Van Hulzen Asset Management LLC Acquires 3,673 Shares of Visa Inc. $V

Van Hulzen Asset Management LLC grew its stake in Visa Inc. (NYSE:V) by 16.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,014 shares of the credit-card processor’s stock after acquiring an additional 3,673 shares during the period. Van Hulzen Asset Management LLC’s holdings in Visa were worth $8,925,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Parvin Asset Management LLC boosted its holdings in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 50 shares during the last quarter. Philadelphia Investment Partners LLC bought a new position in shares of Visa in the 2nd quarter valued at about $29,000. Virtus Advisers LLC acquired a new position in shares of Visa during the 2nd quarter worth about $33,000. RHL Group LLC bought a new stake in shares of Visa in the 4th quarter valued at about $34,000. Finally, Timmons Wealth Management LLC acquired a new stake in Visa in the 4th quarter valued at about $34,000. Institutional investors own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported that more than 160 stablecoin-linked card programs are now active on its network, with related payment volume approaching a $20 billion annualized run rate and rising sharply year over year. The growth supports Visa’s position as a bridge between traditional payments and digital assets. Visa Grows Stablecoin Card Network
• Positive Sentiment: The company is combining VisaNet settlement data with blockchain lending infrastructure to help stablecoin-focused fintechs secure working capital. This could create new financing-related opportunities while making Visa’s network more useful to digital-asset issuers. Visa Is Turning Stablecoin Growth Into a Financing Opportunity
• Positive Sentiment: Visa partnered with the International Finance Corporation, part of the World Bank Group, on a risk-sharing initiative designed to expand digital-payment access in emerging markets. Greater adoption could support long-term transaction growth and financial inclusion. Visa and World Bank Group Initiative
• Positive Sentiment: A partnership with PhonePe adds cardless and potentially cross-border payment tools for Indian consumers and merchants, expanding Visa’s reach in a large, growing digital-payments market. PhonePe and Visa Cardless Payment Tools
• Neutral Sentiment: Visa’s research found that 72% of consumers have used AI assistants, but only 23% of U.S. consumers trust generative AI to make payments. Visa ranked as the most trusted payments brand, suggesting long-term opportunity but limited near-term adoption. Visa Research on Agentic Commerce
• Negative Sentiment: Visa’s CEO said AI shopping is gaining traction, but autonomous payments have not yet arrived. That cautious outlook may temper expectations for immediate growth from agentic commerce, particularly while the stock trades at a premium earnings multiple.

Insider Buying and Selling at Visa

In related news, CEO Ryan Mcinerney sold 20,970 shares of Visa stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $340.25, for a total transaction of $7,135,042.50. Following the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,162,953.50. The trade was a 58.02% decrease in their position. The sale 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, insider Tullier Mahon sold 57,272 shares of the business’s stock in a transaction on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the sale, the insider directly owned 49,662 shares in the company, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 104,537 shares of company stock worth $37,540,837 over the last three months. Corporate insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

V has been the topic of several research analyst reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $430.00 price objective on shares of Visa in a research note on Wednesday, July 29th. Citigroup reiterated a “buy” rating and issued a $440.00 price objective (up from $400.00) on shares of Visa in a report on Wednesday, July 29th. Clear Str upgraded shares of Visa to a “strong-buy” rating in a research report on Thursday, July 16th. JPMorgan Chase & Co. increased their target price on Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Finally, TD Cowen restated a “buy” rating on shares of Visa in a research note on Wednesday, July 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company. According to data from MarketBeat, Visa has a consensus rating of “Buy” and a consensus price target of $416.62.

Visa Price Performance

Visa stock opened at $367.92 on Thursday. The firm has a market cap of $656.53 billion, a PE ratio of 31.29, a price-to-earnings-growth ratio of 1.97 and a beta of 0.76. 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 fifty day moving average price is $365.13 and its two-hundred day moving average price is $334.48. Visa Inc. has a one year low of $293.89 and a one year high of $385.57.

Visa (NYSE:V) last released its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. The firm had revenue of $11.63 billion during 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 was up 14.4% compared to the same quarter last year. During the same period in the prior year, the company posted $2.98 EPS. As a group, research analysts expect that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is currently 22.79%.

Visa Company Profile

Visa Inc is a global payments technology company that operates one of the world’s largest electronic payment networks. The company connects consumers, businesses, financial institutions and governments, enabling transactions through credit, debit, prepaid and commercial payment products. Visa generally does not issue cards, extend credit or set consumer interest rates; instead, it provides the network, technology and services that support payments.

Visa’s products and services include Visa-branded cards, digital payment solutions, tokenization, fraud prevention, risk management, data analytics and payment acceptance tools.