Visa Inc. $V Shares Purchased by NewEdge Advisors LLC

Key Points

• NewEdge Advisors increased its Visa position by 0.4% in the second quarter to 760,691 shares valued at approximately $261 million. Institutional investors and hedge funds collectively own 82.15% of Visa’s stock.
• Visa exceeded quarterly expectations, reporting earnings of $3.32 per share and revenue of $11.63 billion, with revenue up 14.4% year over year. The company also paid a quarterly dividend of $0.67 per share, representing a 0.7% yield.
• Analysts maintain a favorable outlook, with a consensus “Buy” rating and an average price target of $416.62, although insiders sold more than $37.5 million of stock over the past three months. Visa is also expanding into stablecoin and blockchain lending infrastructure, supporting more than 160 stablecoin-linked card programs.

NewEdge Advisors LLC raised its position in Visa Inc. (NYSE:V - Free Report) by 0.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 760,691 shares of the credit-card processor's stock after acquiring an additional 3,282 shares during the quarter. Visa makes up about 0.8% of NewEdge Advisors LLC's holdings, making the stock its 20th biggest holding. NewEdge Advisors LLC's holdings in Visa were worth $260,985,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in V. GFG Capital LLC raised its holdings in shares of Visa by 2.1% in the 2nd quarter. GFG Capital LLC now owns 28,989 shares of the credit-card processor's stock valued at $9,946,000 after purchasing an additional 593 shares in the last quarter. IFP Advisors Inc grew its stake in shares of Visa by 3.3% during the second quarter. IFP Advisors Inc now owns 46,449 shares of the credit-card processor's stock worth $15,936,000 after purchasing an additional 1,502 shares in the last quarter. Baird Financial Group Inc. grew its stake in shares of Visa by 4.0% during the second quarter. Baird Financial Group Inc. now owns 1,151,707 shares of the credit-card processor's stock worth $395,139,000 after purchasing an additional 44,416 shares in the last quarter. Arizona State Retirement System increased its holdings in Visa by 1.0% in the second quarter. Arizona State Retirement System now owns 466,471 shares of the credit-card processor's stock valued at $160,042,000 after buying an additional 4,584 shares during the last quarter. Finally, West Family Investments Inc. increased its holdings in Visa by 9.4% in the second quarter. West Family Investments Inc. now owns 6,337 shares of the credit-card processor's stock valued at $2,174,000 after buying an additional 547 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Visa Stock Down 1.7%

Shares of NYSE V opened at $368.82 on Wednesday. The business has a 50-day moving average price of $364.80 and a 200 day moving average price of $334.13. The stock has a market cap of $658.14 billion, a PE ratio of 31.36, a price-to-earnings-growth ratio of 2.01 and a beta of 0.76. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. 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 EPS for the quarter, topping the consensus estimate of $3.23 by $0.09. The company had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%.The firm's revenue was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.98 earnings per share. Equities research analysts forecast that Visa Inc. will post 13.16 earnings per share for the current year.

Visa Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a 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%.

Visa News Roundup

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

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 20,970 shares of the company's 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 transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,162,953.50. This represents a 58.02% decrease in their position. The sale was disclosed in a 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 Mahon sold 57,272 shares of Visa stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the completion of the sale, 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 position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 104,537 shares of company stock valued at $37,540,837. Insiders own 0.12% of the company's stock.

Analyst Ratings Changes

A number of analysts have issued reports on V shares. Truist Financial set a $406.00 price target on Visa and gave the stock a "buy" rating in a report on Wednesday, August 5th. Susquehanna reiterated a "positive" rating and issued a $427.00 price objective (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Clear Str upgraded Visa to a "strong-buy" rating in a research note on Thursday, July 16th. Barclays assumed coverage on Visa in a report on Tuesday, July 7th. They issued an "overweight" rating and a $420.00 price target for the company. Finally, Raymond James Financial reiterated an "outperform" rating and issued a $406.00 price target on shares of Visa in a research note on Wednesday, July 29th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and an average target price of $416.62.

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.

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