Resonant Capital Advisors LLC Raises Stock Holdings in Visa Inc. $V

Key Points

• Resonant Capital Advisors increased its Visa stake by 18.1% in the first quarter, ending with 23,956 shares worth about $7.24 million.
• Institutional interest in Visa remains strong, with hedge funds and asset managers owning 82.15% of the company’s stock. Several large investors also made sizable additions to their positions during the period.
• Visa continues to show solid fundamentals and bullish sentiment: it beat quarterly earnings expectations, authorized a $20 billion share repurchase program, and analysts currently maintain a Buy consensus with a target price around $397.39.

Resonant Capital Advisors LLC lifted its position in Visa Inc. (NYSE:V - Free Report) by 18.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 23,956 shares of the credit-card processor's stock after purchasing an additional 3,679 shares during the quarter. Resonant Capital Advisors LLC's holdings in Visa were worth $7,240,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank acquired a new stake in shares of Visa in the fourth quarter worth $5,877,738,000. Cardano Risk Management B.V. raised its holdings in shares of Visa by 867.6% during 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 during the last quarter. Diamant Asset Management Inc. lifted its position in 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. J. Stern & Co. LLP lifted its position in Visa by 12,497.1% during the fourth quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor's stock valued at $1,184,712,000 after purchasing an additional 3,351,223 shares during the period. Finally, Victory Capital Management Inc. boosted its holdings in Visa by 48.2% in the fourth quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor's stock valued at $2,282,472,000 after purchasing an additional 2,116,463 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Insider Activity at Visa

In related news, CFO Chris Suh sold 10,639 shares of the business's stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the sale, the chief financial officer owned 9,872 shares of the company's stock, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the company's stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total transaction of $729,720.00. Following the transaction, the general counsel owned 18,404 shares of the company's stock, valued at $6,625,440. This 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. In the last quarter, insiders have sold 75,581 shares of company stock valued at $25,627,975. 0.12% of the stock is owned by company insiders.

Analyst Ratings Changes

V has been the topic of several analyst reports. Oppenheimer reaffirmed an "outperform" rating and set a $403.00 target price (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Weiss Ratings upgraded Visa from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday. Sanford C. Bernstein reaffirmed an "outperform" rating and set a $450.00 price objective on shares of Visa in a research note on Tuesday, June 2nd. Robert W. Baird set a $412.00 price objective on shares of Visa and gave the stock an "outperform" rating in a research note on Monday. Finally, Truist Financial set a $371.00 target price on shares of Visa and gave the company a "buy" rating in a report on Tuesday, May 12th. Six investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus target price of $397.39.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa’s own stablecoin analytics showed record June transaction volume of $1.79 trillion, reinforcing its role in digital payments infrastructure and suggesting continued growth in on-chain payment activity. Stablecoin transaction volume hits record $1.79T in June
• Positive Sentiment: Juniper Research projected network tokenised transactions will surge to 2.4 trillion between 2026 and 2030, supporting Visa’s tokenization and fraud-prevention offerings. Network Tokenisation to Secure 2.4 Trillion Global Transactions Between 2026 and 2030
• Positive Sentiment: Multiple bullish commentary pieces highlighted Visa as a top long-term stock and said it may be poised to beat earnings estimates again, which supports investor sentiment ahead of the next earnings report. Why Visa (V) is Poised to Beat Earnings Estimates Again Why Visa (V) is a Top Stock for the Long-Term
• Neutral Sentiment: Visa said it will report fiscal third-quarter 2026 results on July 28, which is a routine earnings-date announcement but could set up the next major catalyst for the stock. Visa to Announce Fiscal Third Quarter 2026 Financial Results on July 28, 2026
• Neutral Sentiment: Several articles compared Visa with Mastercard or Coinbase and framed the company as a durable payments leader, but these were mostly opinion pieces rather than new business updates. Mastercard (MA) Gets the Edge Over Visa (V) Despite Stablecoin Concerns Visa vs Coinbase: Two Different Economic Playbooks But One Winner
• Negative Sentiment: Visa’s General Counsel Julie B. Rottenberg sold 2,027 shares under a pre-arranged trading plan, which can slightly pressure sentiment even though it was disclosed and not necessarily a bearish signal. SEC Form 4 filing

Visa Stock Performance

NYSE V opened at $352.21 on Wednesday. The stock has a market capitalization of $631.79 billion, a price-to-earnings ratio of 30.68, a PEG ratio of 1.91 and a beta of 0.75. The stock has a 50-day moving average of $328.99 and a 200 day moving average of $324.88. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $365.02.

Visa (NYSE:V - Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate of $3.10 by $0.21. The company had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.Visa's quarterly revenue was up 17.1% compared to the same quarter last year. During the same period last year, the company earned $2.76 earnings per share. Sell-side analysts anticipate that Visa Inc. will post 13.1 EPS for the current fiscal year.

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

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were paid a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa's dividend payout ratio (DPR) is currently 23.34%.

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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