Johnson Financial Group Inc. Has $10.82 Million Stock Holdings in Visa Inc. $V

Johnson Financial Group Inc. lessened its position in Visa Inc. (NYSE:V) by 5.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,551 shares of the credit-card processor’s stock after selling 1,973 shares during the quarter. Visa comprises about 0.4% of Johnson Financial Group Inc.’s investment portfolio, making the stock its 23rd biggest position. Johnson Financial Group Inc.’s holdings in Visa were worth $10,825,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. Brighton Jones LLC boosted its holdings in Visa by 50.1% in the 4th 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 period. Revolve Wealth Partners LLC lifted its holdings in shares of 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 acquiring an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. boosted 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 in the last quarter. Matrix Asset Advisors Inc. NY boosted its holdings in Visa by 16.9% during the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in 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 buying an additional 2,230 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have weighed in on V. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research note on Wednesday, July 29th. Barclays assumed coverage on shares of Visa in a research report on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 price objective for the company. Morgan Stanley restated an “overweight” rating and set a $416.00 target price on shares of Visa in a research report on Wednesday, July 29th. Piper Sandler restated an “overweight” rating and set a $430.00 target price (up from $394.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, Truist Financial set a $406.00 target price on shares of Visa and gave the stock a “buy” rating in a report on Wednesday, August 5th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $413.58.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin adoption is expanding on Visa’s network. Rain says more than 100,000 merchants already receive stablecoin-funded payments settled through Visa without realizing the source of funds, highlighting potential growth in transaction volume and payment-network relevance. Rain CEO Says Merchants Receive Stablecoin Payments Without Knowing It
• Positive Sentiment: Visa joined Rain’s Agentic Payments Alliance. The coalition includes Mastercard, Fiserv, Circle, Solana and Remitly and aims to establish standards for “agentic commerce,” in which software agents make payments on behalf of consumers or businesses. Participation gives Visa an opportunity to help shape a potentially significant new payments category. Visa and Mastercard Join Rain’s Agentic Commerce Coalition
• Positive Sentiment: Visa is reportedly pursuing a new stablecoin settlement partner with multi-regional licensing capabilities after Mastercard acquired BVNK. The search signals continued strategic investment in blockchain settlement and could broaden Visa’s international stablecoin infrastructure. Visa Seeks New Stablecoin Partner Following Mastercard-BVNK Deal
• Positive Sentiment: Kraken launched a U.S. crypto-and-fiat debit card on Visa’s network. The card supports more than 600 assets and offers up to 2% cashback, potentially increasing Visa transaction volumes while expanding its exposure to cryptocurrency users. Kraken’s Krak Debuts U.S. Debit Card
• Positive Sentiment: Analyst coverage highlighted Visa’s payments growth, while Bill Ackman’s Pershing Square added Visa as a new holding. The endorsement may improve investor sentiment, although it does not change Visa’s operating outlook by itself. Top Analyst Reports for Visa
• Neutral Sentiment: DBS Hong Kong and Visa announced an AI-readiness initiative focused on skills for intelligent payments. The program supports Visa’s technology positioning but has no immediate disclosed financial impact. DBS Hong Kong Partners with Visa
• Negative Sentiment: Mastercard’s acquisition of BVNK gives Visa a competitive disadvantage in stablecoin infrastructure until it secures a replacement partner, potentially increasing execution pressure in this emerging market.

Insider Activity at Visa

In other Visa news, insider Tullier Kelly Mahon sold 57,272 shares of Visa stock in a transaction on Thursday, July 30th. The shares were 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 approximately $18,125,140.14. The trade was a 53.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa stock in a transaction dated 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 sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,625,440. This represents a 9.92% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 90,759 shares of company stock valued at $32,375,779. Corporate insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of V opened at $365.91 on Thursday. The stock has a 50 day simple moving average of $351.80 and a 200 day simple moving average of $329.03. 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 52-week low of $293.89 and a 52-week high of $373.97. The firm has a market capitalization of $652.95 billion, a PE ratio of 31.12, a P/E/G ratio of 1.95 and a beta of 0.74.

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

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be paid 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 (DPR) is currently 22.79%.

Visa declared that its board has authorized a stock repurchase 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 purchase up to 3.6% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

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.