Visa Inc. $V Stock Acquired by Sigma Investment Counselors Inc.

Posted by Brian Himes on Oct 29th, 2026

Sigma Investment Counselors Inc. increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 11.7% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 18,295 shares of the credit-card processor’s stock after purchasing an additional 1,917 shares during the period. Sigma Investment Counselors Inc.’s holdings in Visa were worth $6,574,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the stock. Beacon Capital Management LLC boosted its position in shares of Visa by 2.0% in the third quarter. Beacon Capital Management LLC now owns 1,283 shares of the credit-card processor’s stock valued at $461,000 after acquiring an additional 25 shares during the period. Argyle Capital Partners LLC increased its holdings in Visa by 0.7% during the 3rd 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 period. Concorde Asset Management LLC increased 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 worth $250,000 after acquiring an additional 28 shares during the period. Ellis Investment Partners LLC increased its holdings in Visa by 2.1% during the 3rd quarter. Ellis Investment Partners LLC now owns 1,363 shares of the credit-card processor’s stock worth $490,000 after acquiring an additional 28 shares during the period. Finally, Legacy Financial Group Inc. increased its holdings in Visa by 3.8% during the 3rd quarter. Legacy Financial Group Inc. now owns 769 shares of the credit-card processor’s stock worth $276,000 after acquiring an additional 28 shares during the period. 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 adjusted earnings of $3.48 per share, exceeding the $3.43 consensus estimate, while revenue rose 13.2% year over year to $12.14 billion, ahead of expectations. Growth was supported by higher payment volumes, cross-border activity and processed transactions. Visa Q4 Earnings Beat Estimates on Strong Payment Volumes
Positive Sentiment: Management highlighted resilient consumer spending, international payment growth, value-added services and stablecoin initiatives, while targeting double-digit revenue growth for fiscal 2027. Commentary that the U.S. consumer is holding up supports Visa’s near-term transaction outlook. Visa Q4 Earnings Call Highlights FY27 Outlook and Growth Priorities
Positive Sentiment: Visa raised its quarterly dividend to $0.78 per share from $0.67, a 16.4% increase. The higher payout signals confidence in cash generation and strengthens the shareholder-return story, despite the stock’s relatively low 0.8% dividend yield.
Positive Sentiment: JPMorgan raised its price target to $455, Barclays to $440 and Oppenheimer to $440, while RBC reaffirmed an “outperform” rating with a $466 target. The revisions reflect confidence in Visa’s earnings momentum and long-term growth prospects.
Neutral Sentiment: Analysts cited Visa’s results as a favorable read-through for Mastercard, particularly on consumer spending and international transactions. This reinforces the health of the payments industry but offers only indirect benefit to Visa. Analyst Signals Favorable Earnings Setup for Mastercard After Visa’s Results
Negative Sentiment: Higher client incentives and expenses, along with slightly slower payment-volume growth, could temper the earnings reaction. Visa’s premium valuation also leaves less room for execution disappointments.
Negative Sentiment: Visa faces a collective lawsuit in the United Kingdom seeking about £5 billion on behalf of roughly one million businesses. The claim alleges excessive interchange fees and competition-law violations, creating a potentially significant legal and regulatory overhang. Visa Is Defending a UK Card Fee Lawsuit

Insiders Place Their Bets

In other news, General Counsel Julie B. Rottenberg sold 2,028 shares of Visa stock in a transaction on Monday, August 31st. The shares were sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,582,059.38. This trade represents 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 a total of 21,520 shares of company stock worth $7,960,757 in the last three months. Insiders own 0.12% of the company’s stock.

Visa Stock Down 0.3%

Shares of NYSE V opened at $400.79 on Thursday. 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 business has a 50-day moving average of $379.47 and a 200-day moving average of $341.60. The firm has a market capitalization of $715.18 billion, a price-to-earnings ratio of 34.08, a PEG ratio of 1.92 and a beta of 0.77. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $414.60.

Visa (NYSE:V – Get Free Report) last announced its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, beating analysts’ consensus estimates of $3.44 by $0.04. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $12.14 billion for the quarter, compared to the consensus estimate of $12.09 billion. During the same period last year, the firm posted $2.98 earnings per share. Visa’s quarterly revenue was up 13.2% on a year-over-year basis. Sell-side analysts expect that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Visa Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be issued a $0.78 dividend. This represents a $3.12 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, November 10th. This is a positive change from Visa’s previous quarterly dividend of $0.67. Visa’s payout ratio is currently 22.79%.

Analysts Set New Price Targets

V has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $430.00 target price on shares of Visa in a research note on Wednesday, July 29th. Daiwa Securities Group boosted their price target on shares of Visa from $375.00 to $422.00 and gave the company an “outperform” rating in a research report on Thursday, August 6th. Argus upped their price target on shares of Visa from $396.00 to $420.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Susquehanna set a $480.00 price objective on Visa and gave the stock a “positive” rating in a research report on Monday. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $445.00 price objective on shares of Visa in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the stock. Based on data from MarketBeat.com, Visa has an average rating of “Buy” and an average target price of $437.42.

Get Our Latest Research Report on V

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.