Sequoia Financial Advisors LLC Acquires 11,666 Shares of Visa Inc. $V

Key Points

• Sequoia Financial Advisors increased its Visa stake by 4.4%, acquiring 11,666 additional shares for a total of 277,453 shares valued at approximately $95.2 million. Institutional investors collectively own 82.15% of Visa.
• Visa reported quarterly EPS of $3.32 and revenue of $11.63 billion, exceeding estimates, with revenue up 14.4% year over year. Analysts maintain a consensus “Buy” rating and an average price target of $416.62.
• Visa is expanding in digital payments, with more than 160 stablecoin-linked card programs and payment volume nearing a $20 billion annualized run rate. Partnerships in emerging markets and India support longer-term growth, although consumer trust and adoption of AI-driven autonomous payments remain limited.

Sequoia Financial Advisors LLC boosted its stake in shares of Visa Inc. (NYSE:V - Free Report) by 4.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 277,453 shares of the credit-card processor's stock after acquiring an additional 11,666 shares during the quarter. Sequoia Financial Advisors LLC's holdings in Visa were worth $95,191,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Parvin Asset Management LLC lifted its position in Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock worth $26,000 after buying an additional 50 shares during the last quarter. Philadelphia Investment Partners LLC purchased a new stake in shares of Visa in the second quarter valued at $29,000. Virtus Advisers LLC purchased a new stake in shares of Visa in the second quarter valued at $33,000. RHL Group LLC bought a new stake in shares of Visa in the 4th quarter worth about $34,000. Finally, Timmons Wealth Management LLC bought a new stake in shares of Visa in the 4th quarter worth about $34,000. 82.15% of the stock is owned by institutional investors.

More Visa News

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.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on V. Clear Str raised shares of Visa to a "strong-buy" rating in a research note on Thursday, July 16th. Wells Fargo & Company restated an "overweight" rating and issued a $432.00 price target (up from $412.00) on shares of Visa in a report on Thursday, July 30th. Morgan Stanley reaffirmed an "overweight" rating and issued a $416.00 price target on shares of Visa in a research note on Wednesday, July 29th. Piper Sandler reissued an "overweight" rating and issued a $430.00 price objective (up from $394.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, Raymond James Financial reiterated an "outperform" rating and issued a $406.00 price target on shares of Visa in a 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, Visa currently has a consensus rating of "Buy" and an average price target of $416.62.

Visa Stock Down 0.2%

Shares of Visa stock opened at $367.92 on Thursday. 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 company has a market cap of $656.53 billion, a P/E ratio of 31.29, a PEG ratio of 1.97 and a beta of 0.76. The firm's 50 day moving average price is $365.13 and its 200-day moving average price is $334.48. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $385.57.

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

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were given a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Tuesday, August 11th. Visa's dividend payout ratio (DPR) is presently 22.79%.

Insider Buying and Selling at Visa

In other news, CEO Ryan Mcinerney sold 20,970 shares of Visa stock in a transaction on Monday, June 29th. The shares were 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 in the company, valued at approximately $5,162,953.50. The trade was a 58.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through 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 the company's 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 transaction, the insider directly owned 49,662 shares in the company, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 104,537 shares of company stock worth $37,540,837. 0.12% of the stock is owned by corporate insiders.

Visa 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.

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