Orange Investment Advisors Inc. Sells 2,482 Shares of Visa Inc. $V

Orange Investment Advisors Inc. lessened its position in Visa Inc. (NYSE:V) by 8.7% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 26,167 shares of the credit-card processor’s stock after selling 2,482 shares during the quarter. Visa makes up about 1.2% of Orange Investment Advisors Inc.’s holdings, making the stock its 21st biggest holding. Orange Investment Advisors Inc.’s holdings in Visa were worth $9,403,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Nixon Peabody Trust Co. boosted its position in shares of Visa by 58.1% in the first quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock worth $1,270,000 after buying an additional 1,543 shares during the period. Bank Pictet & Cie Europe AG raised 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 valued at $217,934,000 after buying an additional 5,568 shares during the period. Vega Investment Solutions acquired a new position in Visa during the second quarter valued at $829,000. Beacon Financial Group raised its position in Visa by 83.9% during the first quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor’s stock valued at $6,801,000 after buying an additional 10,267 shares during the period. Finally, XXEC Inc. lifted its stake in Visa by 153,118.8% in the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after acquiring an additional 186,138,883 shares in the last quarter. Hedge funds and other institutional investors own 82.15% 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.

Insider Buying and Selling at Visa

In other news, General Counsel Julie B. Rottenberg sold 2,028 shares of the business’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the completion of the sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 dated Thursday, July 30th. The shares were 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 in the company, valued at approximately $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. Insiders have sold a total of 78,792 shares of company stock worth $28,863,319 over the last three months. Corporate insiders own 0.12% of the company’s stock.

Visa Trading Up 0.0%

Shares of NYSE:V opened at $408.02 on Monday. The firm has a fifty day moving average of $377.30 and a two-hundred day moving average of $350.38. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $414.60. The firm 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 (NYSE:V) 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. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. During the same period in the prior year, the business posted $2.98 earnings per share. Visa’s revenue for the quarter was up 14.4% compared to the same quarter last year. On average, equities analysts expect that Visa Inc. will post 13.22 EPS for the current fiscal year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were issued a dividend of $0.67 per share. The ex-dividend date was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s dividend payout ratio (DPR) is currently 22.79%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on V. Clear Str upgraded Visa to a “strong-buy” rating in a research report on Thursday, July 16th. Weiss Ratings raised Visa from a “buy (b)” rating to a “buy (b+)” rating in a research note on Tuesday, October 13th. Raymond James Financial reaffirmed an “outperform” rating and set a $406.00 target price (up from $389.00) on shares of Visa in a research note on Wednesday, July 29th. JPMorgan Chase & Co. upped their target price on Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, President Capital increased their price target on shares of Visa from $411.00 to $474.00 and gave the stock a “buy” rating in a research report on Monday, August 17th. Three investment analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $427.24.

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.