Koa Wealth Management LLC Boosts Stock Holdings in Visa Inc. $V

Koa Wealth Management LLC grew its stake in shares of Visa Inc. (NYSE:V) by 15.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,974 shares of the credit-card processor’s stock after buying an additional 1,494 shares during the quarter. Visa accounts for approximately 2.4% of Koa Wealth Management LLC’s portfolio, making the stock its 12th largest holding. Koa Wealth Management LLC’s holdings in Visa were worth $3,317,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Invariant Investment Management purchased a new position in Visa during the 4th quarter valued at $969,000. Nixon Peabody Trust Co. increased its position in shares of Visa by 58.1% during the first quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock valued at $1,270,000 after buying an additional 1,543 shares during the period. Vanguard Group Inc. raised its stake in 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 buying an additional 1,054,343 shares in the last quarter. Swiss Life Asset Management Ltd lifted its holdings in Visa by 4.7% in the third quarter. Swiss Life Asset Management Ltd now owns 527,530 shares of the credit-card processor’s stock worth $180,088,000 after buying an additional 23,863 shares during the period. Finally, Savvy Advisors Inc. boosted its position in Visa by 30.1% during the 4th quarter. Savvy Advisors Inc. now owns 28,922 shares of the credit-card processor’s stock valued at $10,143,000 after acquiring an additional 6,688 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 10,490 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total value of $3,608,455.10. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at $5,219,704.26. The trade was a 40.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the company’s 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 completion of the transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 75,581 shares of company stock valued at $25,627,975 over the last 90 days. Corporate insiders own 0.12% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa’s own stablecoin analytics showed record June transaction volume of $1.79 trillion, reinforcing its role in digital payments infrastructure and suggesting continued growth in on-chain payment activity. Stablecoin transaction volume hits record $1.79T in June
• Positive Sentiment: Juniper Research projected network tokenised transactions will surge to 2.4 trillion between 2026 and 2030, supporting Visa’s tokenization and fraud-prevention offerings. Network Tokenisation to Secure 2.4 Trillion Global Transactions Between 2026 and 2030
• Positive Sentiment: Multiple bullish commentary pieces highlighted Visa as a top long-term stock and said it may be poised to beat earnings estimates again, which supports investor sentiment ahead of the next earnings report. Why Visa (V) is Poised to Beat Earnings Estimates Again Why Visa (V) is a Top Stock for the Long-Term
• Neutral Sentiment: Visa said it will report fiscal third-quarter 2026 results on July 28, which is a routine earnings-date announcement but could set up the next major catalyst for the stock. Visa to Announce Fiscal Third Quarter 2026 Financial Results on July 28, 2026
• Neutral Sentiment: Several articles compared Visa with Mastercard or Coinbase and framed the company as a durable payments leader, but these were mostly opinion pieces rather than new business updates. Mastercard (MA) Gets the Edge Over Visa (V) Despite Stablecoin Concerns Visa vs Coinbase: Two Different Economic Playbooks But One Winner
• Negative Sentiment: Visa’s General Counsel Julie B. Rottenberg sold 2,027 shares under a pre-arranged trading plan, which can slightly pressure sentiment even though it was disclosed and not necessarily a bearish signal. SEC Form 4 filing

Wall Street Analyst Weigh In

V has been the topic of several research reports. Oppenheimer restated an “outperform” rating and set a $403.00 price target (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Barclays initiated coverage on Visa in a research report on Tuesday. They set an “overweight” rating for the company. Weiss Ratings upgraded shares of Visa from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday. Morgan Stanley reaffirmed an “overweight” rating and issued a $415.00 target price on shares of Visa in a research report on Wednesday, April 29th. Finally, Piper Sandler initiated coverage on shares of Visa in a research note on Monday, June 29th. They issued an “overweight” rating and a $394.00 price target for the company. Six analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, Visa has a consensus rating of “Buy” and an average target price of $397.39.

Visa Price Performance

Shares of NYSE:V opened at $352.21 on Wednesday. The business has a fifty day moving average price of $328.99 and a 200-day moving average price of $324.88. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The company has a market capitalization of $631.79 billion, a PE ratio of 30.68, a PEG ratio of 1.91 and a beta of 0.75. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $365.02.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate of $3.10 by $0.21. The company had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. Visa’s revenue for the quarter was up 17.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.76 EPS. As a group, equities analysts expect that Visa Inc. will post 13.1 EPS for the current fiscal year.

Visa announced that its board has approved a stock repurchase plan 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 shares through open market purchases. Shares buyback plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were issued a dividend of $0.67 per share. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s dividend payout ratio is presently 23.34%.

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.