Sculptor Capital LP Takes Position in Visa Inc. $V

Sculptor Capital LP bought a new position in Visa Inc. (NYSE:V) during the second quarter, Holdings Channel reports. The firm bought 16,572 shares of the credit-card processor’s stock, valued at approximately $5,686,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Odyssean LLC purchased a new stake in Visa in the 2nd quarter worth approximately $3,042,000. Western Wealth Management LLC increased its holdings in shares of Visa by 1.8% during the 2nd quarter. Western Wealth Management LLC now owns 40,403 shares of the credit-card processor’s stock valued at $13,862,000 after purchasing an additional 712 shares in the last quarter. Jupiter Topco LLC acquired a new position in shares of Visa in the 2nd quarter valued at $1,435,262,000. Route One Investment Company L.P. acquired a new position in shares of Visa in the 2nd quarter valued at $36,608,000. Finally, J. Goldman & Co LP purchased a new stake in Visa during the second quarter worth $2,463,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently commented on V. BNP Paribas Exane upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, July 21st. Weiss Ratings upgraded shares of Visa from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, July 30th. Royal Bank Of Canada reissued an “outperform” rating and set a $412.00 target price (up from $395.00) on shares of Visa in a research note on Wednesday, July 29th. Oppenheimer restated an “outperform” rating and set a $403.00 target price (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Finally, Susquehanna restated a “positive” rating and issued a $427.00 price target (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company’s stock. According to data from MarketBeat, Visa presently has a consensus rating of “Buy” and a consensus target price of $414.54.

Visa News Summary

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. Strong payment volumes support Visa’s transaction growth and fee revenue. Visa and Mastercard shares hit fresh records, underscoring a resilient U.S. consumer
• Positive Sentiment: Visa launched a card-present acceptance offering with Bluefin, combining Visa’s global network with Bluefin’s payment-security infrastructure. The partnership could strengthen Visa’s enterprise merchant proposition and support future payment volumes. Visa and Bluefin Introduce Card-Present Acceptance Offering
• Positive Sentiment: European fintech provider payabl. expanded its relationship with Visa to offer Rapid Dispute Resolution tools to merchants in the UK and EU. Automatic dispute resolution may reduce chargebacks and improve merchant retention, reinforcing Visa’s value-added services. payabl. Teams Up with Visa to Help Merchants Quickly Resolve Disputes and Prevent Costly Chargebacks
• Positive Sentiment: Visa joined Singapore’s BLOOM initiative, which aims to connect traditional payment systems with stablecoin settlement networks. The move supports Visa’s positioning in emerging cross-border and digital-payment infrastructure. Visa Joins MAS-Led BLOOM Initiative
• Positive Sentiment: A financial disclosure showed purchases of Visa shares by accounts associated with President Donald Trump, generating additional market attention and perceived confidence in the company. Visa Stock Climbs After Trump Buys Millions in Stock
• Neutral Sentiment: CEO Ryan McInerney will speak at the Goldman Sachs Communacopia + Technology Conference on September 8. Investors may look for updates on spending trends, stablecoins and regulation, but no new guidance was announced. Visa to Participate in Upcoming Investor Conference
• Negative Sentiment: CEO Ryan McInerney sold 5,875 Visa shares worth approximately $2.16 million, reducing his direct ownership by 27.9%. Because the transaction occurred under a pre-arranged Rule 10b5-1 plan, the signal is limited, but insider selling could still attract some investor scrutiny.

Insider Transactions at Visa

In other news, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. This trade represents a 9.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the transaction, the chief executive officer owned 15,174 shares in the company, valued at $5,582,059.38. The trade was a 27.91% decrease in their ownership of the stock. 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. Insiders sold 96,634 shares of company stock valued at $34,537,016 over the last 90 days. 0.12% of the stock is currently owned by corporate insiders.

Visa Stock Performance

NYSE V opened at $383.44 on Wednesday. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The stock’s 50 day simple moving average is $355.90 and its 200-day simple moving average is $330.36. The company has a market cap of $684.23 billion, a PE ratio of 32.61, a price-to-earnings-growth ratio of 2.05 and a beta of 0.74. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $384.20.

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

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be paid a dividend of $0.67 per share. 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 payout ratio is 22.79%.

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

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.