Veratis Advisors Inc. Takes Position in Visa Inc. $V

Veratis Advisors Inc. purchased a new stake in Visa Inc. (NYSE:V) during the 2nd quarter, HoldingsChannel reports. The fund purchased 2,510 shares of the credit-card processor’s stock, valued at approximately $810,000. Visa accounts for 0.6% of Veratis Advisors Inc.’s holdings, making the stock its 23rd biggest position.

Several other large investors have also recently bought and sold shares of V. XXEC Inc. grew its holdings in shares of Visa by 153,118.8% in 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. Vanguard Group Inc. raised its position in shares of Visa by 0.7% in the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after purchasing an additional 1,054,343 shares during the last quarter. State Street Corp lifted its position in Visa by 0.8% in the 4th quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after acquiring an additional 626,821 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Visa by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after acquiring an additional 388,996 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its holdings in Visa by 1.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock worth $14,411,480,000 after purchasing an additional 716,218 shares during the last quarter. 82.15% of the stock is owned by institutional investors.

Visa News Roundup

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 and retail companies issuing cautious warnings. Strong payment volumes support Visa’s transaction and fee revenue. Visa and Mastercard shares hit fresh records, underscoring a resilient U.S. consumer
• Positive Sentiment: Visa’s stablecoin settlement pilot reached an annualized run rate of approximately $7 billion after expanding across nine blockchains. The development strengthens Visa’s position in emerging digital-payment infrastructure and could create additional long-term transaction opportunities. Circle CEO Allaire Maps Stablecoins’ Next Act as Global Payment Rails
• Positive Sentiment: President Donald Trump’s financial disclosure showed purchases of Visa shares, adding a headline-level endorsement from a prominent investor and contributing to market interest in the stock. Visa Stock Climbs After Trump Buys Millions in Stock
• Positive Sentiment: Visa’s monitoring program for Hims & Hers Health highlights the network’s ability to enforce dispute controls and collect penalties when merchants generate excessive chargebacks. The episode reinforces Visa’s risk-management role without exposing it to the merchant’s customer-acquisition or regulatory costs. Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters
• Neutral Sentiment: CEO Ryan McInerney is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on September 8. The presentation could provide updates on spending trends, stablecoins and regulation, but no new financial guidance was announced. Visa to Participate in Upcoming Investor Conference
• Negative Sentiment: McInerney sold 5,875 Visa shares worth approximately $2.16 million, reducing his direct ownership by 27.9%. The sale occurred under a pre-arranged Rule 10b5-1 plan, making it less concerning than discretionary selling, but it may still draw limited attention from investors.

Wall Street Analysts Forecast Growth

V has been the subject of a number of research reports. Weiss Ratings raised shares of Visa from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, July 30th. Wells Fargo & Company restated an “overweight” rating and issued a $432.00 price target (up from $412.00) on shares of Visa in a research note on Thursday, July 30th. TD Cowen restated a “buy” rating on shares of Visa in a research report on Wednesday, July 29th. Clear Str upgraded shares of Visa to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Susquehanna reissued a “positive” rating and set a $427.00 price objective (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. According to MarketBeat, Visa presently has an average rating of “Buy” and an average target price of $413.58.

Insider Buying and Selling

In related news, 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 value of $7,135,042.50. Following the completion of the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $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 can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Kelly Mahon sold 57,272 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total value of $20,902,561.84. Following the completion of the transaction, the insider owned 49,662 shares in the company, valued at $18,125,140.14. This represents a 53.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 96,634 shares of company stock worth $34,537,016 in the last 90 days. Insiders own 0.12% of the company’s stock.

Visa Stock Performance

V opened at $382.35 on Tuesday. The company has a market cap of $682.28 billion, a P/E ratio of 32.51, a price-to-earnings-growth ratio of 1.99 and a beta of 0.74. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. The firm’s 50-day moving average price is $354.89 and its 200-day moving average price is $329.98. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $383.43.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, topping 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 firm had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. During the same quarter in the prior year, the business earned $2.98 earnings per share. The business’s quarterly revenue was up 14.4% compared to the same quarter last year. As a group, equities analysts anticipate that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Announces Dividend

The business also recently disclosed 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 is Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. Visa’s dividend payout ratio is currently 22.79%.

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

About Visa

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.