HF Advisory Group LLC Boosts Stake in Visa Inc. $V

HF Advisory Group LLC boosted its position in Visa Inc. (NYSE:V) by 32.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,433 shares of the credit-card processor’s stock after purchasing an additional 2,833 shares during the period. Visa makes up approximately 1.2% of HF Advisory Group LLC’s investment portfolio, making the stock its 23rd biggest holding. HF Advisory Group LLC’s holdings in Visa were worth $3,923,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. PayPay Securities Corp lifted its stake in shares of Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares during the last quarter. Cresta Advisors Ltd. purchased a new position in Visa during the 4th quarter valued at $26,000. Parvin Asset Management LLC grew its position in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares during the last quarter. RHL Group LLC bought a new position in Visa in the 4th quarter valued at $34,000. Finally, Timmons Wealth Management LLC purchased a new stake in Visa in the fourth quarter worth $34,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on the company. Robert W. Baird lifted their target price on Visa from $412.00 to $420.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. BNP Paribas Exane raised shares of Visa to a “strong-buy” rating in a research note on Tuesday, July 21st. Truist Financial set a $406.00 price objective on shares of Visa and gave the company a “buy” rating in a report on Wednesday. Susquehanna restated a “positive” rating and issued a $427.00 target price (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Finally, Clear Str raised shares of Visa to a “strong-buy” rating in a research report on Thursday, July 16th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. According to MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $413.58.

Visa Stock Performance

Shares of Visa stock 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 stock’s fifty day moving average price is $345.11 and its 200-day moving average price is $327.04. The firm has a market cap of $649.92 billion, a P/E ratio of 30.81, a P/E/G ratio of 1.94 and a beta of 0.74. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $373.97.

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 analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The company had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same period in the prior year, the firm earned $2.98 earnings per share. The firm’s revenue for the quarter was up 14.4% compared to the same quarter last year. On average, equities research analysts expect that Visa Inc. will post 13.14 earnings per share for the current fiscal year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be issued a $0.67 dividend. The ex-dividend date is Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa’s payout ratio is currently 22.79%.

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

Insider Buying and Selling at Visa

In related news, insider Tullier Kelly Mahon sold 57,272 shares of Visa stock in a transaction that occurred on 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 transaction, the insider directly owned 49,662 shares of the company’s stock, valued at $18,125,140.14. This trade represents a 53.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Ryan Mcinerney sold 10,490 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,219,704.26. This trade represents a 40.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 101,398 shares of company stock worth $35,831,433 over the last quarter. 0.12% of the stock is currently owned by company insiders.

Key Visa News

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

Visa Company 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.