Gradient Investments LLC Has $46.97 Million Stake in Visa Inc. $V

Key Points

• Gradient Investments increased its Visa stake by 9.1% in the second quarter, bringing its holdings to 136,912 shares valued at approximately $46.97 million. Institutional investors and hedge funds collectively own 82.15% of Visa.
• Visa beat quarterly expectations with $3.32 in EPS and $11.63 billion in revenue, up 14.4% year over year. Analysts maintain a consensus “Buy” rating with an average price target of $413.58, despite valuation and regulatory concerns.
• Visa announced a quarterly dividend of $0.67 per share and has a $20 billion share-repurchase authorization. The company is also pursuing a $2.4 billion acquisition of BioCatch to expand its fraud-detection and cybersecurity capabilities.

Gradient Investments LLC boosted its stake in Visa Inc. (NYSE:V - Free Report) by 9.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 136,912 shares of the credit-card processor's stock after acquiring an additional 11,388 shares during the quarter. Gradient Investments LLC's holdings in Visa were worth $46,973,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Clayton Financial Group LLC grew its holdings in shares of Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor's stock worth $25,000 after buying an additional 58 shares in the last quarter. Parvin Asset Management LLC lifted its stake in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock valued at $26,000 after acquiring an additional 50 shares in the last quarter. PayPay Securities Corp lifted its stake in Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor's stock valued at $26,000 after acquiring an additional 38 shares in the last quarter. Cresta Advisors Ltd. acquired a new position in Visa during the 4th quarter worth approximately $26,000. Finally, RHL Group LLC acquired a new position in Visa during the 4th quarter worth approximately $34,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa exceeded quarterly EPS and revenue expectations, prompting analysts to raise their 2026–2027 forecasts. The outlook reflects continued payment-volume growth, strong profitability and resilient cross-border spending. Wall Street Raises Visa Outlook After Strong Q3
• Positive Sentiment: Recent performance suggests stablecoins have not yet materially disrupted Visa’s core card-network economics. The company continues to benefit from scale, trusted acceptance and the complexity of converting payments infrastructure to alternative rails. Visa: Recent Performance Shows Stablecoin Threat Was Overstated
• Positive Sentiment: Visa’s planned $2.4 billion cash acquisition of BioCatch expands its fraud-detection and cybersecurity capabilities. The deal could strengthen Visa’s value proposition to banks and merchants as account takeovers and scams become more costly. Visa vs. Mastercard: BioCatch Acquisition
• Neutral Sentiment: Visa remains a highlighted payments-industry name alongside Mastercard, PayPal, Fidelity and WEX, but the broader industry outlook is mixed as companies invest in fraud prevention, digital wallets, artificial intelligence and competing payment technologies. Zacks Payments Industry Outlook
• Negative Sentiment: Analysts continue to balance Visa’s strong execution against its premium earnings valuation and rising regulatory risks. Investors may therefore be taking profits or remaining cautious despite the earnings momentum, particularly because future upside requires sustained double-digit growth. Visa Analyst Outlook

Visa Trading Down 2.2%

Shares of NYSE:V opened at $362.32 on Friday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $373.97. The company has a market capitalization of $649.92 billion, a P/E ratio of 30.81, a price-to-earnings-growth ratio of 1.99 and a beta of 0.74. The company has a 50-day simple moving average of $345.11 and a 200 day simple moving average of $327.04. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99.

Visa (NYSE:V - Get Free Report) last announced its quarterly 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 business'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 earnings per share. Sell-side analysts forecast that Visa Inc. will post 13.14 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, August 11th. Visa's payout ratio is currently 22.79%.

Visa declared that its Board of Directors has authorized a stock buyback plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company's board of directors believes its shares are undervalued.

Wall Street Analyst Weigh In

V has been the topic of a number of recent research reports. Citigroup reiterated a "buy" rating and issued a $440.00 price objective (up from $400.00) on shares of Visa in a report on Wednesday, July 29th. Piper Sandler restated an "overweight" rating and set a $430.00 target price (up from $394.00) on shares of Visa in a report on Wednesday, July 29th. Evercore set a $350.00 target price on shares of Visa in a research report on Wednesday, April 29th. Morgan Stanley reiterated an "overweight" rating and issued a $416.00 price target on shares of Visa in a research note on Wednesday, July 29th. Finally, Clear Str upgraded shares of Visa to a "strong-buy" rating in a research note on Thursday, July 16th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company's stock. According to data from MarketBeat, Visa has a consensus rating of "Buy" and an average target price of $413.58.

Insiders Place Their Bets

In related news, CEO Ryan Mcinerney sold 20,970 shares of the business's stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 15,174 shares of the company's stock, valued at approximately $5,162,953.50. The trade was a 58.02% decrease in their position. The transaction was disclosed in a legal 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, insider Tullier Kelly Mahon sold 57,272 shares of the stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total value of $20,902,561.84. Following the completion of the sale, 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. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 101,398 shares of company stock valued at $35,831,433. 0.12% of the stock is owned by insiders.

About Visa

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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