Visa Inc. $V Shares Acquired by Cidel Asset Management Inc.

Cidel Asset Management Inc. boosted its holdings in shares of Visa Inc. (NYSE:V) by 1.6% during the second quarter, Holdings Channel reports. The institutional investor owned 128,445 shares of the credit-card processor’s stock after acquiring an additional 2,024 shares during the quarter. Visa comprises about 2.1% of Cidel Asset Management Inc.’s investment portfolio, making the stock its 10th biggest position. Cidel Asset Management Inc.’s holdings in Visa were worth $44,068,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Concorde Asset Management LLC increased its stake in Visa by 4.0% in the second quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor’s stock valued at $250,000 after acquiring an additional 28 shares during the period. G&S Capital LLC grew its stake in shares of Visa by 4.0% in the 2nd 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 during the period. Keating Financial Advisory Services Inc. grew its stake in shares of Visa by 0.9% in the 2nd quarter. Keating Financial Advisory Services Inc. now owns 3,189 shares of the credit-card processor’s stock valued at $1,094,000 after purchasing an additional 29 shares during the period. Riverview Capital Advisers LLC lifted its position in shares of Visa by 0.3% during the 2nd quarter. Riverview Capital Advisers LLC now owns 10,805 shares of the credit-card processor’s stock worth $3,707,000 after buying an additional 29 shares during the period. Finally, NerdWallet Wealth Partners LLC lifted 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 buying an additional 30 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Activity at Visa

In related news, insider Tullier Mahon sold 57,272 shares of the business’s stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the transaction, the insider directly owned 49,662 shares in the company, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 20,970 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,162,953.50. The trade was a 58.02% 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. Over the last three months, insiders sold 104,537 shares of company stock valued at $37,540,837. 0.12% of the stock is owned by corporate insiders.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin activity is scaling rapidly. Visa said it now supports more than 160 stablecoin-linked card programs, with related payment volume increasing nearly 200% year over year and reaching an annualized settlement rate of approximately $20 billion. This strengthens Visa’s position in digital-asset payments and could create additional transaction and service revenue opportunities. Visa tells CNBC it is expanding data offering for blockchain lenders as demand for stablecoin-linked cards surges
• Positive Sentiment: Visa is adding onchain lending capabilities. The company is combining VisaNet settlement data with blockchain lending infrastructure to help stablecoin-focused fintechs obtain working capital. Visa also cited Credit Coop, which has financed billions of dollars in settlement volume without reported borrower defaults, potentially expanding Visa’s role beyond payment processing. Visa Brings Onchain Lending into Everyday Payments
• Positive Sentiment: Visa and the World Bank’s IFC announced a risk-sharing initiative intended to expand digital payments and financial inclusion in emerging markets. Greater access to digital financial services could support long-term card issuance, payment volume and network growth. Visa and World Bank Group Announce New Risk-Sharing Initiative
• Neutral Sentiment: Artificial-intelligence shopping adoption is progressing, but CEO Ryan McInerney said autonomous, agent-driven payments have not yet gained meaningful traction. Visa is preparing for the opportunity, though near-term revenue impact remains uncertain. Visa CEO Says AI Shopping Has Arrived but Agentic Payments Haven’t
• Negative Sentiment: Recent market performance has been weaker than the broader market. A Zacks report attributed the move to normal market and valuation pressures rather than a newly reported deterioration in Visa’s fundamentals. The stock’s elevated earnings multiple leaves it sensitive to profit-taking if investors require clearer evidence that stablecoin and AI initiatives will accelerate growth. Visa Falls More Steeply Than Broader Market

Visa Trading Down 1.7%

NYSE:V opened at $368.82 on Wednesday. The company has a market cap of $658.14 billion, a P/E ratio of 31.36, a price-to-earnings-growth ratio of 2.01 and a beta of 0.76. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $385.57. The business has a 50 day moving average price of $364.80 and a two-hundred day moving average price of $334.13. The company has a quick ratio of 0.99, a current 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 earnings per share (EPS) for the quarter, beating 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 company had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. During the same period last year, the company earned $2.98 earnings per share. The firm’s revenue was up 14.4% compared to the same quarter last year. As a group, analysts expect that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Citigroup reiterated a “buy” rating and issued a $440.00 price target (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Wolfe Research reaffirmed an “outperform” rating and issued a $460.00 target price (up from $435.00) on shares of Visa in a research note on Tuesday, August 25th. Weiss Ratings upgraded Visa from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, July 30th. BMO Capital Markets boosted their price target on shares of Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. boosted their price objective on Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $416.62.

Visa Company 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.