Visa Inc. $V Stock Position Boosted by Yousif Capital Management LLC

Posted by Brian Himes on Oct 25th, 2026

Yousif Capital Management LLC lifted its position in Visa Inc. (NYSE:V – Free Report) by 2.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 170,787 shares of the credit-card processor’s stock after purchasing an additional 3,300 shares during the quarter. Visa accounts for about 0.7% of Yousif Capital Management LLC’s holdings, making the stock its 20th largest holding. Yousif Capital Management LLC’s holdings in Visa were worth $61,369,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Philadelphia Investment Partners LLC bought a new stake in Visa in the 2nd quarter worth approximately $29,000. Virtus Advisers LLC purchased a new stake in Visa in the second quarter worth approximately $33,000. Portfolio Resources Advisor Group Inc. purchased a new stake in Visa in the third quarter worth approximately $35,000. Delos Wealth Advisors LLC bought a new position in Visa during the second quarter valued at approximately $38,000. Finally, Robinswood Financial LLC bought a new position in Visa during the first quarter valued at approximately $35,000. 82.15% of the stock is currently owned by institutional investors.

Visa News Summary

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.

Insider Activity

In other news, CEO Ryan Mcinerney sold 5,875 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $358.81, for a total value of $2,108,008.75. Following the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,444,582.94. This trade represents a 27.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 that occurred on Wednesday, September 9th. The stock was sold at an average price of $368.34, for a total transaction of $687,690.78. Following the completion of the transaction, the general counsel owned 18,404 shares in the company, valued at $6,778,929.36. This represents a 9.21% decrease in their position. 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 90 days, insiders sold 78,792 shares of company stock valued at $28,863,319. 0.12% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have commented on V. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $430.00 price target on shares of Visa in a research note on Wednesday, July 29th. JPMorgan Chase & Co. upped their price objective on shares of Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Erste Group Bank raised shares of Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. Evercore lifted their target price on shares of Visa from $350.00 to $370.00 in a research report on Wednesday, July 29th. Finally, TD Cowen reiterated a “buy” rating and issued a $420.00 target price (up from $416.00) on shares of Visa in a research report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the company. According to data from MarketBeat.com, Visa presently has an average rating of “Buy” and a consensus price target of $427.24.

View Our Latest Stock Report on Visa

Visa Trading Down 1.5%

Shares of V stock opened at $408.02 on Friday. The stock has a market capitalization of $728.08 billion, a PE ratio of 34.70, a P/E/G ratio of 1.92 and a beta of 0.77. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $414.60. The business has a 50-day moving average of $377.30 and a 200 day moving average of $350.05. 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 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 business had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. Visa’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period last year, the company earned $2.98 EPS. As a group, sell-side analysts anticipate that Visa Inc. will post 13.22 earnings per share for the current year.

Visa Dividend Announcement

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

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.