Visa Inc. $V Stock: StoneX Group Inc. Cuts Holdings

Posted by Stanley Muller on Nov 8th, 2026

StoneX Group Inc. lowered its stake in Visa Inc. (NYSE:V – Free Report) by 12.9% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 10,419 shares of the credit-card processor’s stock after selling 1,547 shares during the quarter. StoneX Group Inc.’s holdings in Visa were worth $3,747,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Beacon Capital Management LLC increased its position in Visa by 2.0% during the third quarter. Beacon Capital Management LLC now owns 1,283 shares of the credit-card processor’s stock worth $461,000 after buying an additional 25 shares in the last quarter. Argyle Capital Partners LLC raised its holdings in shares of Visa by 0.7% in the third quarter. Argyle Capital Partners LLC now owns 3,912 shares of the credit-card processor’s stock worth $1,406,000 after acquiring an additional 27 shares during the last quarter. Verus Financial Partners Inc. raised its holdings in shares of Visa by 3.7% in the third quarter. Verus Financial Partners Inc. now owns 752 shares of the credit-card processor’s stock worth $270,000 after acquiring an additional 27 shares during the last quarter. Concorde Asset Management LLC lifted its position in shares of Visa by 4.0% in the second quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor’s stock valued at $250,000 after acquiring an additional 28 shares in the last quarter. Finally, Ellis Investment Partners LLC lifted 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 valued at $490,000 after acquiring an additional 28 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Key Visa News

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

Visa Stock Up 0.0%

V stock opened at $422.76 on Friday. The company has a 50 day moving average price of $385.86 and a two-hundred day moving average price of $344.69. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.99 and a current ratio of 0.97. The stock has a market capitalization of $754.39 billion, a P/E ratio of 34.29, a PEG ratio of 1.80 and a beta of 0.80. Visa Inc. has a one year low of $293.89 and a one year high of $442.23.

Visa (NYSE:V – Get Free Report) last issued its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, topping analysts’ consensus estimates of $3.44 by $0.04. Visa had a return on equity of 70.50% and a net margin of 51.20%. The company had revenue of $12.14 billion for the quarter, compared to analyst estimates of $12.09 billion. During the same quarter in the prior year, the company posted $2.98 EPS. The business’s revenue for the quarter was up 13.2% compared to the same quarter last year. As a group, sell-side analysts expect that Visa Inc. will post 15.02 EPS for the current year.

Visa Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be given a $0.78 dividend. 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%. The ex-dividend date of this dividend is Tuesday, November 10th. Visa’s dividend payout ratio (DPR) is presently 25.30%.

Insider Buying and Selling at Visa

In other Visa news, General Counsel Julie B. Rottenberg sold 2,028 shares of the firm’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $7,018,365.40. This trade represents a 9.93% decrease in their position. The sale was disclosed in a filing 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, CEO Ryan Mcinerney sold 5,875 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $367.87, for a total value of $2,161,236.25. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,582,059.38. 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. Insiders sold 27,395 shares of company stock valued at $10,406,050 over the last quarter. Insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on V shares. Loop Capital increased their price objective on Visa from $387.00 to $404.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. BMO Capital Markets set a $438.00 target price on shares of Visa and gave the company an “outperform” rating in a research note on Wednesday, October 28th. Raymond James Financial reissued an “outperform” rating and issued a $445.00 target price on shares of Visa in a research note on Wednesday, October 28th. KeyCorp upped their target price on shares of Visa from $415.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, Robert W. Baird raised their price target on shares of Visa from $420.00 to $430.00 and gave the stock an “outperform” rating in a research note on Monday, October 12th. Two analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the company. Based on data from MarketBeat, Visa has an average rating of “Buy” and an average target price of $440.82.

Read Our Latest Research Report on Visa

About Visa

(Free Report)

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.