Visa Inc. $V Position Increased by NewEdge Wealth LLC

NewEdge Wealth LLC raised its position in shares of Visa Inc. (NYSE:V) by 2.7% in the second quarter, Holdings Channel reports. The firm owned 241,478 shares of the credit-card processor’s stock after buying an additional 6,385 shares during the period. Visa accounts for 0.8% of NewEdge Wealth LLC’s investment portfolio, making the stock its 24th largest holding. NewEdge Wealth LLC’s holdings in Visa were worth $82,849,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Nixon Peabody Trust Co. lifted its position in Visa by 58.1% during the 1st 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. increased its stake in shares of Visa by 0.7% in 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 purchasing an additional 1,054,343 shares during the period. Ticino Wealth bought a new position in shares of Visa in the fourth quarter worth about $1,837,000. Beacon Financial Group lifted its position in shares of Visa by 83.9% during the 1st quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor’s stock worth $6,801,000 after purchasing an additional 10,267 shares during the last quarter. Finally, Sterling Investment Management LLC lifted its position in shares of Visa by 43.7% during the 4th quarter. Sterling Investment Management LLC now owns 17,832 shares of the credit-card processor’s stock worth $6,254,000 after purchasing an additional 5,421 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin adoption is expanding on Visa’s network. Rain says more than 100,000 merchants already receive stablecoin-funded payments settled through Visa without realizing the source of funds, highlighting potential growth in transaction volume and payment-network relevance. Rain CEO Says Merchants Receive Stablecoin Payments Without Knowing It
• Positive Sentiment: Visa joined Rain’s Agentic Payments Alliance. The coalition includes Mastercard, Fiserv, Circle, Solana and Remitly and aims to establish standards for “agentic commerce,” in which software agents make payments on behalf of consumers or businesses. Participation gives Visa an opportunity to help shape a potentially significant new payments category. Visa and Mastercard Join Rain’s Agentic Commerce Coalition
• Positive Sentiment: Visa is reportedly pursuing a new stablecoin settlement partner with multi-regional licensing capabilities after Mastercard acquired BVNK. The search signals continued strategic investment in blockchain settlement and could broaden Visa’s international stablecoin infrastructure. Visa Seeks New Stablecoin Partner Following Mastercard-BVNK Deal
• Positive Sentiment: Kraken launched a U.S. crypto-and-fiat debit card on Visa’s network. The card supports more than 600 assets and offers up to 2% cashback, potentially increasing Visa transaction volumes while expanding its exposure to cryptocurrency users. Kraken’s Krak Debuts U.S. Debit Card
• Positive Sentiment: Analyst coverage highlighted Visa’s payments growth, while Bill Ackman’s Pershing Square added Visa as a new holding. The endorsement may improve investor sentiment, although it does not change Visa’s operating outlook by itself. Top Analyst Reports for Visa
• Neutral Sentiment: DBS Hong Kong and Visa announced an AI-readiness initiative focused on skills for intelligent payments. The program supports Visa’s technology positioning but has no immediate disclosed financial impact. DBS Hong Kong Partners with Visa
• Negative Sentiment: Mastercard’s acquisition of BVNK gives Visa a competitive disadvantage in stablecoin infrastructure until it secures a replacement partner, potentially increasing execution pressure in this emerging market.

Visa Trading Up 0.5%

Shares of V opened at $365.91 on Thursday. 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 has a market cap of $652.95 billion, a PE ratio of 31.12, a PEG ratio of 1.95 and a beta of 0.74. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $373.97. The stock has a 50 day simple moving average of $351.80 and a 200-day simple moving average of $329.03.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. The firm had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The company’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period in the previous year, the business earned $2.98 earnings per share. On average, sell-side analysts predict that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa announced that its board has initiated a share repurchase program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s board believes its shares are undervalued.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is presently 22.79%.

Insider Activity

In other news, insider Tullier Kelly Mahon sold 57,272 shares of the firm’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 transaction, the insider directly owned 49,662 shares in the company, valued at $18,125,140.14. This trade represents a 53.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Ryan Mcinerney sold 10,490 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $343.99, for a total value of $3,608,455.10. Following the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,219,704.26. The trade was a 40.87% 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 ninety days, insiders sold 90,759 shares of company stock valued at $32,375,779. Company insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on V. Wolfe Research reiterated an “outperform” rating and set a $435.00 price target (up from $430.00) on shares of Visa in a report on Wednesday, July 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $430.00 target price on shares of Visa in a research report on Wednesday, July 29th. Citigroup reiterated a “buy” rating and set a $440.00 target price (up from $400.00) on shares of Visa in a research note on Wednesday, July 29th. Clear Str raised shares of Visa to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $432.00 price target (up from $412.00) on shares of Visa in a research report on Thursday, July 30th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company. According to MarketBeat.com, Visa presently has an average rating of “Buy” and an average target price of $413.58.

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.