Visa Inc. $V Shares Sold by Edgestream Partners L.P.

Edgestream Partners L.P. reduced its holdings in shares of Visa Inc. (NYSE:V) by 80.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 1,593 shares of the credit-card processor’s stock after selling 6,708 shares during the period. Edgestream Partners L.P.’s holdings in Visa were worth $481,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of V. Janus Henderson Group PLC raised its stake in Visa by 33.1% during the 1st quarter. Janus Henderson Group PLC now owns 4,486,927 shares of the credit-card processor’s stock valued at $1,356,090,000 after acquiring an additional 1,116,498 shares during the last quarter. Bull Harbor Capital LLC purchased a new position in shares of Visa in the 1st quarter valued at approximately $769,000. Strategic Investment Advisors MI increased its holdings in shares of Visa by 53.2% in the first quarter. Strategic Investment Advisors MI now owns 5,811 shares of the credit-card processor’s stock valued at $1,762,000 after purchasing an additional 2,017 shares during the period. Ashton Thomas Securities LLC acquired a new position in shares of Visa in the first quarter valued at approximately $8,998,000. Finally, Arkadios Wealth Advisors raised its stake in shares of Visa by 3.6% during the first quarter. Arkadios Wealth Advisors now owns 59,767 shares of the credit-card processor’s stock worth $18,064,000 after purchasing an additional 2,070 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin capabilities move into production: Visa is integrating stablecoin payouts and prefunding into Visa Direct through a partnership with Zero Hash. The infrastructure is designed to reach more than 18 billion eligible card, account and wallet endpoints across 195 countries and territories, strengthening Visa’s position as a settlement network for digital assets. Visa Puts Stablecoins Into Its Cross-Border Payout Rail
• Positive Sentiment: Western Union expands Visa-based stablecoin usage: Western Union launched Stablecard across 37 markets, allowing customers to hold, transfer and spend a U.S. dollar-backed stablecoin anywhere Visa is accepted. The rollout could increase transaction volume and reinforce Visa’s relevance in remittances and emerging markets. Western Union brings stablecoin remittances to Visa network
• Positive Sentiment: Fraud-prevention expansion: Visa agreed to acquire AI-powered fraud-intelligence company BioCatch for $2.4 billion in cash. The deal should broaden Visa’s cybersecurity products and help protect banks, merchants and consumers as scams increasingly use artificial intelligence. Visa Is Buying BioCatch To Take On AI Driven Payments Fraud
• Neutral Sentiment: Underlying business momentum remains solid: Visa’s latest reported quarter showed revenue of $11.63 billion, up 14.4% year over year, while adjusted earnings exceeded analyst expectations. Visa also reported increased spending in Canadian FIFA World Cup host cities, illustrating the benefit of major events to payment activity.
• Negative Sentiment: Large-scale layoffs raise restructuring concerns: Visa is reportedly eliminating approximately 2,600 jobs, including positions in California and among senior employees. The cuts may improve efficiency over time, but they can also signal cost pressure and generate restructuring expenses or disruption. Visa Cuts 2,600 Jobs
• Negative Sentiment: Investment and margin risks persist: Analysts continue to flag rising technology costs and consumer-spending pressures. Visa is also committing substantial capital to BioCatch and stablecoin infrastructure, increasing execution risk even as these initiatives target long-term growth.

Insider Activity at Visa

In other Visa news, insider Tullier Kelly Mahon sold 57,272 shares of the business’s stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the sale, the insider directly owned 49,662 shares in the company, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 10,490 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,219,704.26. This trade represents a 40.87% 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. Insiders have sold a total of 101,398 shares of company stock valued at $35,831,433 over the last 90 days. Company insiders own 0.12% of the company’s stock.

Visa Stock Down 0.4%

V opened at $368.26 on Thursday. 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 business has a 50 day simple moving average of $343.51 and a 200-day simple moving average of $326.50. The stock has a market capitalization of $660.58 billion, a P/E ratio of 31.31, a P/E/G ratio of 1.98 and a beta of 0.74. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $373.97.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating 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 firm had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. During the same period in the previous year, the business earned $2.98 earnings per share. The company’s revenue for the quarter was up 14.4% compared to the same quarter last year. On average, equities analysts anticipate that Visa Inc. will post 13.13 earnings per share for the current fiscal year.

Visa declared that its Board of Directors has initiated a share buyback plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

Visa Announces Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on V. JPMorgan Chase & Co. increased their price target on Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $412.00 price objective (up from $395.00) on shares of Visa in a research note on Wednesday, July 29th. Raymond James Financial restated an “outperform” rating and issued a $406.00 target price on shares of Visa in a research note on Wednesday, July 29th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $450.00 target price on shares of Visa in a report on Tuesday, June 2nd. Finally, Evercore set a $350.00 target price on shares of Visa in a report on Wednesday, April 29th. Seven equities research analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company. According to MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $413.58.

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.