4,470 Visa Inc. $V Shares Sold by Sepio Capital LP

Posted by Geri Gentry on Oct 24th, 2026

Sepio Capital LP lowered its position in Visa Inc. (NYSE:V – Free Report) by 16.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,192 shares of the credit-card processor’s stock after selling 4,470 shares during the period. Sepio Capital LP’s holdings in Visa were worth $8,334,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Concorde Asset Management LLC increased its position in Visa by 4.0% during the 2nd quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor’s stock worth $250,000 after purchasing an additional 28 shares in the last quarter. Ellis Investment Partners LLC increased its position in shares of Visa by 2.1% in the third quarter. Ellis Investment Partners LLC now owns 1,363 shares of the credit-card processor’s stock worth $490,000 after acquiring an additional 28 shares in the last quarter. Legacy Financial Group Inc. increased its stake in shares of Visa by 3.8% in the third quarter. Legacy Financial Group Inc. now owns 769 shares of the credit-card processor’s stock worth $276,000 after acquiring an additional 28 shares during the last quarter. G&S Capital LLC lifted its holdings in Visa by 4.0% in the 2nd quarter. G&S Capital LLC now owns 761 shares of the credit-card processor’s stock worth $261,000 after purchasing an additional 29 shares during the last quarter. Finally, Keating Financial Advisory Services Inc. boosted its holdings in Visa by 0.9% in the 2nd quarter. Keating Financial Advisory Services Inc. now owns 3,189 shares of the credit-card processor’s stock valued at $1,094,000 after purchasing an additional 29 shares during the period. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Trading Down 1.5%

V stock traded down $6.32 during trading on Friday, reaching $408.02. The company had a trading volume of 5,071,559 shares, compared to its average volume of 5,929,874. The business has a 50 day moving average of $377.30 and a 200 day moving average of $350.05. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $414.60. The company has a market cap of $728.08 billion, a P/E ratio of 34.70, a PEG ratio of 1.95 and a beta of 0.77. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99.

Visa (NYSE:V – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. The business had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. 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 earned $2.98 earnings per share. As a group, sell-side analysts forecast that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Visa Dividend Announcement

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

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

Positive Sentiment: Tokenization may support revenue growth. UBS said Visa and Mastercard could generate additional revenue as digital transactions expand and merchants adopt tokenized payments to improve security and reduce fraud. Tokenization could contribute low-single-digit percentage growth to total revenue and a somewhat larger contribution to value-added services. UBS tokenization revenue article
Positive Sentiment: Visa is building new growth channels in commercial payments. The company introduced tools using AI agents, virtual-card security and fraud prevention for business payments. Visa is also participating in cross-border stablecoin and tokenized-bank-deposit initiatives involving Singapore, Malaysia and Thailand. These efforts could expand payment volume and Visa’s technology-related services over time. Visa AI and stablecoin technology article
Positive Sentiment: Analyst estimates edged higher. Erste Group raised its fiscal 2027 EPS forecast for Visa to $15.04 from $15.01 and maintained a Buy rating, reinforcing confidence in the company’s earnings outlook. Visa analyst estimates
Neutral Sentiment: Reports of a Fireblocks acquisition were denied. Fireblocks said rumors that Visa was pursuing a roughly $2.5 billion acquisition were not true, removing speculation about a potentially significant crypto expansion or acquisition cost. Fireblocks acquisition report
Negative Sentiment: Payment stocks faced sector-wide pressure. Visa and Mastercard slipped alongside American Express after investors questioned the quality and sustainability of American Express’s quarterly revenue and tax-related results. The reaction suggests investors may be demanding stronger evidence of durable growth ahead of Visa’s earnings report. Payment stocks sector pressure article
Negative Sentiment: Valuation and execution risks remain. With Visa trading at a premium earnings multiple and approaching its 52-week high, investors may be taking profits while awaiting confirmation that AI, stablecoins and tokenization will materially accelerate revenue. Visa’s reported workforce reductions also highlight potential restructuring and automation-related uncertainty.

Analyst Upgrades and Downgrades

Several analysts have recently commented on V shares. Truist Financial set a $443.00 target price on Visa and gave the stock a “buy” rating in a report on Friday. Weiss Ratings raised shares of Visa from a “buy (b)” rating to a “buy (b+)” rating in a report on Tuesday, October 13th. BNP Paribas Exane upped their price target on shares of Visa from $420.00 to $425.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Erste Group Bank raised shares of Visa from a “hold” rating to a “buy” rating in a research report on Monday, July 27th. Finally, Wells Fargo & Company reissued an “overweight” rating and issued a $432.00 price target (up from $412.00) on shares of Visa in a report on Thursday, July 30th. Three investment analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $427.24.

Check Out Our Latest Stock Report on Visa

Insider Buying and Selling at Visa

In related news, CEO Ryan Mcinerney sold 5,875 shares of the company’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,444,582.94. This represents a 27.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the completion of the sale, the insider directly owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 78,792 shares of company stock worth $28,863,319 over the last quarter. Insiders own 0.12% of the company’s stock.

Visa Company Profile

(Free Report)

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.