Ironvine Capital Partners LLC Increases Stock Holdings in Visa Inc. $V

Ironvine Capital Partners LLC raised its position in Visa Inc. (NYSE:V) by 12.8% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 166,436 shares of the credit-card processor’s stock after acquiring an additional 18,836 shares during the period. Visa makes up about 5.0% of Ironvine Capital Partners LLC’s holdings, making the stock its 4th largest position. Ironvine Capital Partners LLC’s holdings in Visa were worth $57,103,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of V. XXEC Inc. grew its position in Visa by 153,118.8% in the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after purchasing an additional 186,138,883 shares during the period. Norges Bank bought a new position in shares of Visa in the fourth quarter valued at $5,877,738,000. Cardano Risk Management B.V. lifted its stake in shares of Visa by 867.6% in 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 buying an additional 7,364,762 shares in the last quarter. Diamant Asset Management Inc. grew its holdings in shares of 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 buying an additional 7,308,345 shares during the last quarter. Finally, Jupiter Topco LLC bought a new stake in shares of Visa during the second quarter worth about $1,435,262,000. Institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on V shares. Morgan Stanley restated an “overweight” rating and issued a $416.00 target price on shares of Visa in a report on Wednesday, July 29th. Wolfe Research reissued an “outperform” rating and set a $460.00 price objective (up from $435.00) on shares of Visa in a report on Tuesday, August 25th. Clear Str raised Visa to a “strong-buy” rating in a research note on Thursday, July 16th. Weiss Ratings upgraded Visa from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, July 30th. Finally, Robert W. Baird lifted their target price on Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $416.62.

Visa Trading Down 1.8%

NYSE:V opened at $372.40 on Wednesday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $385.57. The firm has a 50-day moving average price of $360.97 and a two-hundred day moving average price of $332.13. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The firm has a market cap of $664.52 billion, a price-to-earnings ratio of 31.67, a price-to-earnings-growth ratio of 2.03 and a beta of 0.74.

Visa (NYSE:V) last announced its earnings results 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. The firm had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%.The company’s revenue was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.98 EPS. On average, equities analysts expect that Visa Inc. will post 13.16 earnings per share for the current fiscal year.

Visa Dividend Announcement

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

Insiders Place Their Bets

In other Visa news, General Counsel Julie B. Rottenberg sold 2,028 shares of the company’s stock in a transaction 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 completion of 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 20,970 shares of the firm’s stock in a transaction on 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 sale, the chief executive officer directly 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. 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. Over the last quarter, insiders have sold 98,662 shares of company stock valued at $35,310,393. Insiders own 0.12% of the company’s stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched an enhanced version of A2A Protect, adding real-time risk insights and a unified fraud score powered partly by Featurespace technology. The tool is designed to help banks stop account-to-account fraud before funds leave customer accounts while reducing false alerts, potentially strengthening Visa’s fraud-prevention offerings and relationships with financial institutions. Visa Launches Enhanced A2A Protect Innovations
• Positive Sentiment: Visa and Mastercard reportedly processed their first global payments in Syria, indicating a potential expansion of payment-network activity into a previously limited market. The immediate financial impact is unclear, but broader geographic reach could provide a modest long-term growth opportunity. Visa, Mastercard process first global payments in Syria
• Neutral Sentiment: Visa General Counsel Julie B. Rottenberg sold 2,028 shares worth approximately $773,000 under a pre-arranged Rule 10b5-1 trading plan. Because the sale was scheduled in advance and she retained 18,404 shares, it is a limited signal about management’s view of the stock. Julie B. Rottenberg insider transaction
• Negative Sentiment: Visa has provided approximately 6 million documents to the U.S. Department of Justice in the ongoing debit-card lawsuit. The discovery period has been extended into 2027, with trial currently expected in 2028, prolonging uncertainty around potential regulatory remedies, litigation costs and Visa’s debit-card practices. Visa delivers 6M documents to DOJ

Visa 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.