Eagle Wealth Advisors LLC Cuts Stock Position in Visa Inc. $V

Eagle Wealth Advisors LLC cut its position in Visa Inc. (NYSE:V) by 37.8% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,369 shares of the credit-card processor’s stock after selling 2,050 shares during the quarter. Visa makes up approximately 0.9% of Eagle Wealth Advisors LLC’s investment portfolio, making the stock its 23rd largest holding. Eagle Wealth Advisors LLC’s holdings in Visa were worth $1,018,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Chapman Financial Group LLC boosted its stake in Visa by 0.9% in the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock valued at $1,096,000 after acquiring an additional 30 shares in the last quarter. Ransom Advisory Ltd increased its holdings in shares of Visa by 0.3% in the fourth quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock valued at $3,313,000 after purchasing an additional 30 shares during the period. Bank OZK increased its holdings in Visa by 3.7% in the 3rd quarter. Bank OZK now owns 858 shares of the credit-card processor’s stock worth $293,000 after buying an additional 31 shares during the period. FOCUS Wealth Advisors LLC lifted its stake in Visa by 0.4% during the 4th quarter. FOCUS Wealth Advisors LLC now owns 7,710 shares of the credit-card processor’s stock valued at $2,704,000 after acquiring an additional 31 shares during the period. Finally, Planned Solutions Inc. lifted its stake in Visa by 2.0% during the 4th quarter. Planned Solutions Inc. now owns 1,598 shares of the credit-card processor’s stock valued at $560,000 after acquiring an additional 31 shares during the period. 82.15% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on V shares. Weiss Ratings cut shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $450.00 price target on shares of Visa in a report on Tuesday, June 2nd. Evercore set a $350.00 price target on Visa in a research report on Wednesday, April 29th. BMO Capital Markets assumed coverage on Visa in a research note on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price objective for the company. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $400.00 price objective on shares of Visa in a report on Wednesday, April 29th. Seven investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $397.96.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Piper Sandler upgraded Visa to strong-buy, reinforcing optimism around the company’s earnings power, cross-border payments outlook, and resilient consumer spending trends.
• Positive Sentiment: Visa is being viewed as a key beneficiary of the new Open USD stablecoin initiative, a consortium-backed digital dollar project involving major players such as Stripe, BlackRock, Google, and Coinbase. Investors appear to see this as evidence Visa could remain central to next-generation money movement and settlement infrastructure.
• Positive Sentiment: Market commentary also highlighted Visa’s continued strength in travel, cross-border partnerships, and online spending trends, with Visa saying consumers are still prioritizing discretionary purchases through deal hunting rather than cutting back sharply.
• Neutral Sentiment: Visa’s expanded smartphone-based payment tools for small businesses support its longer-term growth story, but the near-term financial impact looks incremental.
• Negative Sentiment: CEO Ryan McInerney sold 20,970 shares in a pre-arranged 10b5-1 transaction, which may create some caution even though the sale was part of a planned trading program.

Visa Stock Performance

Shares of NYSE V opened at $351.36 on Thursday. The company has a market capitalization of $630.26 billion, a PE ratio of 30.61, a price-to-earnings-growth ratio of 1.83 and a beta of 0.75. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The company’s fifty day moving average price is $325.14 and its 200 day moving average price is $324.55. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $359.66.

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

Visa Dividend Announcement

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

Visa announced that its Board of Directors has approved a stock repurchase 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 buy up to 3.6% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s board believes its shares are undervalued.

Insider Activity

In related news, CFO Chris Suh sold 10,639 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the 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 owned 15,174 shares in the company, valued at $5,161,284.36. This represents a 67.46% decrease in their position. 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. In the last 90 days, insiders sold 63,064 shares of company stock valued at $21,289,800. 0.12% of the stock is owned by company insiders.

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.