Visa Inc. $V Position Trimmed by Sowell Financial Services LLC

Posted by Brian Himes on Oct 22nd, 2026

Sowell Financial Services LLC lowered its position in Visa Inc. (NYSE:V – Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 41,223 shares of the credit-card processor’s stock after selling 1,559 shares during the quarter. Sowell Financial Services LLC’s holdings in Visa were worth $14,813,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Concorde Asset Management LLC grew its holdings in Visa by 4.0% during the 2nd quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor’s stock valued at $250,000 after purchasing an additional 28 shares during the last quarter. G&S Capital LLC raised its position 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 period. Keating Financial Advisory Services Inc. raised its position 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 worth $1,094,000 after purchasing an additional 29 shares during the period. Riverview Capital Advisers LLC raised its position in Visa by 0.3% in the 2nd quarter. Riverview Capital Advisers LLC now owns 10,805 shares of the credit-card processor’s stock worth $3,707,000 after purchasing an additional 29 shares during the period. Finally, NerdWallet Wealth Partners LLC lifted its stake in Visa by 4.5% in the second quarter. NerdWallet Wealth Partners LLC now owns 695 shares of the credit-card processor’s stock worth $239,000 after purchasing an additional 30 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa Trading Up 0.4%

NYSE V opened at $408.02 on Thursday. The company’s 50-day moving average price is $375.43 and its 200-day moving average price is $348.85. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. The stock has a market cap of $728.09 billion, a PE ratio of 34.70, a PEG ratio of 1.91 and a beta of 0.77. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $409.53.

Visa (NYSE:V – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping the consensus estimate of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The company had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. During the same quarter last year, the firm posted $2.98 EPS. The firm’s revenue was up 14.4% compared to the same quarter last year. Equities research analysts forecast that Visa Inc. will post 13.22 earnings per share for the current year.

Visa Announces Dividend

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

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

Positive Sentiment: AI-driven business payments: Visa launched a live pilot with BILL Holdings and Billtrust that allows authenticated AI agents to initiate and complete approved invoice payments through supplier portals. The initiative could help Visa capture more high-value business-to-business transactions while reducing reliance on checks and legacy payment processes. Visa Launches Agentic Payments Pilot With BILL and Billtrust
Positive Sentiment: Fraud prevention and commercial-card tools: New capabilities for virtual commercial cards are designed to improve transaction security, authentication and corporate payment controls. These products may support growth in Visa’s commercial payments and value-added services businesses. Visa Debuts Tools to Keep Fraud Out of Virtual Commercial Card Payments
Positive Sentiment: Crypto and stablecoin reach: Visa’s partnership with Mesh is intended to let users spend eligible cryptocurrency and stablecoin balances at more than 175 million Visa-accepting locations without first using a separate crypto card. Although rollout details remain limited, the arrangement could increase payment volume and reinforce Visa’s role as digital assets enter mainstream commerce. Visa Starts AI Agent Pilot for Business Payments
Neutral Sentiment: Earnings and valuation are key near-term tests: Analysts expect continued earnings growth following Visa’s latest revenue and EPS beat, while investors will look for guidance and a potential dividend increase in the October 27 report. However, the stock’s premium valuation—around 35 times earnings—leaves less room for disappointment. Visa Reports Next Week: Wall Street Expects Earnings Growth
Negative Sentiment: Fee and regulatory pressure: Canadian merchants are urging card networks to reduce interchange fees, and Visa is changing certain Canadian fees. Broader merchant resistance, antitrust scrutiny and potential U.S. credit-card competition legislation remain risks to Visa’s pricing power and future valuation multiples. Visa Changes Fees in Canada

Analysts Set New Price Targets

V has been the subject of several recent analyst reports. Wells Fargo & Company restated an “overweight” rating and set a $432.00 target price (up from $412.00) on shares of Visa in a research report on Thursday, July 30th. BNP Paribas Exane upped their target price on Visa from $420.00 to $425.00 and gave the company an “outperform” rating in a research note on Friday, August 7th. BMO Capital Markets reiterated an “outperform” rating and issued a $425.00 price target on shares of Visa in a report on Thursday, October 15th. The Goldman Sachs Group raised their price target on Visa from $420.00 to $438.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Finally, TD Cowen reissued a “buy” rating and set a $420.00 price target (up from $416.00) on shares of Visa in a research note on Wednesday, July 29th. Three research 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, the company has an average rating of “Buy” and a consensus target price of $426.12.

Get Our Latest Stock Analysis on V

Insider Transactions at Visa

In related news, insider Tullier Mahon sold 57,272 shares of the business’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total value of $20,902,561.84. Following the completion of the sale, the insider owned 49,662 shares in the company, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Julie B. Rottenberg sold 2,028 shares of the stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the completion of the transaction, the general counsel directly owned 18,404 shares in the company, valued at approximately $7,018,365.40. This trade represents a 9.93% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 78,792 shares of company stock valued at $28,863,319. 0.12% of the stock is currently owned by company insiders.

About Visa

(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.