Csenge Advisory Group Acquires 1,485 Shares of Visa Inc. $V

Csenge Advisory Group boosted its holdings in Visa Inc. (NYSE:V) by 16.1% during the 2nd quarter, Holdings Channel.com reports. The fund owned 10,723 shares of the credit-card processor’s stock after purchasing an additional 1,485 shares during the quarter. Csenge Advisory Group’s holdings in Visa were worth $3,679,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Cresta Advisors Ltd. bought a new stake in Visa during the fourth quarter worth $26,000. Parvin Asset Management LLC raised its position in 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. RHL Group LLC bought a new position in Visa during the 4th quarter valued at $34,000. Timmons Wealth Management LLC bought a new position in Visa during the 4th quarter valued at $34,000. Finally, Copos Capital S.a r.l. purchased a new position in Visa during the 4th quarter worth $35,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin adoption is expanding on Visa’s network. Rain says more than 100,000 merchants already receive stablecoin-funded payments settled through Visa without realizing the source of funds, highlighting potential growth in transaction volume and payment-network relevance. Rain CEO Says Merchants Receive Stablecoin Payments Without Knowing It
• Positive Sentiment: Visa joined Rain’s Agentic Payments Alliance. The coalition includes Mastercard, Fiserv, Circle, Solana and Remitly and aims to establish standards for “agentic commerce,” in which software agents make payments on behalf of consumers or businesses. Participation gives Visa an opportunity to help shape a potentially significant new payments category. Visa and Mastercard Join Rain’s Agentic Commerce Coalition
• Positive Sentiment: Visa is reportedly pursuing a new stablecoin settlement partner with multi-regional licensing capabilities after Mastercard acquired BVNK. The search signals continued strategic investment in blockchain settlement and could broaden Visa’s international stablecoin infrastructure. Visa Seeks New Stablecoin Partner Following Mastercard-BVNK Deal
• Positive Sentiment: Kraken launched a U.S. crypto-and-fiat debit card on Visa’s network. The card supports more than 600 assets and offers up to 2% cashback, potentially increasing Visa transaction volumes while expanding its exposure to cryptocurrency users. Kraken’s Krak Debuts U.S. Debit Card
• Positive Sentiment: Analyst coverage highlighted Visa’s payments growth, while Bill Ackman’s Pershing Square added Visa as a new holding. The endorsement may improve investor sentiment, although it does not change Visa’s operating outlook by itself. Top Analyst Reports for Visa
• Neutral Sentiment: DBS Hong Kong and Visa announced an AI-readiness initiative focused on skills for intelligent payments. The program supports Visa’s technology positioning but has no immediate disclosed financial impact. DBS Hong Kong Partners with Visa
• Negative Sentiment: Mastercard’s acquisition of BVNK gives Visa a competitive disadvantage in stablecoin infrastructure until it secures a replacement partner, potentially increasing execution pressure in this emerging market.

Insider Buying and Selling at Visa

In related news, insider Tullier Kelly Mahon sold 57,272 shares of the stock in a transaction 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 transaction, the insider owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ryan Mcinerney sold 10,490 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total value of $3,608,455.10. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at $5,219,704.26. This trade represents a 40.87% 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. Insiders have sold 90,759 shares of company stock worth $32,375,779 over the last 90 days. Corporate insiders own 0.12% of the company’s stock.

Visa Stock Up 0.5%

Visa stock opened at $365.91 on Thursday. The firm has a 50 day simple moving average of $351.80 and a 200 day simple moving average of $329.03. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $373.97. The firm has a market capitalization of $652.95 billion, a price-to-earnings ratio of 31.12, a P/E/G ratio of 1.95 and a beta of 0.74.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The firm had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. During the same period in the prior year, the firm posted $2.98 earnings per share. The company’s revenue for the quarter was up 14.4% on a year-over-year basis. On average, analysts predict that Visa Inc. will post 13.16 earnings per share for the current year.

Visa announced that its board has authorized a stock repurchase program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th will be paid a $0.67 dividend. 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 currently 22.79%.

Analysts Set New Price Targets

Several research firms have recently issued reports on V. Truist Financial set a $406.00 target price on shares of Visa and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Weiss Ratings raised shares of Visa from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, July 30th. Wells Fargo & Company restated an “overweight” rating and set a $432.00 price target (up from $412.00) on shares of Visa in a report on Thursday, July 30th. Raymond James Financial reaffirmed an “outperform” rating and issued a $406.00 price objective on shares of Visa in a research report on Wednesday, July 29th. Finally, Wolfe Research reiterated an “outperform” rating and issued a $435.00 price objective (up from $430.00) on shares of Visa in a research note on Wednesday, July 29th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company’s stock. According to MarketBeat.com, Visa presently has a consensus rating of “Buy” and an average target price 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.