Should You Be Bullish on Visa (V)?

4 weeks ago 7

Soumya Eswaran

Fri, July 17, 2026 astatine 9:14 AM CDT 3 min read

Wedgewood Partners, an concern absorption company, released its first-quarter 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. Wedgewood Composite delivered a nett instrumentality of 9.4% successful the 2nd 4th compared to 15.2% for the Standard & Poor's 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 Value Index. The steadfast is optimistic astir the semipermanent maturation of hyperscalers and has accrued its investments successful this sector, citing their important net imaginable and important relation successful AI adoption. Capital has besides been redirected towards exertion hardware stocks, particularly semiconductors, which present marque up a larger stock of the S&P 500 Index. Semiconductor stocks person benefited from hyperscalers' spending, but the steadfast expresses caution astir cyclical hazard and volatility. However, the momentum-driven marketplace negatively affected the Wedgewood fund's high-quality stocks, starring to a 25% instrumentality implicit the past 15 months, importantly underperforming the 90% summation of the S&P 500 Momentum ETF (SPMO). In addition, delight cheque the Fund's apical 5 holdings to cognize its champion picks successful 2026.

In its Q2 2026 capitalist letter, Wedgewood Partners highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is simply a multinational fiscal services institution known for its outgo exertion web that offers credit, debit, and prepaid paper products and different services. On July 16, 2026, Visa Inc. (NYSE:V) closed astatine $365.14 per share. One-month instrumentality of Visa Inc. (NYSE:V) was 9.51%, and its shares gained 2.67% implicit the past 52 weeks. Visa Inc. (NYSE:V) has a marketplace capitalization of $687.97 billion.

Wedgewood Partners stated the pursuing regarding Visa Inc. (NYSE:V) successful its Q2 2026 capitalist update:

"Top show contributors for the 2nd 4th see Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa Inc. (NYSE:V).

Visa contributed to quarterly performance, reporting accelerating gross maturation of 17%, driven by 11% maturation successful outgo volumes and 21% maturation successful cross-border volume. Value added services besides grew 25% and present correspond astir one-third of the Company's full revenue. Agentic commerce remains nascent but could correspond a caller addressable marketplace for Visa arsenic the Company tracks and helps autonomous AI agents execute microtransactions. This contrasts with conscionable a fewer quarters ago, erstwhile the marketplace was fretting astir the risks agentic commerce could pose. We deliberation Visa's planetary scale, including acceptance astatine implicit 130 cardinal merchants, and heavy integration with astir 15,000 fiscal institutions marque it a invaluable spouse for agentic commerce startups."

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