Arizona State Retirement System grew its position in Visa Inc. (NYSE:V – Free Report) by 1.0% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 466,471 shares of the credit-card processor’s stock after buying an additional 4,584 shares during the quarter. Visa accounts for about 0.8% of Arizona State Retirement System’s portfolio, making the stock its 18th largest holding. Arizona State Retirement System’s holdings in Visa were worth $160,042,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Parvin Asset Management LLC grew its holdings in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Philadelphia Investment Partners LLC bought a new position in Visa in the 2nd quarter valued at approximately $29,000. Virtus Advisers LLC bought a new position in Visa in the 2nd quarter valued at approximately $33,000. RHL Group LLC acquired a new stake in Visa during the 4th quarter worth approximately $34,000. Finally, Timmons Wealth Management LLC acquired a new stake in Visa during the 4th quarter worth approximately $34,000. Institutional investors own 82.15% of the company’s stock.
Visa Trading Down 1.7%
Shares of NYSE:V traded down $6.25 during midday trading on Tuesday, reaching $368.82. The company’s stock had a trading volume of 4,927,265 shares, compared to its average volume of 7,770,979. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week 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 50 day moving average price of $364.28 and a two-hundred day moving average price of $333.79. The firm has a market capitalization of $658.14 billion, a price-to-earnings ratio of 31.36, a PEG ratio of 2.01 and a beta of 0.76.
Visa Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is presently 22.79%.
Insider Buying and Selling at Visa
In other news, General Counsel Julie B. Rottenberg sold 2,028 shares of the firm’s stock in a transaction dated Monday, August 31st. The stock was 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 in the company, valued at $7,018,365.40. This trade represents a 9.93% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $379.65, for a total value of $2,230,443.75. Following the completion of the sale, the chief executive officer directly 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 104,537 shares of company stock valued at $37,540,837. Corporate insiders own 0.12% of the company’s stock.
Key Stories Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa introduced an onchain credit model that combines VisaNet settlement data with blockchain-lending infrastructure. The program is intended to help stablecoin-linked card issuers and fintechs obtain working capital, potentially supporting transaction growth and increasing Visa’s relevance in digital-asset payments. Visa expands data offering for blockchain lenders
- Positive Sentiment: Demand for Visa’s stablecoin-linked card infrastructure is accelerating. Visa now supports more than 160 programs, with payment volume reportedly up nearly 200% year over year and stablecoin settlement activity reaching an annualized rate of about $20 billion. That growth could create additional payment-volume opportunities over time. Visa connects settlement data to blockchain lenders
- Positive Sentiment: Visa cited Credit Coop as an early example of the model. The blockchain lender has reportedly financed more than $2.5 billion in cumulative settlement volume since 2023 across more than 3,000 borrowing events and 9,000 repayments, with no reported defaults—an early indication that the approach can support payment settlement financing. Visa onchain lending model with Credit Coop
- Neutral Sentiment: Commentary on Visa’s VAMP risk-management framework and Mastercard’s GMAP suggests both networks are adapting fraud and payment-risk strategies as digital payments evolve. The discussion offers strategic context but does not identify a specific change to Visa’s earnings outlook. Visa and Mastercard risk strategies
- Negative Sentiment: The onchain initiative introduces exposure to regulatory uncertainty, crypto-market volatility, counterparty credit risk and execution challenges. Visa’s high valuation means investors may expect rapid monetization, while the announcements provide limited detail on near-term revenue or profit contributions.
Analysts Set New Price Targets
V has been the topic of a number of recent research reports. Royal Bank Of Canada reiterated an “outperform” rating and set a $466.00 price target (up from $412.00) on shares of Visa in a report on Monday, August 31st. UBS Group restated a “buy” rating and issued a $420.00 price objective (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $432.00 target price (up from $412.00) on shares of Visa in a research report on Thursday, July 30th. Piper Sandler reaffirmed an “overweight” rating and set a $430.00 target price (up from $394.00) on shares of Visa in a report on Wednesday, July 29th. Finally, Robert W. Baird upped their price target on Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $416.62.
Get Our Latest Research Report on V
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.
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