Visa Inc. $V Shares Purchased by Hyperion Asset Management Ltd

Key Points

• Hyperion Asset Management increased its Visa stake by 19.9% in the second quarter, purchasing 42,660 additional shares and bringing its holdings to 257,309 shares valued at approximately $88.3 million. Institutional investors collectively own 82.15% of Visa.
• Visa reported stronger-than-expected quarterly results, with EPS of $3.32 and revenue of $11.63 billion, up 14.4% year over year. Analysts maintain a consensus “Buy” rating with an average price target of $413.58.
• Insiders sold significant amounts of Visa stock over the past 90 days, totaling 90,759 shares worth about $32.4 million, while the company also approved a $20 billion share-repurchase program and declared a quarterly dividend of $0.67 per share.

Hyperion Asset Management Ltd raised its position in Visa Inc. (NYSE:V - Free Report) by 19.9% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 257,309 shares of the credit-card processor's stock after purchasing an additional 42,660 shares during the period. Visa accounts for approximately 2.3% of Hyperion Asset Management Ltd's portfolio, making the stock its 15th biggest holding. Hyperion Asset Management Ltd's holdings in Visa were worth $88,280,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Northside Capital Management LLC boosted its stake in Visa by 9.5% during the 2nd quarter. Northside Capital Management LLC now owns 53,200 shares of the credit-card processor's stock worth $18,253,000 after purchasing an additional 4,613 shares during the last quarter. Investors Research Corp lifted its stake in shares of Visa by 301.8% in the second quarter. Investors Research Corp now owns 1,595 shares of the credit-card processor's stock worth $547,000 after buying an additional 1,198 shares in the last quarter. Insight Wealth Strategies LLC boosted its position in Visa by 4.6% during the second quarter. Insight Wealth Strategies LLC now owns 2,219 shares of the credit-card processor's stock worth $779,000 after acquiring an additional 98 shares during the last quarter. Butensky & Cohen Financial Security Inc. boosted its position in Visa by 0.3% during the second quarter. Butensky & Cohen Financial Security Inc. now owns 17,845 shares of the credit-card processor's stock worth $6,122,000 after acquiring an additional 50 shares during the last quarter. Finally, Hudson Value Partners LLC grew its stake in Visa by 4.5% during the 2nd quarter. Hudson Value Partners LLC now owns 24,902 shares of the credit-card processor's stock valued at $8,544,000 after acquiring an additional 1,081 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Insider Activity

In related news, General Counsel Julie B. Rottenberg sold 2,027 shares of the company's stock in a transaction 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 completion of the sale, the general counsel owned 18,404 shares in the company, valued at $6,625,440. This represents a 9.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 firm's stock in a transaction on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the transaction, the insider directly owned 49,662 shares in the company, valued at $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 90,759 shares of company stock valued at $32,375,779 in the last ninety days. 0.12% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

V has been the topic of several research reports. Susquehanna reissued a "positive" rating and issued a $427.00 price objective (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. BNP Paribas Exane upgraded shares of Visa to a "strong-buy" rating in a report on Tuesday, July 21st. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $430.00 price objective on shares of Visa in a research report on Wednesday, July 29th. Oppenheimer reiterated an "outperform" rating and set a $403.00 target price (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Finally, UBS Group reissued a "buy" rating and issued a $420.00 target price (up from $410.00) 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 company. Based on data from MarketBeat, the company has a consensus rating of "Buy" and a consensus price target of $413.58.

Visa Trading Up 0.3%

NYSE V opened at $362.28 on Wednesday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $373.97. The company has a market capitalization of $646.46 billion, a price-to-earnings ratio of 30.81, a price-to-earnings-growth ratio of 1.94 and a beta of 0.74. 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 firm's fifty day moving average price is $346.77 and its 200 day moving average price is $327.53.

Visa (NYSE:V - Get Free Report) last issued its quarterly earnings data 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. Visa had a return on equity of 67.68% and a net margin of 50.78%.The company had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. During the same quarter last year, the company posted $2.98 earnings per share. The business's quarterly revenue was up 14.4% compared to the same quarter last year. On average, sell-side analysts expect that Visa Inc. will post 13.15 earnings per share for the current fiscal year.

Visa announced that its board has approved a stock buyback program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase programs are often a sign that the company's board believes its shares are undervalued.

Visa Announces Dividend

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 given a dividend of $0.67 per share. The ex-dividend date is Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa's dividend payout ratio (DPR) is 22.79%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysts raised Visa’s earnings outlook. Zacks Research increased estimates across fiscal 2026–2028, including fiscal 2026 EPS to $13.23 from $13.07 and fiscal 2028 EPS to $16.81 from $16.54. Erste Group also maintains a Buy rating and raised its fiscal 2027 EPS forecast to $15.00. These revisions signal confidence in continued spending growth and operating leverage. Visa analyst earnings estimate revisions
• Positive Sentiment: Stablecoin-linked card spending is accelerating. Stablecoin-backed card transactions reportedly surpassed $1 billion in monthly volume for the first time, reaching $1.03 billion in July 2025, up 200% year over year. Growth was supported by Jupiter’s USDC Visa card, highlighting a potential new transaction stream for Visa as digital-dollar adoption expands. Stablecoin-backed card transactions article
• Positive Sentiment: Pismo-DPS could broaden Visa’s payments infrastructure business. The strategy may help Visa serve banks and fintechs more directly, deepen client relationships and capture more value across the banking technology chain. The opportunity is strategically favorable, although revenue benefits are likely longer term. Visa Pismo-DPS strategy article
• Neutral Sentiment: Visa’s latest results were fundamentally strong but received a weaker market reaction than Mastercard’s. Visa beat profit and revenue estimates amid resilient consumer spending and increased travel tied to the World Cup. However, investors focused on additional announcements and growth concerns, causing Visa’s stock to initially fall while Mastercard shares rose. Visa previously reported $3.32 in quarterly EPS and $11.63 billion in revenue, with revenue up 14.4% year over year. Visa versus Mastercard stock reaction article

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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