NorthRock Partners LLC Buys 2,184 Shares of Visa Inc. $V

NorthRock Partners LLC increased its stake in shares of Visa Inc. (NYSE:V) by 7.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,675 shares of the credit-card processor’s stock after acquiring an additional 2,184 shares during the quarter. NorthRock Partners LLC’s holdings in Visa were worth $11,211,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of V. Parvin Asset Management LLC boosted its stake in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares during the period. Philadelphia Investment Partners LLC bought a new position in shares of Visa in the second quarter worth approximately $29,000. Virtus Advisers LLC purchased a new position in shares of Visa in the second quarter worth $33,000. RHL Group LLC purchased a new position in shares of Visa in the fourth quarter worth $34,000. Finally, Timmons Wealth Management LLC bought a new stake in Visa during the 4th quarter valued at $34,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Trading Down 1.7%

Shares of V opened at $368.82 on Wednesday. The firm’s 50-day moving average price is $364.80 and its 200-day moving average price is $334.13. The firm has a market capitalization of $658.14 billion, a price-to-earnings ratio of 31.36, a PEG ratio of 2.01 and a beta of 0.76. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $385.57.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) 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 the consensus estimate of $11.40 billion. During the same period in the prior year, the firm earned $2.98 earnings per share. Visa’s revenue was up 14.4% on a year-over-year basis. Sell-side analysts anticipate that Visa Inc. will post 13.16 EPS for the current year.

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were issued a dividend of $0.67 per share. The ex-dividend date 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 22.79%.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on V. Citigroup restated a “buy” rating and issued a $440.00 price objective (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. UBS Group reiterated a “buy” rating and set a $420.00 target price (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Wells Fargo & Company reissued an “overweight” rating and issued a $432.00 target price (up from $412.00) on shares of Visa in a research note on Thursday, July 30th. Morgan Stanley restated an “overweight” rating and set a $416.00 price target on shares of Visa in a report on Wednesday, July 29th. Finally, Weiss Ratings raised Visa from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, July 30th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $416.62.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa introduced an on-chain credit model that combines VisaNet settlement data with blockchain lending infrastructure. The program is intended to help stablecoin-linked card issuers and fintech companies obtain working capital, potentially expanding Visa’s role beyond transaction processing. Visa expands data offering for blockchain lenders
• Positive Sentiment: Demand for Visa’s stablecoin infrastructure is accelerating: the company now supports more than 160 stablecoin-linked card programs, while related payment volume has increased nearly 200% year over year. Visa said stablecoin settlement volume has reached an annualized rate of approximately $20 billion. Visa connects settlement data to blockchain lenders
• Positive Sentiment: The company highlighted Credit Coop as an early example of the model. The blockchain lender has reportedly financed more than $2.5 billion in cumulative settlement volume since 2023, across more than 3,000 borrowing events and 9,000 repayments, with no reported defaults. Visa unveils on-chain lending model
• Neutral Sentiment: Visa renewed its multi-year partnership with the Toronto International Film Festival, supporting continued brand visibility and customer engagement, though the announcement is unlikely to materially affect near-term earnings. Visa and TIFF renew partnership
• Neutral Sentiment: Investors are also assessing Visa’s “Agentic Ready” strategy, which targets purchases made by artificial-intelligence agents. The opportunity could support future payment volume, but the effect on transaction economics and competitive risks remains uncertain. Visa’s Agentic Ready program
• Negative Sentiment: Visa underperformed the broader market in the latest session. The decline suggests investors may be taking profits or remaining cautious about the stock’s premium valuation despite strong long-term growth prospects and the positive stablecoin developments. Visa falls more steeply than broader market

Insiders Place Their Bets

In related news, General Counsel Julie B. Rottenberg sold 2,028 shares of Visa stock in a transaction that occurred 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 sale, the general counsel directly owned 18,404 shares in the company, valued at $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction on Thursday, July 30th. The stock was 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 in the company, 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. In the last quarter, insiders have sold 104,537 shares of company stock worth $37,540,837. Company insiders own 0.12% of the company’s stock.

About Visa

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.