Hennion & Walsh Asset Management Inc. lifted its stake in Visa Inc. (NYSE:V – Free Report) by 4.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 48,843 shares of the credit-card processor’s stock after purchasing an additional 1,880 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Visa were worth $16,758,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of V. Invariant Investment Management bought a new stake in Visa during the 4th quarter worth about $969,000. Nixon Peabody Trust Co. boosted its stake in shares of Visa by 58.1% in the 1st quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock valued at $1,270,000 after purchasing an additional 1,543 shares during the last quarter. Vanguard Group Inc. grew its position in shares of Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after buying an additional 1,054,343 shares during the period. Wealth Enhancement Trust Services Inc. acquired a new stake in shares of Visa during the 4th quarter worth approximately $15,966,000. Finally, Ticino Wealth acquired a new stake in shares of Visa during the 4th quarter worth approximately $1,837,000. Institutional investors own 82.15% of the company’s stock.
Wall Street Analyst Weigh In
Several equities analysts recently weighed in on V shares. JPMorgan Chase & Co. increased their price objective on shares of Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Oppenheimer reaffirmed an “outperform” rating and issued a $403.00 price objective (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Truist Financial set a $406.00 target price on shares of Visa and gave the stock a “buy” rating in a report on Wednesday. Cantor Fitzgerald set a $445.00 target price on shares of Visa and gave the company an “overweight” rating in a research report on Monday, August 3rd. Finally, Barclays assumed coverage on Visa in a research note on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 price target on the stock. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $413.58.
Visa Stock Performance
Shares of V stock opened at $362.32 on Friday. 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 has a market cap of $649.92 billion, a PE ratio of 30.81, a price-to-earnings-growth ratio of 1.94 and a beta of 0.74. The stock has a 50-day moving average of $345.11 and a 200-day moving average of $327.04. Visa Inc. has a one year low of $293.89 and a one year high of $373.97.
Visa (NYSE:V – Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, topping the consensus estimate of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. During the same quarter last year, the firm earned $2.98 EPS. Visa’s quarterly revenue was up 14.4% compared to the same quarter last year. As a group, sell-side analysts expect that Visa Inc. will post 13.14 earnings per share for the current year.
Visa Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is currently 22.79%.
Visa announced that its Board of Directors has initiated a stock repurchase program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board of directors believes its shares are undervalued.
Key Stories Impacting Visa
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
Insider Activity
In other news, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value 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 $3,206,524.32. The trade was a 51.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction on 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. This represents 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 three months, insiders sold 101,398 shares of company stock valued at $35,831,433. 0.12% of the stock is owned by company insiders.
Visa Company Profile
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.
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