Mission Financial Group LLC purchased a new position in Visa Inc. (NYSE:V – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,089 shares of the credit-card processor’s stock, valued at approximately $717,000.
A number of other hedge funds also recently modified their holdings of V. Brighton Jones LLC raised its holdings in shares of Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after acquiring an additional 6,883 shares during the period. Revolve Wealth Partners LLC boosted 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 purchasing an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. increased 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 worth $3,834,000 after purchasing an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY increased its holdings in Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after purchasing an additional 2,230 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.
Analysts Set New Price Targets
V has been the topic of a number of research reports. Royal Bank Of Canada restated an “outperform” rating and issued a $412.00 price target (up from $395.00) on shares of Visa in a report on Wednesday, July 29th. Susquehanna reiterated a “positive” rating and set a $427.00 price objective (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Evercore set a $350.00 target price on Visa in a research report on Wednesday, April 29th. TD Cowen reissued a “buy” rating on shares of Visa in a research report on Wednesday, July 29th. Finally, Raymond James Financial restated an “outperform” rating and issued a $406.00 target price on shares of Visa in a research note on Wednesday, July 29th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company. According to MarketBeat.com, Visa currently has an average rating of “Buy” and an average target price of $413.58.
Insider Activity at Visa
In other Visa news, insider Tullier Kelly Mahon sold 57,272 shares of the business’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 transaction of $20,902,561.84. Following the transaction, the insider owned 49,662 shares of the company’s stock, valued at $18,125,140.14. The trade was a 53.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, 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 value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at $6,625,440. This trade represents a 9.92% decrease in their position. 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. Over the last ninety days, insiders sold 90,759 shares of company stock valued at $32,375,779. Insiders own 0.12% of the company’s stock.
Visa News Roundup
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Bill Ackman adds Visa to Pershing Square portfolio. Ackman’s purchase of Visa and Mastercard, alongside Netflix and other new holdings, provides a high-profile endorsement of Visa’s business model and expected earnings growth. The disclosure may be supporting investor sentiment and increasing institutional interest. Ackman unveils six new investments including Netflix, Visa and Mastercard
- Positive Sentiment: Visa expands stablecoin settlement capabilities. Partnerships with Lightspark and Zerohash are intended to support USDC and other stablecoins for settlement, payouts, programmable payments, and faster cross-border transactions. The initiative could strengthen Visa’s role in emerging blockchain-based payment infrastructure while helping defend its relevance as payment technology evolves. Visa broadens stablecoin settlement capabilities
- Positive Sentiment: New contactless-payment tools could expand acceptance. Visa and UMSI launched the U Accept solution for Philippine small and midsize businesses, potentially bringing more merchants into Visa’s acceptance network and supporting transaction-volume growth. Visa and UMSI launch U Accept contactless payment tool
- Neutral Sentiment: Analysts remain focused on valuation and earnings estimates. Visa’s strong profitability and recent earnings beats support the investment case, but its roughly 31 price-to-earnings ratio means continued double-digit growth may be needed to justify further gains. New FY2026 forecasts from Erste Group Bank and Zacks Research provide additional estimates but no major change in the company’s outlook was reported.
- Negative Sentiment: European payment-sovereignty efforts present a longer-term competitive risk. Interest in digital-euro infrastructure and alternatives to U.S.-based card networks could pressure Visa’s market share or pricing power in Europe over time, although the threat is primarily strategic rather than an immediate earnings impact. EU seeks alternatives to U.S. cards
Visa Stock Up 1.5%
Shares of V stock opened at $364.84 on Friday. The firm’s fifty day moving average price is $348.57 and its two-hundred day moving average price is $328.04. 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. The firm has a market capitalization of $651.04 billion, a P/E ratio of 31.02, a PEG ratio of 1.93 and a beta of 0.74.
Visa (NYSE:V – Get Free Report) last posted its quarterly earnings data 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 company 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 company’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the prior year, the business posted $2.98 EPS. On average, equities analysts predict that Visa Inc. will post 13.15 EPS for the current fiscal year.
Visa Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th will be issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, August 11th. Visa’s dividend payout ratio is presently 22.79%.
Visa declared that its Board of Directors has authorized a share buyback program on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its shares are undervalued.
Visa Company 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.
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