Hyperion Asset Management Ltd Increases Stock Position in Visa Inc. $V

Hyperion Asset Management Ltd lifted its holdings in shares of Visa Inc. (NYSE:V) by 19.9% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 257,309 shares of the credit-card processor’s stock after purchasing an additional 42,660 shares during the period. Visa accounts for about 2.3% of Hyperion Asset Management Ltd’s investment portfolio, making the stock its 15th biggest holding. Hyperion Asset Management Ltd’s holdings in Visa were worth $88,280,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the business. PayPay Securities Corp grew its holdings in Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares during the period. Cresta Advisors Ltd. acquired a new stake in Visa in the fourth quarter valued at $26,000. Parvin Asset Management LLC boosted its position in shares of Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares in the last quarter. RHL Group LLC purchased a new stake in shares of Visa during the 4th quarter worth $34,000. Finally, Timmons Wealth Management LLC acquired a new position in shares of Visa during the 4th quarter worth $34,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, insider Tullier Kelly Mahon sold 57,272 shares of the firm’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 owned 49,662 shares in the company, valued at $18,125,140.14. This trade 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 through this link. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. This represents a 9.92% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 90,759 shares of company stock valued at $32,375,779 in the last quarter. 0.12% of the stock is currently owned by company insiders.

Visa Trading Up 0.3%

Shares of V stock opened at $362.28 on Wednesday. The company has a market capitalization of $646.46 billion, a price-to-earnings ratio of 30.81, a PEG ratio of 1.94 and a beta of 0.74. 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 firm has a 50-day moving average price of $346.77 and a 200 day moving average price of $327.53. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $373.97.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping 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 net margin of 50.78% and a return on equity of 67.68%. The company’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.98 earnings per share. Research analysts forecast that Visa Inc. will post 13.15 earnings per share for the current fiscal year.

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

Visa Dividend Announcement

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

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysts raised Visa’s earnings outlook. Zacks Research increased estimates across fiscal 2026–2028, including fiscal 2026 EPS to $13.23 from $13.07 and fiscal 2028 EPS to $16.81 from $16.54. Erste Group also maintains a Buy rating and raised its fiscal 2027 EPS forecast to $15.00. These revisions signal confidence in continued spending growth and operating leverage. Visa analyst earnings estimate revisions
• Positive Sentiment: Stablecoin-linked card spending is accelerating. Stablecoin-backed card transactions reportedly surpassed $1 billion in monthly volume for the first time, reaching $1.03 billion in July 2025, up 200% year over year. Growth was supported by Jupiter’s USDC Visa card, highlighting a potential new transaction stream for Visa as digital-dollar adoption expands. Stablecoin-backed card transactions article
• Positive Sentiment: Pismo-DPS could broaden Visa’s payments infrastructure business. The strategy may help Visa serve banks and fintechs more directly, deepen client relationships and capture more value across the banking technology chain. The opportunity is strategically favorable, although revenue benefits are likely longer term. Visa Pismo-DPS strategy article
• Neutral Sentiment: Visa’s latest results were fundamentally strong but received a weaker market reaction than Mastercard’s. Visa beat profit and revenue estimates amid resilient consumer spending and increased travel tied to the World Cup. However, investors focused on additional announcements and growth concerns, causing Visa’s stock to initially fall while Mastercard shares rose. Visa previously reported $3.32 in quarterly EPS and $11.63 billion in revenue, with revenue up 14.4% year over year. Visa versus Mastercard stock reaction article

Analyst Ratings Changes

Several research firms have weighed in on V. BMO Capital Markets upped their target price on Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Robert W. Baird upped their price target on shares of Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Susquehanna reiterated a “positive” rating and issued a $427.00 price target (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Raymond James Financial reissued an “outperform” rating and set a $406.00 price objective on shares of Visa in a research note on Wednesday, July 29th. Finally, Oppenheimer restated an “outperform” rating and set a $403.00 price objective (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $413.58.

Visa 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.