Visa Inc. $V Stock: Kornitzer Capital Management Inc. KS Lowers Stake

Kornitzer Capital Management Inc. KS reduced its stake in Visa Inc. (NYSE:V) by 1.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 74,007 shares of the credit-card processor’s stock after selling 1,246 shares during the quarter. Kornitzer Capital Management Inc. KS’s holdings in Visa were worth $26,593,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Beacon Capital Management LLC raised its holdings in Visa by 2.0% during the 3rd quarter. Beacon Capital Management LLC now owns 1,283 shares of the credit-card processor’s stock worth $461,000 after purchasing an additional 25 shares during the last quarter. Argyle Capital Partners LLC lifted its position in shares of Visa by 0.7% in the 3rd quarter. Argyle Capital Partners LLC now owns 3,912 shares of the credit-card processor’s stock worth $1,406,000 after purchasing an additional 27 shares during the period. Verus Financial Partners Inc. lifted its position in shares of Visa by 3.7% in the 3rd quarter. Verus Financial Partners Inc. now owns 752 shares of the credit-card processor’s stock worth $270,000 after purchasing an additional 27 shares during the period. Concorde Asset Management LLC boosted its stake in shares of Visa by 4.0% in the 2nd quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor’s stock valued at $250,000 after purchasing an additional 28 shares during the last quarter. Finally, Ellis Investment Partners LLC boosted its stake in shares of Visa by 2.1% in the 3rd quarter. Ellis Investment Partners LLC now owns 1,363 shares of the credit-card processor’s stock valued at $490,000 after purchasing an additional 28 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Visa

In other Visa news, CEO Ryan Mcinerney sold 5,875 shares of the firm’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $367.87, for a total value of $2,161,236.25. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,582,059.38. This trade represents a 27.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 2,028 shares of the firm’s stock in a transaction on Monday, August 31st. The stock was 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 owned 18,404 shares of the company’s stock, valued at $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 27,395 shares of company stock worth $10,406,050. 0.12% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. Raymond James Financial reiterated an “outperform” rating and set a $445.00 price objective on shares of Visa in a research report on Wednesday, October 28th. Argus boosted their target price on shares of Visa from $396.00 to $420.00 and gave the company a “buy” rating in a report on Friday, July 31st. JPMorgan Chase & Co. upped their price target on shares of Visa from $450.00 to $455.00 and gave the company an “overweight” rating in a research report on Wednesday, October 28th. KeyCorp increased their price target on Visa from $415.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Finally, Wolfe Research reissued an “outperform” rating and issued a $460.00 price objective (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $440.82.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported record fourth-quarter and full-year results, with adjusted earnings up 17% year over year, and raised its dividend by 16%. Truist also raised its price target to $470 and maintained a Buy rating, signaling analyst confidence in further upside. Visa earnings and dividend report Truist price target report
• Positive Sentiment: Visa is building six technology hubs in Singapore focused on AI, cybersecurity, and next-generation payments. The investment could strengthen its capabilities and support future commerce growth. Singapore technology hubs
• Neutral Sentiment: Visa launched an AI-shopping benchmark, highlighting potential opportunities in agentic commerce while noting that many test runs failed—evidence the technology is still developing. AI shopping benchmark announcement
• Negative Sentiment: Analysts have flagged rising client incentives and Visa’s premium valuation as risks that could constrain the case for buying the stock despite strong results. Zacks analysis of incentives and valuation
• Negative Sentiment: Gnosis Pay, a crypto-card provider that uses Visa, disclosed exposure of customers’ payment and personal data. The report says customer funds were safe; the incident was at Gnosis Pay’s legacy system, not Visa’s own platform, though it may raise broader questions about payment security. Gnosis Pay breach report

Visa Price Performance

Shares of V opened at $422.76 on Friday. The firm has a market cap of $754.39 billion, a PE ratio of 34.29, a price-to-earnings-growth ratio of 1.80 and a beta of 0.80. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $442.23. The business’s 50 day moving average price is $385.86 and its two-hundred day moving average price is $344.69. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.99 and a current ratio of 0.97.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, topping the consensus estimate of $3.44 by $0.04. The company had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. Visa had a net margin of 51.20% and a return on equity of 70.50%. The company’s quarterly revenue was up 13.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.98 EPS. On average, equities analysts anticipate that Visa Inc. will post 15.02 EPS for the current year.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be given a dividend of $0.78 per share. This represents a $3.12 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Tuesday, November 10th. This is a boost from Visa’s previous quarterly dividend of $0.67. Visa’s dividend payout ratio is presently 25.30%.

Visa Company Profile

Visa Inc operates a global payments network that connects consumers, merchants, financial institutions and governments. Its network supports the authorization, clearing and settlement of electronic payments, including transactions made in person and online.

The company’s services include payment processing, fraud prevention, identity and risk management, and money-transfer solutions such as Visa Direct. Visa-branded credit, debit and prepaid cards are issued by participating financial institutions; Visa generally provides the network and related services rather than issuing cards or extending credit directly to consumers.

Visa traces its roots to BankAmericard, a bank card program launched in California in 1958.