Trajan Wealth LLC Buys 2,609 Shares of Visa Inc. $V

Trajan Wealth LLC increased its stake in Visa Inc. (NYSE:V) by 2.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 123,644 shares of the credit-card processor’s stock after acquiring an additional 2,609 shares during the period. Visa comprises approximately 1.6% of Trajan Wealth LLC’s portfolio, making the stock its 17th largest position. Trajan Wealth LLC’s holdings in Visa were worth $42,421,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Van Hulzen Asset Management LLC raised its position in Visa by 16.4% during the second quarter. Van Hulzen Asset Management LLC now owns 26,014 shares of the credit-card processor’s stock valued at $8,925,000 after purchasing an additional 3,673 shares in the last quarter. Veratis Advisors Inc. purchased a new position in shares of Visa in the 2nd quarter worth about $810,000. Stockbridge Partners LLC boosted its holdings in shares of Visa by 65.2% in the 2nd quarter. Stockbridge Partners LLC now owns 557,138 shares of the credit-card processor’s stock worth $191,148,000 after purchasing an additional 219,828 shares in the last quarter. SurgoCap Partners LP increased its position in shares of Visa by 95.7% during the 2nd quarter. SurgoCap Partners LP now owns 564,207 shares of the credit-card processor’s stock valued at $193,574,000 after purchasing an additional 275,840 shares during the last quarter. Finally, Peak Asset Management LLC increased its position in shares of Visa by 1.3% during the 2nd quarter. Peak Asset Management LLC now owns 55,412 shares of the credit-card processor’s stock valued at $19,011,000 after purchasing an additional 712 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Insider Buying and Selling at Visa

In other Visa news, CEO Ryan Mcinerney sold 20,970 shares of the business’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $340.25, for a total transaction of $7,135,042.50. Following the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,162,953.50. The trade was a 58.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction dated 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 directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. This represents 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 96,634 shares of company stock valued at $34,537,016 in the last 90 days. Insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on V shares. TD Cowen restated a “buy” rating on shares of Visa in a research report on Wednesday, July 29th. BMO Capital Markets increased their price target on shares of Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Wells Fargo & Company reissued an “overweight” rating and set a $432.00 price target (up from $412.00) on shares of Visa in a research note on Thursday, July 30th. Cantor Fitzgerald set a $445.00 price objective on shares of Visa and gave the stock an “overweight” rating in a report on Monday, August 3rd. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $435.00 price objective (up from $430.00) on shares of Visa in a research note on Wednesday, July 29th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. According to data from MarketBeat, Visa has an average rating of “Buy” and an average target price of $413.58.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa and Mastercard reached fresh records as aggregate U.S. spending remained healthy, despite consumers becoming more selective and retail companies issuing cautious warnings. Strong payment volumes support Visa’s transaction and fee revenue. Visa and Mastercard shares hit fresh records, underscoring a resilient U.S. consumer
• Positive Sentiment: Visa’s stablecoin settlement pilot reached an annualized run rate of approximately $7 billion after expanding across nine blockchains. The development strengthens Visa’s position in emerging digital-payment infrastructure and could create additional long-term transaction opportunities. Circle CEO Allaire Maps Stablecoins’ Next Act as Global Payment Rails
• Positive Sentiment: President Donald Trump’s financial disclosure showed purchases of Visa shares, adding a headline-level endorsement from a prominent investor and contributing to market interest in the stock. Visa Stock Climbs After Trump Buys Millions in Stock
• Positive Sentiment: Visa’s monitoring program for Hims & Hers Health highlights the network’s ability to enforce dispute controls and collect penalties when merchants generate excessive chargebacks. The episode reinforces Visa’s risk-management role without exposing it to the merchant’s customer-acquisition or regulatory costs. Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters
• Neutral Sentiment: CEO Ryan McInerney is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on September 8. The presentation could provide updates on spending trends, stablecoins and regulation, but no new financial guidance was announced. Visa to Participate in Upcoming Investor Conference
• Negative Sentiment: McInerney sold 5,875 Visa shares worth approximately $2.16 million, reducing his direct ownership by 27.9%. The sale occurred under a pre-arranged Rule 10b5-1 plan, making it less concerning than discretionary selling, but it may still draw limited attention from investors.

Visa Trading Up 3.0%

NYSE:V opened at $382.35 on Tuesday. The firm has a market capitalization of $682.28 billion, a P/E ratio of 32.51, a P/E/G ratio of 1.99 and a beta of 0.74. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. The company has a fifty day moving average of $354.89 and a 200 day moving average of $329.98. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $383.43.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, topping 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 analyst estimates of $11.40 billion. During the same quarter last year, the firm earned $2.98 EPS. The company’s revenue was up 14.4% on a year-over-year basis. On average, research analysts predict that Visa Inc. will post 13.16 earnings per share for the current year.

Visa declared that its board has authorized a share repurchase 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 buy up to 3.6% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s board believes its shares are undervalued.

Visa Dividend Announcement

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

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.