KG&L Capital Management LLC Lowers Stake in Visa Inc. $V

KG&L Capital Management LLC cut its holdings in Visa Inc. (NYSE:V) by 24.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,009 shares of the credit-card processor’s stock after selling 1,921 shares during the quarter. KG&L Capital Management LLC’s holdings in Visa were worth $2,051,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. AQR Capital Management LLC increased its stake in Visa by 1.8% in the 2nd quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock valued at $438,196,000 after buying an additional 21,401 shares during the period. Precedent Wealth Partners LLC lifted its stake in shares of Visa by 7.5% in the 2nd quarter. Precedent Wealth Partners LLC now owns 1,588 shares of the credit-card processor’s stock worth $564,000 after acquiring an additional 111 shares during the period. Baltimore Washington Financial Advisors Inc. boosted its holdings in shares of Visa by 5.9% in the second quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock valued at $33,783,000 after acquiring an additional 5,295 shares in the last quarter. Consilium Wealth Advisory LLC acquired a new position in shares of Visa during the second quarter worth about $862,000. Finally, Iron Gate Global Advisors LLC increased its stake in shares of Visa by 5.9% during the first quarter. Iron Gate Global Advisors LLC now owns 62,890 shares of the credit-card processor’s stock worth $22,040,000 after acquiring an additional 3,484 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Stock Performance

Shares of V stock opened at $357.22 on Wednesday. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The stock has a market cap of $650.76 billion, a PE ratio of 34.99, a P/E/G ratio of 2.08 and a beta of 0.81. The stock has a fifty day moving average price of $339.46 and a 200 day moving average price of $344.02. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, topping the consensus estimate of $2.97 by $0.01. The business had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. The business’s revenue for the quarter was up 11.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.71 EPS. Sell-side analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th were given a $0.67 dividend. This is a boost from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Wednesday, November 12th. Visa’s dividend payout ratio (DPR) is currently 26.25%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. Raymond James Financial restated an “outperform” rating and issued a $408.00 price objective (up previously from $398.00) on shares of Visa in a research report on Wednesday, October 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a report on Wednesday, October 8th. Morgan Stanley set a $398.00 price target on Visa and gave the company an “overweight” rating in a research note on Wednesday, October 29th. Citigroup raised Visa to a “strong-buy” rating in a report on Thursday, October 23rd. Finally, Erste Group Bank downgraded Visa from a “buy” rating to a “hold” rating in a report on Monday, September 22nd. Five analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $402.52.

Insider Activity

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the sale, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the transaction, the director directly owned 2,468 shares of the company’s stock, valued at $830,432.64. The trade was a 26.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 24,042 shares of company stock worth $8,247,289 over the last ninety days. 0.12% of the stock is currently owned by insiders.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Rapid growth in crypto‑linked card spending: on‑chain trackers show Visa‑backed crypto card spend rose ~525% in 2025 (Jan–Dec), and Visa has expanded stablecoin settlement across multiple blockchains — a concrete new volume/revenue channel. Consumer Crypto Spending Grows in 2026 as Visa Reports Major Card Growth
• Positive Sentiment: Holiday retail spending trends tracked by Visa and Mastercard showed roughly 4% growth in U.S. holiday retail sales — supportive for TPV and fee revenue momentum. Visa, Mastercard track roughly 4% US holiday retail sales growth
• Positive Sentiment: Product/operational catalyst: Visa is emphasizing better digital‑wallet onboarding and credentialing to lift card activation and usage — a strategic lever for sustained transaction growth. Visa Says Better Onboarding Decides Who Wins the Digital Wallet
• Neutral Sentiment: Analyst and media coverage reiterates Visa’s durable moat (global network, transaction economics) and a majority Buy consensus — supportive background but not an immediate catalyst. Why Does Visa Continue to Sit at the Center of Digital Payments?
• Neutral Sentiment: Regional marketing/partnership activation: QNB is running FIFA World Cup‑related offers for Visa cardholders — positive for localized volume and brand, but limited immediate impact on global results. QNB brings its Visa credit cardholders closer to FIFA World Cup 2026
• Negative Sentiment: Insider sale: CEO Ryan McInerney sold ~10,485 shares (~$3.66M) and cut his reported stake ~52.7% — a near‑term negative signal for some investors even if the sale could reflect tax planning or diversification. SEC filing: Ryan McInerney Form 4

About Visa

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.