Visa Inc. $V Position Increased by Unisphere Establishment

Unisphere Establishment grew its position in Visa Inc. (NYSE:V) by 1.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,025,000 shares of the credit-card processor’s stock after buying an additional 16,500 shares during the quarter. Visa makes up approximately 2.6% of Unisphere Establishment’s portfolio, making the stock its 12th largest position. Unisphere Establishment’s holdings in Visa were worth $309,796,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in V. Invariant Investment Management purchased a new position in shares of Visa during the 4th quarter valued at $969,000. Nixon Peabody Trust Co. increased its stake 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 acquiring an additional 1,543 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of Visa by 0.7% during 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 acquiring an additional 1,054,343 shares in the last quarter. Savvy Advisors Inc. raised its holdings in shares of Visa by 30.1% during the fourth quarter. Savvy Advisors Inc. now owns 28,922 shares of the credit-card processor’s stock worth $10,143,000 after acquiring an additional 6,688 shares in the last quarter. Finally, Wealth Enhancement Trust Services Inc. purchased a new stake in shares of Visa during the fourth quarter worth $15,966,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Truist Financial raised its price target on Visa to $394 from $371 and reiterated a buy rating, signaling more upside as analysts remain constructive on the stock.
• Positive Sentiment: BNP Paribas Exane upgraded Visa, adding to the bullish analyst momentum around the company’s earnings outlook and business fundamentals.
• Positive Sentiment: Several reports suggest Visa could deliver another “business as usual” earnings beat next week, supported by resilient consumer credit demand, strong payment volumes, and ongoing digital payments growth.
• Positive Sentiment: Visa also continues to announce new partnerships, including embedded-finance and agentic-commerce initiatives with Airwallex and Lianlian, which highlight continued expansion opportunities in business-to-business and next-generation payments.
• Neutral Sentiment: Market commentary comparing Visa and Mastercard favorably to American Express after AMEX’s post-earnings selloff may be helping keep Visa steady, but it is more of an industry read-through than a company-specific catalyst.
• Neutral Sentiment: Visa is also drawing attention as a “wide-moat” stock, reflecting its durable competitive position, though that is mainly a long-term quality argument rather than a fresh near-term driver.

Visa Stock Up 1.0%

V stock opened at $355.29 on Friday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $365.14. The company has a fifty day simple moving average of $337.58 and a 200 day simple moving average of $325.34. The firm has a market cap of $637.31 billion, a PE ratio of 30.95, a PEG ratio of 1.87 and a beta of 0.75.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. Visa’s revenue for the quarter was up 17.1% on a year-over-year basis. During the same period in the prior year, the company posted $2.76 earnings per share. Sell-side analysts anticipate that Visa Inc. will post 13.13 EPS for the current fiscal year.

Visa declared that its board has approved a share buyback plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its stock is undervalued.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Tuesday, May 12th. Visa’s dividend payout ratio is 23.34%.

Insider Transactions at Visa

In related news, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. This trade represents a 9.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 75,581 shares of company stock worth $25,627,975. 0.12% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

V has been the topic of a number of recent research reports. Citigroup lowered their target price on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Barclays initiated coverage on Visa in a research note on Tuesday, July 7th. They set an “overweight” rating and a $420.00 price target for the company. Cantor Fitzgerald reiterated an “overweight” rating and set a $400.00 price target on shares of Visa in a report on Wednesday, April 29th. Robert W. Baird set a $412.00 price target on Visa and gave the company an “outperform” rating in a research note on Monday, July 6th. Finally, Loop Capital started coverage on Visa in a report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price objective on the stock. Eight research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $399.41.

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.