Capital Analysts LLC Acquires 1,404 Shares of Visa Inc. $V

Capital Analysts LLC boosted its holdings in shares of Visa Inc. (NYSE:V) by 2.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 57,412 shares of the credit-card processor’s stock after purchasing an additional 1,404 shares during the quarter. Capital Analysts LLC’s holdings in Visa were worth $19,697,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in V. XXEC Inc. lifted its holdings in shares of Visa by 153,118.8% in the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after buying an additional 186,138,883 shares in the last quarter. Norges Bank purchased a new position in Visa during the 4th quarter valued at approximately $5,877,738,000. Cardano Risk Management B.V. lifted its position in Visa by 867.6% during the fourth quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock valued at $2,880,595,000 after purchasing an additional 7,364,762 shares during the last quarter. Diamant Asset Management Inc. increased its stake in Visa by 29,706.3% during the first quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock worth $2,216,310,000 after acquiring an additional 7,308,345 shares during the last quarter. Finally, Jupiter Topco LLC purchased a new stake in Visa during the 2nd quarter valued at $1,435,262,000. 82.15% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research report on Monday, July 27th. 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. Susquehanna reaffirmed a “positive” rating and set a $427.00 price target (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Piper Sandler restated an “overweight” rating and set a $430.00 price objective (up from $394.00) on shares of Visa in a report on Wednesday, July 29th. Finally, BMO Capital Markets lifted their target price on Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $416.62.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin activity is scaling rapidly. Visa said it now supports more than 160 stablecoin-linked card programs, with related payment volume increasing nearly 200% year over year and reaching an annualized settlement rate of approximately $20 billion. This strengthens Visa’s position in digital-asset payments and could create additional transaction and service revenue opportunities. Visa tells CNBC it is expanding data offering for blockchain lenders as demand for stablecoin-linked cards surges
• Positive Sentiment: Visa is adding onchain lending capabilities. The company is combining VisaNet settlement data with blockchain lending infrastructure to help stablecoin-focused fintechs obtain working capital. Visa also cited Credit Coop, which has financed billions of dollars in settlement volume without reported borrower defaults, potentially expanding Visa’s role beyond payment processing. Visa Brings Onchain Lending into Everyday Payments
• Positive Sentiment: Visa and the World Bank’s IFC announced a risk-sharing initiative intended to expand digital payments and financial inclusion in emerging markets. Greater access to digital financial services could support long-term card issuance, payment volume and network growth. Visa and World Bank Group Announce New Risk-Sharing Initiative
• Neutral Sentiment: Artificial-intelligence shopping adoption is progressing, but CEO Ryan McInerney said autonomous, agent-driven payments have not yet gained meaningful traction. Visa is preparing for the opportunity, though near-term revenue impact remains uncertain. Visa CEO Says AI Shopping Has Arrived but Agentic Payments Haven’t
• Negative Sentiment: Recent market performance has been weaker than the broader market. A Zacks report attributed the move to normal market and valuation pressures rather than a newly reported deterioration in Visa’s fundamentals. The stock’s elevated earnings multiple leaves it sensitive to profit-taking if investors require clearer evidence that stablecoin and AI initiatives will accelerate growth. Visa Falls More Steeply Than Broader Market

Visa Trading Down 1.7%

NYSE 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 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 price-to-earnings ratio of 31.36, a price-to-earnings-growth ratio of 2.01 and a beta of 0.76. The company’s 50-day simple moving average is $364.80 and its two-hundred day simple moving average is $334.13.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analyst estimates of $11.40 billion. During the same period last year, the company posted $2.98 earnings per share. Visa’s revenue was up 14.4% compared to the same quarter last year. Equities analysts forecast that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Announces Dividend

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

Insider Activity at Visa

In related news, General Counsel Julie B. Rottenberg sold 2,028 shares of Visa stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of 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 transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 20,970 shares of the stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $340.25, for a total transaction of $7,135,042.50. Following the completion of the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,162,953.50. This trade represents a 58.02% decrease in their position. 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 a total of 104,537 shares of company stock valued at $37,540,837 in the last ninety days. Company insiders own 0.12% of the company’s stock.

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.