Hennion & Walsh Asset Management Inc. Has $16.76 Million Stock Position in Visa Inc. $V

Hennion & Walsh Asset Management Inc. raised its stake in Visa Inc. (NYSE:V) by 4.0% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 48,843 shares of the credit-card processor’s stock after acquiring an additional 1,880 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Visa were worth $16,758,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in Visa by 0.7% during the 4th 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 in the last quarter. State Street Corp lifted its holdings in shares of Visa by 0.8% in the fourth quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after purchasing an additional 626,821 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after purchasing an additional 388,996 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in shares of Visa by 1.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock valued at $14,411,480,000 after purchasing an additional 716,218 shares in the last quarter. Finally, Bank of America Corp DE boosted its position in shares of Visa by 1.7% during the fourth quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock worth $8,359,291,000 after buying an additional 398,459 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa News Roundup

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

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 20,970 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $340.25, for a total value of $7,135,042.50. Following the completion of the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,162,953.50. This trade represents a 58.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 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 that occurred 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 sale, the insider directly owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 101,398 shares of company stock worth $35,831,433. Company insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on V. Wolfe Research reiterated an “outperform” rating and set a $435.00 price objective (up from $430.00) on shares of Visa in a report on Wednesday, July 29th. BNP Paribas Exane upgraded Visa to a “strong-buy” rating in a research note on Tuesday, July 21st. Cantor Fitzgerald set a $445.00 price target on Visa and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Wells Fargo & Company reaffirmed an “overweight” rating and set a $432.00 price target (up from $412.00) on shares of Visa in a research note on Thursday, July 30th. Finally, Evercore set a $350.00 price objective on shares of Visa in a report on Wednesday, April 29th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $413.58.

Visa Stock Performance

NYSE V opened at $362.32 on Friday. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. The firm’s fifty day moving average price is $345.11 and its two-hundred day moving average price is $327.04. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $373.97. The firm has a market capitalization of $649.92 billion, a P/E ratio of 30.81, a price-to-earnings-growth ratio of 1.94 and a beta of 0.74.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share 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 net margin of 50.78% and a return on equity of 67.68%. Visa’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period in the previous year, the business earned $2.98 EPS. As a group, research analysts anticipate that Visa Inc. will post 13.14 EPS for the current year.

Visa announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s board of directors believes its stock is undervalued.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th will be issued 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 yield of 0.7%. Visa’s dividend payout ratio (DPR) is presently 22.79%.

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.