Visa Inc. $V Stock Position Raised by True North Advisors LLC

True North Advisors LLC increased its position in Visa Inc. (NYSE:V) by 12.2% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 19,789 shares of the credit-card processor’s stock after purchasing an additional 2,145 shares during the period. True North Advisors LLC’s holdings in Visa were worth $5,981,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in V. Clayton Financial Group LLC lifted its holdings in shares of Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares in the last quarter. PayPay Securities Corp grew its holdings in shares of Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 38 shares in the last quarter. Cresta Advisors Ltd. purchased a new position in shares of Visa during the fourth quarter valued at $26,000. Parvin Asset Management LLC raised its position in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 50 shares during the period. Finally, Dorato Capital Management acquired a new position in Visa during the fourth quarter valued at $30,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

V has been the subject of a number of research reports. Citigroup decreased their price objective on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Barclays initiated coverage on Visa in a research note on Tuesday, July 7th. They set an “overweight” rating and a $420.00 target price on the stock. Piper Sandler assumed coverage on shares of Visa in a research report on Monday, June 29th. They issued an “overweight” rating and a $394.00 price target for the company. Oppenheimer reissued an “outperform” rating and issued a $403.00 price target (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Finally, Loop Capital assumed coverage on shares of Visa in a report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price target for the company. Seven equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $398.36.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched its Stablecoin Platform, an enterprise tool for banks, fintechs, and crypto-native firms to mint, move, store, and redeem stablecoins in one Visa-managed environment. Investors may view this as a meaningful new growth avenue that could expand Visa’s role in blockchain-based payments. Visa Introduces Platform for Stablecoin Minting, Movement and Management
• Positive Sentiment: Reports say Visa joined Google and Stripe in the x402 Foundation, which is building an open standard for machine-to-machine and AI agent payments. That supports Visa’s long-term relevance in emerging micro-payment and autonomous commerce use cases. Google and Visa join the online micro-payments revolution
• Positive Sentiment: Visa and Artemis highlighted that stablecoins could become key infrastructure for AI agent micropayments, reinforcing the idea that Visa is positioning itself early in a potentially large new payment category. Stablecoins Emerge as Key Infrastructure for AI Agent Micropayments, Visa and Artemis Report
• Positive Sentiment: Hong Leong Bank launched Malaysia’s first Visa Infinite Privilege card, showing continued strength in Visa’s premium product lineup and international card issuance. Hong Leong Bank Debuts Malaysia’s First Visa Infinite Privilege Card
• Positive Sentiment: Visa was also upgraded to “strong-buy” by an analyst source, adding to bullish sentiment around the stock. Visa upgraded by Clear Str Llc to strong-buy
• Neutral Sentiment: Several articles discuss Visa’s new AI assistants, agentic payments pilots, and refreshed Visa Infinite offerings in Asia-Pacific. These developments are constructive, but they are mostly early-stage or product refreshes rather than immediate financial catalysts. What Visa (V)’s New AI Assistants and Agentic Payments Mean For Shareholders

Visa Price Performance

Shares of NYSE:V opened at $358.51 on Friday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $365.14. The business has a fifty day simple moving average of $334.41 and a 200 day simple moving average of $325.20. The firm has a market cap of $643.08 billion, a price-to-earnings ratio of 31.23, a P/E/G ratio of 1.91 and a beta of 0.75.

Visa (NYSE:V) last issued its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter in the previous year, the company posted $2.76 earnings per share. The business’s quarterly revenue was up 17.1% compared to the same quarter last year. As a group, sell-side analysts predict that Visa Inc. will post 13.11 earnings per share for the current fiscal year.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Tuesday, May 12th. Visa’s payout ratio is currently 23.34%.

Visa declared that its Board of Directors has approved a stock buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Insider Activity

In related news, General Counsel Julie B. Rottenberg sold 2,027 shares of the 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 owned 18,404 shares in the company, valued at approximately $6,625,440. This represents a 9.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 10,490 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,219,704.26. The trade was a 40.87% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 75,581 shares of company stock worth $25,627,975 in the last three months. 0.12% of the stock is owned by insiders.

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.