Compass Wealth Management LLC Invests $2.54 Million in Visa Inc. $V

Key Points

• Compass Wealth Management acquired 7,411 Visa shares in the second quarter, valued at approximately $2.54 million. Institutional investors collectively own 82.15% of Visa’s outstanding stock.
• Visa reported quarterly EPS of $3.32, beating estimates by $0.09, while revenue rose 14.4% year over year to $11.63 billion. Analysts maintain a consensus “Buy” rating with an average price target of $413.58.
• Visa declared a quarterly dividend of $0.67 per share and has authorization to repurchase up to $20 billion, or 3.6%, of its outstanding shares.

Compass Wealth Management LLC acquired a new position in Visa Inc. (NYSE:V - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 7,411 shares of the credit-card processor's stock, valued at approximately $2,543,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Nixon Peabody Trust Co. boosted its holdings in Visa by 58.1% in the 1st quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor's stock valued at $1,270,000 after purchasing an additional 1,543 shares during the period. Vanguard Group Inc. grew its holdings in shares of Visa by 0.7% during the fourth 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 in the last quarter. Wealth Enhancement Trust Services Inc. bought a new position in shares of Visa in the fourth quarter worth approximately $15,966,000. Ticino Wealth purchased a new stake in Visa in the fourth quarter valued at approximately $1,837,000. Finally, Beacon Financial Group raised its stake in Visa by 83.9% in the first quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor's stock valued at $6,801,000 after purchasing an additional 10,267 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Visa Price Performance

Shares of Visa stock opened at $364.55 on Wednesday. The company's fifty day simple moving average is $350.95 and its two-hundred day simple moving average is $328.80. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $373.97. The firm has a market cap of $650.52 billion, a PE ratio of 31.00, a price-to-earnings-growth ratio of 1.95 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.

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

Visa Announces Dividend

The firm also recently declared 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 of this dividend 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 presently 22.79%.

Visa declared that its Board of Directors has initiated a share buyback plan on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback plans are generally an indication that the company's management believes its shares are undervalued.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analyst coverage highlighted Visa’s payment growth as a key investment theme, reinforcing expectations that rising transaction volumes and digital commerce can support continued earnings expansion. Top Analyst Reports for Visa, Lam Research & Caterpillar
• Positive Sentiment: Visa Direct’s 21% transaction growth and expansion into cross-border payments and stablecoin use cases could create an additional growth engine beyond traditional card payments. Can Visa Direct Give Visa's Growth Story a New Direction?
• Positive Sentiment: Visa joined Rain’s Agentic Payments Alliance alongside Mastercard, Fiserv, Circle, Solana and Remitly. The initiative could help Visa establish standards and capture transactions generated by AI agents making purchases for consumers and businesses. Visa and Mastercard Join Rain’s Agentic Commerce Coalition
• Positive Sentiment: Kraken’s new Krak debit card is issued on Visa’s network and allows U.S. customers to spend crypto and fiat balances across more than 600 assets. Additional card issuance and transaction volume could modestly increase Visa’s payments activity. Kraken’s Krak debuts US debit card
• Positive Sentiment: Bill Ackman’s newly disclosed investment in Visa adds a high-profile endorsement of the company’s long-term value proposition, potentially improving investor sentiment. Bill Ackman Bets Big on Visa
• Neutral Sentiment: Visa is reportedly seeking a new stablecoin settlement partner after Mastercard acquired BVNK. The search underscores Visa’s commitment to the emerging market, although the need to replace a partner may reflect increased competitive pressure. Visa Seeks New Stablecoin Partner

Wall Street Analyst Weigh In

V has been the subject of a number of research reports. Susquehanna reissued a "positive" rating and issued a $427.00 price target (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Weiss Ratings raised shares of Visa from a "buy (b-)" rating to a "buy (b)" rating in a report on Thursday, July 30th. Erste Group Bank upgraded shares of Visa from a "hold" rating to a "buy" rating in a research report on Monday, July 27th. Cantor Fitzgerald set a $445.00 target price on Visa and gave the company an "overweight" rating in a research note on Monday, August 3rd. Finally, Raymond James Financial restated an "outperform" rating and set a $406.00 price target on shares of Visa in a research report on Wednesday, July 29th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company's stock. According to data from MarketBeat, Visa currently has a consensus rating of "Buy" and an average target price of $413.58.

Insider Buying and Selling at Visa

In other news, CEO Ryan Mcinerney sold 20,970 shares of Visa stock in a transaction that occurred on Monday, June 29th. The stock was 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 in the company, valued at approximately $5,162,953.50. This trade represents a 58.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the business's stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at $6,625,440. This trade represents a 9.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 90,759 shares of company stock valued at $32,375,779 in the last 90 days. Insiders own 0.12% of the company's stock.

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.

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