Visa Inc. $V Stake Reduced by Calamos Wealth Management LLC

Calamos Wealth Management LLC trimmed its holdings in Visa Inc. (NYSE:V) by 1.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 89,193 shares of the credit-card processor’s stock after selling 1,469 shares during the period. Visa accounts for about 0.9% of Calamos Wealth Management LLC’s portfolio, making the stock its 24th biggest holding. Calamos Wealth Management LLC’s holdings in Visa were worth $32,050,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Bank Pictet & Cie Europe AG raised its holdings in 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 acquiring an additional 5,568 shares in the last quarter. CFC Planning Co LLC lifted its stake in shares of Visa by 13.7% in the 3rd quarter. CFC Planning Co LLC now owns 13,305 shares of the credit-card processor’s stock valued at $4,781,000 after acquiring an additional 1,607 shares during the last quarter. Vega Investment Solutions bought a new stake in Visa during the 2nd quarter worth $829,000. Brooklands Fund Management Ltd bought a new position in Visa in the third quarter valued at about $5,291,000. Finally, Beacon Financial Group raised its position in Visa by 83.9% in the first quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor’s stock valued at $6,801,000 after purchasing an additional 10,267 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Insider Activity

In other news, General Counsel Julie Rottenberg sold 1,867 shares of the firm’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $368.34, for a total value of $687,690.78. Following the completion of the sale, the general counsel directly owned 18,404 shares in the company, valued at $6,778,929.36. This trade represents a 9.21% decrease in their position. The sale was disclosed in a 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 that occurred on Monday, November 2nd. The stock was sold at an average price of $416.22, for a total value of $2,445,292.50. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $6,315,722.28. This trade represents a 27.91% 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 90 days, insiders sold 27,395 shares of company stock valued at $10,406,050. 0.12% of the stock is currently owned by company insiders.

Visa News Roundup

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 Trading Up 0.0%

NYSE V traded up $0.17 during trading hours on Friday, hitting $422.76. 9,219,148 shares of the company’s stock were exchanged, compared to its average volume of 6,437,748. The firm has a market cap of $754.39 billion, a price-to-earnings ratio of 34.29, a PEG ratio of 1.81 and a beta of 0.80. The stock has a 50-day simple moving average of $385.86 and a 200 day simple moving average of $344.69. The company has a current ratio of 0.97, a quick ratio of 0.99 and a debt-to-equity ratio of 0.54. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $442.23.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share (EPS) for the quarter, topping 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 70.50% and a net margin of 51.20%. The company’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same period in the prior year, the business earned $2.98 EPS. On average, equities analysts forecast that Visa Inc. will post 15.02 EPS for the current fiscal year.

Visa Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be given a dividend of $0.78 per share. This is a boost from Visa’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $3.12 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s payout ratio is currently 21.74%.

Analyst Ratings Changes

A number of research analysts recently issued reports on V shares. Robert W. Baird raised their price objective on shares of Visa from $420.00 to $430.00 and gave the company an “outperform” rating in a report on Monday, October 12th. Erste Group Bank upgraded shares of Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. UBS Group reiterated a “buy” rating and set a $420.00 price target (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Wells Fargo & Company increased their price objective on Visa from $432.00 to $463.00 and gave the company an “overweight” rating in a report on Thursday, October 29th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $479.00 target price (up from $430.00) on shares of Visa in a research report on Wednesday, October 28th. Two 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.com, Visa presently has an average rating of “Buy” and a consensus target price of $440.82.

About Visa

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.