NBT Bank N.A. bought a new position in shares of Visa Inc. (NYSE:V – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 16,702 shares of the credit-card processor’s stock, valued at approximately $6,002,000.
A number of other hedge funds also recently added to or reduced their stakes in V. Nixon Peabody Trust Co. raised its holdings in Visa by 58.1% during the first quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock worth $1,270,000 after purchasing an additional 1,543 shares during the last quarter. Bank Pictet & Cie Europe AG boosted its position in Visa by 0.9% during the third quarter. Bank Pictet & Cie Europe AG now owns 606,500 shares of the credit-card processor’s stock worth $217,934,000 after purchasing an additional 5,568 shares in the last quarter. Vega Investment Solutions acquired a new stake in Visa in the second quarter valued at $829,000. Beacon Financial Group grew its holdings in Visa by 83.9% in the first quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor’s stock valued at $6,801,000 after purchasing an additional 10,267 shares during the last quarter. Finally, XXEC Inc. increased its position in shares of Visa by 153,118.8% in the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after buying an additional 186,138,883 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.
Visa Stock Performance
NYSE V opened at $408.02 on Friday. The business’s 50-day moving average price is $377.30 and its 200 day moving average price is $350.05. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $414.60. The company has a market capitalization of $728.08 billion, a PE ratio of 34.70, a price-to-earnings-growth ratio of 1.95 and a beta of 0.77.
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 for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. The company had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. Visa’s revenue was up 14.4% on a year-over-year basis. During the same quarter last year, the firm posted $2.98 earnings per share. On average, research analysts predict that Visa Inc. will post 13.22 earnings per share for the current year.
Visa Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were paid a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Tuesday, August 11th. Visa’s payout ratio is currently 22.79%.
Insider Activity
In other news, insider Tullier Mahon sold 57,272 shares of the business’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 owned 49,662 shares in the company, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $358.81, for a total value of $2,108,008.75. Following the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,444,582.94. The trade was a 27.91% 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. Insiders have sold 78,792 shares of company stock valued at $28,863,319 in the last three months. Corporate 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 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 Ratings Changes
Several research firms have recently issued reports on V. JPMorgan Chase & Co. lifted their price target on Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. DZ Bank reiterated a “buy” rating on shares of Visa in a research report on Monday, August 3rd. Loop Capital increased their price objective on shares of Visa from $387.00 to $404.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Robert W. Baird raised their target price on shares of Visa from $420.00 to $430.00 and gave the company an “outperform” rating in a report on Monday, October 12th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $466.00 target price (up from $412.00) on shares of Visa in a report on Monday, August 31st. Three equities research analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company. Based on data from MarketBeat.com, Visa currently has an average rating of “Buy” and a consensus price target of $427.24.
Check Out Our Latest Analysis on Visa
About Visa
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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