Visa Inc. $V Shares Sold by Two Sigma Securities LLC

Two Sigma Securities LLC cut its holdings in shares of Visa Inc. (NYSE:V) by 40.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,558 shares of the credit-card processor’s stock after selling 4,425 shares during the period. Two Sigma Securities LLC’s holdings in Visa were worth $2,250,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in V. B & T Capital Management DBA Alpha Capital Management grew its stake in Visa by 0.8% during the 2nd quarter. B & T Capital Management DBA Alpha Capital Management now owns 17,697 shares of the credit-card processor’s stock worth $6,072,000 after buying an additional 138 shares during the last quarter. Benjamin Edwards Inc. raised its stake in Visa by 12.8% in the second quarter. Benjamin Edwards Inc. now owns 136,468 shares of the credit-card processor’s stock valued at $46,833,000 after buying an additional 15,455 shares during the last quarter. Flputnam Investment Management Co. raised its stake in Visa by 16.9% in the second quarter. Flputnam Investment Management Co. now owns 333,396 shares of the credit-card processor’s stock valued at $114,385,000 after buying an additional 48,248 shares during the last quarter. Provident Trust Co. boosted its holdings in Visa by 0.3% in the second quarter. Provident Trust Co. now owns 1,183,146 shares of the credit-card processor’s stock worth $405,926,000 after acquiring an additional 3,298 shares in the last quarter. Finally, Davidson Investment Advisors boosted its holdings in Visa by 17.0% in the second quarter. Davidson Investment Advisors now owns 102,129 shares of the credit-card processor’s stock worth $35,039,000 after acquiring an additional 14,874 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analyst Ratings Changes

V has been the topic of several recent analyst reports. Royal Bank Of Canada restated an “outperform” rating and set a $412.00 price objective (up from $395.00) on shares of Visa in a report on Wednesday, July 29th. Raymond James Financial reiterated an “outperform” rating and issued a $406.00 target price on shares of Visa in a research note on Wednesday, July 29th. BNP Paribas Exane raised shares of Visa to a “strong-buy” rating in a research report on Tuesday, July 21st. Morgan Stanley restated an “overweight” rating and set a $416.00 price target on shares of Visa in a research note on Wednesday, July 29th. Finally, Truist Financial set a $406.00 price objective on shares of Visa and gave the stock a “buy” rating in a research note 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 company presently has an average rating of “Buy” and an average price target of $414.54.

Insider Buying and Selling at Visa

In other news, insider Tullier Kelly Mahon sold 57,272 shares of the company’s 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 of the company’s stock, valued at $18,125,140.14. This represents a 53.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $367.87, for a total value of $2,161,236.25. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,582,059.38. This trade represents a 27.91% 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. In the last ninety days, insiders sold 96,634 shares of company stock worth $34,537,016. Company insiders own 0.12% of the company’s stock.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin and AI-payment partnership: Visa is working with Dunamu, the operator of South Korean cryptocurrency exchange Upbit, to develop stablecoin payments, cross-border remittances, settlement services and AI-powered commerce. The agreement could help Visa build institutional-grade digital-asset payment infrastructure across Asia while connecting cryptocurrency technology with its global network. Upbit operator Dunamu teams up with Visa on stablecoin and AI payments
• Positive Sentiment: Expanded cybersecurity product: Visa upgraded its AI-powered Vulnerability Agentic Harness to identify, remediate and validate cyber vulnerabilities for clients. The broader toolset may strengthen Visa’s value proposition to merchants and financial institutions and support growth in security-related services. Visa Rolls Out AI-Powered Cyber Vulnerability Patching for Clients
• Positive Sentiment: Merchant acceptance expansion: Visa’s partnership with Bluefin combines payment security, transaction routing and device management in a unified card-present platform. The offering could simplify deployment for large merchants, deepen customer relationships and expand Visa’s acceptance solutions. Visa Launches Unified Card Present Payment Platform for Global Merchants
• Positive Sentiment: Institutional endorsement: Bill Ackman’s Pershing Square added Visa and Mastercard during a major portfolio overhaul, providing a favorable signal from a prominent long-term investor. Bill Ackman Just Made His Biggest Portfolio Overhaul in Years
• Neutral Sentiment: Visa restored payment-network access in Syria through a live transaction, but Mastercard reportedly reached the market at nearly the same time, limiting any first-mover advantage. Visa Reopens Syria With One Payment and No Monopoly
• Negative Sentiment: Valuation risk: Visa recently reached a record high before giving up the breakout. With shares trading at roughly 32 times earnings, investors may demand continued strong growth, making the stock vulnerable to profit-taking or disappointing execution. Visa Hits Record, Then Surrenders the Breakout

Visa Stock Up 0.0%

Shares of V stock opened at $381.66 on Monday. The stock’s 50-day simple moving average is $359.07 and its 200-day simple moving average is $331.47. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The firm has a market capitalization of $681.05 billion, a PE ratio of 32.45, a P/E/G ratio of 2.04 and a beta of 0.74. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $385.57.

Visa (NYSE:V) last released its earnings results 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. 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 company’s revenue was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.98 earnings per share. Equities analysts expect that Visa Inc. will post 13.16 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be given a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. Visa’s dividend payout ratio (DPR) is currently 22.79%.

Visa Company 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.