GK Wealth Management LLC acquired a new position in Visa Inc. (NYSE:V – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 2,631 shares of the credit-card processor’s stock, valued at approximately $903,000.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. GAMMA Investing LLC increased its holdings in shares of Visa by 15.0% in the 2nd quarter. GAMMA Investing LLC now owns 60,455 shares of the credit-card processor’s stock worth $20,741,000 after purchasing an additional 7,881 shares in the last quarter. Grant Private Wealth Management Inc lifted its holdings in shares of Visa by 5.6% during the second quarter. Grant Private Wealth Management Inc now owns 5,011 shares of the credit-card processor’s stock valued at $1,719,000 after purchasing an additional 264 shares in the last quarter. Prota Financial LLC boosted its position in shares of Visa by 3.3% during the second quarter. Prota Financial LLC now owns 2,175 shares of the credit-card processor’s stock valued at $764,000 after buying an additional 69 shares during the last quarter. Wisconsin Wealth Advisors LLC purchased a new stake in shares of Visa during the second quarter valued at $220,000. Finally, Central Pacific Bank Trust Division boosted its position in shares of Visa by 11.0% during the second quarter. Central Pacific Bank Trust Division now owns 12,604 shares of the credit-card processor’s stock valued at $4,324,000 after buying an additional 1,252 shares during the last quarter. 82.15% of the stock is owned by institutional investors.
Insider Buying and Selling at Visa
In related news, CEO Ryan Mcinerney sold 20,970 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $340.25, for a total value of $7,135,042.50. Following the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $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 can be accessed 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 shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 101,398 shares of company stock worth $35,831,433. 0.12% of the stock is owned by corporate insiders.
Key Stories Impacting Visa
- Positive Sentiment: BioCatch acquisition strengthens Visa’s cybersecurity strategy. Visa will acquire the behavioral-intelligence provider to detect account takeovers, scams, money-mule activity and application fraud before transactions reach the payment network. BioCatch analyzes keystrokes, touchscreen behavior, device handling and other signals, potentially improving fraud detection and reducing false declines for banks and merchants. The deal also supports Visa’s faster-growing Value-Added Services business and could create recurring, network-agnostic software revenue. Visa to buy cybersecurity firm BioCatch for $2.4 billion amid surge in AI-powered scams
- Positive Sentiment: Stablecoin usage is expanding across Visa’s network. Western Union and Rain launched a stablecoin-based product that allows users to hold dollar value and spend it at Visa merchants and ATMs. Broader adoption could increase payment volume and reinforce Visa’s role as an important bridge between digital assets, consumers and traditional commerce. Western Union and Rain Take Stablecoins Mainstream Across Visa Network
- Positive Sentiment: Visa data highlighted strong event-driven spending. Card-present spending in Toronto and Vancouver rose as much as 24.6% and 12.7%, respectively, during FIFA World Cup 2026 matchdays versus the comparable 2025 period. While temporary, the results demonstrate Visa’s ability to facilitate international tourism and concentrated commerce during major events. Visa data shows FIFA World Cup 2026 drove spending lift in Canada’s host cities
- Neutral Sentiment: Visa also announced sponsorship and partnership initiatives, including official payment-partner status for Maroon 5’s 2027 Asia tour and expanded commercial-credit capabilities through partners Thredd and Pliant. These announcements support brand visibility and payments adoption but are unlikely to materially affect near-term earnings.
- Negative Sentiment: The BioCatch transaction requires a substantial $2.4 billion cash outlay, and its financial benefit depends on successful integration and cross-selling. Investors may also weigh recent insider selling, with several Visa executives selling shares and no reported purchases over the past six months, although such activity can reflect scheduled compensation or portfolio decisions.
Analyst Ratings Changes
V has been the subject of a number of recent analyst reports. Barclays assumed coverage on Visa in a research report on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 target price for the company. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $430.00 price target on shares of Visa in a report on Wednesday, July 29th. Truist Financial boosted their price objective on shares of Visa from $371.00 to $394.00 and gave the company a “buy” rating in a report on Friday, July 24th. Cantor Fitzgerald set a $445.00 price objective on shares of Visa and gave the company an “overweight” rating in a report on Monday. Finally, Oppenheimer restated an “outperform” rating and set a $403.00 price objective (up from $391.00) on shares of Visa in a research 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 stock presently has an average rating of “Buy” and a consensus target price of $413.12.
Read Our Latest Stock Analysis on Visa
Visa Stock Up 1.1%
Visa stock opened at $369.60 on Wednesday. Visa Inc. has a one year low of $293.89 and a one year high of $373.97. The stock has a fifty day moving average of $342.69 and a 200 day moving average of $326.21. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The stock has a market cap of $662.97 billion, a PE ratio of 31.43, a price-to-earnings-growth ratio of 1.97 and a beta of 0.74.
Visa (NYSE:V – Get Free Report) last announced its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.23 by $0.09. The business had revenue of $11.63 billion for the quarter, compared to analysts’ expectations of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%.The business’s revenue for the quarter was up 14.4% on a year-over-year basis. During the same period last year, the firm posted $2.98 earnings per share. As a group, sell-side analysts predict that Visa Inc. will post 13.13 EPS for the current year.
Visa announced that its board has approved a stock repurchase program on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.
Visa Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be paid a $0.67 dividend. 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 is 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.
Featured Stories
- Five stocks we like better than Visa
- System Upgrade: First Internet Bancorp Options Surge
- AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push
- The AI Chip Blockade Is Creating a Shadow Market
- Grab Holdings Stock Forms Bottom After Strong Beat-and-Raise Quarter
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
