Pacific Excel Wealth Advisors Inc. grew its stake in Visa Inc. (NYSE:V – Free Report) by 70.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 3,565 shares of the credit-card processor’s stock after acquiring an additional 1,468 shares during the period. Pacific Excel Wealth Advisors Inc.’s holdings in Visa were worth $1,223,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors have also modified their holdings of the stock. Cooper Investors PTY Ltd. raised its holdings in Visa by 2.8% in the 2nd quarter. Cooper Investors PTY Ltd. now owns 16,466 shares of the credit-card processor’s stock valued at $5,649,000 after acquiring an additional 448 shares during the period. Howard Financial Services LTD. grew its position in shares of Visa by 2.7% in the second quarter. Howard Financial Services LTD. now owns 2,841 shares of the credit-card processor’s stock valued at $975,000 after purchasing an additional 74 shares during the last quarter. Hobart Private Capital LLC increased its stake in shares of Visa by 5.6% during the second quarter. Hobart Private Capital LLC now owns 3,353 shares of the credit-card processor’s stock worth $1,150,000 after purchasing an additional 179 shares during the period. Stonebridge Financial Group LLC increased its stake in shares of Visa by 2.7% during the second quarter. Stonebridge Financial Group LLC now owns 2,339 shares of the credit-card processor’s stock worth $803,000 after purchasing an additional 61 shares during the period. Finally, Private Client Services LLC lifted its holdings in Visa by 4.4% during the 2nd quarter. Private Client Services LLC now owns 2,291 shares of the credit-card processor’s stock worth $786,000 after purchasing an additional 96 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.
Analyst Upgrades and Downgrades
A number of equities analysts recently commented on the stock. Truist Financial raised their price target on shares of Visa from $371.00 to $394.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research report on Monday, July 27th. BNP Paribas Exane raised Visa to a “strong-buy” rating in a research note on Tuesday, July 21st. Wells Fargo & Company reissued an “overweight” rating and issued a $432.00 target price (up from $412.00) on shares of Visa in a report on Thursday, July 30th. Finally, Cantor Fitzgerald set a $445.00 target price on shares of Visa and gave the company an “overweight” rating in a research report on Monday. 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $413.12.
Insider Transactions at Visa
In related news, insider Tullier Kelly Mahon sold 57,272 shares of the firm’s stock in a transaction on Thursday, July 30th. The stock was 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 of the company’s stock, valued at $18,125,140.14. This trade represents a 53.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 20,970 shares of the company’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $340.25, for a total value of $7,135,042.50. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,162,953.50. The trade was a 58.02% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 101,398 shares of company stock valued at $35,831,433 over the last quarter. 0.12% of the stock is currently owned by insiders.
Visa News Roundup
Here are the key news stories impacting Visa this week:
- Positive Sentiment: BioCatch acquisition strengthens Visa’s cybersecurity strategy. Visa will acquire the behavioral-intelligence provider to detect account takeovers, scams, money-mule activity and application fraud before transactions reach the payment network. BioCatch analyzes keystrokes, touchscreen behavior, device handling and other signals, potentially improving fraud detection and reducing false declines for banks and merchants. The deal also supports Visa’s faster-growing Value-Added Services business and could create recurring, network-agnostic software revenue. Visa to buy cybersecurity firm BioCatch for $2.4 billion amid surge in AI-powered scams
- Positive Sentiment: Stablecoin usage is expanding across Visa’s network. Western Union and Rain launched a stablecoin-based product that allows users to hold dollar value and spend it at Visa merchants and ATMs. Broader adoption could increase payment volume and reinforce Visa’s role as an important bridge between digital assets, consumers and traditional commerce. Western Union and Rain Take Stablecoins Mainstream Across Visa Network
- Positive Sentiment: Visa data highlighted strong event-driven spending. Card-present spending in Toronto and Vancouver rose as much as 24.6% and 12.7%, respectively, during FIFA World Cup 2026 matchdays versus the comparable 2025 period. While temporary, the results demonstrate Visa’s ability to facilitate international tourism and concentrated commerce during major events. Visa data shows FIFA World Cup 2026 drove spending lift in Canada’s host cities
- Neutral Sentiment: Visa also announced sponsorship and partnership initiatives, including official payment-partner status for Maroon 5’s 2027 Asia tour and expanded commercial-credit capabilities through partners Thredd and Pliant. These announcements support brand visibility and payments adoption but are unlikely to materially affect near-term earnings.
- Negative Sentiment: The BioCatch transaction requires a substantial $2.4 billion cash outlay, and its financial benefit depends on successful integration and cross-selling. Investors may also weigh recent insider selling, with several Visa executives selling shares and no reported purchases over the past six months, although such activity can reflect scheduled compensation or portfolio decisions.
Visa Stock Performance
Visa stock opened at $369.60 on Wednesday. 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 $662.97 billion, a PE ratio of 31.43, a P/E/G ratio of 1.97 and a beta of 0.74. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $373.97. The business’s 50-day moving average price is $342.69 and its two-hundred day moving average price is $326.21.
Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. The firm had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.98 earnings per share. As a group, analysts expect that Visa Inc. will post 13.13 earnings per share for the current fiscal year.
Visa Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be issued a dividend of $0.67 per share. The ex-dividend date is Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa’s dividend payout ratio is 22.79%.
Visa declared that its Board of Directors has initiated a stock buyback program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its shares are undervalued.
Visa Company 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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