BIP Wealth LLC Has $1.80 Million Holdings in Visa Inc. $V

BIP Wealth LLC lessened its holdings in Visa Inc. (NYSE:V) by 22.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,954 shares of the credit-card processor’s stock after selling 1,733 shares during the quarter. BIP Wealth LLC’s holdings in Visa were worth $1,800,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Norges Bank acquired a new stake in Visa in the 4th quarter valued at $5,877,738,000. Cardano Risk Management B.V. lifted its position in Visa by 867.6% during the 4th quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after buying an additional 7,364,762 shares in the last quarter. Diamant Asset Management Inc. boosted its stake in shares of Visa by 29,706.3% during the 1st quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock worth $2,216,310,000 after buying an additional 7,308,345 shares during the last quarter. J. Stern & Co. LLP boosted its stake in shares of Visa by 12,497.1% during the 4th quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor’s stock worth $1,184,712,000 after buying an additional 3,351,223 shares during the last quarter. Finally, Victory Capital Management Inc. boosted its stake in shares of Visa by 48.2% during the 4th quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor’s stock worth $2,282,472,000 after buying an additional 2,116,463 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Trading Down 0.2%

V stock opened at $361.31 on Friday. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The company has a fifty day moving average price of $327.17 and a two-hundred day moving average price of $324.90. Visa Inc. has a one year low of $293.89 and a one year high of $362.13. The stock has a market cap of $648.10 billion, a price-to-earnings ratio of 31.47, a price-to-earnings-growth ratio of 1.93 and a beta of 0.75.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company’s quarterly revenue was up 17.1% on a year-over-year basis. During the same period in the previous year, the company earned $2.76 earnings per share. Equities analysts anticipate that Visa Inc. will post 13.1 EPS for the current year.

Visa announced that its board has initiated a stock buyback plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

Visa Announces Dividend

The business 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. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. Visa’s dividend payout ratio is 23.34%.

Key Stories Impacting 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

Insider Activity

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 transaction of $10,699,103.70. Following the completion of the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the company’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 transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. The trade was a 51.87% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 73,554 shares of company stock worth $24,898,255. Insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on V. Evercore set a $350.00 target price on Visa in a research report on Wednesday, April 29th. UBS Group increased their price target on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. BMO Capital Markets started coverage on Visa in a research report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price target for the company. Cantor Fitzgerald restated an “overweight” rating and issued a $400.00 price target on shares of Visa in a research note on Wednesday, April 29th. Finally, Piper Sandler began coverage on Visa in a research report on Monday, June 29th. They set an “overweight” rating and a $394.00 price target on the stock. Seven analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $397.96.

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.