Mmbg Investment Advisors CO. Acquires 5,535 Shares of Visa Inc. $V

Mmbg Investment Advisors CO. raised its stake in shares of Visa Inc. (NYSE:V) by 12.2% during the 2nd quarter, Holdings Channel reports. The fund owned 50,852 shares of the credit-card processor’s stock after purchasing an additional 5,535 shares during the period. Visa comprises approximately 1.4% of Mmbg Investment Advisors CO.’s holdings, making the stock its 19th largest position. Mmbg Investment Advisors CO.’s holdings in Visa were worth $17,447,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of Visa in the 4th quarter valued at about $5,877,738,000. Cardano Risk Management B.V. boosted its stake in Visa by 867.6% in 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 acquiring an additional 7,364,762 shares in the last quarter. Diamant Asset Management Inc. increased its position in shares of 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 purchasing an additional 7,308,345 shares in the last quarter. J. Stern & Co. LLP boosted its position in shares of Visa by 12,497.1% in the 4th quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor’s stock worth $1,184,712,000 after purchasing an additional 3,351,223 shares in the last quarter. Finally, Victory Capital Management Inc. increased its position in Visa by 48.2% during the 4th quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor’s stock valued at $2,282,472,000 after buying an additional 2,116,463 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

NYSE:V opened at $365.91 on Thursday. Visa Inc. has a one year low of $293.89 and a one year high of $373.97. 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 firm has a market cap of $652.95 billion, a price-to-earnings ratio of 31.12, a PEG ratio of 1.95 and a beta of 0.74. The firm’s fifty day moving average is $351.80 and its two-hundred day moving average is $329.03.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. The business had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%.The company’s revenue was up 14.4% on a year-over-year basis. During the same quarter last year, the business posted $2.98 EPS. Research analysts expect that Visa Inc. will post 13.16 EPS for the current year.

Visa announced that its Board of Directors has approved a stock repurchase plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

Visa Announces Dividend

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

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 10,490 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,219,704.26. This represents a 40.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Kelly Mahon sold 57,272 shares of the firm’s 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 sale, the insider owned 49,662 shares in the company, valued at approximately $18,125,140.14. This represents a 53.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 90,759 shares of company stock valued at $32,375,779 in the last 90 days. 0.12% of the stock is currently owned by company insiders.

Key Stories Impacting Visa

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.

Analyst Ratings Changes

A number of brokerages have recently weighed in on V. Weiss Ratings upgraded Visa from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, July 30th. JPMorgan Chase & Co. raised their target price on Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Citigroup reiterated a “buy” rating and set a $440.00 price target (up from $400.00) on shares of Visa in a research note on Wednesday, July 29th. BMO Capital Markets raised their price objective on Visa from $387.00 to $405.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $412.00 target price (up from $395.00) on shares of Visa in a report on Wednesday, July 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company’s stock. According to data from MarketBeat, the stock 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.