Visa Inc. $V Shares Sold by Blue Barn Wealth LLC

Blue Barn Wealth LLC lowered its holdings in Visa Inc. (NYSE:V) by 70.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 826 shares of the credit-card processor’s stock after selling 1,972 shares during the period. Blue Barn Wealth LLC’s holdings in Visa were worth $290,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Elgethun Capital Management boosted its holdings in shares of Visa by 1.6% in the fourth quarter. Elgethun Capital Management now owns 4,018 shares of the credit-card processor’s stock worth $1,409,000 after buying an additional 65 shares during the period. WCG Wealth Advisors LLC boosted its holdings in shares of Visa by 16.1% in the fourth quarter. WCG Wealth Advisors LLC now owns 103,474 shares of the credit-card processor’s stock worth $36,289,000 after buying an additional 14,332 shares during the period. Nvest Financial LLC boosted its holdings in shares of Visa by 32.2% in the fourth quarter. Nvest Financial LLC now owns 9,774 shares of the credit-card processor’s stock worth $3,428,000 after buying an additional 2,379 shares during the period. GKV Capital Management Co. Inc. boosted its holdings in shares of Visa by 1.6% in the fourth quarter. GKV Capital Management Co. Inc. now owns 17,045 shares of the credit-card processor’s stock worth $5,978,000 after buying an additional 270 shares during the period. Finally, Johnson Financial Group LLC boosted its holdings in shares of Visa by 67.0% in the fourth quarter. Johnson Financial Group LLC now owns 2,525 shares of the credit-card processor’s stock worth $886,000 after buying an additional 1,013 shares during the period. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Stock Performance

Shares of V opened at $313.90 on Thursday. The company’s 50 day moving average price is $315.83 and its 200 day moving average price is $324.56. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The company has a market capitalization of $563.07 billion, a PE ratio of 27.34, a PEG ratio of 1.70 and a beta of 0.77. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the previous year, the firm posted $2.76 earnings per share. The firm’s revenue was up 17.1% on a year-over-year basis. Research analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.9%. Visa’s payout ratio is presently 23.34%.

Visa announced that its board has approved a stock buyback program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

V has been the subject of several recent analyst reports. Weiss Ratings cut shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. UBS Group lifted their target price on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Truist Financial set a $371.00 target price on Visa and gave the company a “buy” rating in a research note on Tuesday, May 12th. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Finally, Citigroup decreased their price target on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Six analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $389.33.

Insiders Place Their Bets

In other Visa news, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the completion of the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 42,744 shares of company stock valued at $14,356,010 over the last ninety days. Corporate insiders own 0.12% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa was named as a backer of a reportedly soon-to-launch stablecoin platform with Mastercard and Stripe, which could support faster and cheaper cross-border settlement and show Visa is helping build the next generation of payment rails. Report: Payments Giants Visa, Mastercard, and Stripe Back Stablecoin Platform for Faster Payments
• Positive Sentiment: Visa’s broader product push in commercial payments is also a tailwind, with recent expansion of its Commercial Solutions Hub and AI-powered receivables tools aimed at improving virtual card adoption, reconciliation, and payment efficiency. Visa (V) Announces Expansion of the Visa Commercial Solutions Hub
• Neutral Sentiment: Visa’s network is being used in new gold-backed consumer cards from Tether and Fasset, underscoring continued demand for Visa’s global acceptance infrastructure, though the direct financial impact is unclear. Tether Backs $1M in Gold Rewards as First Gold-Backed Visa Card Goes Live
• Neutral Sentiment: Visa was also mentioned in reports about companies exiting Cuba amid expanded U.S. sanctions, which is more of a geopolitical compliance issue than a meaningful earnings driver. Visa, Mastercard Join Exodus From Cuba on Expanded US Sanctions
• Negative Sentiment: Investors are focusing on the risk that stablecoin platforms could intensify competition in payments and shift some transaction economics away from traditional card networks like Visa, helping explain the stock’s weakness today. Mastercard and Visa Back Stealth Stablecoin Platform

About Visa

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.