Motley Fool Asset Management LLC Sells 2,649 Shares of Visa Inc. $V

Motley Fool Asset Management LLC decreased its holdings in shares of Visa Inc. (NYSE:V) by 1.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 139,647 shares of the credit-card processor’s stock after selling 2,649 shares during the period. Visa comprises approximately 1.9% of Motley Fool Asset Management LLC’s investment portfolio, making the stock its 13th largest holding. Motley Fool Asset Management LLC’s holdings in Visa were worth $50,179,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in V. DecisionPoint Financial LLC lifted its stake in Visa by 307.7% in the 3rd quarter. DecisionPoint Financial LLC now owns 106 shares of the credit-card processor’s stock valued at $38,000 after buying an additional 80 shares in the last quarter. WPG Advisers LLC increased its stake in Visa by 4.5% during the 3rd quarter. WPG Advisers LLC now owns 1,282 shares of the credit-card processor’s stock worth $461,000 after buying an additional 55 shares in the last quarter. Pinnacle Wealth Planning Services Inc. increased its stake in Visa by 1.5% during the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 11,454 shares of the credit-card processor’s stock worth $4,116,000 after buying an additional 172 shares in the last quarter. North Dakota State Investment Board increased its stake in Visa by 4.8% during the 3rd quarter. North Dakota State Investment Board now owns 51,022 shares of the credit-card processor’s stock worth $18,334,000 after buying an additional 2,338 shares in the last quarter. Finally, First Fiduciary Investment Counsel Inc. raised its holdings in shares of Visa by 8.9% during the third quarter. First Fiduciary Investment Counsel Inc. now owns 17,957 shares of the credit-card processor’s stock valued at $6,452,000 after acquiring an additional 1,472 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on V shares. Oppenheimer raised their target price on Visa from $403.00 to $440.00 and gave the company an “outperform” rating in a research report on Wednesday. Truist Financial set a $443.00 price target on Visa and gave the stock a “buy” rating in a research note on Friday, October 23rd. Citigroup reiterated a “buy” rating and set a $440.00 price target (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Barclays increased their price objective on Visa from $420.00 to $440.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Bank of America raised their price objective on Visa from $410.00 to $430.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the company. According to data from MarketBeat, Visa presently has a consensus rating of “Buy” and a consensus price target of $437.42.

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

Insider Buying and Selling

In other news, General Counsel Julie B. Rottenberg sold 1,867 shares of the stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $368.34, for a total value of $687,690.78. Following the sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,778,929.36. This trade represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa 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 completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, 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. Over the last quarter, insiders have sold 21,520 shares of company stock worth $7,960,757. 0.12% of the stock is owned by company insiders.

Visa Stock Down 0.3%

Shares of V opened at $400.79 on Thursday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $414.60. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. The stock has a fifty day simple moving average of $379.47 and a two-hundred day simple moving average of $341.60. The company has a market capitalization of $715.18 billion, a PE ratio of 34.08, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, beating analysts’ consensus estimates of $3.44 by $0.04. The firm had revenue of $12.14 billion for the quarter, compared to analysts’ expectations of $12.09 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%. The firm’s quarterly revenue was up 13.2% on a year-over-year basis. During the same period in the prior year, the firm posted $2.98 earnings per share. As a group, equities analysts forecast that Visa Inc. will post 13.22 EPS for the current year.

Visa Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be issued a dividend of $0.78 per share. This is a boost from Visa’s previous quarterly dividend of $0.67. The ex-dividend date is Tuesday, November 10th. This represents a $3.12 dividend on an annualized basis and a yield of 0.8%. Visa’s dividend payout ratio (DPR) is currently 22.79%.

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.