Here's Why Visa (V) Declined in Q2
In its second quarter 2025 investor letter, Aristotle Atlantic Focus Growth Strategy highlighted stocks such as Visa Inc. (NYSE:V). Headquartered in San Francisco, California, Visa Inc. (NYSE:V) is a payment technology company. The one-month return of Visa Inc. (NYSE:V) was 0.20%, and its shares gained 32.54% of their value over the last 52 weeks. On July 21, 2025, Visa Inc. (NYSE:V) closed at $350.94 per share, with a market capitalization of $685.561 billion.
Aristotle Atlantic Focus Growth Strategy stated the following regarding Visa Inc. (NYSE:V) in its second quarter 2025 investor letter:
"Visa Inc. (NYSE:V) detracted from relative performance in the second quarter due to growing concerns that stablecoins could pose a long-term threat to the company's payments business. While consumer adoption of stablecoins remains limited at present, pending U.S. legislation viewed as favorable to the cryptocurrency ecosystem, along with interest from large merchants exploring the issuance of proprietary stablecoins, has highlighted potential disruption risks to parts of Visa's core network."
A close-up of a credit card being swiped on a payment terminal, reflecting the company's payments technology.
Visa Inc. (NYSE:V) is in 6th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 165 hedge fund portfolios held Visa Inc. (NYSE:V) at the end of the first quarter, which was 181 in the previous quarter. In Q1 2025, Visa Inc. (NYSE:V) reported $9.5 billion in net revenue, up 10% year-over-year. While we acknowledge the potential of Visa Inc. (NYSE:V) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Visa Inc. (NYSE:V) and shared the list of best US stocks to buy according to billionaires. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
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