Visa Inc. $V Shares Sold by Osterweis Capital Management Inc.

Posted by Francis Steltz on Aug 25th, 2026

Osterweis Capital Management Inc. lowered its stake in shares of Visa Inc. (NYSE:V – Free Report) by 1.2% in the second quarter, Holdings Channel reports. The firm owned 142,213 shares of the credit-card processor’s stock after selling 1,688 shares during the period. Visa accounts for about 2.3% of Osterweis Capital Management Inc.’s investment portfolio, making the stock its 11th largest position. Osterweis Capital Management Inc.’s holdings in Visa were worth $48,792,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. 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 valued at $63,904,097,000 after acquiring an additional 186,138,883 shares in the last quarter. Vanguard Group Inc. increased its position in shares of Visa by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after purchasing an additional 1,054,343 shares in the last quarter. State Street Corp raised its stake in Visa by 0.8% in the 4th quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after purchasing an additional 626,821 shares during the last quarter. Geode Capital Management LLC raised its stake in Visa by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after purchasing an additional 388,996 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD raised its stake in Visa by 1.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock valued at $14,411,480,000 after purchasing an additional 716,218 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

V has been the topic of several recent research reports. Susquehanna reaffirmed a “positive” rating and set a $427.00 target price (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Morgan Stanley reiterated an “overweight” rating and issued a $416.00 target price on shares of Visa in a research report on Wednesday, July 29th. TD Cowen restated a “buy” rating on shares of Visa in a research report on Wednesday, July 29th. Evercore set a $350.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $412.00 price objective (up from $395.00) 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 assigned a Buy rating to the company. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $413.58.

Read Our Latest Analysis on Visa

Insider Buying and Selling

In other Visa news, General Counsel Julie B. Rottenberg sold 2,027 shares of the business’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at $6,625,440. The trade was a 9.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the completion of the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,582,059.38. This trade represents a 27.91% decrease in their position. 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 ninety days, insiders sold 96,634 shares of company stock worth $34,537,016. Insiders own 0.12% of the company’s stock.

Visa Stock Up 3.0%

Shares of NYSE:V opened at $382.35 on Tuesday. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. The business has a fifty day moving average of $354.89 and a two-hundred day moving average of $329.98. The stock has a market cap of $682.28 billion, a P/E ratio of 32.51, a PEG ratio of 1.99 and a beta of 0.74. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $383.43.

Visa (NYSE:V – Get Free Report) last issued its 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 return on equity of 67.68% and a net margin of 50.78%.The business had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. During the same period last year, the company earned $2.98 EPS. The company’s revenue for the quarter was up 14.4% on a year-over-year basis. On average, research analysts expect that Visa Inc. will post 13.16 earnings per share for the current year.

Visa Dividend Announcement

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

Visa declared that its Board of Directors has authorized a stock repurchase program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its stock is undervalued.

More Visa News

Here are the key news stories impacting Visa this week:

Positive Sentiment: Visa and Mastercard reached fresh records as aggregate U.S. spending remained healthy, despite consumers becoming more selective and retail companies issuing cautious warnings. Strong payment volumes support Visa’s transaction and fee revenue. Visa and Mastercard shares hit fresh records, underscoring a resilient U.S. consumer
Positive Sentiment: Visa’s stablecoin settlement pilot reached an annualized run rate of approximately $7 billion after expanding across nine blockchains. The development strengthens Visa’s position in emerging digital-payment infrastructure and could create additional long-term transaction opportunities. Circle CEO Allaire Maps Stablecoins’ Next Act as Global Payment Rails
Positive Sentiment: President Donald Trump’s financial disclosure showed purchases of Visa shares, adding a headline-level endorsement from a prominent investor and contributing to market interest in the stock. Visa Stock Climbs After Trump Buys Millions in Stock
Positive Sentiment: Visa’s monitoring program for Hims & Hers Health highlights the network’s ability to enforce dispute controls and collect penalties when merchants generate excessive chargebacks. The episode reinforces Visa’s risk-management role without exposing it to the merchant’s customer-acquisition or regulatory costs. Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters
Neutral Sentiment: CEO Ryan McInerney is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on September 8. The presentation could provide updates on spending trends, stablecoins and regulation, but no new financial guidance was announced. Visa to Participate in Upcoming Investor Conference
Negative Sentiment: McInerney sold 5,875 Visa shares worth approximately $2.16 million, reducing his direct ownership by 27.9%. The sale occurred under a pre-arranged Rule 10b5-1 plan, making it less concerning than discretionary selling, but it may still draw limited attention from investors.

About Visa

(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.