Visa Inc. $V Shares Purchased by Galaxy Digital Capital Management GP LLC

Galaxy Digital Capital Management GP LLC increased its holdings in shares of Visa Inc. (NYSE:V) by 372.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 33,912 shares of the credit-card processor’s stock after buying an additional 26,741 shares during the quarter. Visa comprises approximately 5.6% of Galaxy Digital Capital Management GP LLC’s portfolio, making the stock its biggest holding. Galaxy Digital Capital Management GP LLC’s holdings in Visa were worth $11,635,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. XXEC Inc. lifted its holdings in shares of Visa by 153,118.8% during the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after acquiring an additional 186,138,883 shares during the period. Vanguard Group Inc. boosted its position in shares of Visa by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after acquiring an additional 1,054,343 shares during the last quarter. State Street Corp grew its holdings in Visa by 0.8% in the fourth quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after purchasing an additional 626,821 shares during the period. Geode Capital Management LLC grew its holdings in Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after purchasing an additional 388,996 shares during the period. Finally, Price T Rowe Associates Inc. MD increased its position in Visa by 1.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock worth $14,411,480,000 after purchasing an additional 716,218 shares during the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

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.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Oppenheimer reaffirmed an “outperform” rating and set a $403.00 price target (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $430.00 price objective on shares of Visa in a report on Wednesday, July 29th. Clear Str upgraded Visa to a “strong-buy” rating in a report on Thursday, July 16th. Robert W. Baird boosted their price target on Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Finally, Evercore set a $350.00 price target on Visa in a research note on Wednesday, April 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.com, Visa has an average rating of “Buy” and an average target price of $414.54.

Visa Trading Up 0.3%

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

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) 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 company had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same quarter in the prior year, the business earned $2.98 earnings per share. The business’s quarterly revenue was up 14.4% compared to the same quarter last year. On average, analysts anticipate that Visa Inc. will post 13.16 EPS for the current year.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors 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 yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio is 22.79%.

Visa announced that its Board of Directors has approved a stock repurchase plan on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Insider Buying and Selling

In other Visa news, insider Tullier Kelly Mahon sold 57,272 shares of the business’s stock in a transaction dated 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 transaction, the insider owned 49,662 shares in the company, valued at $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the business’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel owned 18,404 shares in the company, valued at approximately $6,625,440. This represents 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. In the last three months, insiders sold 96,634 shares of company stock valued at $34,537,016. Company insiders own 0.12% of the company’s stock.

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.