Cardano Risk Management B.V. grew its stake in Visa Inc. (NYSE:V – Free Report) by 0.7% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 804,973 shares of the credit-card processor’s stock after purchasing an additional 5,426 shares during the quarter. Visa makes up about 2.1% of Cardano Risk Management B.V.’s holdings, making the stock its 13th largest position. Cardano Risk Management B.V.’s holdings in Visa were worth $276,178,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds also recently modified their holdings of the company. Norges Bank purchased a new stake in Visa in the 4th quarter valued at $5,877,738,000. Diamant Asset Management Inc. boosted its holdings in Visa by 29,706.3% during the 1st quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock worth $2,216,310,000 after acquiring an additional 7,308,345 shares during the last quarter. J. Stern & Co. LLP grew its stake in shares of Visa by 12,497.1% in the 4th quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor’s stock worth $1,184,712,000 after acquiring an additional 3,351,223 shares in the last quarter. Victory Capital Management Inc. grew its stake in shares of Visa by 48.2% in the 4th quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor’s stock worth $2,282,472,000 after acquiring an additional 2,116,463 shares in the last quarter. Finally, Corient Private Wealth LLC raised its holdings in shares of Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after purchasing an additional 2,075,289 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Insider Buying and Selling
In other news, CFO Chris Suh sold 10,639 shares of the stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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 completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,219,704.26. This trade represents a 40.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 101,398 shares of company stock worth $35,831,433. Company insiders own 0.12% of the company’s stock.
Key Visa News
- Positive Sentiment: Visa exceeded quarterly EPS and revenue expectations, prompting analysts to raise their 2026–2027 forecasts. The outlook reflects continued payment-volume growth, strong profitability and resilient cross-border spending. Wall Street Raises Visa Outlook After Strong Q3
- Positive Sentiment: Recent performance suggests stablecoins have not yet materially disrupted Visa’s core card-network economics. The company continues to benefit from scale, trusted acceptance and the complexity of converting payments infrastructure to alternative rails. Visa: Recent Performance Shows Stablecoin Threat Was Overstated
- Positive Sentiment: Visa’s planned $2.4 billion cash acquisition of BioCatch expands its fraud-detection and cybersecurity capabilities. The deal could strengthen Visa’s value proposition to banks and merchants as account takeovers and scams become more costly. Visa vs. Mastercard: BioCatch Acquisition
- Neutral Sentiment: Visa remains a highlighted payments-industry name alongside Mastercard, PayPal, Fidelity and WEX, but the broader industry outlook is mixed as companies invest in fraud prevention, digital wallets, artificial intelligence and competing payment technologies. Zacks Payments Industry Outlook
- Negative Sentiment: Analysts continue to balance Visa’s strong execution against its premium earnings valuation and rising regulatory risks. Investors may therefore be taking profits or remaining cautious despite the earnings momentum, particularly because future upside requires sustained double-digit growth. Visa Analyst Outlook
Visa Stock Performance
Shares of V stock opened at $362.32 on Friday. The firm’s 50 day moving average is $345.11 and its 200 day moving average is $327.04. The stock has a market capitalization of $649.92 billion, a P/E ratio of 30.81, a PEG ratio of 1.94 and a beta of 0.74. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $373.97. 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 – Get Free Report) last issued its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $11.63 billion for the quarter, compared to analysts’ expectations of $11.40 billion. During the same quarter in the previous year, the firm posted $2.98 EPS. The business’s revenue for the quarter was up 14.4% compared to the same quarter last year. On average, sell-side analysts anticipate that Visa Inc. will post 13.14 earnings per share for the current year.
Visa declared that its board has approved a stock buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.
Visa Dividend Announcement
The business also recently disclosed 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. 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 22.79%.
Wall Street Analyst Weigh In
Several research firms recently weighed in on V. Evercore set a $350.00 price target on shares of Visa in a report on Wednesday, April 29th. Sanford C. Bernstein reissued an “outperform” rating and set a $450.00 target price on shares of Visa in a research report on Tuesday, June 2nd. Clear Str upgraded Visa to a “strong-buy” rating in a research note on Thursday, July 16th. 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. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $412.00 target price (up from $395.00) on shares of Visa in a report 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’s stock. According to data from MarketBeat.com, Visa presently has a consensus rating of “Buy” and a consensus target price of $413.58.
Read Our Latest Stock Report on V
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.
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