Evanson Financial LLC purchased a new position in Visa Inc. (NYSE:V – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,006 shares of the credit-card processor’s stock, valued at approximately $688,000.
Other institutional investors have also recently made changes to their positions in the company. Invariant Investment Management bought a new position in shares of Visa during the 4th quarter valued at about $969,000. Nixon Peabody Trust Co. increased its holdings in shares of Visa by 58.1% in the first quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock worth $1,270,000 after purchasing an additional 1,543 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Visa by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after purchasing an additional 1,054,343 shares during the last quarter. Wealth Enhancement Trust Services Inc. purchased a new stake in shares of Visa in the fourth quarter worth about $15,966,000. Finally, Ticino Wealth purchased a new stake in shares of Visa in the fourth quarter worth about $1,837,000. Institutional investors own 82.15% of the company’s stock.
Insider Activity at Visa
In other news, CFO Chris Suh sold 10,639 shares of the company’s stock in a transaction dated 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 transaction, the chief financial officer directly owned 9,872 shares in the company, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Tullier Kelly Mahon sold 57,272 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the insider directly owned 49,662 shares in the company, valued at $18,125,140.14. This represents a 53.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 101,398 shares of company stock valued at $35,831,433 over the last ninety days. Company insiders own 0.12% of the company’s stock.
Visa Trading Down 2.2%
Visa (NYSE:V – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. Visa had a return on equity of 67.68% and a net margin of 50.78%.The firm had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same period last year, the company earned $2.98 EPS. Visa’s quarterly revenue was up 14.4% compared to the same quarter last year. On average, equities analysts forecast that Visa Inc. will post 13.14 EPS for the current year.
Visa announced that its Board of Directors has initiated a share repurchase plan 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 plans are usually a sign that the company’s board believes its shares are undervalued.
Visa Dividend Announcement
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. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is 22.79%.
Visa News Summary
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa exceeded quarterly EPS and revenue expectations, prompting analysts to raise their 2026–2027 forecasts. The outlook reflects continued payment-volume growth, strong profitability and resilient cross-border spending. Wall Street Raises Visa Outlook After Strong Q3
- Positive Sentiment: Recent performance suggests stablecoins have not yet materially disrupted Visa’s core card-network economics. The company continues to benefit from scale, trusted acceptance and the complexity of converting payments infrastructure to alternative rails. Visa: Recent Performance Shows Stablecoin Threat Was Overstated
- Positive Sentiment: Visa’s planned $2.4 billion cash acquisition of BioCatch expands its fraud-detection and cybersecurity capabilities. The deal could strengthen Visa’s value proposition to banks and merchants as account takeovers and scams become more costly. Visa vs. Mastercard: BioCatch Acquisition
- Neutral Sentiment: Visa remains a highlighted payments-industry name alongside Mastercard, PayPal, Fidelity and WEX, but the broader industry outlook is mixed as companies invest in fraud prevention, digital wallets, artificial intelligence and competing payment technologies. Zacks Payments Industry Outlook
- Negative Sentiment: Analysts continue to balance Visa’s strong execution against its premium earnings valuation and rising regulatory risks. Investors may therefore be taking profits or remaining cautious despite the earnings momentum, particularly because future upside requires sustained double-digit growth. Visa Analyst Outlook
Analysts Set New Price Targets
V has been the subject of several research analyst reports. Clear Str upgraded Visa to a “strong-buy” rating in a report on Thursday, July 16th. Robert W. Baird upped their price objective on Visa from $412.00 to $420.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Royal Bank Of Canada reiterated an “outperform” rating and set a $412.00 target price (up from $395.00) on shares of Visa in a research report on Wednesday, July 29th. Cantor Fitzgerald set a $445.00 price target on shares of Visa and gave the stock an “overweight” rating in a research report on Monday. Finally, Raymond James Financial reaffirmed an “outperform” rating and set 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 given a Buy rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $413.58.
Get Our Latest Stock Analysis on V
About Visa
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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