Integrated Wealth Concepts LLC raised its position in shares of Visa Inc. (NYSE:V – Free Report) by 22.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 139,246 shares of the credit-card processor’s stock after purchasing an additional 25,991 shares during the period. Integrated Wealth Concepts LLC’s holdings in Visa were worth $47,774,000 as of its most recent SEC filing.
Several other institutional investors have also made changes to their positions in V. XXEC Inc. raised its position in Visa by 153,118.8% during the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after acquiring an additional 186,138,883 shares in the last quarter. Norges Bank bought a new stake in Visa in the fourth quarter worth approximately $5,877,738,000. Cardano Risk Management B.V. increased its stake in shares of Visa by 867.6% during the 4th quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after purchasing an additional 7,364,762 shares during the last quarter. Diamant Asset Management Inc. raised its holdings in shares of Visa by 29,706.3% during the 1st quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock valued at $2,216,310,000 after purchasing an additional 7,308,345 shares in the last quarter. Finally, Jupiter Topco LLC bought a new position in shares of Visa during the 2nd quarter valued at $1,435,262,000. 82.15% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In other Visa news, CEO Ryan Mcinerney sold 20,970 shares of Visa stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,162,953.50. The trade was a 58.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total value of $20,902,561.84. Following the transaction, the insider owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 104,537 shares of company stock valued at $37,540,837. Insiders own 0.12% of the company’s stock.
Visa News Summary
- Positive Sentiment: Visa introduced an on-chain credit model that combines VisaNet settlement data with blockchain lending infrastructure. The program is intended to help stablecoin-linked card issuers and fintech companies obtain working capital, potentially expanding Visa’s role beyond transaction processing. Visa expands data offering for blockchain lenders
- Positive Sentiment: Demand for Visa’s stablecoin infrastructure is accelerating: the company now supports more than 160 stablecoin-linked card programs, while related payment volume has increased nearly 200% year over year. Visa said stablecoin settlement volume has reached an annualized rate of approximately $20 billion. Visa connects settlement data to blockchain lenders
- Positive Sentiment: The company highlighted 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. Visa unveils on-chain lending model
- Neutral Sentiment: Visa renewed its multi-year partnership with the Toronto International Film Festival, supporting continued brand visibility and customer engagement, though the announcement is unlikely to materially affect near-term earnings. Visa and TIFF renew partnership
- Neutral Sentiment: Investors are also assessing Visa’s “Agentic Ready” strategy, which targets purchases made by artificial-intelligence agents. The opportunity could support future payment volume, but the effect on transaction economics and competitive risks remains uncertain. Visa’s Agentic Ready program
- Negative Sentiment: Visa underperformed the broader market in the latest session. The decline suggests investors may be taking profits or remaining cautious about the stock’s premium valuation despite strong long-term growth prospects and the positive stablecoin developments. Visa falls more steeply than broader market
Analysts Set New Price Targets
A number of brokerages recently issued reports on V. Citigroup reiterated a “buy” rating and issued a $440.00 price objective (up from $400.00) on shares of Visa in a report on Wednesday, July 29th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research report on Wednesday, July 29th. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. Barclays began coverage on Visa in a report on Tuesday, July 7th. They set an “overweight” rating and a $420.00 price objective on the stock. Finally, JPMorgan Chase & Co. boosted their target price on Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $416.62.
Get Our Latest Stock Report on Visa
Visa Stock Performance
Shares of V opened at $368.82 on Wednesday. The company has a market capitalization of $658.14 billion, a PE ratio of 31.36, a price-to-earnings-growth ratio of 2.01 and a beta of 0.76. 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 current ratio of 0.99 and a quick ratio of 0.99. The company’s fifty day moving average price is $364.80 and its 200 day moving average price is $334.13.
Visa (NYSE:V – Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The company 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 company earned $2.98 earnings per share. The business’s quarterly revenue was up 14.4% compared to the same quarter last year. As a group, analysts expect that Visa Inc. will post 13.16 earnings per share for the current year.
Visa Dividend Announcement
The firm 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. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Tuesday, August 11th. Visa’s payout ratio is currently 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.
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