Capital Wealth Planning LLC Boosts Position in Visa Inc. $V

Capital Wealth Planning LLC lifted its stake in Visa Inc. (NYSE:V) by 7.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,171,043 shares of the credit-card processor’s stock after buying an additional 145,461 shares during the quarter. Visa comprises 4.9% of Capital Wealth Planning LLC’s portfolio, making the stock its 8th biggest holding. Capital Wealth Planning LLC’s holdings in Visa were worth $757,896,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. Entelevest LLC bought a new position in shares of Visa in the fourth quarter worth about $473,000. Gilpin Wealth Management LLC bought a new stake in Visa during the 4th quarter valued at approximately $972,000. Dorsey & Whitney Trust CO LLC raised its stake in Visa by 0.6% during the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 65,315 shares of the credit-card processor’s stock valued at $22,907,000 after purchasing an additional 373 shares during the period. Mitchell Mcleod Pugh & Williams Inc. raised its stake in Visa by 46.0% during the 4th quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 6,851 shares of the credit-card processor’s stock valued at $2,272,000 after purchasing an additional 2,159 shares during the period. Finally, Smithbridge Asset Management Inc. DE raised its stake in Visa by 100.2% during the 4th quarter. Smithbridge Asset Management Inc. DE now owns 2,727 shares of the credit-card processor’s stock valued at $956,000 after purchasing an additional 1,365 shares during the period. Institutional investors own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

V has been the topic of several recent analyst reports. 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. Loop Capital initiated coverage on Visa in a research note on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price on the stock. Weiss Ratings downgraded Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note 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. Finally, Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Six analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $387.78.

Visa Stock Performance

NYSE:V opened at $323.31 on Thursday. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The stock’s 50 day simple moving average is $317.88 and its two-hundred day simple moving average is $324.48. The company has a market cap of $579.93 billion, a price-to-earnings ratio of 28.16, a PEG ratio of 1.74 and a beta of 0.77.

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

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were issued a $0.67 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s payout ratio is 23.34%.

Visa declared that its Board of Directors has approved a share buyback program on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s board believes its shares are undervalued.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a strategic partnership with OpenAI to enable secure payments inside ChatGPT and support “agentic commerce,” giving the company a high-profile role in AI-driven shopping and payments. Visa to Secure Payments for Shoppers on ChatGPT in OpenAI Partnership
• Positive Sentiment: Related coverage says Visa is building infrastructure and card tools for AI shopping, reinforcing the idea that it wants to stay central as merchants and developers adopt AI-powered checkout. How Visa is Designing Smarter Credit Cards for AI Shopping
• Positive Sentiment: Visa also partnered with OpenWay to help banks and fintechs in Asia Pacific launch payment offerings faster, supporting network expansion and innovation across more channels. Can Visa Accelerate Payment Innovation Through OpenWay Tie-up?
• Neutral Sentiment: A judge gave preliminary approval to Visa’s $38 billion swipe-fee settlement with merchants, which may reduce legal uncertainty, but retail groups are still expected to challenge the deal. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
• Neutral Sentiment: Visa’s CFO downplayed the short-term impact of stablecoins and agentic commerce, suggesting management is not yet counting on those themes to materially drive near-term results. Visa’s CFO downplays the importance of stablecoin and agentic commerce
• Negative Sentiment: The recurring merchant-fee headlines highlight ongoing pressure on Visa’s core business model, as investors continue to weigh the risk of lower interchange economics over time. Why there’s no end to Visa and Mastercard’s fee battles with merchants

Insider Buying and Selling

In other news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the transaction, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.12% of the stock is currently owned by insiders.

Visa Profile

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.