Moody National Bank Trust Division Sells 1,574 Shares of Visa Inc. $V

Moody National Bank Trust Division cut its position in Visa Inc. (NYSE:V) by 5.9% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 25,199 shares of the credit-card processor’s stock after selling 1,574 shares during the quarter. Visa accounts for 0.7% of Moody National Bank Trust Division’s portfolio, making the stock its 21st biggest holding. Moody National Bank Trust Division’s holdings in Visa were worth $8,646,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Norges Bank bought a new position in Visa in the fourth quarter worth approximately $5,877,738,000. Cardano Risk Management B.V. increased its holdings in shares of Visa by 867.6% during 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. raised 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 during the period. J. Stern & Co. LLP lifted its holdings 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. grew its position in Visa by 48.2% in 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 purchasing an additional 2,116,463 shares during the period. 82.15% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

V has been the subject of a number of recent research reports. Piper Sandler restated an “overweight” rating and set a $430.00 price target (up from $394.00) on shares of Visa in a research note on Wednesday, July 29th. UBS Group reaffirmed a “buy” rating and issued a $420.00 price objective (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Oppenheimer reissued an “outperform” rating and set a $403.00 target price (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Citigroup reaffirmed a “buy” rating and issued a $440.00 price target (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, Truist Financial lifted their price target on Visa from $371.00 to $394.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company. According to MarketBeat.com, Visa presently has a consensus rating of “Buy” and an average price target of $413.12.

Insiders Place Their Bets

In other news, insider Tullier Kelly Mahon sold 57,272 shares of the business’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 in the company, valued at $18,125,140.14. The trade was a 53.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Chris Suh sold 10,639 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 101,398 shares of company stock worth $35,831,433 over the last 90 days. 0.12% of the stock is currently owned by corporate insiders.

Visa Stock Performance

Shares of V stock opened at $369.60 on Wednesday. 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 firm has a 50-day moving average of $342.69 and a 200-day moving average of $326.21. Visa Inc. has a one year low of $293.89 and a one year high of $373.97. The company has a market cap of $662.97 billion, a P/E ratio of 31.43, a P/E/G ratio of 1.97 and a beta of 0.74.

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 the consensus estimate of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $11.63 billion for the quarter, compared to analysts’ expectations of $11.40 billion. During the same period in the previous year, the company earned $2.98 earnings per share. The firm’s revenue for the quarter was up 14.4% compared to the same quarter last year. Equities research analysts forecast that Visa Inc. will post 13.13 EPS for the current fiscal year.

Visa Announces Dividend

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

Visa announced that its board has approved a share buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Key Headlines Impacting Visa

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.

About Visa

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.