Compass Wealth Management LLC Takes $2.54 Million Position in Visa Inc. $V

Compass Wealth Management LLC purchased a new stake in shares of Visa Inc. (NYSE:V) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 7,411 shares of the credit-card processor’s stock, valued at approximately $2,543,000.

A number of other institutional investors also recently bought and sold shares of V. Cresta Advisors Ltd. purchased a new position in shares of Visa during the 4th quarter worth approximately $26,000. Parvin Asset Management LLC raised its position in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares in the last quarter. RHL Group LLC purchased a new position in shares of Visa in the 4th quarter valued at approximately $34,000. Timmons Wealth Management LLC purchased a new position in shares of Visa in the 4th quarter valued at approximately $34,000. Finally, Copos Capital S.a r.l. bought a new stake in shares of Visa during the fourth quarter valued at approximately $35,000. 82.15% of the stock is owned by institutional investors.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analyst coverage highlighted Visa’s payment growth as a key investment theme, reinforcing expectations that rising transaction volumes and digital commerce can support continued earnings expansion. Top Analyst Reports for Visa, Lam Research & Caterpillar
• Positive Sentiment: Visa Direct’s 21% transaction growth and expansion into cross-border payments and stablecoin use cases could create an additional growth engine beyond traditional card payments. Can Visa Direct Give Visa’s Growth Story a New Direction?
• Positive Sentiment: Visa joined Rain’s Agentic Payments Alliance alongside Mastercard, Fiserv, Circle, Solana and Remitly. The initiative could help Visa establish standards and capture transactions generated by AI agents making purchases for consumers and businesses. Visa and Mastercard Join Rain’s Agentic Commerce Coalition
• Positive Sentiment: Kraken’s new Krak debit card is issued on Visa’s network and allows U.S. customers to spend crypto and fiat balances across more than 600 assets. Additional card issuance and transaction volume could modestly increase Visa’s payments activity. Kraken’s Krak debuts US debit card
• Positive Sentiment: Bill Ackman’s newly disclosed investment in Visa adds a high-profile endorsement of the company’s long-term value proposition, potentially improving investor sentiment. Bill Ackman Bets Big on Visa
• Neutral Sentiment: Visa is reportedly seeking a new stablecoin settlement partner after Mastercard acquired BVNK. The search underscores Visa’s commitment to the emerging market, although the need to replace a partner may reflect increased competitive pressure. Visa Seeks New Stablecoin Partner

Analyst Ratings Changes

V has been the topic of several recent research reports. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $450.00 price target on shares of Visa in a research note on Tuesday, June 2nd. UBS Group restated a “buy” rating and set a $420.00 target price (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Wolfe Research reaffirmed an “outperform” rating and issued a $435.00 target price (up from $430.00) on shares of Visa in a research report on Wednesday, July 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $412.00 price target (up from $395.00) on shares of Visa in a research note on Wednesday, July 29th. Finally, Morgan Stanley reissued an “overweight” rating and set a $416.00 price target on shares of Visa in a research report on Wednesday, July 29th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $413.58.

Insider Buying and Selling at Visa

In other Visa news, General Counsel Julie B. Rottenberg sold 2,027 shares of the business’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total transaction of $729,720.00. Following the completion of the sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,625,440. The trade was a 9.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 10,490 shares of the stock in a transaction 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 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 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 ninety days, insiders sold 90,759 shares of company stock worth $32,375,779. Insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of NYSE:V opened at $364.55 on Wednesday. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $373.97. The business has a 50-day simple moving average of $350.95 and a two-hundred day simple moving average of $328.80. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The firm has a market cap of $650.52 billion, a price-to-earnings ratio of 31.00, a price-to-earnings-growth ratio of 1.95 and a beta of 0.74.

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

Visa Dividend Announcement

The business 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 $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s payout ratio is 22.79%.

Visa declared that its Board of Directors has initiated a stock repurchase program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

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.