Oppenheimer & Co. Inc. Buys 12,737 Shares of Visa Inc. $V

Oppenheimer & Co. Inc. lifted its position in shares of Visa Inc. (NYSE:V) by 7.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 190,976 shares of the credit-card processor’s stock after acquiring an additional 12,737 shares during the quarter. Visa makes up approximately 0.7% of Oppenheimer & Co. Inc.’s portfolio, making the stock its 20th biggest position. Oppenheimer & Co. Inc.’s holdings in Visa were worth $68,623,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in V. Philadelphia Investment Partners LLC bought a new stake in shares of Visa in the second quarter worth $29,000. Virtus Advisers LLC bought a new stake in Visa in the second quarter worth approximately $33,000. Robinswood Financial LLC acquired a new stake in shares of Visa during the 1st quarter worth approximately $35,000. Portfolio Resources Advisor Group Inc. bought a new stake in Visa in the third quarter valued at $35,000. Finally, Midwest Capital Advisors LLC bought a new stake in Visa in the 1st quarter valued at about $37,000. 82.15% of the stock is owned by institutional investors.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa exceeded expectations with adjusted earnings of $3.48 per share versus the $3.43–$3.44 consensus, while revenue rose 13% year over year to approximately $12.14 billion, ahead of estimates. Adjusted EPS increased 17% from a year earlier, supported by higher payment volumes and transaction growth. Visa Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: The company reported approximately $6 billion in quarterly profit and raised its quarterly dividend by 16%, reinforcing its strong cash generation and shareholder-return profile. Visa Reports Higher Profit on Payment Volumes and Transactions Growth
• Positive Sentiment: Visa’s expansion into AI-enabled payments could provide a longer-term growth opportunity. The company is piloting trusted AI agents that can complete approved invoice payments, while Visa Direct is being expanded for international transfers. Visa’s Agent Payment Pilot
• Neutral Sentiment: The results exceeded forecasts, but Visa trades at a premium valuation, with a price-to-earnings ratio above 34 and the shares near their 52-week high. Investors may require continued strong growth to justify further gains. Visa Likely to Beat Q4 Earnings
• Negative Sentiment: Visa faces a potential £5 billion UK collective lawsuit involving roughly one million businesses. The claim alleges excessive and anti-competitive card fees; any resulting liability or changes to interchange-fee practices could pressure future profitability. Visa and Mastercard UK Lawsuit

Analyst Ratings Changes

V has been the subject of a number of recent research reports. Rothschild & Co Redburn boosted their price target on shares of Visa from $430.00 to $444.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. DZ Bank restated a “buy” rating on shares of Visa in a research note on Monday, August 3rd. Argus increased their target price on Visa from $396.00 to $420.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. President Capital increased their price objective on Visa from $411.00 to $474.00 and gave the stock a “buy” rating in a research report on Monday, August 17th. Finally, Daiwa Securities Group lifted their price target on Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a research note on Thursday, August 6th. Three research analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company. According to data from MarketBeat, Visa currently has an average rating of “Buy” and an average price target of $428.85.

Visa Trading Down 0.7%

Shares of V stock opened at $401.31 on Wednesday. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $414.60. The business’s 50 day moving average price is $378.75 and its 200-day moving average price is $341.35.

Visa (NYSE:V) last announced its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.43 by $0.05. The firm had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. The firm’s revenue was up 13.2% on a year-over-year basis. During the same period in the prior year, the company posted $2.98 EPS. On average, equities research analysts expect that Visa Inc. will post 13.22 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction on 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 completion of the transaction, the chief executive officer owned 15,174 shares in the company, valued at $5,444,582.94. The trade was a 27.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 company’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the transaction, the insider owned 49,662 shares in the company, valued at $18,125,140.14. This represents a 53.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 78,792 shares of company stock worth $28,863,319 over the last three months. 0.12% of the stock is currently owned by corporate insiders.

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.