461,921 Shares in Visa Inc. $V Acquired by Junto Capital Management LP

Key Points

• Junto Capital Management acquired 461,921 Visa shares worth approximately $158.5 million, making Visa its fourth-largest portfolio holding. Institutional investors and hedge funds collectively own 82.15% of Visa.
• Analysts remain bullish, with seven Strong Buy and 24 Buy ratings. Visa has a consensus price target of $416.62, above its reported share price of $367.92.
• Visa exceeded quarterly expectations, reporting $3.32 in EPS and $11.63 billion in revenue, with revenue rising 14.4% year over year. The company also maintains a quarterly dividend of $0.67, equivalent to a 0.7% yield.

Junto Capital Management LP purchased a new position in Visa Inc. (NYSE:V - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 461,921 shares of the credit-card processor's stock, valued at approximately $158,480,000. Visa makes up approximately 2.8% of Junto Capital Management LP's portfolio, making the stock its 4th largest position.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Bouchey Financial Group Ltd. grew its position in Visa by 15.5% in the 2nd quarter. Bouchey Financial Group Ltd. now owns 2,434 shares of the credit-card processor's stock valued at $835,000 after purchasing an additional 327 shares during the period. The Manufacturers Life Insurance Company raised its holdings in Visa by 23.5% during the second quarter. The Manufacturers Life Insurance Company now owns 2,343,195 shares of the credit-card processor's stock worth $803,925,000 after buying an additional 445,775 shares during the last quarter. Capstone Financial Advisors Inc. raised its holdings in Visa by 5.4% during the second quarter. Capstone Financial Advisors Inc. now owns 1,506 shares of the credit-card processor's stock worth $517,000 after buying an additional 77 shares during the last quarter. Tortoise Investment Management LLC lifted its stake in shares of Visa by 7.2% in the second quarter. Tortoise Investment Management LLC now owns 1,087 shares of the credit-card processor's stock valued at $373,000 after buying an additional 73 shares in the last quarter. Finally, Sequoia Financial Advisors LLC grew its holdings in shares of Visa by 4.4% during the second quarter. Sequoia Financial Advisors LLC now owns 277,453 shares of the credit-card processor's stock valued at $95,191,000 after buying an additional 11,666 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on V. Susquehanna restated a "positive" rating and issued a $427.00 target price (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. BNP Paribas Exane raised Visa to a "strong-buy" rating in a research note on Tuesday, July 21st. Citigroup reaffirmed a "buy" rating and set a $440.00 target price (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Cantor Fitzgerald set a $445.00 price target on Visa and gave the stock an "overweight" rating in a report on Monday, August 3rd. Finally, Robert W. Baird increased their price target on Visa from $412.00 to $420.00 and gave the company an "outperform" rating in a research report on Wednesday, July 29th. Seven equities research analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus price target of $416.62.

Visa Price Performance

Visa stock opened at $367.92 on Thursday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $385.57. The company's 50 day moving average price is $365.13 and its two-hundred day moving average price is $334.48. 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 has a market cap of $656.53 billion, a P/E ratio of 31.29, a P/E/G ratio of 1.97 and a beta of 0.76.

Visa (NYSE:V - Get Free Report) last released its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.09. The company had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%.Visa's quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the prior year, the company posted $2.98 earnings per share. On average, equities analysts predict that Visa Inc. will post 13.16 earnings per share for the current 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%.

Insider Buying and Selling at Visa

In other news, CEO Ryan Mcinerney sold 20,970 shares of the firm's stock in a transaction on Monday, June 29th. The stock was 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 of the company's stock, valued at $5,162,953.50. This trade represents a 58.02% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 2,028 shares of the firm's stock in a transaction on Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the sale, the general counsel directly owned 18,404 shares of the company's stock, valued at approximately $7,018,365.40. This represents a 9.93% 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. Insiders sold 104,537 shares of company stock worth $37,540,837 in the last quarter. 0.12% of the stock is currently owned by company insiders.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported that more than 160 stablecoin-linked card programs are now active on its network, with related payment volume approaching a $20 billion annualized run rate and rising sharply year over year. The growth supports Visa’s position as a bridge between traditional payments and digital assets. Visa Grows Stablecoin Card Network
• Positive Sentiment: The company is combining VisaNet settlement data with blockchain lending infrastructure to help stablecoin-focused fintechs secure working capital. This could create new financing-related opportunities while making Visa’s network more useful to digital-asset issuers. Visa Is Turning Stablecoin Growth Into a Financing Opportunity
• Positive Sentiment: Visa partnered with the International Finance Corporation, part of the World Bank Group, on a risk-sharing initiative designed to expand digital-payment access in emerging markets. Greater adoption could support long-term transaction growth and financial inclusion. Visa and World Bank Group Initiative
• Positive Sentiment: A partnership with PhonePe adds cardless and potentially cross-border payment tools for Indian consumers and merchants, expanding Visa’s reach in a large, growing digital-payments market. PhonePe and Visa Cardless Payment Tools
• Neutral Sentiment: Visa’s research found that 72% of consumers have used AI assistants, but only 23% of U.S. consumers trust generative AI to make payments. Visa ranked as the most trusted payments brand, suggesting long-term opportunity but limited near-term adoption. Visa Research on Agentic Commerce
• Negative Sentiment: Visa’s CEO said AI shopping is gaining traction, but autonomous payments have not yet arrived. That cautious outlook may temper expectations for immediate growth from agentic commerce, particularly while the stock trades at a premium earnings multiple.

About Visa

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.

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