Visa Inc. $V Shares Purchased by RFG Advisory LLC

RFG Advisory LLC increased its holdings in shares of Visa Inc. (NYSE:V) by 16.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,227 shares of the credit-card processor’s stock after buying an additional 2,882 shares during the period. RFG Advisory LLC’s holdings in Visa were worth $6,940,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. NewEdge Advisors LLC raised its position in Visa by 0.4% during the second quarter. NewEdge Advisors LLC now owns 760,691 shares of the credit-card processor’s stock worth $260,985,000 after acquiring an additional 3,282 shares during the period. GFG Capital LLC raised its position in shares of Visa by 2.1% during the 2nd quarter. GFG Capital LLC now owns 28,989 shares of the credit-card processor’s stock worth $9,946,000 after purchasing an additional 593 shares during the last quarter. IFP Advisors Inc lifted its stake in Visa by 3.3% in the 2nd quarter. IFP Advisors Inc now owns 46,449 shares of the credit-card processor’s stock valued at $15,936,000 after buying an additional 1,502 shares in the last quarter. Baird Financial Group Inc. boosted its holdings in Visa by 4.0% in the 2nd quarter. Baird Financial Group Inc. now owns 1,151,707 shares of the credit-card processor’s stock worth $395,139,000 after buying an additional 44,416 shares during the last quarter. Finally, Arizona State Retirement System increased its stake in Visa by 1.0% during the 2nd quarter. Arizona State Retirement System now owns 466,471 shares of the credit-card processor’s stock worth $160,042,000 after buying an additional 4,584 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa introduced an on-chain credit model that combines VisaNet settlement data with blockchain lending infrastructure. The program is intended to help stablecoin-linked card issuers and fintech companies obtain working capital, potentially expanding Visa’s role beyond transaction processing. Visa expands data offering for blockchain lenders
• Positive Sentiment: Demand for Visa’s stablecoin infrastructure is accelerating: the company now supports more than 160 stablecoin-linked card programs, while related payment volume has increased nearly 200% year over year. Visa said stablecoin settlement volume has reached an annualized rate of approximately $20 billion. Visa connects settlement data to blockchain lenders
• Positive Sentiment: The company highlighted Credit Coop as an early example of the model. The blockchain lender has reportedly financed more than $2.5 billion in cumulative settlement volume since 2023, across more than 3,000 borrowing events and 9,000 repayments, with no reported defaults. Visa unveils on-chain lending model
• Neutral Sentiment: Visa renewed its multi-year partnership with the Toronto International Film Festival, supporting continued brand visibility and customer engagement, though the announcement is unlikely to materially affect near-term earnings. Visa and TIFF renew partnership
• Neutral Sentiment: Investors are also assessing Visa’s “Agentic Ready” strategy, which targets purchases made by artificial-intelligence agents. The opportunity could support future payment volume, but the effect on transaction economics and competitive risks remains uncertain. Visa’s Agentic Ready program
• Negative Sentiment: Visa underperformed the broader market in the latest session. The decline suggests investors may be taking profits or remaining cautious about the stock’s premium valuation despite strong long-term growth prospects and the positive stablecoin developments. Visa falls more steeply than broader market

Visa Stock Performance

Visa stock opened at $368.82 on Wednesday. The firm has a 50 day simple moving average of $364.80 and a 200-day simple moving average of $334.13. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $385.57. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The stock has a market cap of $658.14 billion, a price-to-earnings ratio of 31.36, a price-to-earnings-growth ratio of 2.01 and a beta of 0.76.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. The firm 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 previous year, the business posted $2.98 earnings per share. The business’s quarterly revenue was up 14.4% compared to the same quarter last year. On average, analysts expect that Visa Inc. will post 13.16 EPS for the current year.

Visa Announces Dividend

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

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on V. JPMorgan Chase & Co. raised their target price on Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Susquehanna reissued a “positive” rating and issued a $427.00 price objective (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Piper Sandler restated an “overweight” rating and issued a $430.00 price objective (up from $394.00) on shares of Visa in a report on Wednesday, July 29th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research note on Wednesday, July 29th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $466.00 target price (up from $412.00) on shares of Visa in a report on Monday, August 31st. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $416.62.

Insider Activity

In related news, CEO Ryan Mcinerney sold 20,970 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $340.25, for a total value of $7,135,042.50. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,162,953.50. This represents a 58.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,028 shares of the firm’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the transaction, the general counsel owned 18,404 shares in the company, valued at $7,018,365.40. This represents a 9.93% 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. In the last quarter, insiders sold 104,537 shares of company stock worth $37,540,837. 0.12% of the stock is currently owned by company insiders.

Visa Profile

Visa Inc is a global payments technology company that operates one of the world’s largest electronic payment networks. The company connects consumers, businesses, financial institutions and governments, enabling transactions through credit, debit, prepaid and commercial payment products. Visa generally does not issue cards, extend credit or set consumer interest rates; instead, it provides the network, technology and services that support payments.

Visa’s products and services include Visa-branded cards, digital payment solutions, tokenization, fraud prevention, risk management, data analytics and payment acceptance tools.