Puff Wealth Management LLC Acquires New Holdings in Visa Inc. $V

Puff Wealth Management LLC bought a new stake in Visa Inc. (NYSE:V) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,852 shares of the credit-card processor’s stock, valued at approximately $635,000.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after acquiring an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after purchasing an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. boosted its position in Visa by 4.6% during the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares during the period. Matrix Asset Advisors Inc. NY grew its holdings in Visa by 16.9% during the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after purchasing an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in shares of Visa by 13.8% in the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after purchasing an additional 2,230 shares during the period. 82.15% of the stock is owned by institutional investors.

Insider Activity at Visa

In other news, CFO Chris Suh sold 10,639 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief financial officer owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total transaction of $729,720.00. Following the completion of the sale, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. The trade was a 9.92% decrease in their position. 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 101,398 shares of company stock worth $35,831,433. 0.12% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on V. Weiss Ratings upgraded shares of Visa from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, July 30th. JPMorgan Chase & Co. lifted their target price on shares of Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. BMO Capital Markets boosted their target price on shares of Visa from $387.00 to $405.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Erste Group Bank upgraded shares of Visa from a “hold” rating to a “buy” rating in a report on Monday, July 27th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Visa in a research report on Wednesday, July 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $413.58.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa exceeded quarterly EPS and revenue expectations, prompting analysts to raise their 2026–2027 forecasts. The outlook reflects continued payment-volume growth, strong profitability and resilient cross-border spending. Wall Street Raises Visa Outlook After Strong Q3
• Positive Sentiment: Recent performance suggests stablecoins have not yet materially disrupted Visa’s core card-network economics. The company continues to benefit from scale, trusted acceptance and the complexity of converting payments infrastructure to alternative rails. Visa: Recent Performance Shows Stablecoin Threat Was Overstated
• Positive Sentiment: Visa’s planned $2.4 billion cash acquisition of BioCatch expands its fraud-detection and cybersecurity capabilities. The deal could strengthen Visa’s value proposition to banks and merchants as account takeovers and scams become more costly. Visa vs. Mastercard: BioCatch Acquisition
• Neutral Sentiment: Visa remains a highlighted payments-industry name alongside Mastercard, PayPal, Fidelity and WEX, but the broader industry outlook is mixed as companies invest in fraud prevention, digital wallets, artificial intelligence and competing payment technologies. Zacks Payments Industry Outlook
• Negative Sentiment: Analysts continue to balance Visa’s strong execution against its premium earnings valuation and rising regulatory risks. Investors may therefore be taking profits or remaining cautious despite the earnings momentum, particularly because future upside requires sustained double-digit growth. Visa Analyst Outlook

Visa Stock Down 2.2%

V opened at $362.32 on Friday. The business has a 50 day moving average of $345.11 and a 200-day moving average of $327.04. The stock has a market capitalization of $649.92 billion, a price-to-earnings ratio of 30.81, a P/E/G ratio of 1.99 and a beta of 0.74. 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 $373.97.

Visa (NYSE:V) last announced its 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. The business 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%. Visa’s revenue was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.98 earnings per share. As a group, sell-side analysts anticipate that Visa Inc. will post 13.14 earnings per share for the current year.

Visa announced that its Board of Directors has authorized a stock buyback program on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s management believes its shares are undervalued.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be issued a dividend of $0.67 per share. The ex-dividend date is Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa’s payout ratio is presently 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.