Visa Inc. $V Shares Acquired by Yousif Capital Management LLC

Yousif Capital Management LLC grew its holdings in Visa Inc. (NYSE:V) by 2.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 170,787 shares of the credit-card processor’s stock after buying an additional 3,300 shares during the quarter. Visa makes up about 0.7% of Yousif Capital Management LLC’s investment portfolio, making the stock its 20th largest holding. Yousif Capital Management LLC’s holdings in Visa were worth $61,369,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. BIP Wealth LLC grew its position in shares of Visa by 26.4% in the 3rd quarter. BIP Wealth LLC now owns 7,975 shares of the credit-card processor’s stock worth $2,866,000 after buying an additional 1,667 shares during the last quarter. Boomfish Wealth Group LLC increased its position in Visa by 0.9% during the 3rd quarter. Boomfish Wealth Group LLC now owns 10,028 shares of the credit-card processor’s stock valued at $3,603,000 after purchasing an additional 91 shares during the period. MBL Wealth LLC boosted its stake in shares of Visa by 3.5% during the 3rd quarter. MBL Wealth LLC now owns 7,273 shares of the credit-card processor’s stock valued at $2,614,000 after purchasing an additional 243 shares in the last quarter. Curry Webb Wealth Management LLC bought a new stake in shares of Visa during the 3rd quarter valued at about $55,000. Finally, WP Advisors LLC boosted its stake in shares of Visa by 1.2% during the 3rd quarter. WP Advisors LLC now owns 25,693 shares of the credit-card processor’s stock valued at $9,233,000 after purchasing an additional 314 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Price Performance

Shares of V stock opened at $408.02 on Friday. The business’s fifty day moving average is $377.30 and its 200 day moving average is $350.05. 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 market cap of $728.08 billion, a price-to-earnings ratio of 34.70, a PEG ratio of 1.92 and a beta of 0.77. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $414.60.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating the consensus estimate of $3.23 by $0.09. Visa had a return on equity of 67.68% and a net margin of 50.78%. The business had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same quarter last year, the firm posted $2.98 earnings per share. The company’s revenue for the quarter was up 14.4% on a year-over-year basis. Research 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. Investors of record on Tuesday, August 11th were paid a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is presently 22.79%.

Trending Headlines about Visa

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

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 shares were sold at an average price of $381.35, for a total transaction of $773,377.80. Following 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 transaction was disclosed in a legal filing with the SEC, which is available at 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 company’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the completion of the sale, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,444,582.94. This trade represents a 27.91% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 78,792 shares of company stock worth $28,863,319 in the last three months. 0.12% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. TD Cowen reiterated a “buy” rating and set a $420.00 price target (up from $416.00) on shares of Visa in a research report on Wednesday, July 29th. Bank of America increased their price target on shares of Visa from $410.00 to $430.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Loop Capital raised their price objective on shares of Visa from $387.00 to $404.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. BNP Paribas Exane lifted their price objective on Visa from $420.00 to $425.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. Finally, UBS Group reaffirmed a “buy” rating and set a $420.00 price objective (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $427.24.

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.