Transaction and Payment Processing Services

Visa

Circle

Conference Minutes

CRCL

ETHE

DASH

Below is Dolphin Research's Trans of $Circle(CRCL.US) Q1 2026 earnings call. For our take, see 'Circle: Ugly tape, but the No.1 stablecoin play keeps expanding'.1) Guidance: Full-year 2026 guidance remains unchanged, excluding the future financial impact of the Arc token pre-sale, the Arc incentive program and related revenue. Management plans to provide an updated outlook on the next earnings call.2) Revenue and profit. Total revenue and reserve income were $694 mn...

Meta Platforms

Grayscale Ethereum Staking ETF

Doordash

BlackRock

Janus Henderson

Circle (Trans): Guidance excludes Arc token presale; to be revised next qtr.

Unity

Financial Analysis

Hi everyone, this is Dolphin Research! $Unity Software(U.US) reported Q1 results. As it pre-announced in late Mar., the focus remains on guidance.After the IronSource divestiture, guidance more clearly signals the growth trajectory of the Vector ad system. 1) Guidance was slightly above expectations, with Vector trending well; management guides Q2 revenue growth of 15%-17%. Within that, excluding IronSource and the Supersonic unit, core strategic biz revenue...

Pros

Unity Software

AI disruption overhang; U steadily turns the corner

COIN

CONL

07311

On Feb 25 pre-market (ET), stablecoin USDC issuer $Circle(CRCL.US) released Q4 2025 results. The biggest driver, interest income on reserve assets, is fairly transparent given public USDC market cap and Fed rate levels.While Circle's share-price moves are not tied to earnings, the filing still offers useful signals. By tracking other revenue and take-rate mix, Opex, and guidance, we can gauge shifts in its ecosystem build-out and operating efficiency. That, in turn, helps assess management's strategic vision and execution...

Coinbase

Deutsche Boerse AG

GraniteShares 2x Long COIN Daily ETF

XI2CSOPCOIN

CRCL: Results Push Back at Bears — Can the First Stablecoin Stock Stay Steady?

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Profund Advisors Cuts Visa Inc. Stake by 19.9% in Q4, Analysts Remain Optimistic

Radnor Capital Increases Visa Stake by 25% to $5.34M as Visa Reports Strong Q4 Earnings

CDM Acquires Visa Shares to Become 14th Largest Holder as Insiders Sell

PBOC Governor Pan Gongsheng Meets Visa CEO to Discuss US-China Trade and China Development

iA Global Asset Management Increases Stake in Visa by 43.2% to $118M

Minister of Commerce Wang Wentao Meets Visa CEO McCain on May 15 to Discuss Cooperation

Phoenix Financial reduces Visa stake by 7.6%, Vanguard increases holding by 0.7%

Premier Li Meets Visa and MasterCard CEOs; Bank of China Deepens Cross-border Payment Cooperation with Visa

Trump says he raised Visa's desire for greater China credit card market access in talks with China

Visa CFO Suh Chris Sells $3.4 Million in Company Stock

World Investment Advisors Increased Visa Inc. Holdings by 12.9%

FPT AI Factory Partners with InFlow and Visa to Launch Native Agency Commerce Platform

Visa Launches Tap-to-Confirm Authentication Technology

Visa Successfully Accepts Stock Exchange Offer

FCA Investigating Mastercard and Visa Under Section 2 of the 1998 Competition Act

Visa Inc. collaborates with RemitBee to provide instant cross-border payment services for Canada

Visa and Wealthsimple Launch Stablecoin Settlement Pilot in Canada

Visa launches Agentic Commerce initiative in Taiwan

SupperClub Partners with Visa to Launch Visa Infinite Card Advanced Dining Program

Roberts Stephens Wealth Management Increased Visa Holding to $11.36 Million

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

Radnor Capital Management LLC Grows Stock Position in Visa Inc. $V

Visa Inc. (V.US) Q2 Fiscal Year 2026 Earnings Conference Call

Visa Inc. (V.US) Q1 Fiscal Year 2026 Earnings Conference Call

Visa Inc. (V.US) Q4 2025 and Full Year Earnings Conference Call

Visa Inc. (V.US) Q3 Fiscal Year 2025 Earnings Conference Call

Visa Inc. (V.US) Q2 2025 Earnings Conference Call

Visa Inc. (V.US) 4th Quarter 2024 Earnings Conference Call

Radnor Capital Management LLC increased its stake in Visa Inc. by 25% in Q4, owning 15,235 shares valued at $5.34 million. Other institutional investors also boosted their holdings in Visa. The company reported strong earnings, beating estimates with $3.31 EPS and $11.23 billion in revenue, reflecting a 17.1% year-over-year increase.

- Radnor Capital Management LLC increased its stake in Visa Inc. by 25.0%, owning 15,235 shares worth $5,343,000 as of the last reporting period.  
- Other institutional investors also bolstered their holdings in Visa, with significant increases reported by Corient Private Wealth LLC and Holocene Advisors LP.  
- Visa remains a leading credit-card processor, with strong recent earnings, a $20 billion share buyback plan approved, and a quarterly dividend of $0.67 announced.

Market Beat

Profund Advisors LLC reduced its stake in Visa Inc. (NYSE:V) by 19.9% in Q4, now holding 22,688 shares valued at $7,957,000. Other institutional investors also adjusted their holdings, with Visa benefiting from strong fundamentals and positive sentiment following recent earnings. Analysts maintain a generally positive outlook, with an average target price of $387.67.

- Profund Advisors LLC reduced its Visa Inc. stake by 19.9% in Q4, holding 22,688 shares worth $7,957,000 after selling 5,630 shares.  
- The article details various institutional investors adjusting their Visa holdings, noting Visa's strong financial performance with recent earnings exceeding expectations.  
- Visa announced a $0.67 quarterly dividend and a $20 billion share buyback plan, indicating management's confidence in the stock's value.

Mastercard

Daiwa Securities Group Inc.

Raymond James Financial

Piper Sandler Cos

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

Visa Inc. $V Position Reduced by Profund Advisors LLC

PYPL

GLXY

BLOK

The stablecoin market, currently valued at $300 billion, is projected to reach $3 trillion by 2030. Major players like Mastercard and Visa are developing blockchain-based payment initiatives, while banks such as JPMorgan and Bank of America are piloting stablecoin projects. Investors can consider stocks of stablecoin issuers like Circle Internet Group or fintech firms like PayPal. However, the regulatory landscape remains uncertain, impacting the integration of stablecoins into existing financial systems.

- Card issuers and payment networks are experimenting with stablecoins, with major banks conducting pilot projects to explore potential efficiencies and cost savings.  
- The stablecoin market, currently valued at $300 billion, may grow to over $3 trillion by 2030, driven by initiatives from firms like Mastercard, Visa, and Circle Internet Group.  
- Investors should be cautious as the regulatory landscape evolves, especially with upcoming legislation that could impact stablecoin integration into financial systems.

nasdaq

Paypal

JPMorgan Chase

Bank of America

Galaxy Digital

ARK Fintech Innovation ETF

Amplify Transform Data Sharing ETF

Global X Fintech

NVIDIA

Intel

Gemini Space Station

Citigroup

NVIDIA Corporation

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

3 New Ways to Profit From the $300 Billion Stablecoin Boom

HSDT

BSOL

GSOL

BLCN

In Q1 2026, Solana achieved $1.1 trillion in economic activity through 25.3 billion transactions, marking a new high for the blockchain. Despite this milestone, Solana's value has dropped 26% this year, reflecting a broader slump in the crypto market. Major institutions like BlackRock, Visa, and JPMorgan Chase are building on Solana, indicating strong future potential. However, volatility remains a concern for investors considering Solana as a long-term investment.

- Solana achieved $1.1 trillion in economic activity through 25.3 billion transactions in Q1 2026, although its value dropped 26% year-to-date as of mid-May.  
- Major firms like BlackRock, Visa, and JPMorgan Chase are leveraging Solana's blockchain for various financial instruments, reflecting strong institutional interest.  
- Despite the bear market affecting other altcoins, Solana's increasing user activity and robust transaction volume suggest potential for future growth.

Solana

Bitwise Solana Staking ETF

Grayscale Solana Staking ETF

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

Netflix

S&P 500

Nasdaq

BlackRock Tech and Private Equity Term Trust

BLACKROCK MULTI-SECTOR INCOME TR COM USD0.001(S/R 09/09/2025) WI

Blackrock Enhanced Div Achievers Trust

BlackRock Science and Tech Term Trust

BlackRock Multi-Sector Income Trust

Solana Just Had Its First $1 Trillion Quarter. What Comes Next?

GS-A

GS-C

BeInCrypto has revealed its top 10 enterprise blockchain implementations for the Institutional 100 awards, highlighting projects that facilitate real money or asset transactions on distributed-ledger technology. Key participants include BNY Mellon, Citi, Goldman Sachs, and Visa. The winner will be announced at the Proof of Talk event in Paris on June 2–3, 2026.

CoinLive

Goldman Sachs

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

Bank of NY Mellon

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

Financial Select Sector SPDR Fund

ISHRS Us Brokers & Sec Exchg

VG Financial

Fidelity MSCI Financials Index

Broadridge Financial Solution

HSBC Holdings Plc

HSBC HOLDINGS

HSBC

BANK OF NEW YORK MELLON CORP DEP SHS REPG 1/4000TH INT SER K PFD

GS Hldg R

HSBC 5xShortSG241213

BeInCrypto Reveals Top 10 Enterprise Blockchain Implementations

Visa Inc. (NYSE:V) shares rose 2.3% to $333.14, with analysts maintaining a 'Buy' rating and raising target prices. UBS set a new target of $410, while Daiwa upgraded to 'outperform' with a $370 target. Visa reported Q2 earnings of $3.31 EPS, exceeding estimates, and announced a $20 billion share buyback. The company also declared a quarterly dividend of $0.67. Insider sales were noted, with CEO Ryan Mcinerney selling 31,455 shares.

- Visa Inc.'s share price increased by 2.3% to $333.14 on Monday, with trading volumes down 32% from the average.  
- Recent analyst reports show an optimistic outlook, with UBS raising the target price to $410.00 and a consensus price target of $387.67, reflecting six strong buy ratings and 18 buy ratings.  
- The company reported quarterly earnings of $3.31 per share, exceeding estimates, and declared a $0.67 dividend as part of a $20 billion share repurchase program, indicating confidence in the stock's value.

UBS Group AG

Bank of Montreal

Macquarie Infrastructure

Evercore

Visa (NYSE:V) Shares Up 2.3%  - Still a Buy?

BRK.B

GOOGL

Berkshire Hathaway's new CEO, Greg Abel, has made significant changes to the company's investment portfolio in Q1 2026, reducing total holdings from 42 to 29. Major exits include Visa, Mastercard, and UnitedHealth Group, while investments in Alphabet and the New York Times were notably increased. New positions were initiated in Delta Air Lines and Macy's, with Berkshire capitalizing on market opportunities amid stock declines.

- Berkshire Hathaway's recent 13F filing reveals significant changes under new CEO Greg Abel, including a reduction in total holdings from 42 to 29 by selling out of over 15 positions.  
- Notable exits include Visa, Mastercard, and Amazon, while Berkshire increased its stake in Alphabet by 204% and initiated positions in Delta Air Lines and Macy's.  
- This quarter marks a pivotal shift in Berkshire's investment strategy, indicating potential further changes in Abel's tenure.

New York Times

Berkshire Hathaway B

Alphabet

Delta Air Lines

Macys

American Express

Unitedhealth

Amazon

Alphabet - C

Domino's

Pool

Charter Comm

Constellation Brands

Berkshire Hathaway

Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1

DOJE

Revolut has launched a Dogecoin-themed payment card for users in the U.K. and EU, compatible with Visa and Mastercard, excluding Hungary, Switzerland, and Portugal. Users will not incur additional exchange fees, though transaction-time exchange rates and local tax regulations apply.

REX-Osprey DOGE ETF

Revolut Introduces Dogecoin-Themed Payment Card in U.K. and EU

A new card compatible with Visa and Mastercard is set to launch in the UK and EEA, allowing users to make payments wherever these cards are accepted, thus expanding consumer payment options.

Visa and Mastercard-Compatible Card to Launch in UK and EEA

NBIS

Investing $100 in Nebius Group (NASDAQ:NBIS) 10 years ago would have yielded a value of $1,044.00 today, reflecting an average annual return of 26.23% and outperforming the market by 12.73%. Nebius Group currently has a market capitalization of $49.91 billion, highlighting the significant impact of compounded returns over time.

benzinga_article

Nebius

If You Invested $100 In Nebius Group Stock 10 Years Ago, You Would Have This Much Today

POOL

Visa leads consumer-driven stocks with a $20B buyback plan, increasing its total buyback capacity to $33B. Despite a 5% drop in shares, Visa reported a 17.1% YOY sales growth, boosting shares by 8.3%. Other companies like Pool and Boyd also announced buybacks, with Pool increasing its capacity to $600M and Boyd to $700M, reflecting confidence in their market positions.

- Several consumer-driven companies, including Visa and Pool, have announced substantial stock buybacks to enhance share value.  
- Visa reported impressive financial growth, significantly increasing its buyback capacity to $33 billion, demonstrating confidence despite recent stock declines.  
- Pool also raised its buyback capacity to $600 million amid challenges, while Boyd Gaming announced $700 million in buyback plans, aiming to return substantial value to shareholders.

Consumer-Driven Stocks Boost Buybacks, Including Visa's $20B Plan

Visa(V.US)