Milestones Administradora de Recursos Ltda. decreased its position in Visa Inc. (NYSE:V – Free Report) by 23.9% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 85,786 shares of the credit-card processor’s stock after selling 26,983 shares during the quarter. Visa comprises approximately 5.5% of Milestones Administradora de Recursos Ltda.’s portfolio, making the stock its 8th largest holding. Milestones Administradora de Recursos Ltda.’s holdings in Visa were worth $30,825,000 at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in the company. Stillwater Wealth Management Group raised its holdings in shares of Visa by 1.8% in the third quarter. Stillwater Wealth Management Group now owns 6,639 shares of the credit-card processor’s stock valued at $2,386,000 after purchasing an additional 118 shares during the last quarter. Ellis Investment Partners LLC grew its position in Visa by 2.1% in the 3rd quarter. Ellis Investment Partners LLC now owns 1,363 shares of the credit-card processor’s stock worth $490,000 after purchasing an additional 28 shares in the last quarter. Sawyer & Company Inc bought a new stake in Visa in the 3rd quarter worth about $7,039,000. Atticus Wealth Management LLC increased its stake in Visa by 2.4% in the 3rd quarter. Atticus Wealth Management LLC now owns 5,007 shares of the credit-card processor’s stock valued at $1,799,000 after buying an additional 115 shares during the last quarter. Finally, Quadrant Capital Group LLC lifted its position in shares of Visa by 1.3% during the 3rd quarter. Quadrant Capital Group LLC now owns 50,792 shares of the credit-card processor’s stock worth $20,117,000 after buying an additional 652 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.
Insider Buying and Selling at Visa
In other Visa news, General Counsel Julie Rottenberg sold 2,028 shares of the stock in a transaction on Monday, August 31st. The stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $7,018,365.40. This represents a 9.93% 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the firm’s stock in a transaction 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 directly owned 49,662 shares of the company’s stock, valued at $18,125,140.14. This represents a 53.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 78,792 shares of company stock valued at $28,863,319. Company insiders own 0.12% of the company’s stock.
Visa News Summary
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Tokenization could support revenue growth: UBS said Visa and Mastercard may generate increasing fees from payment tokenization, which secures digital transactions and reduces fraud. Tokenization revenue could contribute low-single-digit percentage growth to overall revenue and a low-to-mid-single-digit contribution to value-added services. Visa and Mastercard tokenization fees could support revenue growth, UBS says
- Positive Sentiment: Commercial-payment product launches strengthen growth prospects: Visa introduced capabilities for commercial-card growth, virtual-card security and agentic commerce. Its pilot with BILL and Billtrust allows authenticated AI agents to process invoice payments, potentially expanding Visa’s role in business-to-business transactions while improving fraud controls. Visa Announces Enhanced Capabilities That Can Bring Trust and Control to the Future of Business Payments
- Positive Sentiment: Digital-asset and AI initiatives add strategic momentum: Visa and Mastercard are rolling out products tied to artificial intelligence, stablecoins and digital assets ahead of earnings. A separate fintech partnership also launched a quantum-secured card operating on Visa’s network, though the immediate financial impact is unclear. Visa, Mastercard bet on AI, crypto ahead of earnings
- Neutral Sentiment: Acquisition speculation was denied: Fireblocks said reports that Visa was in advanced discussions to acquire the crypto infrastructure company for approximately $2.5 billion were not true at present. The denial removes a potential transaction catalyst but also reduces concern about near-term acquisition spending. Fireblocks disputes report of $2.5B Visa acquisition talks
- Neutral Sentiment: Earnings expectations are now a key focus: Analysts are monitoring payment volume, processed transactions and other operating metrics for the quarter ended September 2026. With Visa trading near record levels, results and forward guidance will determine whether recent momentum can continue. Countdown to Visa Q4 Earnings
- Negative Sentiment: Canadian fee pressure remains a risk: A Canadian trade group is urging Visa and other card networks to reduce interchange fees and pass savings to merchants, creating a potential regulatory and revenue headwind. Visa changes fees in Canada
Analyst Ratings Changes
A number of brokerages have recently weighed in on V. Loop Capital boosted their target price on Visa from $387.00 to $404.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. KeyCorp increased their price target on Visa from $415.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Evercore lifted their price target on Visa from $350.00 to $370.00 in a report on Wednesday, July 29th. BNP Paribas Exane lifted their price target on Visa from $420.00 to $425.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Finally, Wolfe Research reissued an “outperform” rating and issued a $460.00 price objective (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Three equities 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, Visa currently has a consensus rating of “Buy” and a consensus target price of $426.12.
Read Our Latest Stock Analysis on Visa
Visa Stock Performance
Shares of V stock opened at $414.21 on Friday. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The firm has a market cap of $739.13 billion, a price-to-earnings ratio of 35.22, a P/E/G ratio of 1.92 and a beta of 0.77. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $414.60. The firm’s 50-day simple moving average is $376.42 and its two-hundred day simple moving average is $349.64.
Visa (NYSE:V – Get Free Report) last released its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The firm had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. During the same period in the prior year, the firm earned $2.98 EPS. The company’s revenue was up 14.4% compared to the same quarter last year. As a group, equities analysts forecast that Visa Inc. will post 13.22 earnings per share for the current year.
Visa Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were paid a $0.67 dividend. The ex-dividend date was Tuesday, August 11th. This represents a $2.68 annualized dividend and a yield of 0.6%. Visa’s dividend payout ratio is presently 22.79%.
Visa Company Profile
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.
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