Vista Investment Partners LLC grew its position in shares of Visa Inc. (NYSE:V – Free Report) by 401.2% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,343 shares of the credit-card processor’s stock after acquiring an additional 14,683 shares during the quarter. Visa accounts for 1.6% of Vista Investment Partners LLC’s holdings, making the stock its 17th biggest position. Vista Investment Partners LLC’s holdings in Visa were worth $6,293,000 at the end of the most recent quarter.
Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of Visa by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after purchasing an additional 1,054,343 shares in the last quarter. State Street Corp grew its position in Visa by 0.8% in the fourth quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after purchasing an additional 626,821 shares in the last quarter. Geode Capital Management LLC grew its position in Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after purchasing an additional 388,996 shares in the last quarter. Price T Rowe Associates Inc. MD increased its stake in Visa by 1.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock valued at $14,411,480,000 after buying an additional 716,218 shares during the last quarter. Finally, Bank of America Corp DE increased its stake in Visa by 1.7% in the 4th quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock valued at $8,359,291,000 after buying an additional 398,459 shares during the last quarter. 82.15% of the stock is owned by institutional investors.
Insiders Place Their Bets
In other Visa news, CEO Ryan Mcinerney sold 20,970 shares of the company’s 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 sale, the chief executive officer owned 15,174 shares in the company, valued at $5,162,953.50. This represents a 58.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Kelly Mahon sold 57,272 shares of the firm’s stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total value of $20,902,561.84. Following the completion of the sale, the insider directly owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. The trade was a 53.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 101,398 shares of company stock worth $35,831,433. Company insiders own 0.12% of the company’s stock.
Key Stories Impacting Visa
- Positive Sentiment: Visa exceeded quarterly EPS and revenue expectations, prompting analysts to raise their 2026–2027 forecasts. The outlook reflects continued payment-volume growth, strong profitability and resilient cross-border spending. Wall Street Raises Visa Outlook After Strong Q3
- Positive Sentiment: Recent performance suggests stablecoins have not yet materially disrupted Visa’s core card-network economics. The company continues to benefit from scale, trusted acceptance and the complexity of converting payments infrastructure to alternative rails. Visa: Recent Performance Shows Stablecoin Threat Was Overstated
- Positive Sentiment: Visa’s planned $2.4 billion cash acquisition of BioCatch expands its fraud-detection and cybersecurity capabilities. The deal could strengthen Visa’s value proposition to banks and merchants as account takeovers and scams become more costly. Visa vs. Mastercard: BioCatch Acquisition
- Neutral Sentiment: Visa remains a highlighted payments-industry name alongside Mastercard, PayPal, Fidelity and WEX, but the broader industry outlook is mixed as companies invest in fraud prevention, digital wallets, artificial intelligence and competing payment technologies. Zacks Payments Industry Outlook
- Negative Sentiment: Analysts continue to balance Visa’s strong execution against its premium earnings valuation and rising regulatory risks. Investors may therefore be taking profits or remaining cautious despite the earnings momentum, particularly because future upside requires sustained double-digit growth. Visa Analyst Outlook
Visa Stock Performance
Shares of V stock opened at $362.32 on Monday. The stock has a market cap of $646.53 billion, a P/E ratio of 30.81, a P/E/G ratio of 1.94 and a beta of 0.74. 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 has a fifty day moving average price of $345.11 and a two-hundred day moving average price of $327.03. Visa Inc. has a one year low of $293.89 and a one year high of $373.97.
Visa (NYSE:V – Get Free Report) last released its quarterly earnings data 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. The company had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. Visa’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period in the previous year, the business earned $2.98 EPS. As a group, equities analysts predict that Visa Inc. will post 13.14 EPS for the current year.
Visa announced that its board has authorized a share repurchase plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s management believes its shares are undervalued.
Visa Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors 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 dividend on an annualized basis and a yield of 0.7%. Visa’s dividend payout ratio (DPR) is presently 22.79%.
Wall Street Analysts Forecast Growth
Several brokerages have commented on V. JPMorgan Chase & Co. boosted their price target on shares of Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $430.00 target price on shares of Visa in a research report on Wednesday, July 29th. Raymond James Financial reiterated an “outperform” rating and set a $406.00 target price on shares of Visa in a report on Wednesday, July 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $412.00 price target (up from $395.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, Citigroup restated a “buy” rating and issued a $440.00 price target (up from $400.00) on shares of Visa in a research note on Wednesday, July 29th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $413.58.
Read Our Latest Analysis on Visa
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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