Susquehanna Fundamental Investments LLC Purchases 23,175 Shares of Visa Inc. $V

Susquehanna Fundamental Investments LLC grew its position in shares of Visa Inc. (NYSE:V) by 11.6% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 223,075 shares of the credit-card processor’s stock after buying an additional 23,175 shares during the period. Visa comprises 1.4% of Susquehanna Fundamental Investments LLC’s portfolio, making the stock its 2nd largest position. Susquehanna Fundamental Investments LLC’s holdings in Visa were worth $76,535,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. XXEC Inc. lifted its stake in Visa by 153,118.8% during the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after purchasing an additional 186,138,883 shares during the last quarter. Norges Bank bought a new stake in Visa during the fourth quarter valued at $5,877,738,000. Cardano Risk Management B.V. increased its stake in Visa by 867.6% during the fourth quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock valued at $2,880,595,000 after purchasing an additional 7,364,762 shares during the last quarter. Diamant Asset Management Inc. increased its stake in Visa by 29,706.3% during the first quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock valued at $2,216,310,000 after purchasing an additional 7,308,345 shares during the last quarter. Finally, Jupiter Topco LLC acquired a new stake in shares of Visa during the second quarter worth $1,435,262,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Transactions at Visa

In other Visa news, insider Tullier Kelly Mahon sold 57,272 shares of the business’s stock in a transaction 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 transaction, the insider owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. The trade was 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 hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa stock in a transaction 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 sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. This trade represents a 9.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 96,634 shares of company stock worth $34,537,016. Insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Morgan Stanley reaffirmed an “overweight” rating and issued a $416.00 price target on shares of Visa in a report on Wednesday, July 29th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $430.00 price objective on shares of Visa in a research note on Wednesday, July 29th. Weiss Ratings raised shares of Visa from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, July 30th. TD Cowen restated a “buy” rating on shares of Visa in a research note on Wednesday, July 29th. Finally, BMO Capital Markets upped their target price on Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Seven research 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, the stock currently has a consensus rating of “Buy” and an average target price of $414.54.

Visa Stock Performance

Shares of V opened at $381.66 on Monday. The stock has a market capitalization 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 12-month low of $293.89 and a 12-month high of $385.57. The firm’s 50 day moving average is $359.07 and its 200-day moving average is $331.47. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, topping the consensus estimate of $3.23 by $0.09. The firm had revenue of $11.63 billion for 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%. The company’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same period in the previous year, the company posted $2.98 EPS. Equities research analysts anticipate that Visa Inc. will post 13.16 EPS for the current fiscal year.

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 dividend of $0.67 per share. The ex-dividend date is Tuesday, August 11th. This represents a $2.68 annualized dividend and a yield of 0.7%. Visa’s dividend payout ratio is presently 22.79%.

Visa News Roundup

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 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.