Tema ETFs LLC Purchases 1,807 Shares of Visa Inc. $V

Tema ETFs LLC increased its holdings in shares of Visa Inc. (NYSE:V) by 5.3% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 36,045 shares of the credit-card processor’s stock after purchasing an additional 1,807 shares during the period. Tema ETFs LLC’s holdings in Visa were worth $12,367,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of V. PayPay Securities Corp raised its stake in Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 38 shares during the period. Cresta Advisors Ltd. bought a new position in Visa in the 4th quarter valued at about $26,000. Parvin Asset Management LLC boosted its holdings in shares of Visa by 200.0% during the third 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 during the period. RHL Group LLC acquired a new position in shares of Visa in the fourth quarter valued at approximately $34,000. Finally, Timmons Wealth Management LLC bought a new position in shares of Visa during the fourth quarter worth approximately $34,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong earnings and spending trends: Visa surpassed quarterly expectations with adjusted EPS of $3.32 versus the $3.23 consensus and revenue of $11.63 billion versus estimates of $11.40 billion. Revenue increased 14.4% year over year, supported by resilient consumer spending and anticipated World Cup-related travel activity. Q2 Earnings Outperformers: Visa and the Rest of the Credit Card Stocks
• Positive Sentiment: Analysts raised profit forecasts: Zacks Research increased its estimates across fiscal 2026 through fiscal 2028, including FY2026 EPS of $13.23, FY2027 EPS of $14.89 and FY2028 EPS of $16.81. Erste Group also lifted its forecasts and maintained a Buy rating, reinforcing expectations for continued earnings growth. Visa analyst estimates
• Positive Sentiment: Pismo-DPS expansion: Visa’s Pismo and DPS banking-infrastructure strategy could expand relationships with banks and fintechs, allowing the company to capture more value beyond traditional card payments. Will Pismo-DPS Help Visa Capture More of the Banking Value Chain?
• Neutral Sentiment: AI payments opportunity: Investment commentary identifies Visa as a potential beneficiary of AI-enabled commerce and payments, but the opportunity remains longer term and is not yet tied to specific financial guidance. Why Visa Could Be a Major Winner in the AI Payments Boom
• Negative Sentiment: Relative earnings reaction: Although Visa beat estimates, its stock initially underperformed Mastercard after results because investors appeared to view Mastercard’s accompanying growth catalysts more favorably. This suggests expectations for Visa are elevated and may limit the immediate benefit of another earnings beat. Visa vs. Mastercard: Same Strong Spending Story, Very Different Stock Reactions

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 20,970 shares of the firm’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $340.25, for a total transaction of $7,135,042.50. Following the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,162,953.50. This trade represents a 58.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the business’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the sale, the general counsel owned 18,404 shares in the company, valued at $6,625,440. This represents a 9.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 90,759 shares of company stock worth $32,375,779. Corporate insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of V stock opened at $362.28 on Wednesday. The business has a fifty day simple moving average of $346.77 and a 200 day simple moving average of $327.53. The company has a market cap of $646.46 billion, a P/E ratio of 30.81, a P/E/G ratio of 1.94 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 Inc. has a twelve month low of $293.89 and a twelve month high of $373.97.

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 firm had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%.The business’s quarterly revenue was up 14.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.98 earnings per share. On average, sell-side analysts forecast that Visa Inc. will post 13.15 EPS for the current fiscal year.

Visa announced that its board has authorized a stock buyback program on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management believes its stock is undervalued.

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

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Robert W. Baird lifted their target price on Visa from $412.00 to $420.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Weiss Ratings upgraded shares of Visa from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, July 30th. Royal Bank Of Canada reissued an “outperform” rating and issued a $412.00 price objective (up from $395.00) on shares of Visa in a report on Wednesday, July 29th. Raymond James Financial restated an “outperform” rating and set a $406.00 target price on shares of Visa in a research report on Wednesday, July 29th. Finally, Susquehanna reaffirmed a “positive” rating and set a $427.00 target price (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Seven equities research analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $413.58.

About Visa

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.