Hbw Advisory Services 13F: Cuts Visa (V) Stake by $903K

Hbw Advisory Services adjusted its portfolio recently, lowering its exposure to payment technology giant Visa Inc. V on the New York Stock Exchange. According to its latest Form 13F filing with the SEC for the period ending October 15, 2026, the advisory firm trimmed its stake to focus capital elsewhere. While 13F filings look backward and might not reflect a fund's exact current holdings today, they offer a clear window into how institutional managers adjust their portfolios.

What Changed in Hbw Advisory Services's Visa Position

During the reporting period, Hbw Advisory Services cut its position in Visa Inc. by 22.2%, selling 2,512 shares. The reduction left the firm with 8,776 shares of the credit services provider. Based on market prices around the filing date, the remaining stake carried a value of roughly $3.15 million, down from its previous holding of 11,288 shares.

Other Institutional Activity in Visa

Other large money managers also tweaked their holdings in the payment network during the quarter. Blackrock Inc. grew its holdings by 1,484,413 shares, ending with 137,669,061 shares worth about $55.09 billion. Vanguard Capital Management LLC reduced its stake by 856,052 shares, ending with 106,150,500 shares valued at $42.48 billion. State Street Corporation grew its holdings by 567,900 shares, ending with 82,872,209 shares worth about $33.16 billion. Morgan Stanley trimmed its position by 18,391 shares, holding 45,960,354 shares worth roughly $18.39 billion. Geode Capital Management, LLC grew its holdings by 399,484 shares, ending with 45,285,275 shares worth about $18.12 billion.

Visa Inc. Stock Up 0.1%

Visa shares recently changed hands at $400.29 on Friday, remaining strong as they hover well above the 200-day moving average of $336.14 and the 50-day moving average of $367.50. The stock has traded between a 52-week low of $293.89 and a high of $385.57. With a market capitalization near $694.53 billion, the company carries a price-to-earnings ratio of 31.49, alongside a forward P/E of 24.66.

Recent Earnings

The company pulled in $44.49 billion in trailing revenue with a robust net margin of 50.78% and a return on equity of 61.19%. Earnings per share stand at $11.75. Investors look forward to the next earnings report scheduled for October 27, 2026.

Dividend

Visa pays an annual dividend rate of $2.68 per share, translating to a dividend yield of 0.72% based on current trading levels. The payout ratio sits at 22.13% of earnings.

Insider Buying and Selling at Visa Inc.

Company insiders have also transacted in shares over recent months. Chief Executive Officer Ryan Mcinerney disposed of 20,970 shares on June 29, 2026, for no reported cash value, and later sold 5,875 shares on September 1, 2026, at an average price of $379.65 for a total of $2,230,444. General Counsel Julie B Rottenberg sold 2,028 shares on August 31, 2026, at an average price of $381.35 totaling $773,378, and subsequently sold 1,867 shares on September 9, 2026, at an average price of $368.34 totaling $687,691.

Analysts Set New Price Targets

Wall Street research firms maintain an active interest in the stock's trajectory. Baird maintained its outperform rating on October 12, 2026, lifting its target to $430.00 from $420.00. RBC Capital maintained an outperform rating on August 31, 2026, raising its target to $466.00 from $412.00. Wolfe Research kept an outperform rating on August 25, 2026, pushing its target to $460.00 from $435.00. Truist Securities held a buy rating on August 5, 2026, adjusting its target to $406.00 from $394.00. Cantor Fitzgerald kept an overweight rating on August 3, 2026, setting a target of $445.00 up from $410.00. Overall, the company carries a consensus strong buy rating from 37 analysts, with a mean price target of $419.36.

About Visa

Visa operates as a global payment technology connecting consumers, merchants, financial institutions, and government entities across more than 200 countries. At the core of its operations is VisaNet, a secure processing engine that handles authorization, clearing, and settlement services. As digital transactions continue to replace physical cash worldwide, the firm remains a primary fixture in consumer finance.

Bottom Line

Market watchers will monitor upcoming corporate reports and future institutional disclosures to gauge whether other managers follow Hbw Advisory Services in trimming exposure. Remember that 13F filings look backward at past quarters and do not guarantee current portfolio weightings.