Northside Capital Management LLC Increases Stock Position in Visa Inc. $V

Northside Capital Management LLC grew its holdings in shares of Visa Inc. (NYSE:V) by 9.5% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 53,200 shares of the credit-card processor’s stock after purchasing an additional 4,613 shares during the quarter. Visa makes up approximately 1.5% of Northside Capital Management LLC’s holdings, making the stock its 19th biggest position. Northside Capital Management LLC’s holdings in Visa were worth $18,253,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in V. PayPay Securities Corp raised its position in Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares during the period. Cresta Advisors Ltd. purchased a new stake in shares of Visa in the 4th quarter worth $26,000. Parvin Asset Management LLC raised its holdings in 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 purchasing an additional 50 shares during the period. RHL Group LLC bought a new stake in Visa during the fourth quarter valued at about $34,000. Finally, Timmons Wealth Management LLC purchased a new stake in Visa in the fourth quarter worth about $34,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Trading Up 0.3%

V stock opened at $362.28 on Wednesday. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $373.97. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The company has a market capitalization of $646.46 billion, a price-to-earnings ratio of 30.81, a PEG ratio of 1.94 and a beta of 0.74. The business has a 50 day simple moving average of $346.77 and a two-hundred day simple moving average of $327.53.

Visa (NYSE:V) last released its quarterly earnings data 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. Visa had a net margin of 50.78% and a return on equity of 67.68%. The firm had revenue of $11.63 billion for the quarter, compared to analysts’ expectations of $11.40 billion. During the same quarter last year, the business posted $2.98 earnings per share. The company’s revenue for the quarter was up 14.4% compared to the same quarter last year. Research analysts anticipate that Visa Inc. will post 13.15 EPS for the current fiscal year.

Visa Announces Dividend

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

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

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysts raised Visa’s earnings outlook. Zacks Research increased estimates across fiscal 2026–2028, including fiscal 2026 EPS to $13.23 from $13.07 and fiscal 2028 EPS to $16.81 from $16.54. Erste Group also maintains a Buy rating and raised its fiscal 2027 EPS forecast to $15.00. These revisions signal confidence in continued spending growth and operating leverage. Visa analyst earnings estimate revisions
• Positive Sentiment: Stablecoin-linked card spending is accelerating. Stablecoin-backed card transactions reportedly surpassed $1 billion in monthly volume for the first time, reaching $1.03 billion in July 2025, up 200% year over year. Growth was supported by Jupiter’s USDC Visa card, highlighting a potential new transaction stream for Visa as digital-dollar adoption expands. Stablecoin-backed card transactions article
• Positive Sentiment: Pismo-DPS could broaden Visa’s payments infrastructure business. The strategy may help Visa serve banks and fintechs more directly, deepen client relationships and capture more value across the banking technology chain. The opportunity is strategically favorable, although revenue benefits are likely longer term. Visa Pismo-DPS strategy article
• Neutral Sentiment: Visa’s latest results were fundamentally strong but received a weaker market reaction than Mastercard’s. Visa beat profit and revenue estimates amid resilient consumer spending and increased travel tied to the World Cup. However, investors focused on additional announcements and growth concerns, causing Visa’s stock to initially fall while Mastercard shares rose. Visa previously reported $3.32 in quarterly EPS and $11.63 billion in revenue, with revenue up 14.4% year over year. Visa versus Mastercard stock reaction article

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on V shares. Evercore set a $350.00 price objective on Visa in a research note on Wednesday, April 29th. UBS Group reiterated a “buy” rating and issued a $420.00 price target (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Wolfe Research reissued an “outperform” rating and issued a $435.00 price objective (up from $430.00) on shares of Visa in a research note on Wednesday, July 29th. JPMorgan Chase & Co. raised their price objective on shares of Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Finally, Cantor Fitzgerald set a $445.00 target price on shares of Visa and gave the company an “overweight” rating in a research note on Monday, August 3rd. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $413.58.

Insider Buying and Selling at Visa

In other news, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total transaction of $729,720.00. Following the completion of the transaction, the general counsel owned 18,404 shares in the company, valued at $6,625,440. This trade represents a 9.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Kelly 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 value 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 trade represents a 53.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 90,759 shares of company stock valued at $32,375,779 in the last 90 days. Insiders own 0.12% of the company’s stock.

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.