Trajan Wealth LLC Purchases 2,609 Shares of Visa Inc. $V

Trajan Wealth LLC grew its holdings in shares of Visa Inc. (NYSE:VFree Report) by 2.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 123,644 shares of the credit-card processor’s stock after buying an additional 2,609 shares during the period. Visa makes up 1.6% of Trajan Wealth LLC’s investment portfolio, making the stock its 17th largest position. Trajan Wealth LLC’s holdings in Visa were worth $42,421,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Nixon Peabody Trust Co. boosted its stake in Visa by 58.1% in the 1st quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock worth $1,270,000 after purchasing an additional 1,543 shares in the last quarter. Vanguard Group Inc. increased its stake in Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after purchasing an additional 1,054,343 shares in the last quarter. Beacon Financial Group raised its holdings in Visa by 83.9% in the first quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor’s stock worth $6,801,000 after buying an additional 10,267 shares during the last quarter. Sterling Investment Management LLC raised its holdings in Visa by 43.7% in the fourth quarter. Sterling Investment Management LLC now owns 17,832 shares of the credit-card processor’s stock worth $6,254,000 after buying an additional 5,421 shares during the last quarter. Finally, Pincus Capital Management LP bought a new position in shares of Visa in the fourth quarter worth approximately $4,278,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 20,970 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $340.25, for a total transaction of $7,135,042.50. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,162,953.50. The trade was a 58.02% decrease in their position. 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, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s 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 sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at $6,625,440. The trade was a 9.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 96,634 shares of company stock valued at $34,537,016. Insiders own 0.12% of the company’s stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

  • Positive Sentiment: Visa and Mastercard reached fresh records as aggregate U.S. spending remained healthy, despite consumers becoming more selective and retail companies issuing cautious warnings. Strong payment volumes support Visa’s transaction and fee revenue. Visa and Mastercard shares hit fresh records, underscoring a resilient U.S. consumer
  • Positive Sentiment: Visa’s stablecoin settlement pilot reached an annualized run rate of approximately $7 billion after expanding across nine blockchains. The development strengthens Visa’s position in emerging digital-payment infrastructure and could create additional long-term transaction opportunities. Circle CEO Allaire Maps Stablecoins’ Next Act as Global Payment Rails
  • Positive Sentiment: President Donald Trump’s financial disclosure showed purchases of Visa shares, adding a headline-level endorsement from a prominent investor and contributing to market interest in the stock. Visa Stock Climbs After Trump Buys Millions in Stock
  • Positive Sentiment: Visa’s monitoring program for Hims & Hers Health highlights the network’s ability to enforce dispute controls and collect penalties when merchants generate excessive chargebacks. The episode reinforces Visa’s risk-management role without exposing it to the merchant’s customer-acquisition or regulatory costs. Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters
  • Neutral Sentiment: CEO Ryan McInerney is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on September 8. The presentation could provide updates on spending trends, stablecoins and regulation, but no new financial guidance was announced. Visa to Participate in Upcoming Investor Conference
  • Negative Sentiment: McInerney sold 5,875 Visa shares worth approximately $2.16 million, reducing his direct ownership by 27.9%. The sale occurred under a pre-arranged Rule 10b5-1 plan, making it less concerning than discretionary selling, but it may still draw limited attention from investors.

Visa Price Performance

Shares of V opened at $382.35 on Tuesday. The firm has a fifty day simple moving average of $354.89 and a two-hundred day simple moving average of $329.98. The firm has a market cap of $682.28 billion, a PE ratio of 32.51, 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 $383.43.

Visa (NYSE:VGet Free Report) 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. The firm had revenue of $11.63 billion for 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 period last year, the business posted $2.98 EPS. On average, equities analysts anticipate that Visa Inc. will post 13.16 EPS for the current year.

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

Visa Announces Dividend

The company also recently announced 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 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is presently 22.79%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on V shares. Cantor Fitzgerald set a $445.00 price objective on shares of Visa and gave the stock an “overweight” rating in a report on Monday, August 3rd. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. Evercore set a $350.00 price target on Visa in a report on Wednesday, April 29th. Robert W. Baird lifted their price objective on Visa from $412.00 to $420.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Finally, Clear Str raised Visa to a “strong-buy” rating in a research report on Thursday, July 16th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $413.58.

View Our Latest Stock Analysis on Visa

About Visa

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Visa (NYSE:V)

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