Visa Inc. $V Shares Purchased by RFG Advisory LLC

RFG Advisory LLC grew its holdings in Visa Inc. (NYSE:V) by 16.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,227 shares of the credit-card processor’s stock after purchasing an additional 2,882 shares during the quarter. RFG Advisory LLC’s holdings in Visa were worth $6,940,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. XXEC Inc. lifted its stake in shares of Visa by 153,118.8% during the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after buying an additional 186,138,883 shares during the period. State Street Corp raised its holdings in Visa by 0.8% in the 4th quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after acquiring an additional 626,821 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Visa by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock worth $15,411,395,000 after purchasing an additional 388,996 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in shares of 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. Finally, Bank of America Corp DE grew its position in shares of Visa by 1.7% in the fourth quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock valued at $8,359,291,000 after purchasing an additional 398,459 shares during the period. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa Trading Down 1.7%

Shares of V opened at $368.82 on Wednesday. Visa Inc. has a one year low of $293.89 and a one year high of $385.57. The stock has a 50-day moving average price of $364.80 and a 200 day moving average price of $334.13. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The company has a market capitalization of $658.14 billion, a P/E ratio of 31.36, a P/E/G ratio of 2.01 and a beta of 0.76.

Visa (NYSE:V) last issued its quarterly 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 business 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 business’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the previous year, the business earned $2.98 EPS. Sell-side analysts forecast that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were given a $0.67 dividend. The ex-dividend date was Tuesday, August 11th. This represents a $2.68 annualized dividend and a yield of 0.7%. Visa’s payout ratio is 22.79%.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on V shares. Morgan Stanley reissued an “overweight” rating and issued a $416.00 price target on shares of Visa in a research note on Wednesday, July 29th. Wolfe Research reissued an “outperform” rating and issued a $460.00 target price (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Wells Fargo & Company restated an “overweight” rating and issued a $432.00 target price (up from $412.00) on shares of Visa in a report on Thursday, July 30th. Raymond James Financial reaffirmed an “outperform” rating and set a $406.00 price target on shares of Visa in a research report on Wednesday, July 29th. Finally, Barclays initiated coverage on shares of Visa in a research note on Tuesday, July 7th. They set an “overweight” rating and a $420.00 price target on the stock. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $416.62.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa introduced an on-chain credit model that combines VisaNet settlement data with blockchain lending infrastructure. The program is intended to help stablecoin-linked card issuers and fintech companies obtain working capital, potentially expanding Visa’s role beyond transaction processing. Visa expands data offering for blockchain lenders
• Positive Sentiment: Demand for Visa’s stablecoin infrastructure is accelerating: the company now supports more than 160 stablecoin-linked card programs, while related payment volume has increased nearly 200% year over year. Visa said stablecoin settlement volume has reached an annualized rate of approximately $20 billion. Visa connects settlement data to blockchain lenders
• Positive Sentiment: The company highlighted Credit Coop as an early example of the model. The blockchain lender has reportedly financed more than $2.5 billion in cumulative settlement volume since 2023, across more than 3,000 borrowing events and 9,000 repayments, with no reported defaults. Visa unveils on-chain lending model
• Neutral Sentiment: Visa renewed its multi-year partnership with the Toronto International Film Festival, supporting continued brand visibility and customer engagement, though the announcement is unlikely to materially affect near-term earnings. Visa and TIFF renew partnership
• Neutral Sentiment: Investors are also assessing Visa’s “Agentic Ready” strategy, which targets purchases made by artificial-intelligence agents. The opportunity could support future payment volume, but the effect on transaction economics and competitive risks remains uncertain. Visa’s Agentic Ready program
• Negative Sentiment: Visa underperformed the broader market in the latest session. The decline suggests investors may be taking profits or remaining cautious about the stock’s premium valuation despite strong long-term growth prospects and the positive stablecoin developments. Visa falls more steeply than broader market

Insiders Place Their Bets

In related news, insider Tullier Mahon sold 57,272 shares of the stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the completion of the sale, the insider directly owned 49,662 shares of the company’s stock, valued at $18,125,140.14. This represents a 53.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Julie B. Rottenberg sold 2,028 shares of the firm’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the sale, the general counsel owned 18,404 shares of the company’s stock, valued at $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 104,537 shares of company stock worth $37,540,837. 0.12% of the stock is owned by corporate insiders.

About Visa

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.