Waverly Advisors LLC Purchases 69,714 Shares of Visa Inc. $V

Waverly Advisors LLC grew its position in shares of Visa Inc. (NYSE:V) by 48.0% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 215,041 shares of the credit-card processor’s stock after acquiring an additional 69,714 shares during the quarter. Waverly Advisors LLC’s holdings in Visa were worth $73,778,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. G&S Capital LLC boosted its stake in shares of Visa by 4.0% during the 2nd quarter. G&S Capital LLC now owns 761 shares of the credit-card processor’s stock worth $261,000 after buying an additional 29 shares during the last quarter. Keating Financial Advisory Services Inc. boosted its position in Visa by 0.9% during the second quarter. Keating Financial Advisory Services Inc. now owns 3,189 shares of the credit-card processor’s stock valued at $1,094,000 after purchasing an additional 29 shares during the last quarter. Riverview Capital Advisers LLC boosted its position in Visa by 0.3% during the second quarter. Riverview Capital Advisers LLC now owns 10,805 shares of the credit-card processor’s stock valued at $3,707,000 after purchasing an additional 29 shares during the last quarter. NerdWallet Wealth Partners LLC grew its stake in Visa by 4.5% in the second quarter. NerdWallet Wealth Partners LLC now owns 695 shares of the credit-card processor’s stock valued at $239,000 after purchasing an additional 30 shares in the last quarter. Finally, Frederick Financial Consultants LLC increased its position in shares of Visa by 2.0% during the 4th quarter. Frederick Financial Consultants LLC now owns 1,598 shares of the credit-card processor’s stock worth $560,000 after purchasing an additional 31 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Visa

In other Visa news, General Counsel Julie Rottenberg sold 2,028 shares of the firm’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at $7,018,365.40. This trade represents a 9.93% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The stock was 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 approximately $18,125,140.14. This trade represents a 53.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 104,537 shares of company stock valued at $37,540,837 over the last quarter. 0.12% of the stock is owned by corporate insiders.

Visa Stock Performance

V stock traded down $6.25 during mid-day trading on Tuesday, hitting $368.82. 4,927,265 shares of the company were exchanged, compared to its average volume of 7,770,979. The business has a 50 day simple moving average of $364.80 and a 200-day simple moving average of $334.13. 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. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $385.57.

Visa (NYSE:V) last posted its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS 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 company had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.40 billion. During the same quarter in the prior year, the business earned $2.98 earnings per share. The firm’s revenue for the quarter was up 14.4% on a year-over-year basis. On average, equities analysts forecast that Visa Inc. will post 13.16 earnings per share for the current year.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were paid 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 was Tuesday, August 11th. Visa’s payout ratio is 22.79%.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa introduced an on-chain credit model that combines VisaNet settlement data with blockchain lending infrastructure. The program is intended to help stablecoin-linked card issuers and fintech companies obtain working capital, potentially expanding Visa’s role beyond transaction processing. Visa expands data offering for blockchain lenders
• Positive Sentiment: Demand for Visa’s stablecoin infrastructure is accelerating: the company now supports more than 160 stablecoin-linked card programs, while related payment volume has increased nearly 200% year over year. Visa said stablecoin settlement volume has reached an annualized rate of approximately $20 billion. Visa connects settlement data to blockchain lenders
• Positive Sentiment: The company highlighted Credit Coop as an early example of the model. The blockchain lender has reportedly financed more than $2.5 billion in cumulative settlement volume since 2023, across more than 3,000 borrowing events and 9,000 repayments, with no reported defaults. Visa unveils on-chain lending model
• Neutral Sentiment: Visa renewed its multi-year partnership with the Toronto International Film Festival, supporting continued brand visibility and customer engagement, though the announcement is unlikely to materially affect near-term earnings. Visa and TIFF renew partnership
• Neutral Sentiment: Investors are also assessing Visa’s “Agentic Ready” strategy, which targets purchases made by artificial-intelligence agents. The opportunity could support future payment volume, but the effect on transaction economics and competitive risks remains uncertain. Visa’s Agentic Ready program
• Negative Sentiment: Visa underperformed the broader market in the latest session. The decline suggests investors may be taking profits or remaining cautious about the stock’s premium valuation despite strong long-term growth prospects and the positive stablecoin developments. Visa falls more steeply than broader market

Analysts Set New Price Targets

V has been the topic of a number of analyst reports. Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. BMO Capital Markets boosted their target price on shares of Visa from $387.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Barclays began coverage on shares of Visa in a research report on Tuesday, July 7th. They set an “overweight” rating and a $420.00 price target on the stock. Truist Financial set a $406.00 price target on shares of Visa and gave the company a “buy” rating in a research note on Wednesday, August 5th. Finally, Piper Sandler reissued an “overweight” rating and issued a $430.00 price objective (up from $394.00) 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 company. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $416.62.

About Visa

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.