Sculptor Capital LP Acquires New Shares in Visa Inc. $V

Sculptor Capital LP acquired a new position in Visa Inc. (NYSE:V) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 16,572 shares of the credit-card processor’s stock, valued at approximately $5,686,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Parvin Asset Management LLC raised its stake in Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 50 shares in the last quarter. Cresta Advisors Ltd. purchased a new position in shares of Visa in the 4th quarter valued at $26,000. Virtus Advisers LLC purchased a new position in shares of Visa in the 2nd quarter valued at $33,000. RHL Group LLC bought a new position in shares of Visa in the 4th quarter worth $34,000. Finally, Timmons Wealth Management LLC bought a new position in shares of Visa in the 4th quarter worth $34,000. 82.15% of the stock is currently owned by institutional investors.

Visa Trading Up 0.3%

Shares of Visa stock opened at $383.44 on Wednesday. The firm’s 50 day simple moving average is $355.90 and its two-hundred day simple moving average is $330.36. The firm has a market capitalization of $684.23 billion, a price-to-earnings ratio of 32.61, a PEG ratio of 2.05 and a beta of 0.74. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $384.20. 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 posted its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping the consensus estimate 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 business’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.98 earnings per share. Analysts predict that Visa Inc. will post 13.16 EPS for the current year.

Visa announced that its board has authorized a share buyback program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board of directors believes its shares are undervalued.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders 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 payout ratio is currently 22.79%.

Trending Headlines about Visa

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. Strong payment volumes support Visa’s transaction growth and fee revenue. Visa and Mastercard shares hit fresh records, underscoring a resilient U.S. consumer
• Positive Sentiment: Visa launched a card-present acceptance offering with Bluefin, combining Visa’s global network with Bluefin’s payment-security infrastructure. The partnership could strengthen Visa’s enterprise merchant proposition and support future payment volumes. Visa and Bluefin Introduce Card-Present Acceptance Offering
• Positive Sentiment: European fintech provider payabl. expanded its relationship with Visa to offer Rapid Dispute Resolution tools to merchants in the UK and EU. Automatic dispute resolution may reduce chargebacks and improve merchant retention, reinforcing Visa’s value-added services. payabl. Teams Up with Visa to Help Merchants Quickly Resolve Disputes and Prevent Costly Chargebacks
• Positive Sentiment: Visa joined Singapore’s BLOOM initiative, which aims to connect traditional payment systems with stablecoin settlement networks. The move supports Visa’s positioning in emerging cross-border and digital-payment infrastructure. Visa Joins MAS-Led BLOOM Initiative
• Positive Sentiment: A financial disclosure showed purchases of Visa shares by accounts associated with President Donald Trump, generating additional market attention and perceived confidence in the company. Visa Stock Climbs After Trump Buys Millions in Stock
• Neutral Sentiment: CEO Ryan McInerney will speak at the Goldman Sachs Communacopia + Technology Conference on September 8. Investors may look for updates on spending trends, stablecoins and regulation, but no new guidance was announced. Visa to Participate in Upcoming Investor Conference
• Negative Sentiment: CEO Ryan McInerney sold 5,875 Visa shares worth approximately $2.16 million, reducing his direct ownership by 27.9%. Because the transaction occurred under a pre-arranged Rule 10b5-1 plan, the signal is limited, but insider selling could still attract some investor scrutiny.

Insider Buying and Selling at Visa

In other news, insider Tullier Kelly Mahon sold 57,272 shares of the stock in a transaction dated Thursday, July 30th. The stock was 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. This represents a 53.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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 value of $729,720.00. Following the completion of the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. The trade was a 9.92% 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. In the last 90 days, insiders have sold 96,634 shares of company stock worth $34,537,016. 0.12% of the stock is currently owned by insiders.

Analysts Set New Price Targets

V has been the subject of a number of recent research reports. Wolfe Research reiterated an “outperform” rating and issued a $460.00 target price (up from $435.00) on shares of Visa in a report on Tuesday. TD Cowen restated a “buy” rating on shares of Visa in a report on Wednesday, July 29th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $432.00 price objective (up from $412.00) on shares of Visa in a research report on Thursday, July 30th. Royal Bank Of Canada reiterated an “outperform” rating and set a $412.00 price objective (up from $395.00) on shares of Visa in a research note on Wednesday, July 29th. Finally, UBS Group reissued a “buy” rating and set a $420.00 target price (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Seven equities research 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 presently has an average rating of “Buy” and a consensus price target of $414.54.

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.