Visa Inc. Class AV
▲ PositiveCapitalrelevance
Q2 beat and raised guidance
Impact on stocks 1
Digital Finance & Tokenization
Visa Inc. Class AVisa Inc. contributed to Baron Financials ETF's second-quarter performance as strong financial results helped the shares recover from prior weakness. Revenue grew 17% and earnings per share grew 20%, both exceeding Street expectations, while payment volume growth improved modestly and remained resilient despite Middle East conflict. Management raised its fiscal year guidance, now calling for low teens revenue growth and mid-teens EPS growth. Regulatory concerns faded as a proposed 10% interest rate cap on credit cards and an adverse payment routing bill stalled in the legislative process. Visa closed at $379.66 per share on August 27, 2026, with a market capitalization of $708.84 billion, and the fund continues to own Visa given its long runway for growth and competitive advantages.
Visa Inc. Class AQ2 beat and raised guidance