North Star Asset Management Inc. Acquires Shares of 141,145 Visa Inc. $V

North Star Asset Management Inc. acquired a new stake in shares of Visa Inc. (NYSE:V) during the second quarter, Holdings Channel.com reports. The fund acquired 141,145 shares of the credit-card processor’s stock, valued at approximately $48,425,000. Visa accounts for 1.9% of North Star Asset Management Inc.’s holdings, making the stock its 9th largest holding.

A number of other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after purchasing an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after purchasing an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. increased its holdings in Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY increased its holdings in Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after purchasing an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in shares of Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after purchasing an additional 2,230 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa Trading Down 1.2%

Shares of NYSE V opened at $379.23 on Friday. The stock’s 50 day moving average price is $357.99 and its two-hundred day moving average price is $331.08. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $385.57. The stock has a market capitalization of $676.72 billion, a P/E ratio of 32.25, a PEG ratio of 2.06 and a beta of 0.74. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60.

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

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th will be paid a dividend of $0.67 per share. The ex-dividend date is Tuesday, August 11th. This represents a $2.68 annualized dividend and a yield of 0.7%. Visa’s dividend payout ratio (DPR) is 22.79%.

Insider Buying and Selling

In other Visa news, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $6,625,440. The trade was a 9.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through 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 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 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold 96,634 shares of company stock worth $34,537,016 over the last ninety days. 0.12% of the stock is owned by insiders.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded its AI-powered Vulnerability Agentic Harness to identify, remediate and validate cyber vulnerabilities for clients. The broader cybersecurity offering could strengthen Visa’s value proposition to merchants and financial institutions. Visa Rolls Out AI-Powered Cyber Vulnerability Patching for Clients
• Positive Sentiment: Visa and Bluefin launched a unified card-present payments platform combining acceptance, security and device management. The solution may simplify deployments, reduce compliance burdens and deepen Visa’s relationships with enterprise merchants. Visa Launches Unified Card Present Payment Platform
• Positive Sentiment: Visa completed a live payment transaction in Syria after reopening network access, creating a potential future growth opportunity in an underserved market. Visa Reopens Syria With One Payment and No Monopoly
• Positive Sentiment: Visa’s BLOOM initiative and stablecoin-related efforts could improve cross-border settlement, payment interoperability and digital-payment efficiency over time. Will Visa’s BLOOM Initiative Give It an Edge in Digital Payments?
• Neutral Sentiment: Analyst commentary remains constructive, citing Visa’s revenue and earnings momentum and the possibility of continued growth into 2027. However, these views largely reinforce an already-recognized investment thesis rather than provide a new earnings catalyst. Why Visa Stock Could Keep Growing Into 2027
• Negative Sentiment: Mastercard reportedly reached Syria almost simultaneously with Visa, limiting the exclusivity and near-term competitive advantage of Visa’s market reopening. Visa Reopens Syria With One Payment and No Monopoly
• Negative Sentiment: Visa recently touched a record high before surrendering the breakout. With the stock trading at a premium valuation, investors may be taking profits and demanding stronger incremental catalysts to support further gains. Visa Hits Record, Then Surrenders the Breakout

Analysts Set New Price Targets

Several equities analysts have recently commented on V shares. BMO Capital Markets increased their target price on Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Wolfe Research restated an “outperform” rating and issued a $460.00 price target (up from $435.00) on shares of Visa in a research note on Tuesday. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Wednesday, July 29th. Robert W. Baird increased their price objective on shares of Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Finally, Wells Fargo & Company reissued an “overweight” rating and set a $432.00 price objective (up from $412.00) on shares of Visa in a report on Thursday, July 30th. Seven investment 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 data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $414.54.

Visa 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.