Middleton & Co. Inc. MA Sells 1,603 Shares of Visa Inc. $V

Middleton & Co. Inc. MA reduced its stake in shares of Visa Inc. (NYSE:V) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 67,834 shares of the credit-card processor’s stock after selling 1,603 shares during the period. Visa accounts for about 2.6% of Middleton & Co. Inc. MA’s investment portfolio, making the stock its 8th largest position. Middleton & Co. Inc. MA’s holdings in Visa were worth $24,375,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of V. Nixon Peabody Trust Co. raised its holdings in shares of Visa by 58.1% in the 1st quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock worth $1,270,000 after purchasing an additional 1,543 shares during the period. Bank Pictet & Cie Europe AG lifted its stake in shares of Visa by 0.9% in the 3rd quarter. Bank Pictet & Cie Europe AG now owns 606,500 shares of the credit-card processor’s stock valued at $217,934,000 after purchasing an additional 5,568 shares in the last quarter. Vega Investment Solutions purchased a new stake in shares of Visa during the 2nd quarter worth about $829,000. Beacon Financial Group grew its holdings in shares of Visa by 83.9% during the 1st quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor’s stock worth $6,801,000 after purchasing an additional 10,267 shares during the period. Finally, XXEC Inc. grew its holdings in shares of Visa by 153,118.8% during the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after purchasing an additional 186,138,883 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa Trading Up 0.0%

NYSE:V opened at $408.02 on Monday. The business’s 50-day moving average is $377.30 and its two-hundred day moving average is $350.38. The firm has a market capitalization of $728.08 billion, a PE ratio of 34.70, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $414.60. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99.

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

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were paid 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 yield of 0.7%. Visa’s payout ratio is 22.79%.

More Visa News

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.

Analysts Set New Price Targets

V has been the topic of several research reports. UBS Group restated a “buy” rating and issued a $420.00 price target (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Wolfe Research reaffirmed an “outperform” rating and set a $460.00 price target (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Weiss Ratings upgraded shares of Visa from a “buy (b)” rating to a “buy (b+)” rating in a research note on Tuesday, October 13th. Rothschild & Co Redburn increased their price objective on shares of Visa from $430.00 to $444.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. Finally, KeyCorp increased their price objective on shares of Visa from $415.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $427.24.

Insider Buying and Selling at Visa

In related news, General Counsel Julie B. Rottenberg sold 2,028 shares of the business’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the transaction, the general counsel 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the stock in a transaction dated 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 directly owned 15,174 shares of the company’s stock, valued at $5,444,582.94. This represents a 27.91% decrease in their position. 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 sold a total of 78,792 shares of company stock valued at $28,863,319 in the last ninety days. Insiders own 0.12% of the company’s stock.

About Visa

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.