Northside Capital Management LLC Boosts Stake in Visa Inc. $V

Northside Capital Management LLC boosted its position in Visa Inc. (NYSE:V) by 9.5% in the 2nd quarter, Holdings Channel reports. The firm owned 53,200 shares of the credit-card processor’s stock after buying an additional 4,613 shares during the quarter. Visa accounts for approximately 1.5% of Northside Capital Management LLC’s portfolio, making the stock its 19th biggest position. Northside Capital Management LLC’s holdings in Visa were worth $18,253,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Brighton Jones LLC grew its position in Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after acquiring an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after buying an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. lifted its holdings in Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after buying an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY boosted its position in Visa by 16.9% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after buying an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. increased its position in shares of Visa by 13.8% during the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after acquiring an additional 2,230 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analyst Ratings Changes

V has been the topic of several research reports. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. Wolfe Research restated an “outperform” rating and issued a $435.00 price objective (up from $430.00) on shares of Visa in a report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $416.00 price objective on shares of Visa in a research note on Wednesday, July 29th. Royal Bank Of Canada reiterated an “outperform” rating and set a $412.00 target price (up from $395.00) on shares of Visa in a report on Wednesday, July 29th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $430.00 target price on shares of Visa in a research report on Wednesday, July 29th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $413.58.

Visa Trading Up 0.3%

V opened at $362.28 on Wednesday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $373.97. The stock has a fifty day moving average price of $346.77 and a 200-day moving average price of $327.53. The firm has a market cap of $646.46 billion, a price-to-earnings ratio of 30.81, a PEG ratio of 1.94 and a beta of 0.74. 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 (NYSE:V) last announced its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. The business had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The firm’s revenue was up 14.4% on a year-over-year basis. During the same period in the previous year, the company posted $2.98 earnings per share. As a group, equities research analysts anticipate that Visa Inc. will post 13.15 earnings per share for the current fiscal year.

Visa Announces Dividend

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

Visa declared that its board has initiated a stock buyback plan on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysts raised Visa’s earnings outlook. Zacks Research increased estimates across fiscal 2026–2028, including fiscal 2026 EPS to $13.23 from $13.07 and fiscal 2028 EPS to $16.81 from $16.54. Erste Group also maintains a Buy rating and raised its fiscal 2027 EPS forecast to $15.00. These revisions signal confidence in continued spending growth and operating leverage. Visa analyst earnings estimate revisions
• Positive Sentiment: Stablecoin-linked card spending is accelerating. Stablecoin-backed card transactions reportedly surpassed $1 billion in monthly volume for the first time, reaching $1.03 billion in July 2025, up 200% year over year. Growth was supported by Jupiter’s USDC Visa card, highlighting a potential new transaction stream for Visa as digital-dollar adoption expands. Stablecoin-backed card transactions article
• Positive Sentiment: Pismo-DPS could broaden Visa’s payments infrastructure business. The strategy may help Visa serve banks and fintechs more directly, deepen client relationships and capture more value across the banking technology chain. The opportunity is strategically favorable, although revenue benefits are likely longer term. Visa Pismo-DPS strategy article
• Neutral Sentiment: Visa’s latest results were fundamentally strong but received a weaker market reaction than Mastercard’s. Visa beat profit and revenue estimates amid resilient consumer spending and increased travel tied to the World Cup. However, investors focused on additional announcements and growth concerns, causing Visa’s stock to initially fall while Mastercard shares rose. Visa previously reported $3.32 in quarterly EPS and $11.63 billion in revenue, with revenue up 14.4% year over year. Visa versus Mastercard stock reaction article

Insider Buying and Selling at Visa

In other Visa news, insider Tullier Kelly Mahon sold 57,272 shares of Visa stock in a transaction on Thursday, July 30th. The shares were 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 of the company’s stock, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,625,440. The trade was a 9.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 90,759 shares of company stock worth $32,375,779 over the last three months. Corporate insiders own 0.12% of the company’s stock.

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.