Visa (V) Fell Amid a Broader Selloff in The Card Network

Group 1: Market Performance - U.S. large-cap growth equities experienced a strong recovery in Q2 2025, with a portfolio return of 27.7%, outperforming the Russell 1000 Growth Index's gain of 17.8% [1] - The positive performance was attributed to muted inflation, strong corporate earnings, and improving sentiment around artificial intelligence and global trade [1] Group 2: Visa Inc. Overview - Visa Inc. (NYSE:V) is a leading payment technology company with a market capitalization of $658.076 billion, and its shares appreciated by 16.29% over the last 12 months [2] - The stock closed at $339.05 per share on September 15, 2025, despite a recent decline of -0.99% over the past month [2] Group 3: Visa Inc. Market Position and Outlook - Visa operates the world's largest retail electronic payment network and faced a decline in June due to a broader selloff in card network stocks related to stablecoin news [3] - The company does not view stablecoin proliferation as a threat to card volumes, believing it could actually expand the addressable market for card networks [3] - Visa's value proposition in consumer-to-merchant payments remains strong, offering rewards, liquidity, and buyer protections [3] Group 4: Hedge Fund Interest and Financial Performance - Visa Inc. ranks 6th among the 30 most popular stocks among hedge funds, with 167 hedge fund portfolios holding its shares at the end of Q2 2025 [4] - In Q3 2025, Visa reported $10.2 billion in net revenue, reflecting a 14% year-over-year increase [4] - While Visa is recognized as a solid investment, certain AI stocks are considered to have greater upside potential with less downside risk [4]