Visa Inc. $V Shares Sold by Two Sigma Securities LLC

Two Sigma Securities LLC cut its holdings in Visa Inc. (NYSE:V) by 40.3% in the second quarter, Holdings Channel reports. The institutional investor owned 6,558 shares of the credit-card processor’s stock after selling 4,425 shares during the quarter. Two Sigma Securities LLC’s holdings in Visa were worth $2,250,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. G&S Capital LLC lifted its holdings in Visa by 4.0% during the second quarter. G&S Capital LLC now owns 761 shares of the credit-card processor’s stock valued at $261,000 after purchasing an additional 29 shares in the last quarter. Keating Financial Advisory Services Inc. increased its stake in shares of Visa by 0.9% during the second quarter. Keating Financial Advisory Services Inc. now owns 3,189 shares of the credit-card processor’s stock worth $1,094,000 after purchasing an additional 29 shares in the last quarter. NerdWallet Wealth Partners LLC raised its position in shares of Visa by 4.5% during the 2nd quarter. NerdWallet Wealth Partners LLC now owns 695 shares of the credit-card processor’s stock worth $239,000 after purchasing an additional 30 shares during the last quarter. Frederick Financial Consultants LLC raised its position in shares of Visa by 2.0% during the 4th quarter. Frederick Financial Consultants LLC now owns 1,598 shares of the credit-card processor’s stock worth $560,000 after purchasing an additional 31 shares during the last quarter. Finally, Kuhn & Co Investment Counsel lifted its stake in Visa by 0.5% in the 4th quarter. Kuhn & Co Investment Counsel now owns 6,096 shares of the credit-card processor’s stock valued at $2,138,000 after buying an additional 32 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin and AI-payment partnership: Visa is working with Dunamu, the operator of South Korean cryptocurrency exchange Upbit, to develop stablecoin payments, cross-border remittances, settlement services and AI-powered commerce. The agreement could help Visa build institutional-grade digital-asset payment infrastructure across Asia while connecting cryptocurrency technology with its global network. Upbit operator Dunamu teams up with Visa on stablecoin and AI payments
• Positive Sentiment: Expanded cybersecurity product: Visa upgraded its AI-powered Vulnerability Agentic Harness to identify, remediate and validate cyber vulnerabilities for clients. The broader toolset may strengthen Visa’s value proposition to merchants and financial institutions and support growth in security-related services. Visa Rolls Out AI-Powered Cyber Vulnerability Patching for Clients
• Positive Sentiment: Merchant acceptance expansion: Visa’s partnership with Bluefin combines payment security, transaction routing and device management in a unified card-present platform. The offering could simplify deployment for large merchants, deepen customer relationships and expand Visa’s acceptance solutions. Visa Launches Unified Card Present Payment Platform for Global Merchants
• Positive Sentiment: Institutional endorsement: Bill Ackman’s Pershing Square added Visa and Mastercard during a major portfolio overhaul, providing a favorable signal from a prominent long-term investor. Bill Ackman Just Made His Biggest Portfolio Overhaul in Years
• Neutral Sentiment: Visa restored payment-network access in Syria through a live transaction, but Mastercard reportedly reached the market at nearly the same time, limiting any first-mover advantage. Visa Reopens Syria With One Payment and No Monopoly
• Negative Sentiment: Valuation risk: Visa recently reached a record high before giving up the breakout. With shares trading at roughly 32 times earnings, investors may demand continued strong growth, making the stock vulnerable to profit-taking or disappointing execution. Visa Hits Record, Then Surrenders the Breakout

Visa Stock Performance

NYSE:V opened at $381.66 on Monday. The company’s 50-day moving average price is $359.07 and its 200-day moving average price is $331.47. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. The company has a market cap of $681.05 billion, a P/E ratio of 32.45, a P/E/G ratio of 2.04 and a beta of 0.74. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $385.57.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.09. The company had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. During the same quarter in the prior year, the company earned $2.98 EPS. Visa’s revenue was up 14.4% compared to the same quarter last year. On average, sell-side analysts forecast that Visa Inc. will post 13.16 earnings per share for the current fiscal year.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be given a $0.67 dividend. The ex-dividend date is Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s dividend payout ratio is 22.79%.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on V shares. Raymond James Financial reiterated an “outperform” rating and issued a $406.00 price objective on shares of Visa in a report on Wednesday, July 29th. Citigroup reissued a “buy” rating and set a $440.00 target price (up from $400.00) on shares of Visa in a report on Wednesday, July 29th. BMO Capital Markets raised their target price on Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $416.00 price target on shares of Visa in a research note on Wednesday, July 29th. Finally, Clear Str upgraded Visa to a “strong-buy” rating in a research report on Thursday, July 16th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $414.54.

Insider Activity

In related news, insider Tullier Kelly Mahon sold 57,272 shares of the stock in a transaction that occurred on 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 completion of the sale, the insider owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa 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. The trade was 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. Insiders sold 96,634 shares of company stock worth $34,537,016 over the last ninety days. Corporate insiders own 0.12% of the company’s stock.

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.