Baer Investment Advisory LLC Invests $1.56 Million in Visa Inc. $V

Baer Investment Advisory LLC bought a new stake in Visa Inc. (NYSE:V) during the first quarter, Holdings Channel.com reports. The fund bought 5,172 shares of the credit-card processor’s stock, valued at approximately $1,563,000.

Other institutional investors also recently added to or reduced their stakes in the company. Counterweight Ventures LLC boosted its holdings in Visa by 6.0% in the 1st quarter. Counterweight Ventures LLC now owns 10,821 shares of the credit-card processor’s stock valued at $3,271,000 after purchasing an additional 611 shares during the period. Canal Capital Management LLC grew its holdings in shares of Visa by 3.6% during the 1st quarter. Canal Capital Management LLC now owns 22,629 shares of the credit-card processor’s stock worth $6,839,000 after purchasing an additional 794 shares in the last quarter. PAX Financial Group LLC grew its holdings in shares of Visa by 10.9% during the 1st quarter. PAX Financial Group LLC now owns 2,018 shares of the credit-card processor’s stock worth $610,000 after purchasing an additional 199 shares in the last quarter. 4WEALTH Advisors Inc. increased its position in shares of Visa by 2.7% during the first quarter. 4WEALTH Advisors Inc. now owns 4,069 shares of the credit-card processor’s stock valued at $1,219,000 after purchasing an additional 108 shares during the period. Finally, Boyd Watterson Asset Management LLC OH increased its position in shares of Visa by 0.4% during the first quarter. Boyd Watterson Asset Management LLC OH now owns 15,077 shares of the credit-card processor’s stock valued at $4,557,000 after purchasing an additional 63 shares during the period. 82.15% of the stock is owned by institutional investors.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding into AI-powered travel payments through a partnership with eDreams ODIGEO, allowing AI agents to initiate and complete purchases across major travel brands, which could create new transaction volume. eDO Taps Visa to Allow AI Agents to Purchase Travel
• Positive Sentiment: Visa launched its Threat Intelligence Platform to help banks detect cyber threats earlier and reduce fraud risk, reinforcing the strength of its network and security offering. Visa Lets Banks Access Its In-House Cybersecurity Capabilities
• Positive Sentiment: Visa continues to show momentum in agentic payments, with successful live transactions alongside partners such as BBVA, Worldline, ING, and Nuvei, suggesting early traction in AI-driven payment rails. Visa and BBVA Prove Today’s Rails Can Handle Agentic Payments
• Positive Sentiment: Analyst and market commentary remain constructive, with Visa cited as a top blue-chip name and Piper Sandler recently starting coverage with an Overweight rating and a $394 target. Visa Stock Surges 12.4% in a Month: Time to Buy, Hold or Sell?
• Positive Sentiment: Visa’s last reported quarter beat expectations, with EPS of $3.31 versus $3.10 expected and revenue up 17.1% year over year, supporting the stock’s premium valuation. Visa stock profile and earnings summary
• Neutral Sentiment: CEO Ryan McInerney sold shares under a pre-arranged 10b5-1 plan, which is worth noting but does not necessarily signal a change in outlook. SEC filing for CEO stock sale

Visa Stock Down 0.2%

Shares of NYSE V opened at $361.31 on Friday. The stock has a market cap of $648.10 billion, a PE ratio of 31.47, a PEG ratio of 1.93 and a beta of 0.75. The business has a fifty day moving average of $327.17 and a two-hundred day moving average of $324.90. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $362.13. 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 posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping the consensus estimate of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same quarter in the prior year, the firm earned $2.76 EPS. The firm’s quarterly revenue was up 17.1% compared to the same quarter last year. As a group, equities research analysts expect that Visa Inc. will post 13.1 earnings per share for the current fiscal year.

Visa declared that its board has initiated a share buyback plan 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 plans are typically a sign that the company’s leadership believes its stock is undervalued.

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were paid 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 0.7%. Visa’s payout ratio is 23.34%.

Insider Buying and Selling

In other news, 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 value of $10,699,103.70. Following the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the 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 sale, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 73,554 shares of company stock valued at $24,898,255 in the last quarter. 0.12% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Raymond James Financial restated an “outperform” rating and issued a $389.00 target price on shares of Visa in a research note on Wednesday, April 29th. Piper Sandler started coverage on shares of Visa in a report on Monday, June 29th. They issued an “overweight” rating and a $394.00 price target on the stock. BMO Capital Markets assumed coverage on shares of Visa in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective for the company. Citigroup decreased their target price on shares of Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Finally, UBS Group upped their target price on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Seven equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $397.96.

Visa Company 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.