Visa Inc. $V Shares Acquired by Integrated Wealth Concepts LLC

Key Points

• Integrated Wealth Concepts LLC increased its Visa stake by 22.9% in the second quarter, acquiring 25,991 additional shares for a total holding valued at approximately $47.8 million. Institutional investors collectively own 82.15% of Visa’s stock.
• Analysts remain bullish, with Visa carrying a consensus “Buy” rating and an average price target of $416.62. UBS raised its target to $420, while Visa’s latest quarterly results exceeded expectations with $3.32 in EPS and $11.63 billion in revenue.
• Visa shares opened at $368.82, down 1.7%, despite strong year-over-year revenue growth and a recently declared quarterly dividend of $0.67 per share. CEO Ryan McInerney and another insider also sold shares under disclosed trading plans.

Integrated Wealth Concepts LLC boosted its holdings in Visa Inc. (NYSE:V - Free Report) by 22.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 139,246 shares of the credit-card processor's stock after purchasing an additional 25,991 shares during the quarter. Integrated Wealth Concepts LLC's holdings in Visa were worth $47,774,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Parvin Asset Management LLC raised its stake in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock worth $26,000 after acquiring an additional 50 shares during the period. Philadelphia Investment Partners LLC bought a new position in shares of Visa during the second quarter valued at approximately $29,000. Virtus Advisers LLC bought a new position in shares of Visa during the second quarter valued at approximately $33,000. RHL Group LLC acquired a new stake in shares of Visa during the 4th quarter worth approximately $34,000. Finally, Timmons Wealth Management LLC acquired a new stake in shares of Visa during the 4th quarter worth approximately $34,000. Institutional investors own 82.15% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on V shares. Sanford C. Bernstein restated an "outperform" rating and set a $450.00 price objective on shares of Visa in a research report on Tuesday, June 2nd. Clear Str raised Visa to a "strong-buy" rating in a research report on Thursday, July 16th. Erste Group Bank upgraded Visa from a "hold" rating to a "buy" rating in a research note on Monday, July 27th. BNP Paribas Exane raised shares of Visa to a "strong-buy" rating in a report on Tuesday, July 21st. Finally, UBS Group restated a "buy" rating and set a $420.00 price target (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. 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 MarketBeat.com, Visa currently has a consensus rating of "Buy" and a consensus target price of $416.62.

Visa Stock Down 1.7%

Shares of Visa stock opened at $368.82 on Wednesday. The company has a market capitalization of $658.14 billion, a P/E ratio of 31.36, a PEG ratio of 2.01 and a beta of 0.76. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The business's fifty day moving average price is $364.80 and its two-hundred day moving average price is $334.13. Visa Inc. has a 1-year low of $293.89 and a 1-year 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 EPS for the quarter, topping analysts' consensus estimates of $3.23 by $0.09. The company had revenue of $11.63 billion for 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%. Visa's revenue was up 14.4% on a year-over-year basis. During the same period in the previous year, the firm earned $2.98 EPS. As a group, research analysts forecast that Visa Inc. will post 13.16 EPS for the current year.

Visa Announces Dividend

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

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa introduced an on-chain credit model that combines VisaNet settlement data with blockchain lending infrastructure. The program is intended to help stablecoin-linked card issuers and fintech companies obtain working capital, potentially expanding Visa’s role beyond transaction processing. Visa expands data offering for blockchain lenders
• Positive Sentiment: Demand for Visa’s stablecoin infrastructure is accelerating: the company now supports more than 160 stablecoin-linked card programs, while related payment volume has increased nearly 200% year over year. Visa said stablecoin settlement volume has reached an annualized rate of approximately $20 billion. Visa connects settlement data to blockchain lenders
• Positive Sentiment: The company highlighted Credit Coop as an early example of the model. The blockchain lender has reportedly financed more than $2.5 billion in cumulative settlement volume since 2023, across more than 3,000 borrowing events and 9,000 repayments, with no reported defaults. Visa unveils on-chain lending model
• Neutral Sentiment: Visa renewed its multi-year partnership with the Toronto International Film Festival, supporting continued brand visibility and customer engagement, though the announcement is unlikely to materially affect near-term earnings. Visa and TIFF renew partnership
• Neutral Sentiment: Investors are also assessing Visa’s “Agentic Ready” strategy, which targets purchases made by artificial-intelligence agents. The opportunity could support future payment volume, but the effect on transaction economics and competitive risks remains uncertain. Visa’s Agentic Ready program
• Negative Sentiment: Visa underperformed the broader market in the latest session. The decline suggests investors may be taking profits or remaining cautious about the stock’s premium valuation despite strong long-term growth prospects and the positive stablecoin developments. Visa falls more steeply than broader market

Insider Activity

In other news, CEO Ryan Mcinerney sold 5,875 shares of the firm's stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $379.65, for a total transaction of $2,230,443.75. Following the completion of the sale, the chief executive officer directly owned 15,174 shares of the company's stock, valued at $5,760,809.10. This trade represents a 27.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the business's stock in a transaction on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total value of $20,902,561.84. Following the sale, the insider directly owned 49,662 shares in the company, valued at $18,125,140.14. This trade represents 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 90 days, insiders sold 104,537 shares of company stock worth $37,540,837. Insiders own 0.12% of the company's stock.

Visa Company 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.

Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.