Sequoia Financial Advisors LLC Grows Position in Visa Inc. $V

Sequoia Financial Advisors LLC boosted its position in shares of Visa Inc. (NYSE:V) by 4.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 277,453 shares of the credit-card processor’s stock after buying an additional 11,666 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Visa were worth $95,191,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Van Hulzen Asset Management LLC grew its holdings in Visa by 16.4% in the second quarter. Van Hulzen Asset Management LLC now owns 26,014 shares of the credit-card processor’s stock valued at $8,925,000 after purchasing an additional 3,673 shares during the period. IPG Investment Advisors LLC acquired a new position in shares of Visa during the 2nd quarter worth about $222,000. MCF Advisors LLC boosted its holdings in Visa by 5.2% in the 2nd quarter. MCF Advisors LLC now owns 18,607 shares of the credit-card processor’s stock worth $6,384,000 after buying an additional 927 shares during the last quarter. Archford Capital Strategies LLC increased its stake in Visa by 10.3% during the 2nd quarter. Archford Capital Strategies LLC now owns 51,737 shares of the credit-card processor’s stock worth $17,750,000 after buying an additional 4,852 shares in the last quarter. Finally, Gemmer Asset Management LLC raised its holdings in shares of Visa by 1.9% during the second quarter. Gemmer Asset Management LLC now owns 2,849 shares of the credit-card processor’s stock valued at $977,000 after acquiring an additional 53 shares during the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $379.65, for a total value of $2,230,443.75. Following the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,760,809.10. The trade was a 27.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 2,028 shares of Visa stock in a transaction on Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the completion of the sale, the general counsel directly 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 104,537 shares of company stock worth $37,540,837. Insiders own 0.12% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported that more than 160 stablecoin-linked card programs are now active on its network, with related payment volume approaching a $20 billion annualized run rate and rising sharply year over year. The growth supports Visa’s position as a bridge between traditional payments and digital assets. Visa Grows Stablecoin Card Network
• Positive Sentiment: The company is combining VisaNet settlement data with blockchain lending infrastructure to help stablecoin-focused fintechs secure working capital. This could create new financing-related opportunities while making Visa’s network more useful to digital-asset issuers. Visa Is Turning Stablecoin Growth Into a Financing Opportunity
• Positive Sentiment: Visa partnered with the International Finance Corporation, part of the World Bank Group, on a risk-sharing initiative designed to expand digital-payment access in emerging markets. Greater adoption could support long-term transaction growth and financial inclusion. Visa and World Bank Group Initiative
• Positive Sentiment: A partnership with PhonePe adds cardless and potentially cross-border payment tools for Indian consumers and merchants, expanding Visa’s reach in a large, growing digital-payments market. PhonePe and Visa Cardless Payment Tools
• Neutral Sentiment: Visa’s research found that 72% of consumers have used AI assistants, but only 23% of U.S. consumers trust generative AI to make payments. Visa ranked as the most trusted payments brand, suggesting long-term opportunity but limited near-term adoption. Visa Research on Agentic Commerce
• Negative Sentiment: Visa’s CEO said AI shopping is gaining traction, but autonomous payments have not yet arrived. That cautious outlook may temper expectations for immediate growth from agentic commerce, particularly while the stock trades at a premium earnings multiple.

Analysts Set New Price Targets

A number of research analysts have weighed in on V shares. Weiss Ratings upgraded Visa from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, July 30th. TD Cowen reiterated a “buy” rating on shares of Visa in a report on Wednesday, July 29th. Barclays started coverage on shares of Visa in a research note on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 target price on the stock. BMO Capital Markets boosted their target price on Visa from $387.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Finally, Cantor Fitzgerald set a $445.00 price target on Visa and gave the company an “overweight” rating in a research report on Monday, August 3rd. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $416.62.

Visa Stock Down 0.2%

V stock opened at $367.92 on Thursday. 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 firm has a market cap of $656.53 billion, a PE ratio of 31.29, a PEG ratio of 1.97 and a beta of 0.76. The firm’s 50 day moving average price is $365.13 and its 200-day moving average price is $334.48.

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

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were given a dividend of $0.67 per share. 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 presently 22.79%.

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.