Visa Inc. $V Stock Holdings Reduced by Sterling Capital Management LLC

Sterling Capital Management LLC reduced its stake in Visa Inc. (NYSE:V) by 10.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 116,874 shares of the credit-card processor’s stock after selling 13,803 shares during the period. Visa accounts for 0.8% of Sterling Capital Management LLC’s holdings, making the stock its 23rd biggest holding. Sterling Capital Management LLC’s holdings in Visa were worth $41,996,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in V. XXEC Inc. grew its stake in shares of Visa by 153,118.8% in the 2nd 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 during the period. Diamant Asset Management Inc. increased its position in Visa by 29,706.3% in the 1st quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock valued at $2,216,310,000 after buying an additional 7,308,345 shares in the last quarter. Jupiter Topco LLC bought a new stake in Visa in the 2nd quarter valued at about $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Visa by 13.0% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 15,720,068 shares of the credit-card processor’s stock worth $5,393,398,000 after buying an additional 1,808,496 shares during the period. Finally, Janus Henderson Group PLC raised its stake in Visa by 33.1% during the 1st quarter. Janus Henderson Group PLC now owns 4,486,927 shares of the credit-card processor’s stock worth $1,356,090,000 after buying an additional 1,116,498 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Trending Headlines about Visa

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 Upgrades and Downgrades

V has been the topic of several recent research reports. Daiwa Securities Group increased their price target on Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a report on Thursday, August 6th. Wolfe Research restated an “outperform” rating and set a $460.00 price objective (up from $435.00) on shares of Visa in a report on Tuesday, August 25th. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. Weiss Ratings raised Visa from a “buy (b)” rating to a “buy (b+)” rating in a research report on Tuesday, October 13th. Finally, Argus increased their target price on Visa from $396.00 to $420.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Three analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the stock. According to data from MarketBeat, Visa currently has a consensus rating of “Buy” and an average price target of $427.24.

Visa Price Performance

V stock opened at $408.02 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 business has a 50-day simple moving average of $377.30 and a two-hundred day simple moving average of $350.05. The company has a market capitalization of $728.08 billion, a P/E ratio of 34.70, a price-to-earnings-growth 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.

Visa (NYSE:V) last issued its quarterly earnings data 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. The firm had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. The company’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same period in the prior year, the business posted $2.98 earnings per share. Research analysts expect that Visa Inc. will post 13.22 EPS for the current fiscal year.

Visa Dividend Announcement

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

Insider Activity at Visa

In related news, insider Tullier Mahon sold 57,272 shares of the 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 approximately $18,125,140.14. This represents a 53.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 5,875 shares of the firm’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $358.81, for a total value of $2,108,008.75. Following the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,444,582.94. 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 have sold a total of 78,792 shares of company stock valued at $28,863,319 over the last 90 days. Insiders own 0.12% of the company’s stock.

Visa 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.