NewEdge Advisors LLC Grows Position in Visa Inc. $V

NewEdge Advisors LLC raised its holdings in Visa Inc. (NYSE:V) by 0.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 760,691 shares of the credit-card processor’s stock after acquiring an additional 3,282 shares during the quarter. Visa accounts for about 0.8% of NewEdge Advisors LLC’s holdings, making the stock its 20th biggest position. NewEdge Advisors LLC’s holdings in Visa were worth $260,985,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. Nixon Peabody Trust Co. lifted its stake in shares of Visa by 58.1% during the first quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock valued at $1,270,000 after buying an additional 1,543 shares during the period. Vega Investment Solutions purchased a new stake in Visa in the 2nd quarter worth approximately $829,000. Beacon Financial Group raised its holdings in Visa by 83.9% in the 1st quarter. Beacon Financial Group now owns 22,501 shares of the credit-card processor’s stock valued at $6,801,000 after acquiring an additional 10,267 shares during the last quarter. Pincus Capital Management LP acquired a new position in Visa in the 4th quarter valued at $4,278,000. Finally, Explore Capital Management LLC purchased a new position in shares of Visa during the 4th quarter worth $8,066,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

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

Visa Trading Down 1.7%

Shares of V opened at $368.82 on Wednesday. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $385.57. The firm has a market capitalization of $658.14 billion, a P/E ratio of 31.36, a price-to-earnings-growth ratio of 2.01 and a beta of 0.76. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. The stock’s fifty day simple moving average is $364.80 and its 200 day simple moving average is $334.13.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) 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 firm’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.98 earnings per share. On average, equities research analysts forecast that Visa Inc. will post 13.16 earnings per share for the current year.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were issued a dividend of $0.67 per share. The ex-dividend date was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s payout ratio is presently 22.79%.

Insider Buying and Selling

In related news, insider Tullier Mahon sold 57,272 shares of the firm’s stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total value of $20,902,561.84. Following the transaction, the insider owned 49,662 shares in the company, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $379.65, for a total transaction of $2,230,443.75. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,760,809.10. This trade represents a 27.91% 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. In the last quarter, insiders sold 104,537 shares of company stock valued at $37,540,837. 0.12% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the company. JPMorgan Chase & Co. raised their price objective on Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Raymond James Financial reiterated an “outperform” rating and set a $406.00 target price on shares of Visa in a research report on Wednesday, July 29th. UBS Group reissued a “buy” rating and issued a $420.00 price target (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Cantor Fitzgerald set a $445.00 price target on Visa and gave the company an “overweight” rating in a report on Monday, August 3rd. Finally, Clear Str raised shares of Visa to a “strong-buy” rating in a research note on Thursday, July 16th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $416.62.

Visa 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.