Junto Capital Management LP Makes New $158.48 Million Investment in Visa Inc. $V

Junto Capital Management LP bought a new stake in Visa Inc. (NYSE:V) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 461,921 shares of the credit-card processor’s stock, valued at approximately $158,480,000. Visa makes up 2.8% of Junto Capital Management LP’s portfolio, making the stock its 4th largest holding.

A number of other institutional investors have also recently made changes to their positions in the company. Concorde Asset Management LLC increased its stake in shares of Visa by 4.0% in the second quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor’s stock worth $250,000 after purchasing an additional 28 shares in the last quarter. G&S Capital LLC raised its position in shares of Visa by 4.0% in the second quarter. G&S Capital LLC now owns 761 shares of the credit-card processor’s stock valued at $261,000 after purchasing an additional 29 shares during the period. Keating Financial Advisory Services Inc. lifted its stake in shares of Visa by 0.9% during the 2nd quarter. Keating Financial Advisory Services Inc. now owns 3,189 shares of the credit-card processor’s stock valued at $1,094,000 after buying an additional 29 shares in the last quarter. Riverview Capital Advisers LLC lifted its stake in shares of Visa by 0.3% during the 2nd quarter. Riverview Capital Advisers LLC now owns 10,805 shares of the credit-card processor’s stock valued at $3,707,000 after buying an additional 29 shares in the last quarter. Finally, NerdWallet Wealth Partners LLC boosted its holdings in Visa by 4.5% in the 2nd quarter. NerdWallet Wealth Partners LLC now owns 695 shares of the credit-card processor’s stock worth $239,000 after buying an additional 30 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported that more than 160 stablecoin-linked card programs are now active on its network, with related payment volume approaching a $20 billion annualized run rate and rising sharply year over year. The growth supports Visa’s position as a bridge between traditional payments and digital assets. Visa Grows Stablecoin Card Network
• Positive Sentiment: The company is combining VisaNet settlement data with blockchain lending infrastructure to help stablecoin-focused fintechs secure working capital. This could create new financing-related opportunities while making Visa’s network more useful to digital-asset issuers. Visa Is Turning Stablecoin Growth Into a Financing Opportunity
• Positive Sentiment: Visa partnered with the International Finance Corporation, part of the World Bank Group, on a risk-sharing initiative designed to expand digital-payment access in emerging markets. Greater adoption could support long-term transaction growth and financial inclusion. Visa and World Bank Group Initiative
• Positive Sentiment: A partnership with PhonePe adds cardless and potentially cross-border payment tools for Indian consumers and merchants, expanding Visa’s reach in a large, growing digital-payments market. PhonePe and Visa Cardless Payment Tools
• Neutral Sentiment: Visa’s research found that 72% of consumers have used AI assistants, but only 23% of U.S. consumers trust generative AI to make payments. Visa ranked as the most trusted payments brand, suggesting long-term opportunity but limited near-term adoption. Visa Research on Agentic Commerce
• Negative Sentiment: Visa’s CEO said AI shopping is gaining traction, but autonomous payments have not yet arrived. That cautious outlook may temper expectations for immediate growth from agentic commerce, particularly while the stock trades at a premium earnings multiple.

Analysts Set New Price Targets

A number of research firms recently weighed in on V. Erste Group Bank upgraded shares of Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. Wells Fargo & Company restated an “overweight” rating and set a $432.00 target price (up from $412.00) on shares of Visa in a research report on Thursday, July 30th. UBS Group reiterated a “buy” rating and issued a $420.00 price target (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Wolfe Research reiterated an “outperform” rating and set a $460.00 price objective (up from $435.00) on shares of Visa in a research note on Tuesday, August 25th. Finally, Susquehanna reiterated a “positive” rating and set a $427.00 price objective (up from $410.00) 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 assigned a Buy rating to the company. According to MarketBeat, Visa currently has an average rating of “Buy” and a consensus target price of $416.62.

Insider Activity

In other news, insider Tullier Mahon sold 57,272 shares of Visa stock in a transaction 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 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 position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, General Counsel Julie Rottenberg sold 2,028 shares of the company’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $7,018,365.40. This trade represents a 9.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 104,537 shares of company stock worth $37,540,837. 0.12% of the stock is currently owned by corporate insiders.

Visa Price Performance

Shares of NYSE V opened at $367.92 on Thursday. The stock’s 50-day simple moving average is $365.13 and its two-hundred day simple moving average is $334.48. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $385.57. The firm has a market capitalization of $656.53 billion, a P/E ratio of 31.29, a P/E/G ratio of 1.97 and a beta of 0.76. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. The firm had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%.The company’s revenue for the quarter was up 14.4% on a year-over-year basis. During the same quarter last year, the company posted $2.98 EPS. As a group, equities analysts anticipate that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were issued a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s dividend payout ratio is presently 22.79%.

Visa Profile

Visa Inc is a global payments technology company that operates one of the world’s largest electronic payment networks. The company connects consumers, businesses, financial institutions and governments, enabling transactions through credit, debit, prepaid and commercial payment products. Visa generally does not issue cards, extend credit or set consumer interest rates; instead, it provides the network, technology and services that support payments.

Visa’s products and services include Visa-branded cards, digital payment solutions, tokenization, fraud prevention, risk management, data analytics and payment acceptance tools.