Tema ETFs LLC Acquires 1,807 Shares of Visa Inc. $V

Tema ETFs LLC lifted its holdings in shares of Visa Inc. (NYSE:V) by 5.3% during the second quarter, Holdings Channel.com reports. The firm owned 36,045 shares of the credit-card processor’s stock after acquiring an additional 1,807 shares during the quarter. Tema ETFs LLC’s holdings in Visa were worth $12,367,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of V. Vanguard Group Inc. lifted its holdings in Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after buying an additional 1,054,343 shares during the period. State Street Corp raised its position in shares of Visa by 0.8% during the fourth quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock worth $29,038,140,000 after acquiring an additional 626,821 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock worth $15,411,395,000 after acquiring an additional 388,996 shares during the period. Price T Rowe Associates Inc. MD boosted its stake in shares of Visa by 1.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock valued at $14,411,480,000 after purchasing an additional 716,218 shares during the last quarter. Finally, Bank of America Corp DE increased its position in shares of Visa by 1.7% during the fourth quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock worth $8,359,291,000 after buying an additional 398,459 shares during the period. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

Shares of NYSE V opened at $362.28 on Wednesday. The firm has a market capitalization of $646.46 billion, a P/E ratio of 30.81, a P/E/G ratio of 1.94 and a beta of 0.74. The firm’s 50-day moving average price is $346.77 and its 200-day moving average price is $327.53. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $373.97.

Visa (NYSE:V) last issued its earnings results 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 company had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. During the same period last year, the business posted $2.98 EPS. The firm’s revenue for the quarter was up 14.4% compared to the same quarter last year. Equities research analysts anticipate that Visa Inc. will post 13.15 earnings per share for the current fiscal year.

Visa announced that its board has authorized a share buyback program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is 22.79%.

Insider Buying and Selling at Visa

In other news, General Counsel Julie B. Rottenberg sold 2,027 shares of the business’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total transaction of $729,720.00. Following the completion of the sale, the general counsel owned 18,404 shares in the company, valued at $6,625,440. The trade was a 9.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Kelly Mahon sold 57,272 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total value of $20,902,561.84. Following the transaction, the insider directly owned 49,662 shares in the company, valued at $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 90,759 shares of company stock valued at $32,375,779. Company insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

V has been the topic of several recent analyst reports. Truist Financial set a $406.00 target price on shares of Visa and gave the company a “buy” rating in a report on Wednesday, August 5th. Raymond James Financial reissued an “outperform” rating and issued a $406.00 price objective on shares of Visa in a research note on Wednesday, July 29th. Royal Bank Of Canada restated an “outperform” rating and set a $412.00 target price (up from $395.00) on shares of Visa in a research report on Wednesday, July 29th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $450.00 target price on shares of Visa in a report on Tuesday, June 2nd. Finally, Erste Group Bank raised Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $413.58.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong earnings and spending trends: Visa surpassed quarterly expectations with adjusted EPS of $3.32 versus the $3.23 consensus and revenue of $11.63 billion versus estimates of $11.40 billion. Revenue increased 14.4% year over year, supported by resilient consumer spending and anticipated World Cup-related travel activity. Q2 Earnings Outperformers: Visa and the Rest of the Credit Card Stocks
• Positive Sentiment: Analysts raised profit forecasts: Zacks Research increased its estimates across fiscal 2026 through fiscal 2028, including FY2026 EPS of $13.23, FY2027 EPS of $14.89 and FY2028 EPS of $16.81. Erste Group also lifted its forecasts and maintained a Buy rating, reinforcing expectations for continued earnings growth. Visa analyst estimates
• Positive Sentiment: Pismo-DPS expansion: Visa’s Pismo and DPS banking-infrastructure strategy could expand relationships with banks and fintechs, allowing the company to capture more value beyond traditional card payments. Will Pismo-DPS Help Visa Capture More of the Banking Value Chain?
• Neutral Sentiment: AI payments opportunity: Investment commentary identifies Visa as a potential beneficiary of AI-enabled commerce and payments, but the opportunity remains longer term and is not yet tied to specific financial guidance. Why Visa Could Be a Major Winner in the AI Payments Boom
• Negative Sentiment: Relative earnings reaction: Although Visa beat estimates, its stock initially underperformed Mastercard after results because investors appeared to view Mastercard’s accompanying growth catalysts more favorably. This suggests expectations for Visa are elevated and may limit the immediate benefit of another earnings beat. Visa vs. Mastercard: Same Strong Spending Story, Very Different Stock Reactions

Visa Profile

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.