SVB Wealth LLC Sells 3,893 Shares of Visa Inc. $V

SVB Wealth LLC trimmed its holdings in Visa Inc. (NYSE:V) by 7.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,196 shares of the credit-card processor’s stock after selling 3,893 shares during the quarter. Visa comprises about 1.0% of SVB Wealth LLC’s portfolio, making the stock its 23rd biggest position. SVB Wealth LLC’s holdings in Visa were worth $16,536,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. XXEC Inc. lifted its stake in Visa by 153,118.8% in 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 boosted its holdings in shares of Visa by 0.8% during the 4th quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock worth $29,038,140,000 after buying an additional 626,821 shares in the last quarter. Geode Capital Management LLC grew its position 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 buying an additional 388,996 shares during the period. Price T Rowe Associates Inc. MD grew its position in shares of Visa by 1.8% during the 4th 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 buying an additional 716,218 shares during the period. Finally, Bank of America Corp DE grew its position in shares of Visa by 1.7% during the 4th quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock worth $8,359,291,000 after buying an additional 398,459 shares during the period. Institutional investors own 82.15% of the company’s stock.

Insider Transactions at Visa

In related news, insider Tullier Mahon sold 57,272 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Julie B. Rottenberg sold 2,028 shares of Visa stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $7,018,365.40. This trade represents a 9.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 104,537 shares of company stock valued at $37,540,837 over the last three months. Corporate insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of V opened at $368.82 on Wednesday. The business’s fifty day moving average is $364.80 and its 200 day moving average is $334.13. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $385.57. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. The stock has a market cap 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 announced its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating 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 business had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same quarter in the previous year, the business posted $2.98 EPS. Visa’s quarterly revenue was up 14.4% on a year-over-year basis. Sell-side analysts anticipate that Visa Inc. will post 13.16 earnings per share for the current fiscal year.

Visa Dividend Announcement

The firm also recently disclosed 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. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is currently 22.79%.

More Visa News

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

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Citigroup reiterated a “buy” rating and set a $440.00 target price (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Clear Str raised shares of Visa to a “strong-buy” rating in a research note on Thursday, July 16th. Cantor Fitzgerald set a $445.00 price target on shares of Visa and gave the company an “overweight” rating in a research note on Monday, August 3rd. JPMorgan Chase & Co. upped their price objective on shares of Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, Morgan Stanley reissued an “overweight” rating and set a $416.00 price objective on shares of Visa in a research report on Wednesday, July 29th. Seven equities research analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $416.62.

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.