Visa Inc. $V Shares Purchased by Talon Private Wealth LLC

Talon Private Wealth LLC grew its position in Visa Inc. (NYSE:V) by 100.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 14,479 shares of the credit-card processor’s stock after purchasing an additional 7,265 shares during the period. Talon Private Wealth LLC’s holdings in Visa were worth $4,968,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the company. XXEC Inc. raised its stake in Visa by 153,118.8% during 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 acquiring an additional 186,138,883 shares in the last quarter. Norges Bank bought a new position in shares of Visa in the fourth quarter worth $5,877,738,000. Cardano Risk Management B.V. grew 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 worth $2,880,595,000 after purchasing an additional 7,364,762 shares in the last quarter. Diamant Asset Management Inc. increased 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 purchasing an additional 7,308,345 shares during the period. Finally, Jupiter Topco LLC acquired a new position in shares of Visa during the second quarter valued at $1,435,262,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Blockchain lending opportunity: Visa plans to combine VisaNet settlement data with onchain lending infrastructure, enabling stablecoin-linked card programs and fintechs to obtain working capital more efficiently. Visa reportedly supports more than 160 stablecoin-linked card programs, expanding the potential market for settlement financing and related data services. Visa offers data to back onchain lending
• Positive Sentiment: Stablecoin card adoption: MoneyGram launched a virtual stablecoin-backed Visa card in Colombia, allowing customers to spend dollar-linked balances at Visa merchants and access local cash. A planned physical card and additional markets could provide incremental payment volume for Visa. MoneyGram launches Visa stablecoin card
• Positive Sentiment: Positioning for AI-agent commerce: Visa, Mastercard and Ant International are developing a “Know Your Agent” framework to standardize the identification and onboarding of AI agents making purchases. Common verification standards could reduce friction and help Visa capture transaction volume from autonomous commerce. Payment firms team up on AI agent trust framework
• Neutral Sentiment: Growth versus valuation: Visa’s latest quarterly results showed revenue growth of 14.4% and earnings above analyst expectations, supporting the company’s strong fundamental profile. However, the stock trades at a premium earnings multiple, leaving investors focused on whether future growth and margins can justify the valuation. Is Visa stock expensive or waiting on its margin?
• Negative Sentiment: Execution and sentiment risks: Consumer trust remains a hurdle for AI-powered payments, while competing identity standards could complicate merchant adoption. General Counsel Julie Rottenberg also sold shares through a pre-arranged Rule 10b5-1 plan; the transaction is not necessarily bearish but adds a modest insider-selling headwind. Visa insider trading activity

Analyst Ratings Changes

Several research firms recently weighed in on V. Erste Group Bank raised shares of Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. UBS Group reissued a “buy” rating and set a $420.00 target price (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Cantor Fitzgerald set a $445.00 price target on shares of Visa and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Truist Financial set a $406.00 price target on shares of Visa and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Finally, Robert W. Baird increased their price objective on shares of Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the stock. Based on data from MarketBeat, Visa has a consensus rating of “Buy” and an average target price of $416.62.

Visa Price Performance

V stock traded up $3.58 during trading hours on Friday, hitting $370.79. 3,492,677 shares of the stock traded hands, compared to its average volume of 7,704,778. The stock has a 50-day simple moving average of $365.25 and a 200 day simple moving average of $334.80. The company has a market cap of $661.65 billion, a P/E ratio of 31.53, a P/E/G ratio of 1.97 and a beta of 0.76. Visa Inc. has a one year low of $293.89 and a one year high of $385.57. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping the consensus estimate 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 analysts’ expectations of $11.40 billion. During the same period in the previous year, the business earned $2.98 earnings per share. Visa’s revenue for the quarter was up 14.4% compared to the same quarter last year. Equities analysts forecast that Visa Inc. will post 13.16 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, August 11th. Visa’s payout ratio is presently 22.79%.

Insider Activity at Visa

In related news, General Counsel Julie Rottenberg sold 1,867 shares of the firm’s stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total transaction of $687,690.78. Following the completion of the sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,778,929.36. This trade represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of Visa stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the completion of the transaction, the insider owned 49,662 shares in the company, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 106,404 shares of company stock valued at $38,228,528 over the last ninety days. Insiders own 0.12% of the company’s stock.

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.