Corient Private Wealth LP Cuts Position in Visa Inc. $V

Corient Private Wealth LP lowered its holdings in Visa Inc. (NYSE:V) by 2.7% in the second quarter, Holdings Channel.com reports. The fund owned 1,629,145 shares of the credit-card processor’s stock after selling 45,398 shares during the quarter. Visa makes up 0.8% of Corient Private Wealth LP’s investment portfolio, making the stock its 20th largest position. Corient Private Wealth LP’s holdings in Visa were worth $558,945,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. Brighton Jones LLC grew its position in Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC increased its holdings in Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after buying an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. lifted its position in shares of Visa by 4.6% during the 1st 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 during the period. Matrix Asset Advisors Inc. NY lifted its position in shares of 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 valued at $402,000 after acquiring an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. lifted its position in shares of Visa by 13.8% during 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 acquiring an additional 2,230 shares during the period. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Visa news, General Counsel Julie B. Rottenberg sold 1,867 shares of the company’s stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total value of $687,690.78. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,778,929.36. This represents a 9.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the firm’s stock in a transaction dated 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 in the company, valued at $18,125,140.14. This represents a 53.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 106,404 shares of company stock worth $38,228,528. 0.12% of the stock is owned by corporate insiders.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin and blockchain expansion: Visa is reportedly committing up to $2.5 billion to put card-settlement financing onchain, using settlement data and smart contracts to help fintechs access working capital. Visa also has more than 160 stablecoin-linked card programs and is testing stablecoin settlement through Visa Direct, potentially creating new transaction and financing revenue streams. Visa’s $2.5 billion crypto credit bet puts card settlement financing onchain
• Positive Sentiment: AI-agent payments initiative: Visa, Mastercard and Ant International are developing a “Know Your Agent” interoperability framework to standardize identification and onboarding for AI agents conducting transactions. If adopted, the framework could help Visa capture future agentic-commerce volume and reinforce its role in payment authentication. Payment firms Visa, Mastercard and Ant International team up on AI agent trust framework
• Positive Sentiment: International growth opportunities: Visa partnered with the World Bank’s IFC on a risk-sharing initiative intended to expand digital payments in emerging markets. Its partnership with India’s PhonePe also adds cardless payment capabilities for Indian consumers and merchants, supporting cross-border volume growth. Visa and World Bank Group Announce New Risk-Sharing Initiative
• Neutral Sentiment: Execution and valuation remain important: Visa’s recent quarterly results showed 14.4% revenue growth and earnings above expectations, but the stock trades at roughly 29 times adjusted trailing earnings. Investors are weighing its strong margins and growth prospects against a premium valuation and questions about future margin performance. Is Visa Stock Expensive, Or Just Waiting On Its Margin?
• Negative Sentiment: Near-term pressure and trust concerns: Visa’s stock moved lower with financial shares in the broader market selloff. In addition, Visa’s research found that only 23% of U.S. consumers trust generative AI to handle payments, highlighting a significant adoption hurdle for agentic commerce. General Counsel Julie Rottenberg also sold shares under a pre-arranged Rule 10b5-1 plan; while routine insider selling is not necessarily bearish, it adds a modest sentiment headwind. What’s Going On With Visa Stock Thursday?

Analyst Ratings Changes

A number of equities research analysts recently weighed in on V shares. JPMorgan Chase & Co. upped their price target on Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Royal Bank Of Canada restated an “outperform” rating and issued a $466.00 price target (up from $412.00) on shares of Visa in a research report on Monday, August 31st. Robert W. Baird lifted their price target on Visa from $412.00 to $420.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. BNP Paribas Exane upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, July 21st. Finally, Truist Financial set a $406.00 price objective on shares of Visa and gave the company a “buy” rating in a research note on Wednesday, August 5th. Seven equities research analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $416.62.

Visa Price Performance

V stock opened at $367.30 on Friday. The stock’s 50 day moving average price is $365.25 and its 200 day moving average price is $334.80. The firm has a market cap of $655.42 billion, a P/E ratio of 31.23, a PEG ratio of 1.97 and a beta of 0.76. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $385.57.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, topping 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 during the quarter, compared to the consensus estimate of $11.40 billion. During the same quarter last year, the business posted $2.98 earnings per share. Visa’s revenue was up 14.4% compared to the same quarter last year. On average, sell-side analysts expect that Visa Inc. will post 13.16 earnings per share for the current fiscal year.

Visa Announces Dividend

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

Visa 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.