NorthRock Partners LLC Raises Stock Position in Visa Inc. $V

NorthRock Partners LLC increased its position in shares of Visa Inc. (NYSE:V) by 7.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 32,675 shares of the credit-card processor’s stock after acquiring an additional 2,184 shares during the period. NorthRock Partners LLC’s holdings in Visa were worth $11,211,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Parvin Asset Management LLC grew its position in shares of Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares in the last quarter. Philadelphia Investment Partners LLC bought a new stake in Visa during the second quarter valued at $29,000. Virtus Advisers LLC bought a new stake in Visa during the second quarter valued at $33,000. RHL Group LLC purchased a new position in Visa during the fourth quarter worth about $34,000. Finally, Timmons Wealth Management LLC purchased a new position in Visa during the fourth quarter worth about $34,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on V. Wells Fargo & Company restated an “overweight” rating and issued a $432.00 target price (up from $412.00) on shares of Visa in a research note on Thursday, July 30th. BMO Capital Markets lifted their price target on Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $466.00 price objective (up from $412.00) on shares of Visa in a report on Monday, August 31st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $430.00 target price on shares of Visa in a research note on Wednesday, July 29th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $406.00 target price on shares of Visa 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 stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $416.62.

More Visa News

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

Insiders Place Their Bets

In other Visa news, insider Tullier Mahon sold 57,272 shares of the stock in a transaction that occurred 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 $18,125,140.14. This trade represents a 53.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, General Counsel Julie Rottenberg sold 2,028 shares of Visa stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at $7,018,365.40. This trade represents a 9.93% 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. Insiders sold a total of 104,537 shares of company stock valued at $37,540,837 over the last quarter. 0.12% of the stock is owned by corporate insiders.

Visa Trading Down 1.7%

NYSE V opened at $368.82 on Wednesday. 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 stock’s 50-day simple moving average is $364.80 and its two-hundred day simple moving average is $334.13. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $385.57. The company has a market capitalization of $658.14 billion, a price-to-earnings ratio of 31.36, a PEG ratio of 2.01 and a beta of 0.76.

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, topping 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 return on equity of 67.68% and a net margin of 50.78%.The company’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period in the prior year, the business earned $2.98 EPS. Research analysts forecast that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were paid 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 dividend payout ratio is currently 22.79%.

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.