True North Advisors LLC Buys 2,145 Shares of Visa Inc. $V

True North Advisors LLC increased its stake in shares of Visa Inc. (NYSE:V) by 12.2% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 19,789 shares of the credit-card processor’s stock after acquiring an additional 2,145 shares during the period. True North Advisors LLC’s holdings in Visa were worth $5,981,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. SEB Asset Management AB acquired a new stake in Visa in the 1st quarter worth approximately $181,226,000. Swiss National Bank grew its holdings in Visa by 6.3% during the first quarter. Swiss National Bank now owns 4,947,360 shares of the credit-card processor’s stock valued at $1,495,290,000 after purchasing an additional 292,480 shares during the last quarter. World Equity Group Inc. grew its holdings in Visa by 7.8% during the first quarter. World Equity Group Inc. now owns 3,811 shares of the credit-card processor’s stock valued at $1,152,000 after purchasing an additional 275 shares during the last quarter. Legacy Wealth Advisors LLC raised its position in shares of Visa by 29.3% in the first quarter. Legacy Wealth Advisors LLC now owns 2,738 shares of the credit-card processor’s stock valued at $828,000 after purchasing an additional 621 shares during the period. Finally, Spartan Wealth Advisory Services LLC bought a new position in shares of Visa in the first quarter valued at approximately $10,601,000. 82.15% of the stock is owned by institutional investors.

Insider Buying and Selling at Visa

In other news, General Counsel Julie B. Rottenberg sold 2,027 shares of the business’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 transaction, the general counsel owned 18,404 shares in the company, valued at approximately $6,625,440. The trade was a 9.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 10,490 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,219,704.26. This represents a 40.87% 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. Insiders sold a total of 75,581 shares of company stock valued at $25,627,975 in the last ninety days. Company insiders own 0.12% of the company’s stock.

Visa Stock Performance

Shares of NYSE V opened at $358.51 on Friday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $365.14. The company has a market cap of $643.08 billion, a P/E ratio of 31.23, a P/E/G ratio of 1.91 and a beta of 0.75. The business’s 50 day moving average is $334.41 and its two-hundred day moving average is $325.20. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating the consensus estimate of $3.10 by $0.21. The company had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.Visa’s revenue for the quarter was up 17.1% compared to the same quarter last year. During the same period in the prior year, the business earned $2.76 earnings per share. On average, equities analysts expect that Visa Inc. will post 13.11 EPS for the current year.

Visa declared that its Board of Directors has initiated a stock repurchase plan 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 repurchase up to 3.6% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s leadership believes its stock is undervalued.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were 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 was Tuesday, May 12th. Visa’s dividend payout ratio is presently 23.34%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Oppenheimer reaffirmed an “outperform” rating and set a $403.00 price objective (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Clear Str upgraded shares of Visa to a “strong-buy” rating in a report on Thursday. Weiss Ratings raised shares of Visa from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, July 6th. Citigroup cut their target price on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Finally, Raymond James Financial restated an “outperform” rating and set a $389.00 price target on shares of Visa in a report on Wednesday, April 29th. Seven research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $398.36.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched its Stablecoin Platform, an enterprise tool for banks, fintechs, and crypto-native firms to mint, move, store, and redeem stablecoins in one Visa-managed environment. Investors may view this as a meaningful new growth avenue that could expand Visa’s role in blockchain-based payments. Visa Introduces Platform for Stablecoin Minting, Movement and Management
• Positive Sentiment: Reports say Visa joined Google and Stripe in the x402 Foundation, which is building an open standard for machine-to-machine and AI agent payments. That supports Visa’s long-term relevance in emerging micro-payment and autonomous commerce use cases. Google and Visa join the online micro-payments revolution
• Positive Sentiment: Visa and Artemis highlighted that stablecoins could become key infrastructure for AI agent micropayments, reinforcing the idea that Visa is positioning itself early in a potentially large new payment category. Stablecoins Emerge as Key Infrastructure for AI Agent Micropayments, Visa and Artemis Report
• Positive Sentiment: Hong Leong Bank launched Malaysia’s first Visa Infinite Privilege card, showing continued strength in Visa’s premium product lineup and international card issuance. Hong Leong Bank Debuts Malaysia’s First Visa Infinite Privilege Card
• Positive Sentiment: Visa was also upgraded to “strong-buy” by an analyst source, adding to bullish sentiment around the stock. Visa upgraded by Clear Str Llc to strong-buy
• Neutral Sentiment: Several articles discuss Visa’s new AI assistants, agentic payments pilots, and refreshed Visa Infinite offerings in Asia-Pacific. These developments are constructive, but they are mostly early-stage or product refreshes rather than immediate financial catalysts. What Visa (V)’s New AI Assistants and Agentic Payments Mean For Shareholders

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.