a 200 day moving average price of $327.04.

Visa (NYSE:V – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.23 by $0.09. The firm had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The firm’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.98 earnings per share. On average, research analysts anticipate that Visa Inc. will post 13.14 EPS for the current fiscal year.

Visa announced that its board has approved a share repurchase plan on Tuesday, April 28th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be paid a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa’s dividend payout ratio (DPR) is currently 22.79%.

Insider Buying and Selling

In related news, CEO Ryan Mcinerney sold 20,970 shares of Visa stock in a transaction on Monday, June 29th. The stock was sold at an average price of $340.25, for a total value of $7,135,042.50. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at $5,162,953.50. The trade was a 58.02% decrease in their position. The sale 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 B. Rottenberg sold 2,027 shares of the business’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the sale, the general counsel directly owned 18,404 shares in the company, valued at $6,625,440. This trade represents a 9.92% 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. Over the last quarter, insiders have sold 101,398 shares of company stock valued at $35,831,433. Insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on V shares. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $450.00 price target on shares of Visa in a research note on Tuesday, June 2nd. Robert W. Baird boosted their price objective on Visa from $412.00 to $420.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. BMO Capital Markets upped their price objective on Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Erste Group Bank raised Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $435.00 target price (up from $430.00) on shares of Visa in a report on Wednesday, July 29th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company’s stock. According to MarketBeat, Visa currently has a consensus rating of “Buy” and an average target price of $413.58.

Read Our Latest Report on Visa

Key Visa News

Here are the key news stories impacting Visa this week:

Positive Sentiment: Visa exceeded quarterly EPS and revenue expectations, prompting analysts to raise their 2026–2027 forecasts. The outlook reflects continued payment-volume growth, strong profitability and resilient cross-border spending. Wall Street Raises Visa Outlook After Strong Q3
Positive Sentiment: Recent performance suggests stablecoins have not yet materially disrupted Visa’s core card-network economics. The company continues to benefit from scale, trusted acceptance and the complexity of converting payments infrastructure to alternative rails. Visa: Recent Performance Shows Stablecoin Threat Was Overstated
Positive Sentiment: Visa’s planned $2.4 billion cash acquisition of BioCatch expands its fraud-detection and cybersecurity capabilities. The deal could strengthen Visa’s value proposition to banks and merchants as account takeovers and scams become more costly. Visa vs. Mastercard: BioCatch Acquisition
Neutral Sentiment: Visa remains a highlighted payments-industry name alongside Mastercard, PayPal, Fidelity and WEX, but the broader industry outlook is mixed as companies invest in fraud prevention, digital wallets, artificial intelligence and competing payment technologies. Zacks Payments Industry Outlook
Negative Sentiment: Analysts continue to balance Visa’s strong execution against its premium earnings valuation and rising regulatory risks. Investors may therefore be taking profits or remaining cautious despite the earnings momentum, particularly because future upside requires sustained double-digit growth. Visa Analyst Outlook

Visa Company Profile

(Free Report)

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.