Integrated Advisors Network LLC trimmed its position in shares of Visa Inc. (NYSE:V – Free Report) by 14.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,923 shares of the credit-card processor’s stock after selling 3,746 shares during the quarter. Integrated Advisors Network LLC’s holdings in Visa were worth $6,626,000 at the end of the most recent reporting period.
Other institutional investors also recently bought and sold shares of the company. Clayton Financial Group LLC raised its stake in shares of Visa by 446.2% during the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after buying an additional 58 shares during the last quarter. PayPay Securities Corp grew its stake in Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 38 shares during the last quarter. Cresta Advisors Ltd. purchased a new position in Visa during the 4th quarter valued at about $26,000. Parvin Asset Management LLC increased its holdings in Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares in the last quarter. Finally, Dorato Capital Management acquired a new position in Visa during the fourth quarter worth about $30,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other news, CFO Chris Suh sold 10,639 shares of the stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. This represents a 51.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Ryan Mcinerney sold 10,490 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,219,704.26. This 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. In the last ninety days, insiders have sold 75,581 shares of company stock valued at $25,627,975. Insiders own 0.12% of the company’s stock.
Key Headlines Impacting Visa
- Positive Sentiment: Visa’s own stablecoin analytics showed record June transaction volume of $1.79 trillion, reinforcing its role in digital payments infrastructure and suggesting continued growth in on-chain payment activity. Stablecoin transaction volume hits record $1.79T in June
- Positive Sentiment: Juniper Research projected network tokenised transactions will surge to 2.4 trillion between 2026 and 2030, supporting Visa’s tokenization and fraud-prevention offerings. Network Tokenisation to Secure 2.4 Trillion Global Transactions Between 2026 and 2030
- Positive Sentiment: Multiple bullish commentary pieces highlighted Visa as a top long-term stock and said it may be poised to beat earnings estimates again, which supports investor sentiment ahead of the next earnings report. Why Visa (V) is Poised to Beat Earnings Estimates Again Why Visa (V) is a Top Stock for the Long-Term
- Neutral Sentiment: Visa said it will report fiscal third-quarter 2026 results on July 28, which is a routine earnings-date announcement but could set up the next major catalyst for the stock. Visa to Announce Fiscal Third Quarter 2026 Financial Results on July 28, 2026
- Neutral Sentiment: Several articles compared Visa with Mastercard or Coinbase and framed the company as a durable payments leader, but these were mostly opinion pieces rather than new business updates. Mastercard (MA) Gets the Edge Over Visa (V) Despite Stablecoin Concerns Visa vs Coinbase: Two Different Economic Playbooks But One Winner
- Negative Sentiment: Visa’s General Counsel Julie B. Rottenberg sold 2,027 shares under a pre-arranged trading plan, which can slightly pressure sentiment even though it was disclosed and not necessarily a bearish signal. SEC Form 4 filing
Analyst Ratings Changes
Several analysts have recently commented on V shares. UBS Group increased their price target on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Weiss Ratings upgraded Visa from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday. Raymond James Financial reaffirmed an “outperform” rating and issued a $389.00 target price on shares of Visa in a research note on Wednesday, April 29th. Oppenheimer reiterated an “outperform” rating and set a $403.00 target price (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Finally, Morgan Stanley reissued an “overweight” rating and set a $415.00 price target on shares of Visa in a research report on Wednesday, April 29th. Six equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $397.39.
Read Our Latest Research Report on Visa
Visa Stock Down 1.4%
V stock opened at $352.21 on Wednesday. The stock has a market capitalization of $631.79 billion, a P/E ratio of 30.68, a PEG ratio of 1.91 and a beta of 0.75. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. Visa Inc. has a one year low of $293.89 and a one year high of $365.02. The company has a 50 day moving average price of $328.99 and a two-hundred day moving average price of $324.88.
Visa (NYSE:V – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same quarter in the prior year, the company posted $2.76 EPS. The business’s revenue for the quarter was up 17.1% compared to the same quarter last year. As a group, sell-side analysts expect that Visa Inc. will post 13.1 EPS for the current year.
Visa announced that its Board of Directors has initiated a stock buyback plan on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.
Visa Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were given a dividend of $0.67 per share. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio is 23.34%.
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.
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