Track market-moving stories before they get noisy

Key Takeaways Visa is launching an onchain credit framework to connect payment streams with blockchain-based capital.Visa's stablecoin-linked card programs exceed 160, with payment volume up nearly 200% year over year.Since 2023, Visa's platform has financed more than $2.5 billion in volume with zero defaults. Visa Inc. (V - Free Report) is launching an onchain credit framework that connects traditional payment streams with blockchain-based capital. By pairing VisaNet transaction data with smart contracts, Visa enables fintech partners and stablecoin card issuers to access onchain working capital. The goal is to bring onchain lending into everyday commercial activity, offering fast-growing payment businesses a programmatic, transparent way to finance daily operations.

More than 160 stablecoin-linked card programs now operate on Visa’s network, with payment volume rising nearly 200% year over year. Stablecoin settlement volume has reached a $20 billion annualized run rate, up more than 15X year over year. Meanwhile, more than $694 billion in stablecoin-denominated loans have moved through onchain lending protocols since 2020, highlighting the scale of capital already flowing through this market.

Securing working capital remains a hurdle for emerging fintechs. Card programs require continuous liquidity to meet daily settlement obligations, yet traditional lenders demand extensive operating histories and manual underwriting. Visa’s model, developed with Credit Coop, addresses this by using settlement receivables as collateral, while smart contracts automate financing and repayments. Since 2023, the platform has supported more than $2.5 billion in cumulative financed volume with zero defaults.

The initiative is about strengthening Visa’s long-term payments ecosystem rather than generating immediate revenues. More financing options help stablecoin card programs expand, steadily increasing transaction volume across VisaNet. By turning proprietary settlement feeds into an underwriting moat, Visa protects its network and ensures emerging fintech volume stays connected to its rails.

How Are Competitors Faring?Visa’s key peers, Mastercard Incorporated (MA - Free Report) and PayPal Holdings, Inc. (PYPL - Free Report) , are also expanding their stablecoin and blockchain-based payment capabilities.

Mastercard expanded settlement capabilities to support regulated stablecoins like USDC and PYUSD for intraday, weekend and holiday settlement. By enabling stablecoin settlement across blockchain rails, MA gives issuers and acquirers greater flexibility in managing liquidity.

PayPal is expanding the use of its PYUSD stablecoin in commerce, allowing U.S. merchants to accept cryptocurrency while receiving settlement in local currency. PYPL’s crypto checkout can reach more than 650 million pro-crypto consumers globally, supporting broader adoption of stablecoins for everyday payments.

Visa’s Price Performance, Valuation & EstimatesVisa’s shares have risen 5.2% year to date against the industry’s 9.2% decline.

Image Source: Zacks Investment Research

From a valuation standpoint, V trades at a forward price-to-earnings ratio of 24.79, well above the industry average of 17.72. V carries a Value Score of D.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Visa’s fiscal 2026 earnings implies a 14.7% jump from the year-ago period’s level.

Image Source: Zacks Investment Research

Visa stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Mastercard and Visa have joined a new World Bank initiative to promote digital payments in emerging markets. The International Finance Corporation (IFC), a member of the World Bank Group that concentrates on the private sector, announced the project Wednesday (Sept.

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Visa said Tuesday morning it will make more data available to companies lending on the blockchain as stablecoin-linked cards are met with strong demand.

The payments giant will pair its settlement data with onchain lending infrastructure, giving lenders greater insight into the financial performance of digital asset-focused fintech firms and card issuers. The program aims to speed up borrowing for these businesses as they grow rapidly.

Visa currently operates more than 160 stablecoin-linked card programs for issuers and program managers, a nearly 200% increase year over year as more crypto businesses launch cards for customers.

"Stablecoin-linked cards are in hypergrowth mode," Cuy Sheffield, head of crypto at Visa, told CNBC in an exclusive interview. He said there are new issuers, including stablecoin neobanks and fintech firms, joining the network and launching cards every week.

To meet the demand surge and need for capital, the company is establishing partnerships to allow new issuers access to financing programs through smart contracts and onchain credit, Sheffield said.

"We've been running a pilot with a company called Credit Coop that is enabling a credit facility for stablecoin-linked card providers, which we think is a positive step forward for how onchain credit can start to come into our network," Sheffield said.

V year to date

Credit Coop says it has processed $2.7 billion in total volume on its platform through smart contracts and no borrower has ever defaulted.

Over the past six years, nearly $700 billion in stablecoin-denominated loans have been sent through onchain lending protocols, according to Visa. The company said much of that activity remains concentrated within crypto markets, but this new offering can help lenders better understand how a business is operating, which could simplify the process of evaluating financing opportunities.

Last year's passage of the GENIUS Act established U.S. stablecoin regulation and turbocharged adoption of the technology. Sheffield called the legislation a "huge" turning point.

"We're seeing banks, we're seeing some of the largest payment companies in the world that are coming to us that want to be able to engage and work with Visa, leveraging stablecoins within our existing products or build new products together with them," he said.

Visa in July launched its stablecoin platform, which allows for settlements, expands stablecoin-linked card programs and aims to help financial institutions access new digital asset capabilities. With that, the payments giant joined traditional competitors like Mastercard, which is also investing heavily in stablecoins and has its own platform. PayPal and Circle also operate their own stablecoin platforms.

Visa shares have gained roughly 7% this year.

The renewal builds on a nearly 30-year relationship, connecting audiences to one of the world's leading film festivals while supporting local businesses and economic growth in Canada  | Source: Visa Canada

TORONTO, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Visa Canada and the Toronto International Film Festival (TIFF) today announced a multi-year extension of their longstanding partnership. As Visa approaches 30 years as a TIFF partner in 2027, the renewal reinforces a shared commitment to one of the world’s leading film festivals. Together, Visa and TIFF will continue bringing audiences closer to the films, talent and experiences that make TIFF a defining cultural moment each year, while continuing to drive community impact and economic growth in Canada.

Visa’s data from last year’s festival highlights TIFF’s substantial impact on Toronto's economy:

TIFF 2025 Spending: Local small business spending rose 10% year-over-year, while overall spending in the TIFF Zone grew 10%.International Tourism: Foreign visitor spending hit a record high—up 15% year-over-year—accounting for 20% of all local commerce during the festival.Long-Term Growth (Since 2022): The number of small businesses operating in the TIFF Zone expanded by 30%, driving a 20% increase in small business sales.
These metrics demonstrate how world-class events like TIFF create a vibrant “pop-up economy”, driving tourism, boosting local business growth, and stimulating broader economic activity across communities.

“For nearly three decades, Visa has been proud to partner with TIFF, one of the world’s most influential film festivals,” said Michiel Wielhouwer, President and Country Manager, Visa Canada. “Each year, TIFF brings together films, storytellers, talent and audiences from around the world, creating excitement across the city and meaningful benefits for local businesses. We're thrilled to extend this important partnership and continue giving Visa cardholders opportunities to get closer to the Festival experiences they love. We also believe TIFF should be enjoyed by everyone, everywhere, and we're proud to support programs that help more people experience the films, stories and conversations that make the Festival so special.”

As part of the renewed partnership, Visa will continue to provide Visa cardholders with early access to tickets and elevated Festival experiences through priority lines and lounges at the Visa Screening Room at the Princess of Wales Theatre and Roy Thomson Hall.

For 51 years, TIFF has brought audiences together to celebrate bold storytelling, global cinema and the creative talent shaping the future of film.

“Visa has been an excellent partner to TIFF for nearly three decades, and we’re grateful for their continued commitment to our Festival,” said Cameron Bailey, CEO, TIFF. “Their support helps us create memorable experiences that bring people closer to the films and artists they love, and we’re thrilled to continue this partnership and look forward to celebrating many more years of shared experiences together.”

Visa Sharing the Screen is a core part of the renewed partnership, expanding access to TIFF for community organizations and underserved audiences. This September, the program will distribute 500 complimentary screening tickets and host a special Creator Talk with director Rebeca Huntt and soccer icon Megan Rapinoe in support of their documentary RAPINOE, premiering at this year’s Festival.

About Visa
Visa (NYSE: V) is a world leader in digital payments, facilitating transactions between consumers, sellers, financial institutions and government entities across more than 200 countries and territories. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive. We believe that economies that include everyone everywhere, uplift everyone everywhere and see access as foundational to the future of money movement. Learn more at Visa.com.

Media Contact  
Mohamad Zigby, [email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/701d47c3-238e-4e4d-887c-cf95c61273a7

Visa x TIFF Partnership Renewal Visual Cameron Bailey, CEO, TIFF and Michiel Wielhouwer President and Country Manager

VCA Report

Visa has launched a program designed to help stablecoin-linked card programs and FinTechs access working capital through on-chain lending, the company said in a Monday (Sept. 8) press release.

VISA Inc. (NYSE:V) on Tuesday introduced a new Onchain credit model. It is aimed at helping stablecoin-linked card programs and fintech companies access working capital through Onchain lending infrastructure and Visa data.

• Visa stock is facing resistance. What’s driving V stock lower?

Ties VisaNet Data to Onchain Lending for Card PaymentsOnchain lending has become a rapidly expanding area of digital finance. Since 2020, more than $694 billion in stablecoin-denominated loans have been processed through onchain lending protocols, according to the Visa Onchain Analytics Dashboard, creating a global credit market operating 24/7.

By combining VisaNet settlement data with Onchain credit infrastructure, Visa aims to give lenders greater insight into how programs operate, helping them assess financing opportunities and provide capital aligned with business needs.

Rubail Birwadker, global head of Growth Products and Partnerships at Visa, said combining trusted payment data with Onchain technology can unlock new liquidity options and help businesses access capital that is more transparent, programmable and suited to the pace of modern commerce.

The initiative builds on Visa’s broader stablecoin strategy, including the recent launch of the Visa Stablecoin Platform, which supports stablecoin settlement, expands stablecoin-linked card programs and enables financial institutions to access new digital asset capabilities.

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V Stock Technical Outlook: Key Levels and MomentumVisa is sitting right on top of its short-term trend lines, trading 0.1% below the 20-day SMA ($372.24) and just under the 20-day EMA ($372.96), which often turns the $372–$374 area into a near-term "decision zone." The bigger-picture trend is still constructive, with the stock 2.2% above the 50-day SMA ($363.90), 8.2% above the 100-day SMA ($343.52), and 11.2% above the 200-day SMA ($334.32).

Momentum is neutral: RSI at 51.43 suggests the stock isn’t stretched in either direction, so price tends to respond more cleanly to support/resistance than to "overbought/oversold" mean reversion. That fits the current setup after the golden cross in July, with the stock consolidating below its August swing high and not far from the 52-week high of $385.57.

Key Resistance: $374 — Nearby round-number/pivot area that lines up with the stock’s tight trade around its 20-day averages. Key Support: $358 — Nearby level that sits close to the 50-day SMA/EMA zone where trend buyers often look to defend pullbacks Visa Earnings Preview and Wall Street Analyst TargetsLooking further out, the next major catalyst for the stock arrives with the Oct. 27, 2026 (estimated) earnings report.

EPS Estimate: $3.43 (Up from $2.98 year-over-year) Revenue Estimate: $12.08 billion (Up from $10.72 billion YoY) Valuation: P/E of 31.9x (Indicates premium valuation relative to peers) Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average consensus price forecast of $409. Recent analyst moves include:

RBC Capital: Outperform (Raises target to $466 on Aug. 31) Wolfe Research: Outperform (Raises target to $460 on Aug. 25) Truist Securities: Buy (Raises target to $406 on Aug. 5) How Visa Ranks on Momentum, Quality, Value and GrowthBelow is the Benzinga Edge scorecard for Visa, highlighting its strengths and weaknesses compared to the broader market:

Momentum: Moderate (Score: 67.37) — The trend is generally supportive, but the stock is currently digesting gains near short-term resistance. Quality: Strong (Score: 84.35) — The scorecard flags Visa as a high-quality name, which often helps on pullbacks when markets get choppy. Value: Weak (Score: 9.01) — The market is paying up for the business, so upside can be more sensitive to execution and guidance. Growth: Weak (Score: 16.8) — Growth is viewed as less of the "main pitch" here versus durability and scale, which can cap multiple expansion. The Verdict: VISA’s Benzinga Edge signal reveals a quality-led profile with decent momentum, but a clearly expensive valuation backdrop. For longer-term bulls, that often means waiting for cleaner pullbacks toward support rather than chasing strength into resistance.

Top ETFs Holding Visa Stock and Why It Matters State Street Financial Select Sector SPDR ETF (NYSE:XLF): 7.29% Weight Corgi Digital Banking & Fintech Infrastructure ETF (NASDAQ:KYC): 9.38% Weight Akre Focus ETF (NYSE:AKRE): 6.94% Weight Significance: Because V carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.

V Stock Price Today: Visa Shares Trade LowerVisa shares were down 1.87% at $368.07 at the time of publication on Tuesday, according to Benzinga Pro data.

Photo via Shutterstock 

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

In the latest trading session, Visa (V - Free Report) closed at $369.08, marking a -1.6% move from the previous day. This move lagged the S&P 500's daily loss of 0.58%. On the other hand, the Dow registered a loss of 1.18%, and the technology-centric Nasdaq decreased by 0.32%.

The stock of global payments processor has risen by 3.81% in the past month, leading the Business Services sector's loss of 1.01% and the S&P 500's loss of 0.36%.

Investors will be eagerly watching for the performance of Visa in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $3.43, marking a 15.1% rise compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $12.07 billion, indicating a 12.56% increase compared to the same quarter of the previous year.

For the full year, the Zacks Consensus Estimates are projecting earnings of $13.16 per share and revenue of $45.83 billion, which would represent changes of +14.73% and +14.58%, respectively, from the prior year.

Investors might also notice recent changes to analyst estimates for Visa. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.13% higher. Right now, Visa possesses a Zacks Rank of #3 (Hold).

With respect to valuation, Visa is currently being traded at a Forward P/E ratio of 28.5. This denotes a premium relative to the industry average Forward P/E of 13.56.

One should further note that V currently holds a PEG ratio of 2.01. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As of the close of trade yesterday, the Financial Transaction Services industry held an average PEG ratio of 0.87.

The Financial Transaction Services industry is part of the Business Services sector. This industry, currently bearing a Zacks Industry Rank of 184, finds itself in the bottom 26% echelons of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

Artificial intelligence may be changing where consumers decide what to buy before it changes where they pay for it.

“We are seeing adoption for shopping, but not yet for autonomous payments,” Visa CEO Ryan McInerney said Tuesday (Sept. 8) at the Goldman Sachs Communacopia + Technology Conference.

Consumers are using large language models and other platforms to compare products, shop and identify items, McInerney said, but are still moving to sellers’ websites to complete transactions. Getting beyond that point presents a trust problem on both sides. Sellers need to know that agents entering their sites are legitimate and have been empowered by consumers to transact. Consumers have to trust agents with their money and financial information.

“The barrier to that, if I had to describe it in one word, would be trust,” McInerney stated during the appearance at the conference.

He said three-quarters of consumers surveyed didn’t trust agentic platforms to make payments autonomously with their money and financial information. When asked whether they would trust an agent to make payments if Visa were involved, 61% said yes. McInerney said that figure exceeded 70% among consumers who use LLMs at least weekly.

Fraud prevention is also moving further upstream. McInerney said Visa has traditionally provided banks and merchants with tools to identify transaction fraud, while clients are now seeking products that address identity risk before it results in a fraudulent transaction.

“Identity has become a critical area of vulnerability,” he said in discussing Visa’s planned BioCatch acquisition. McInerney said BioCatch can help clients protect identities on mobile devices before identity theft leads to a fraudulent transaction.

Cybersecurity ranks among the most pressing issues McInerney hears from financial institutions, which he called a “top 3 issue” for every client he talks to around the world. Visa is also applying newer AI tools internally. McInerney said its teams are producing 80% more code commits, reducing the time required to design and build a product by 80% and developing features 65% faster.

Tokens Give Payment Networks Another Route to Customers Tokens are also giving Visa a way to distribute services beyond the payment credential itself.

“As we’ve scaled our tokens around the world, that gives us a distribution platform for more risk-and-identity solutions, as well as transaction solutions,” McInerney said.

He said Visa has captured only a “very low single digits” share of the addressable markets it sees across issuer services, acceptance, risk and identity, and advisory. Global credential growth has been running at roughly 6% to 7%-plus, which McInerney said helps fuel further growth in issuing revenue.

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Processing represents another part of that expansion. McInerney said two issues drove Visa’s decision to acquire Pismo. Many bank CEOs were deciding whether to move their technology to the cloud, while FinTechs expanding rapidly into emerging markets and other countries were struggling to find issuer-processing technology capable of expanding with them.

“They couldn’t find an issuer processing stack that was global enough, nimble enough, and cloud-native,” he said.

In the U.S., McInerney said Visa sees a market among small and mid-sized banks and FinTechs seeking integrated credit and debit issuer processing. He expects the largest, more sophisticated issuers to continue operating customized credit and debit stacks separately. Visa is also encountering demand for integrated issuer processing outside the U.S.

Core modernization has proceeded more slowly. McInerney said few large banks globally have moved their cores to the cloud, although many are considering or working on such moves. Cloud-based cores, he said, can make banks more agile and allow them to deploy products more quickly.

The scope of issuer negotiations reflects that broader set of products. McInerney said issuers are looking beyond consumer payments to commercial payments, Visa Direct, value-added services and processing, including issuer and core technology.

Money movement adds another set of markets. McInerney put the remaining addressable market in consumer payments at roughly $2 trillion, much of it still represented by cash and checks in markets around the world. Visa Direct, he said, reaches 18 billion endpoints across accounts, cards and wallets and supports P2P, B2C and C2B transactions. He also identified higher-value cross-border B2B payments as an opportunity.

Stablecoins could serve some of those cross-border use cases. McInerney said Visa sees product-market fit in two areas. One is what he described as probably 50 countries where consumers, families and businesses have wanted to hold U.S. dollars but have faced cost, availability or other barriers to doing so through bank accounts. The second is cross-border money movement, including remittances and B2B payments.

The newer businesses are developing against consumer spending that McInerney described as showing “strength and stability.” He said Visa’s U.S. business has grown roughly 6% to 8% for about a year and a half, reached 10% growth in the latest quarter and was running at approximately 9% through August. Cross-border growth accelerated from about 12% in the previous quarter to 14% through August, with eCommerce continuing to grow faster than travel.

Competition also extends beyond other global payment networks. McInerney said payment sovereignty has become a more prominent subject in Europe, where domestic card networks and digital wallets already compete with international networks and Wero is developing another European alternative.

“The market is competitive, and it’ll get more competitive,” he said.

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Compass Financial Management LLC purchased a new position in Visa Inc. (NYSE:V – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,745 shares of the credit-card processor’s stock, valued at approximately $973,000.

A number of other institutional investors have also added to or reduced their stakes in V. XXEC Inc. lifted its position in Visa by 153,118.8% during the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after purchasing an additional 186,138,883 shares during the last quarter. Norges Bank bought a new stake in shares of Visa in the 4th quarter worth about $5,877,738,000. Cardano Risk Management B.V. increased its holdings in shares of Visa by 867.6% in the 4th quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after buying an additional 7,364,762 shares during the last quarter. Diamant Asset Management Inc. raised its position in shares of Visa by 29,706.3% during the 1st quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock valued at $2,216,310,000 after buying an additional 7,308,345 shares in the last quarter. Finally, Jupiter Topco LLC purchased a new stake in shares of Visa during the 2nd quarter valued at about $1,435,262,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Price Performance V stock opened at $374.46 on Monday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $385.57. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. The company has a 50-day moving average price of $363.63 and a 200 day moving average price of $333.40. The stock has a market cap of $668.20 billion, a PE ratio of 31.84, a P/E/G ratio of 2.01 and a beta of 0.76.

Visa (NYSE:V – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share 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 company had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.40 billion. During the same period in the prior year, the company posted $2.98 EPS. The firm’s revenue for the quarter was up 14.4% on a year-over-year basis. Equities research analysts anticipate that Visa Inc. will post 13.16 earnings per share for the current year. Visa Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were paid a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s dividend payout ratio is currently 22.79%.

Wall Street Analyst Weigh In Several research firms recently commented on V. 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. Robert W. Baird upped their price objective on Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Erste Group Bank raised Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. Citigroup reiterated a “buy” rating and issued a $440.00 target price (up from $400.00) on shares of Visa in a report on Wednesday, July 29th. Finally, Cantor Fitzgerald set a $445.00 target price on Visa and gave the company an “overweight” rating in a research report on Monday, August 3rd. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $416.62.

Check Out Our Latest Analysis on V

Insider Transactions at Visa In other Visa news, General Counsel Julie Rottenberg sold 2,028 shares of the company’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $7,018,365.40. This represents a 9.93% decrease in their position. The sale 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, insider Tullier Mahon sold 57,272 shares of Visa stock in a transaction 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 owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 104,537 shares of company stock worth $37,540,837. 0.12% of the stock is currently owned by company insiders.

Visa Company Profile (Free Report)

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.

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Building wealth in the stock market isn't about chasing hot trends. It's about owning high-quality businesses that can compound in value and potentially beat the market over long periods.

Amazon (AMZN -0.15%) and Visa (V -0.97%) are quality stocks that can help investors do exactly that. Analysts expect both companies to grow earnings at double-digit rates over the next several years. Here's why these growth stocks can deliver superior results for patient investors.

Image source: Getty Images.

1. Amazon Amazon shares returned 560% over the past 10 years, beating the S&P 500's
251%. The stock has been roughly in line with the index so far in 2026. Even so, analysts expect Amazon's earnings to grow about 20% annually in the years ahead -- a pace that can still support market-beating returns.

Amazon reported 20% year-over-year sales growth last quarter, with two of its largest segments -- online retail and Amazon Web Services (AWS) -- showing accelerating revenue growth.

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The cloud market is competitive, with Microsoft right behind Amazon in market share. But Amazon may continue to benefit from its lead. CEO Andy Jassy put it this way: "Customers choose AWS because we offer the broadest capabilities. They want their AI inference to reside near their other applications and data, and more of it resides in AWS than anywhere else."

AWS revenue grew 37% year over year in the second quarter to $42 billion, with a 39% operating margin. Jassy believes AWS could potentially reach $1 trillion in annual revenue. At today's margin, that could mean roughly $400 billion in operating profit from AWS alone.

Demand for cloud services continues to outpace data center capacity, which means Amazon can convert every dollar of new investment in data centers into revenue very quickly. Even with aggressive expansion, Jassy expects demand to outweigh supply through 2027, and he described demand for 2028 as "striking" on the Q2 earnings call.

AWS has a contracted backlog of $496 billion, growing at a triple-digit rate. If AWS approaches $1 trillion in annual revenue within a decade or so, Amazon's $2.8 trillion market cap leaves plenty of room for upside.

2. Visa Shares of Visa climbed 366% over the last 10 years, outperforming the market, and it still operates one of the dominant payment networks with a long runway for growth.

Visa operates like a tollbooth on global payments. It doesn't issue credit cards or take on that credit risk. Instead, it runs the network that authorizes, clears, and settles transactions. It shares a virtual duopoly with Mastercard, allowing the company to earn an extraordinarily high profit margin of 50%.

Even with uneven consumer spending pressures from inflation and gas prices, Visa's payment volume rose 10% year over year in the second quarter, while revenue climbed 14% to $11.6 billion. Total volume topped $4 trillion for the first time in a single quarter.

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One of Visa's biggest opportunities is in value-added services, such as fraud protection and software running on top of its network. Revenue from these services rose 34% year over year in constant currency last quarter. This growth reflects the strength of Visa's competitive position, as most of this revenue is tied to transactions, cards, and accounts already running on Visa's payment rails.

A sluggish economy can weigh on consumer spending and slow growth. Still, over the long term, Visa's revenue will likely continue to grow at double-digit rates, with earnings growing slightly faster. The opportunity ahead is still substantial, with more than $20 trillion in consumer spending still paid with cash, checks, and other non-card methods.

At 28 times forward earnings, Visa is trading within its historical range. The stock should compound with earnings over the long term -- a setup that can still produce market-beating performance.

Visa (V - Free Report) ended the recent trading session at $378.40, demonstrating a +1.54% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.46%. On the other hand, the Dow registered a gain of 0.56%, and the technology-centric Nasdaq increased by 0.45%.

Shares of the global payments processor have appreciated by 0.83% over the course of the past month, underperforming the Business Services sector's gain of 1.36%, and the S&P 500's gain of 2%.

The investment community will be paying close attention to the earnings performance of Visa in its upcoming release. The company is predicted to post an EPS of $3.43, indicating a 15.1% growth compared to the equivalent quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $12.07 billion, indicating a 12.56% growth compared to the corresponding quarter of the prior year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $13.16 per share and a revenue of $45.83 billion, signifying shifts of +14.73% and +14.58%, respectively, from the last year.

Investors should also note any recent changes to analyst estimates for Visa. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.31% higher. Visa currently has a Zacks Rank of #3 (Hold).

In the context of valuation, Visa is at present trading with a Forward P/E ratio of 28.32. This signifies a premium in comparison to the average Forward P/E of 13.42 for its industry.

Investors should also note that V has a PEG ratio of 2 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. Financial Transaction Services stocks are, on average, holding a PEG ratio of 0.85 based on yesterday's closing prices.

The Financial Transaction Services industry is part of the Business Services sector. This group has a Zacks Industry Rank of 171, putting it in the bottom 31% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow V in the coming trading sessions, be sure to utilize Zacks.com.

Most investors don't get the opportunity to invest in an initial public offering (IPO). Until recently, IPOs were strictly for institutional investors, and retail investors only had the chance to invest when stocks went public.

Now, many high-profile IPOs put aside some shares for retail investors. The most notable example was Space Exploration Technologies, or SpaceX, which earmarked about 20% of IPO shares for retail investors. However, even in that case, there was much more demand than supply.

Image source: Visa.

However, if you had managed to invest $1,000 in Visa (V +1.80%) stock when it went public, you'd be a lot richer today.

Visa went public only 18 years ago, in 2008. It raised $17.9 billion and was the largest IPO at the time.

Since then, $1,000 invested in Visa's IPO has grown 2,960% and is worth $30,610 at today's prices.

V Total Return Level data by YCharts

That includes dividends. Without reinvested dividends, the stock is worth $26,860 on its own, a major difference.

The dividend yields only 0.71% at the current price, but Visa has raised it for 18 straight years since it went public, and it has increased by 2,450% since then.

What's in store for Visa shareholders? Visa has an exceptional business model that makes it a critical part of the global payments process without incurring credit risk. There are high barriers to entry in the credit card network space, since so much of the world's payment infrastructure already runs through Visa and its main competitors, Mastercard, American Express, and Discover, which Capital One owns. Visa has an edge over all other networks due to its scale; it's the largest credit card network in the world, with more than 5 billion cards in use and $17 trillion in processed payment volume.

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It doesn't produce physical products or carry inventory, and its asset-light model produces impressive profits. It has an enviable operating margin of 66.25% as of the 2026 fiscal third quarter (ended June 30), and earnings per share increased 10% year over year to $2.97.

In general, investing in Visa is a bet on the economy. Since the economy expands more often than it contracts, Visa stock is reliable for long-term growth. It continues to demonstrate robust growth despite inflationary pressures, with a 14% year-over-year increase in sales.

All this means $1,000 invested today is likely to reward shareholders over the next 18 years and beyond.

American Express is an advertising partner of Motley Fool Money. Jennifer Saibil has positions in American Express. The Motley Fool has positions in and recommends American Express, Mastercard, and Visa. The Motley Fool recommends Capital One Financial. The Motley Fool has a disclosure policy.

TSX-V:V
OTCQB: VUECF
www.verderauranium.com

, /PRNewswire/ -- Verdera Energy Corp. (TSXV: V) (OTCQB: VUECF) ("Verdera" or the "Company") announced today that the Company has entered into a Mineral Property Purchase and Sale Agreement pursuant to which Americas Uranium Corp. has agreed to acquire a 100% interest, subject to royalties, in the Treeline Uranium Project located in New Mexico, USA.

Janet Lee-Sheriff, Verdera Energy's Chief Executive Officer stated: "The Treeline Uranium Project transaction is an example of the potential wealth of opportunities available to Verdera from the New Mexico database acquired through the enCore Energy transaction and acquisition of the Kerr McGee New Mexico database. While Treeline is a good exploration project with potential to expand the historic mineralization previously outlined, Verdera's business plan is to focus on advancing its four large-scale properties with historical resources established by name-brand oil companies. This transaction provides immediate value to the Company and its shareholders on a property not in our project pipeline. At Verdera, our team continues to advance our key projects including a NI 43-101 technical report underway on the West Largo Project while we data-mine the vast database, containing over 200,000 drill hole logs, for additional opportunities."

Transaction Highlights

Americas Uranium Corp. (CSE: NUCA) (OTCQB: ASRFF) (FSE: WA7) will acquire a 100% interest in the Treeline Property and associated Property Rights, subject to existing and newly granted royalties; Consideration consists of US$100,000 in cash and C$2,000,000 in common shares of Americas Uranium, with 90% of the share consideration payable in staged issuances over the 36 months following closing; Historical reports from January 2005 that were reviewed by Axiom Exploration Group show an estimated 1,020,000 lbs of U3O8 on the Property. The estimate is historical in nature and is not a current NI 43-101 mineral resource or reserve1; The Property is located in Cibola and McKinley Counties, New Mexico, in an area with a history of uranium exploration and mining. Historical mining has occurred immediately southeast of the Property at the San Mateo mine; Americas Uranium will also receive a right of first refusal over specified additional mineral rights adjacent to the Treeline property. Transaction Terms

Under the Purchase Agreement, Americas Uranium will acquire a 100% interest in the Treeline Uranium Project and all associated Property Rights in consideration for a cash payment of US$100,000 on closing, staged share payments over thirty-six months from closing totalling C$2 million in common shares of Americas Uranium Corp., plus a 1.5% of net proceeds royalty on uranium and 1.5% net smelter returns royalty on other minerals produced from the Property which can be reduced to 1.0% by payment of C$400,000 to Verdera.

Qualified Person

Mark Pelizza, MSc, C.P.G, a Director and Qualified Person under NI 43-101, has reviewed and approved the technical disclosure in this news release.

1.The technical information regarding the historical estimate is based upon historical information reviewed by Axiom, including the 2005 Treeline property technical report prepared by Neil Prenn and John Rice. The historical estimate does not meet current NI 43-101 requirements, however is considered relevant and reliable for exploration planning. A qualified person has not done sufficient work to classify the historical estimate as current mineral resources, and the issuer is not treating the historical estimate as current mineral resources.

About Verdera Energy Corp.

Verdera Energy Corp. is focused on the development of In-Situ Recovery ("ISR") uranium assets in New Mexico. With the largest land position in a prolific uranium district, and the largest uranium endowment among U.S.-focused public uranium exploration companies, Verdera is working to meet the growing demand for clean, reliable domestic uranium. Led by a team with extensive experience in the uranium and natural resources sector, Verdera holds private mineral rights spanning approximately 400 square miles, 88 million pounds of known and historic resources and a significant proprietary uranium database. New Mexico, with expansive uranium resources, is positioned as a critical district in the U.S. domestic nuclear renaissance, driven by efforts to reduce reliance on foreign imports. Verdera is committed to fostering strong community relations and strives to work closely with local communities.

www.verderauranium.com 

1Conoco Inc. (1978). Tree Line Project: Internal Mine Planning Memo. 61 unpatented mineral claims in multiple sections (T13N–T14N). Cutoff = 6 ft of 0.05% U₃O₈. Unclassified historic resources.

Neither the TSXV nor its Regulation Services Provider (as that term is defined in the policies of the TSXV) accepts responsibility for the adequacy or accuracy of this release.

Cautionary and Forward-Looking Statements

This news release contains "forward-looking information" within the meaning of applicable Canadian securities laws. Forward-looking information includes, but is not limited to, statements regarding the completion of the sale of the Treeline Property, the timing and satisfaction of closing conditions under the Purchase Agreement, receipt of the cash, share and royalty consideration, the anticipated benefits of the transaction to the Company and its shareholders, the Company's ability to realize value from its New Mexico uranium database and property portfolio, and the Company's plans to advance its key projects and pursue additional opportunities.

Forward-looking information is based on management's current expectations, estimates, projections and assumptions as of the date of this news release and is subject to known and unknown risks, uncertainties and other factors that may cause actual results, performance or achievements to differ materially from those expressed or implied by such forward-looking information. These risks and uncertainties include, among others, the risk that the transaction may not be completed on the terms described herein or at all, that required approvals or conditions may not be obtained or satisfied, that the Company may not receive the expected consideration, that market, regulatory, operational or commodity-price conditions may change, and other risks described in the Company's public disclosure record. Readers are cautioned not to place undue reliance on forward-looking information. The Company does not undertake to update or revise any forward-looking information, except as required by applicable securities laws.

SOURCE Verdera Energy Corp.

Visa has introduced new tools to help banks prevent account-to-account (A2A) fraud. The payments giant on Tuesday (Sept.

When it comes to artificial intelligence (AI), virtually all the attention goes to how much money is being spent. According to Nvidia management, there will be $3 trillion to $4 trillion in related infrastructure spending per year by the end of this decade. It doesn't matter how you look at it. This is a gargantuan dollar figure.

While the spending boom has benefited many companies, the biggest uncertainty surrounding the AI trend is how this technology will impact the broader macro picture in the long run. The most bullish supporters and optimists believe that AI will lead to unprecedented economic activity. New business models, products, and services will be introduced, the thinking goes.

If you adopt this upbeat view, then you might think that Nvidia is the best AI stock to buy. It's hard to argue with that perspective, given that shares have surged 934% in the past five years (as of Aug. 27).

However, the leading investors consider knock-on effects and how they might impact certain companies. If AI eventually lives up to the hype, these two S&P 500 stocks look like once-in-a-decade buying opportunities right now.

Image source: The Motley Fool.

Controlling the payments layer will be even more lucrative Over the past 10 years, U.S. gross domestic product (GDP) has increased nominally at a compound annual rate of 5.7%. What if, in a very bullish scenario thanks to AI progress, GDP will grow at a yearly clip of 6.7%? This means that in a decade, the domestic economy would be 91% bigger. This is a larger gain than the 74% cumulative increase of the past 10 years.

The U.S. accounts for 25% of global economic activity. This thought experiment doesn't factor in the huge opportunity for AI to have a positive impact on international markets. This is obviously not an insignificant amount in terms of GDP dollars.

Nonetheless, notably faster economic growth, leading to higher GDP in the future, lays the foundations for greater income generation and spending activity Visa (V +0.51%) and Mastercard (MA +0.60%) are positioned well to benefit.

In their latest fiscal quarters (corresponding to the three-month period that ended June 30), they processed $30 trillion in combined annualized total payment volume. There would be meaningful incremental spending in an AI-powered economy. This would translate into more revenue for these companies, as they can collect more in fees whenever their credit or debit cards are used at checkout.

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These businesses are working on agent payment capabilities AI agents, or fully autonomous software systems that handle specific tasks, are believed to have tremendous potential. Visa and Mastercard are both thinking about the possibility of AI agents handling more commerce on behalf of individual consumers, businesses, financial institutions, and governments.

These companies are playing offense in an effort to be ahead of the curve if agentic payments really take off. Visa's Intelligent Commerce Connect and Mastercard's Agent Pay are platform solutions enabling AI transactions.

It's hard to say how much incremental payment activity agentic AI will create as opposed to being a substitute for existing financial transactions. But again, Visa and Mastercard seem to be playing with a huge advantage.

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Don't underestimate how robust these network effects are The idea of cryptocurrencies, specifically stablecoins, also comes to mind if AI adoption grows rapidly and agents handle more economic activity. In theory, stablecoins could completely undermine the competitive positions of Visa and Mastercard as they use blockchain technology to connect consumers and merchants.

Again, Visa and Mastercard aren't shying away. They are working on integrating stablecoins into their infrastructures.

It's smart not to underestimate how robust their network effects are, however. Visa and Mastercard have deep relationships with financial institutions, merchants, and consumers. This gives them unbelievable distribution and adoption, which entrenches their payment ecosystems in ways stablecoins don't have.

If you're bullish on the impact AI will have on the broader economy, considering an investment in Visa and Mastercard is a wise move.

LONDON--(BUSINESS WIRE)--European financial technology provider payabl. has expanded its relationship with Visa to extend access to real-time dispute management tools for merchants across the UK and EU.

"Our collaboration with Visa brings merchants faster resolution, fewer chargebacks, and a better experience for their customers,” said Oleg Stefanets, Chief Risk Officer at payabl.

Share Through the collaboration, payabl. will offer Visa’s Rapid Dispute Resolution (RDR) services, enabling merchants to resolve disputes automatically at the pre-dispute stage and help prevent costly chargebacks before they happen. The solution also helps enhance the customer experience by enabling merchants to issue refunds virtually.

The collaboration strengthens payabl.’s commitment to providing greater control and visibility across the entire payments lifecycle. By integrating Visa’s post-purchase capabilities directly into payabl.one, merchants can manage disputes and oversee RDR activity from the same all-in-one platform they use to handle online and in-person payments, multi-currency business accounts, and payouts.

“In payments, every second counts. Our collaboration with Visa brings merchants faster resolution, fewer chargebacks, and a better experience for their customers,” said Oleg Stefanets, Chief Risk Officer at payabl. “By embedding pre-dispute automation into payabl.one, we’re reducing friction where it matters most: after the sale. Alongside our fraud monitoring capabilities, this helps merchants reduce dispute ratios. It’s another step in our mission to make money flow, giving businesses clarity and control across every transaction.”

“Proactively managing disputes is critical to reducing their impact on merchants’ businesses,” said Dan Parsons, Head of Acceptance Sales, Visa Europe. “Together with payabl., we’re enabling European merchants to automatically address their disputes earlier in a way that minimises disruption and helps build the trust needed to support their long-term growth.”

Visa’s Rapid Dispute Resolution enables merchants to auto-decision pre-disputes in real time, helping lower dispute ratios, improve operational efficiency, and preserve customer trust.

The collaboration aligns with payabl.’s strategic focus on building an intuitive control layer for merchants, combining expertise, transparency, reliability, and control across all stages of the payment flow.

The growing impact of disputes

payabl.’s recent Fraud report1 found chargebacks to now be one of the most common types of fraud impacting businesses over the last year. Overall, 31% of UK-based merchants surveyed said they had been targeted by friendly fraud, while 71% believe that current chargeback rules favour customers and cost businesses money.

This is reflected in broader trends across the payments landscape, with first-party misuse (FPM), or friendly fraud, remaining a top and evolving threat. According to Visa’s 2026 Global ecommerce Payments & Fraud Report2, nearly two-thirds of merchants (64%) reported an increase in FPM over the past year, with one in four citing increases of 25% or more. The operational burden also continues to grow, with the average cost to resolve a single FPM dispute now exceeding $80, rising for the third consecutive year.

At the same time, merchants are under increasing pressure to manage disputes more efficiently. Cost minimisation has rapidly climbed the agenda, with 29% of merchants now citing it as their top fraud management priority, while many expect spending on fraud tools and resources to stay flat or decline.

“Fraud is no longer just something merchants deal with at checkout; it’s increasingly happening after the sale,” said Oleg Stefanets, Chief Risk Officer at payabl. “What we’re seeing is a shift from prevention to management, where teams are spending significant time handling disputes, chargebacks, and claims. By automating decisions earlier in the lifecycle, merchants can reduce dispute volumes, stay within scheme thresholds, and take back control of how money flows.”

To learn how payabl. can help your business resolve disputes faster and reduce chargebacks with Visa Rapid Dispute Resolution, visit our website here.

About payabl.

payabl. is a financial technology provider offering payments and business accounts for businesses of all sizes, enabling companies to accept online and in-person payments, manage multi-currency business accounts, issue virtual and physical cards, and access over 300 local and alternative payment methods. Combining in-house development with strategic partnerships, payabl. delivers secure, compliant, and scalable financial solutions that help businesses optimise operations and expand internationally. The company has offices in London, Amsterdam, Frankfurt, Limassol, and Vilnius. To learn more, visit: payabl.com.

1 Payabl. Fraud in Europe: Counting the cost for retailers and shoppers, January 2026

2 Visa 2026 Global ecommerce payments & fraud report, March 2026

More News From payabl.

Visa has launched a partnership with payment and data security infrastructure firm Bluefin. This collaboration has yielded a new card-present acceptance offering that combines Visa's global payment capabilities and Bluefin's security infrastructure, the companies announced Tuesday (Aug. 25).

An updated edition of the July 7, 2026, article.

Financial technology, or fintech, is reshaping the global financial services landscape by making financial products faster, more accessible and increasingly customer-focused. By combining finance with advanced technologies such as artificial intelligence (AI), blockchain, Big Data and cloud computing, fintech is disrupting traditional business models across banking, payments, lending, wealth management and investing.

One of fintech’s biggest contributions is its role in expanding financial inclusion. Digital wallets, mobile banking applications and peer-to-peer lending platforms are enabling unbanked and underbanked consumers to access essential financial services more easily. Fintech is also transforming cross-border payments by lowering the cost, processing time and complexity historically associated with international money transfers.

The industry is also changing how consumers and businesses pay, borrow and invest. Contactless payments, buy now, pay later services and app-based lending platforms are enhancing convenience and speed while allowing companies to provide more flexible and personalized financial solutions. In capital markets, robo-advisors and algorithm-driven trading platforms are reducing investment costs and making wealth-management tools accessible to a broader investor base.

Beyond convenience, fintech is improving transparency, cybersecurity and risk management throughout the financial ecosystem. Blockchain supports secure and traceable transactions, while AI-powered tools enhance fraud detection, credit assessment and regulatory compliance. As fintech evolves, it is pushing traditional financial institutions to upgrade legacy systems, collaborate with technology providers and respond to changing customer expectations. This transition is fostering a more efficient, inclusive and innovation-driven global financial ecosystem. Against this backdrop, stocks like Interactive Brokers Group Inc. (IBKR - Free Report) , Nu Holdings Ltd. (NU - Free Report) and Visa Inc. (V - Free Report) are attracting investor attention.

Our Fintech Screen will help you identify the right stocks now to ride on the wave of this trillion-dollar revolution. Leveraging advanced tools, our thematic screens identify companies shaping the future, making it easier to capitalize on emerging trends.

Ready to uncover more transformative thematic investment ideas? Explore 40 cutting-edge investment themes with Zacks Thematic Screens and discover your next big opportunity.

3 Stocks to Consider as Fintech Adoption GrowsInteractive Brokers is a fintech leader driven by automation, innovation and scale, evolving from electronic market making into a tech-first brokerage offering efficient, global and advanced trading tools. The company leverages proprietary systems to automate almost every aspect of the brokerage process, from trade execution and risk management to compliance and customer onboarding. This enables it to operate with minimal human intervention and significantly lower costs than traditional brokers.

IBKR offers a broad range of API-based solutions and highly customizable trading platforms tailored to algorithmic traders, hedge funds and financial advisors. These capabilities highlight the company’s technology-first approach, enabling clients to automate strategies, access advanced analytics and manage investments through self-service tools. Its scalable infrastructure supports high-speed trading across global asset classes while providing real-time margin calculations and sophisticated risk-management controls.

IBKR’s business model further strengthens its fintech credentials. Rather than relying heavily on traditional banking-style product cross-selling, the company generates revenues from trading activity, interest income, market data and related services. It also provides white-label brokerage, custody and execution solutions to advisors and introducing brokers, effectively operating as a technology-powered financial infrastructure provider.

This capital-efficient, highly automated model allows Interactive Brokers to expand globally while maintaining strong operating efficiency, positioning it as a modern fintech company that continues to challenge traditional brokerage and financial-services models. IBKR currently sports a Zacks Rank #1 (Strong Buy). The Zacks Consensus Estimate for the company’s 2026 sales and EPS implies year-over-year growth of 18% and 22.8%, respectively. You can see the complete list of today’s Zacks #1 Rank stocks here.

Nu Holdings stands out as one of Latin America’s leading fintech players, built around a digital-first banking model that uses proprietary technology, data analytics and AI to deliver financial services at a lower cost than traditional branch-based banks. Its offerings span credit cards, deposits, personal loans, payments, investments and services for small businesses, all primarily delivered through mobile platforms.

NU’s scale continues to strengthen its fintech credentials. In the second quarter of 2026, the company added roughly 4 million customers, taking its global customer base to 139 million across Brazil, Mexico and Colombia. Monthly activity reached 83.5%, while average revenue per active customer climbed to nearly $17, indicating deeper engagement and improving monetization.

Technology remains central to Nu Holdings’ growth strategy. Its NuFormer AI model is being used across underwriting, customer service and growth decisions, while AI agents now handle more than 60% of customer-support conversations in Brazil. Meanwhile, expansion in Mexico and Colombia provides a sizable runway for customer acquisition and cross-selling.

Thus, this Zacks Rank #3 (Hold) company combines rapid digital adoption, expanding scale and improving profitability, making the stock an attractive way to gain exposure to Latin America’s growing fintech opportunity. The Zacks Consensus Estimate for NU’s 2026 sales and EPS implies a year-over-year jump of 42% and 38.7%, respectively.

Visa’s dominant market position is driven by consistent volume growth, strategic acquisitions and digital payment innovation. Growth in cross-border volumes, rising digital transactions and investments in AI and stablecoins further strengthen its outlook.

The company has adapted quickly to the digital shift and invested in digital security and technologies, such as contactless payments and tokenization. Visa Token Service secures card data for platforms like Apple Pay and Google Pay, keeping Visa central to digital payments as physical cards become less relevant. The company is also exploring the future of money through crypto partnerships, stablecoin settlement capabilities and cryptocurrency-linked cards.

With a vast global acceptance network and ties to fintechs, neobanks and tech giants, Visa remains well-positioned to evolve with financial technology trends. To accelerate innovation, it makes application programming interfaces available to developers, fosters partnerships and operates 10 global innovation centers.

As fraud cases rise, Visa’s AI-driven security tools are in high demand. It has embedded AI into more than 100 products, mainly for fraud prevention, and made significant investments in modernizing its data platform. Visa’s strategic focus on innovation, digital integration and cybersecurity gives it a strong edge for long-term, sustainable growth. The Zacks Consensus Estimate for V’s fiscal 2026 sales and EPS implies year-over-year growth of 14.6% and 14.7%, respectively. The company carries a Zacks Rank of 3.

The stock's new high reflects resilient spending, but its fastest expansion is occurring beyond transaction processing. Summary

Value-added services grew approximately 2.4 times faster than total revenue.

Visa V, the global electronic-payments powerhouse, dipped approximately 0.2% to $381.62 Tuesday morning after closing Monday at a record $382.41. That is a pause, not a retreat. Even with Walmart reporting softer store growth and consumers feeling the squeeze, investors are still betting that Visa's payment machine will keep humming.

The latest quarter gave them plenty of ammunition. Visa's fiscal third-quarter revenue jumped 14% to $11.6 billion, processed transactions climbed 10% to 71.7 billion, and cross-border volume excluding Europe rose 12%. But the real rocket was value-added services. Revenue from fraud protection, consulting and issuer solutions surged approximately 33%—roughly 2.4 times faster than the company as a whole.

That growth is turning Visa into far more than a tollbooth for card spending. The chart makes the setup even more interesting: the $381.62 market price stands 9.67% below the $422.45 GF Value estimate, signaling potential upside despite the stock's record-setting run. The catch is valuation. At roughly 32.5 times earnings, Visa must keep delivering while regulation, instant bank payments and stablecoins keep trying to crack its armor.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure

The payments engine remains healthy, but a premium valuation is making every new high harder to hold. Summary

Visa earned approximately 8.8 cents per processed transaction last quarter.

Visa V, the global electronic-payments network, slipped approximately 0.4% to $382.49 Wednesday after briefly touching a record $385.57. The stock flirted with another breakout, then blinked. MarketWatch tied the broader rally to resilient U.S. credit, debit and discretionary spending—a consumer engine that keeps running despite persistent economic anxiety.

Visa's fiscal third-quarter results explain why investors remain interested. Revenue jumped 14% to $11.6 billion, while adjusted net income reached $6.3 billion. Payments volume and processed transactions each climbed 10%, with 71.7 billion transactions moving across the network. Cross-border volume outside Europe rose another 12%. More spending. More transactions. More tolls collected by Visa.

Adjusted profit works out to roughly 8.8 cents per processed transaction. That sounds tiny until Visa repeats it tens of billions of times. The valuation picture is equally sharp: the $382.49 share price sits 9.5% below the $422.63 GF Value™, suggesting potential upside even with the stock trading near 32 times trailing earnings. Wednesday's pullback was not a vote against Visa's machine. It was a reminder that even elite businesses must keep feeding expensive valuations.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure

SAN FRANCISCO--(BUSINESS WIRE)--Visa (NYSE: V) today announced enhancements to its cybersecurity portfolio to help organizations identify and fix vulnerabilities more effectively. Unveiling the next evolution of the Visa Vulnerability Agentic Harness (VVAH), its open-source, model-agnostic framework, Visa is helping organizations significantly reduce the Mean Time to Adapt (MTTA), the time between discovery and resolution of attack paths, with some resolutions shrinking from weeks to hours. And.

Key Takeaways Visa is teaming up with Bluefin to unify in-person payments, security and device management.Visa could reduce integration and PCI compliance burdens for large merchants through the platform.Bluefin's network spans 40,000 businesses and protects more than $350 billion in annual transactions. Visa Inc.’s (V - Free Report) Acceptance Solutions has teamed up with Bluefin to deliver a unified in-person payment platform, bringing Bluefin’s PCI-validated Point-to-Point Encryption (P2PE) and device lifecycle management into Visa’s routing and tokenization infrastructure. Initially available on Ingenico Lane checkout terminals, the offering gives large merchants a more integrated way to manage card-present payments, security and devices.

The partnership addresses a key challenge for enterprise merchants — payment processing, security, terminals and compliance are often managed through separate systems and providers. By consolidating these functions, Visa can simplify integration, ease PCI compliance requirements and streamline deployment. Lower technical and compliance friction could make its acceptance solutions more attractive to businesses managing large and complex payment networks.

This move could help Visa capture more value across the payment process rather than primarily serving as a network connector. Its Acceptance Solutions business already offers merchant-focused services, while deeper integration with customers’ systems could strengthen relationships and create additional revenue opportunities. Bluefin’s network of more than 40,000 businesses, 300+ partners, and over $350 billion in annual protected transactions gives Visa a solid base for growth.

The collaboration adds to the longer-term opportunity in Visa’s value-added services. By combining security, tokenization, routing and device management, the offering can make card-present acceptance simpler and more secure for large businesses. If Visa expands the solution beyond the initial Ingenico Lane devices to additional device ecosystems, it could broaden its reach, deepen merchant relationships and strengthen its position in the broader payments market.

How Are Competitors Faring?A couple of Visa's key competitors in the payments space are Mastercard Incorporated (MA - Free Report) and American Express Company (AXP - Free Report) .

Mastercard continues to expand beyond its core card network. It is investing in payment security, tokenization and digital payment infrastructure. These efforts could help MA strengthen merchant acceptance and capture more value across the payments ecosystem.

American Express is also expanding its payments capabilities. AXP is investing in digital payments, security and emerging technologies. Its strong merchant network and direct customer relationships provide a solid base for growing value-added services.

Visa’s Price Performance, Valuation & EstimatesVisa’s shares have risen 9.5% year to date against the industry’s 1.9% decline.

Image Source: Zacks Investment Research

From a valuation standpoint, V trades at a forward price-to-earnings ratio of 25.93, well above the industry average of 19.58. V carries a Value Score of D.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Visa’s fiscal 2026 earnings implies a 14.7% jump from the year-ago period’s level.

Image Source: Zacks Investment Research

Visa stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Visa expanded the capabilities of its artificial intelligence-powered cyber risk management tool, Visa Vulnerability Agentic Harness (VVAH), to include not only discovery of vulnerabilities but also remediation and validation, the company said in a Thursday (Aug. 27) press release. Visa initially released VVAH in June after participating in Anthropic's frontier AI cybersecurity initiative, Project Glasswing.

Blue Edge Capital LLC acquired a new position in Visa Inc. (NYSE:V – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 19,991 shares of the credit-card processor’s stock, valued at approximately $6,859,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in V. Brighton Jones LLC boosted its stake in Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC boosted its position 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 valued at $3,733,000 after acquiring an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. increased its stake in Visa by 4.6% in the first 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 during the period. Matrix Asset Advisors Inc. NY increased its stake in Visa by 16.9% in 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 acquiring an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. raised its position in Visa by 13.8% in the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after purchasing an additional 2,230 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth A number of equities analysts have recently issued reports on V shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $430.00 target price on shares of Visa in a report on Wednesday, July 29th. Clear Str raised Visa to a “strong-buy” rating in a research note on Thursday, July 16th. Citigroup reiterated a “buy” rating and issued a $440.00 price target (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $412.00 target price (up from $395.00) on shares of Visa in a report on Wednesday, July 29th. Finally, UBS Group reiterated a “buy” rating and set a $420.00 target price (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $414.54.

Check Out Our Latest Report on Visa Insiders Place Their Bets In other news, insider Tullier Kelly Mahon sold 57,272 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the transaction, the insider directly owned 49,662 shares in the company, valued at approximately $18,125,140.14. This represents a 53.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ryan Mcinerney sold 20,970 shares of the stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $340.25, for a total transaction of $7,135,042.50. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,162,953.50. This trade represents a 58.02% 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. Over the last three months, insiders sold 96,634 shares of company stock valued at $34,537,016. Insiders own 0.12% of the company’s stock.

Visa Price Performance Visa stock opened at $379.23 on Friday. The business’s fifty day moving average is $357.99 and its two-hundred day moving average is $331.08. 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 cap of $676.72 billion, a P/E ratio of 32.25, a P/E/G ratio of 2.06 and a beta of 0.74. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $385.57.

Visa (NYSE:V – Get Free Report) last announced its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. The company had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. Visa had a return on equity of 67.68% and a net margin of 50.78%.The firm’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same period last year, the company posted $2.98 earnings per share. Equities research analysts forecast that Visa Inc. will post 13.16 earnings per share for the current fiscal year.

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

Trending Headlines about Visa Here are the key news stories impacting Visa this week:

Positive Sentiment: Visa expanded its AI-powered Vulnerability Agentic Harness to identify, remediate and validate cyber vulnerabilities for clients. The broader cybersecurity offering could strengthen Visa’s value proposition to merchants and financial institutions. Visa Rolls Out AI-Powered Cyber Vulnerability Patching for Clients Positive Sentiment: Visa and Bluefin launched a unified card-present payments platform combining acceptance, security and device management. The solution may simplify deployments, reduce compliance burdens and deepen Visa’s relationships with enterprise merchants. Visa Launches Unified Card Present Payment Platform Positive Sentiment: Visa completed a live payment transaction in Syria after reopening network access, creating a potential future growth opportunity in an underserved market. Visa Reopens Syria With One Payment and No Monopoly Positive Sentiment: Visa’s BLOOM initiative and stablecoin-related efforts could improve cross-border settlement, payment interoperability and digital-payment efficiency over time. Will Visa’s BLOOM Initiative Give It an Edge in Digital Payments? Neutral Sentiment: Analyst commentary remains constructive, citing Visa’s revenue and earnings momentum and the possibility of continued growth into 2027. However, these views largely reinforce an already-recognized investment thesis rather than provide a new earnings catalyst. Why Visa Stock Could Keep Growing Into 2027 Negative Sentiment: Mastercard reportedly reached Syria almost simultaneously with Visa, limiting the exclusivity and near-term competitive advantage of Visa’s market reopening. Visa Reopens Syria With One Payment and No Monopoly Negative Sentiment: Visa recently touched a record high before surrendering the breakout. With the stock trading at a premium valuation, investors may be taking profits and demanding stronger incremental catalysts to support further gains. Visa Hits Record, Then Surrenders the Breakout Visa Company Profile (Free Report)

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.

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Visa
V +3.06% 99

, the world's largest electronic-payments network, surged roughly 2.4% to $380.2511 Monday afternoon as financial stocks pulled the Dow higher. The shares hit $381.91 during the session, punching deeper into record territory while the Nasdaq stumbled.

The numbers explain the confidence. Fiscal third-quarter revenue jumped 14% to $11.6 billion, while adjusted net income landed at $6.3 billion. Payments volume rose 10%. Processed transactions rose 10%. Cross-border volume excluding Europe climbed another 12%. More spending, more transactions, more fees flowing through Visa's machine.

Visa does not need expensive factories or billion-dollar bets on the next chip cycle. It gets paid whenever money moves across its network. The chart shows the stock trading 9.95% below its $422.27 GF Value estimate, suggesting room beyond the latest record run. But at roughly 32 times earnings, perfection is already expensive—and weaker consumer spending or tougher merchant-fee regulation could quickly test that premium.

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