SVB Wealth LLC Cuts Stock Holdings in Visa Inc. $V

SVB Wealth LLC trimmed its position in shares of Visa Inc. (NYSE:V) by 7.5% during the second quarter, Holdings Channel.com reports. The fund owned 48,196 shares of the credit-card processor’s stock after selling 3,893 shares during the quarter. Visa comprises 1.0% of SVB Wealth LLC’s portfolio, making the stock its 23rd biggest holding. SVB Wealth LLC’s holdings in Visa were worth $16,536,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in V. Brighton Jones LLC increased its stake in Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after buying an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after buying an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. grew its holdings in shares of Visa by 4.6% in the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY grew its holdings in shares of Visa by 16.9% in the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after acquiring an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in shares of Visa by 13.8% in the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after acquiring an additional 2,230 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin activity is scaling rapidly. Visa said it now supports more than 160 stablecoin-linked card programs, with related payment volume increasing nearly 200% year over year and reaching an annualized settlement rate of approximately $20 billion. This strengthens Visa’s position in digital-asset payments and could create additional transaction and service revenue opportunities. Visa tells CNBC it is expanding data offering for blockchain lenders as demand for stablecoin-linked cards surges
• Positive Sentiment: Visa is adding onchain lending capabilities. The company is combining VisaNet settlement data with blockchain lending infrastructure to help stablecoin-focused fintechs obtain working capital. Visa also cited Credit Coop, which has financed billions of dollars in settlement volume without reported borrower defaults, potentially expanding Visa’s role beyond payment processing. Visa Brings Onchain Lending into Everyday Payments
• Positive Sentiment: Visa and the World Bank’s IFC announced a risk-sharing initiative intended to expand digital payments and financial inclusion in emerging markets. Greater access to digital financial services could support long-term card issuance, payment volume and network growth. Visa and World Bank Group Announce New Risk-Sharing Initiative
• Neutral Sentiment: Artificial-intelligence shopping adoption is progressing, but CEO Ryan McInerney said autonomous, agent-driven payments have not yet gained meaningful traction. Visa is preparing for the opportunity, though near-term revenue impact remains uncertain. Visa CEO Says AI Shopping Has Arrived but Agentic Payments Haven’t
• Negative Sentiment: Recent market performance has been weaker than the broader market. A Zacks report attributed the move to normal market and valuation pressures rather than a newly reported deterioration in Visa’s fundamentals. The stock’s elevated earnings multiple leaves it sensitive to profit-taking if investors require clearer evidence that stablecoin and AI initiatives will accelerate growth. Visa Falls More Steeply Than Broader Market

Insider Transactions at Visa

In other Visa news, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at $18,125,140.14. This represents a 53.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Ryan Mcinerney sold 20,970 shares of the company’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $340.25, for a total transaction of $7,135,042.50. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,162,953.50. This trade represents a 58.02% 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. In the last 90 days, insiders sold 104,537 shares of company stock worth $37,540,837. 0.12% of the stock is owned by company insiders.

Visa Trading Down 1.7%

NYSE:V opened at $368.82 on Wednesday. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. The stock 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. The firm’s 50 day moving average is $364.80 and its 200 day moving average is $334.13. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $385.57.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating the consensus estimate of $3.23 by $0.09. Visa had a return on equity of 67.68% and a net margin of 50.78%.The business had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same period in the prior year, the company earned $2.98 earnings per share. Visa’s revenue was up 14.4% compared to the same quarter last year. Sell-side analysts expect that Visa Inc. will post 13.16 earnings per share for the current year.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were paid a dividend of $0.67 per share. The ex-dividend date was Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa’s dividend payout ratio is presently 22.79%.

Analyst Upgrades and Downgrades

V has been the topic of a number of recent analyst reports. Raymond James Financial reiterated an “outperform” rating and set a $406.00 price target on shares of Visa in a report on Wednesday, July 29th. TD Cowen restated a “buy” rating on shares of Visa in a research note on Wednesday, July 29th. Weiss Ratings raised Visa from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, July 30th. Cantor Fitzgerald set a $445.00 target price on Visa and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Finally, Barclays initiated coverage on shares of Visa in a report on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 price target on the stock. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. According to MarketBeat, Visa presently has a consensus rating of “Buy” and an average target price of $416.62.

Visa Company Profile

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.