GoalVest Advisory LLC decreased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 24.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,850 shares of the credit-card processor’s stock after selling 2,886 shares during the period. […]
Posted by Mitch Edgeman on Aug 9th, 2026
GoalVest Advisory LLC decreased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 24.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,850 shares of the credit-card processor’s stock after selling 2,886 shares during the period. Visa accounts for about 0.6% of GoalVest Advisory LLC’s portfolio, making the stock its 25th biggest position. GoalVest Advisory LLC’s holdings in Visa were worth $3,036,000 at the end of the most recent quarter.
Several other large investors have also added to or reduced their stakes in the business. PayPay Securities Corp boosted its holdings in shares of Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 38 shares in the last quarter. Cresta Advisors Ltd. acquired a new stake in shares of Visa during the 4th quarter worth approximately $26,000. Parvin Asset Management LLC increased its stake in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares in the last quarter. RHL Group LLC bought a new stake in shares of Visa in the 4th quarter valued at $34,000. Finally, Timmons Wealth Management LLC acquired a new position in shares of Visa during the 4th quarter valued at $34,000. Institutional investors and hedge funds own 82.15% of the company’s stock.
Analyst Upgrades and DowngradesSeveral brokerages recently issued reports on V. Robert W. Baird increased their target price on shares of Visa from $412.00 to $420.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $430.00 price target on shares of Visa in a research note on Wednesday, July 29th. JPMorgan Chase & Co. upped their price objective on shares of Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Wells Fargo & Company reissued an “overweight” rating and set a $432.00 price objective (up from $412.00) on shares of Visa in a research report on Thursday, July 30th. Finally, Clear Str raised Visa to a “strong-buy” rating in a research note on Thursday, July 16th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company’s stock. According to data from MarketBeat.com, Visa presently has an average rating of “Buy” and a consensus target price of $413.58.
Get Our Latest Stock Analysis on V
Visa Stock Down 2.2%Shares of NYSE:V opened at $362.32 on Friday. The business’s 50 day moving average is $345.11 and its 200 day moving average is $327.04. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $373.97. The stock has a market cap of $649.92 billion, a price-to-earnings ratio of 30.81, a PEG 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 (NYSE:V – Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. Visa had a return on equity of 67.68% and a net margin of 50.78%.The business had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same period in the prior year, the firm posted $2.98 EPS. Visa’s quarterly revenue was up 14.4% compared to the same quarter last year. On average, sell-side analysts forecast that Visa Inc. will post 13.14 earnings per share for the current fiscal year.
Visa Announces DividendThe company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be issued a $0.67 dividend. The ex-dividend date is Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa’s dividend payout ratio is currently 22.79%.
Visa declared that its board has initiated a stock repurchase plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.
More Visa NewsHere are the key news stories impacting Visa this week:
In related news, CEO Ryan Mcinerney sold 10,490 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,219,704.26. This trade represents a 40.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 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 transaction, the general counsel owned 18,404 shares in the company, valued at approximately $6,625,440. This trade represents a 9.92% decrease in their ownership of the stock. 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 three months, insiders have sold 101,398 shares of company stock worth $35,831,433. Company insiders own 0.12% of the company’s stock.
Visa Company ProfileVisa 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.
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iShares Core MSCI Emerging Markets ETF $IEMG Holdings Boosted by GoalVest Advisory LLC
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | GoalVest Advisory LLC Has $30.85 Million Stock Position in Vanguard Growth ETF $VUG | 0 | 11.89 | 09-08-2026 |
| 2 | QRG Capital Management Inc. Purchases 28,789 Shares of Visa Inc. $V | 0 | 5 | 06-07-2026 |
| 3 | GoalVest Advisory LLC Purchases 94,498 Shares of AGNC Investment Corp. $AGNC | 0 | 13.69 | 09-08-2026 |
| 4 | Nixon Peabody Trust Co. Has $1.27 Million Holdings in Visa Inc. $V | 0 | 5 | 06-07-2026 |
| 5 | Integrity Wealth Partners LLC Makes New Investment in Visa Inc. $V | 0 | 5 | 06-07-2026 |
| 6 | First Trust RBA American Industrial Renaissance ETF $AIRR Shares Bought by GoalVest Advisory LLC | 0 | 9.9 | 09-08-2026 |
| 7 | The Walt Disney Company $DIS Shares Bought by Vista Investment Partners LLC | 0 | 12.16 | 10-08-2026 |
| 8 | Focus Financial Network Inc. Increases Stock Position in Vanguard Dividend Appreciation ETF $VIG | 0 | 9.58 | 10-08-2026 |
| 9 | West Financial Advisors LLC Has $87.15 Million Stock Holdings in Vanguard S&P 500 ETF $VOO | 0 | 14.65 | 09-08-2026 |