Bluedoor Private Wealth LLC Takes Position in Visa Inc. $V

Key Points

• Bluedoor Private Wealth LLC disclosed a new position in Visa, buying 7,986 shares worth about $2.8 million in the fourth quarter. Visa now makes up roughly 1.3% of the firm’s holdings.
• Visa reported strong quarterly results, posting earnings of $3.31 per share versus expectations of $3.10 and revenue of $11.23 billion versus $10.75 billion expected. Revenue rose 17.1% year over year, and analysts now expect full-year EPS of 13.09.
• The company also boosted shareholder returns with a quarterly dividend of $0.67 and authorized a new $20 billion share repurchase program. Analysts remain broadly bullish, with an average price target of $387.78 and a consensus rating of “Buy.”

Bluedoor Private Wealth LLC purchased a new stake in shares of Visa Inc. (NYSE:V - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 7,986 shares of the credit-card processor's stock, valued at approximately $2,801,000. Visa accounts for about 1.3% of Bluedoor Private Wealth LLC's holdings, making the stock its 21st largest position.

Several other institutional investors have also recently made changes to their positions in the company. Beacon Capital Management LLC increased its stake in shares of Visa by 2.0% during the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor's stock valued at $526,000 after buying an additional 30 shares during the period. Chapman Financial Group LLC increased its stake in shares of Visa by 0.9% during 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 buying an additional 30 shares during the period. Ransom Advisory Ltd increased its stake in shares of Visa by 0.3% during the fourth quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor's stock valued at $3,313,000 after buying an additional 30 shares during the period. TSA Wealth Managment LLC increased its stake in shares of Visa by 4.9% during the third quarter. TSA Wealth Managment LLC now owns 659 shares of the credit-card processor's stock valued at $225,000 after buying an additional 31 shares during the period. Finally, Bank OZK increased its stake in shares of Visa by 3.7% during the third quarter. Bank OZK now owns 858 shares of the credit-card processor's stock valued at $293,000 after buying an additional 31 shares during the period. Hedge funds and other institutional investors own 82.15% of the company's stock.

Visa Stock Performance

Shares of V stock opened at $333.08 on Wednesday. The business's fifty day simple moving average is $319.80 and its 200-day simple moving average is $324.29. The company has a market cap of $597.47 billion, a PE ratio of 29.01, a PEG ratio of 1.73 and a beta of 0.77. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $359.66.

Visa (NYSE:V - Get Free Report) last issued its quarterly earnings results 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. The business had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business's quarterly revenue was up 17.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.76 earnings per share. Analysts expect that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Announces Dividend

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

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

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. Evercore set a $350.00 price target on Visa in a research note on Wednesday, April 29th. 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. Cantor Fitzgerald reiterated an "overweight" rating and issued a $400.00 target price on shares of Visa in a research note on Wednesday, April 29th. Weiss Ratings lowered Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, April 16th. Finally, Bank of America assumed coverage on Visa in a research note on Thursday, March 5th. They issued a "buy" rating and a $410.00 target price on the stock. Six 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 stock. According to data from MarketBeat.com, Visa currently has an average rating of "Buy" and an average price target of $387.78.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analyst commentary says Visa’s growth across payments, AI commerce, stablecoins, and money movement supports stronger earnings momentum and more upside than PayPal. Visa vs. PayPal: Which Payments Stock Wins the Upside Race?
• Positive Sentiment: Visa is being highlighted as one of the stocks likely to benefit from AI changes around the FIFA World Cup 2026, reinforcing investor enthusiasm around its brand and payments ecosystem. AI Is Reshaping FIFA World Cup 2026: 5 Stocks Likely to Gain
• Positive Sentiment: Visa and Blackhawk Network launched a limited-edition FIFA World Cup 2026 gift card, tying the brand to a major global sporting event and potentially supporting transaction volume and consumer engagement. Visa World Cup Gift Card Ties Sports Partnership To Undervalued Stock Story
• Positive Sentiment: Visa Direct is being used in a research piece on faster healthcare payouts, underscoring ongoing demand for real-time payment rails and reinforcing Visa’s relevance in higher-growth payment flows. 252 Billion in Healthcare Payouts Are Waiting for Faster Rails
• Neutral Sentiment: Visa and Rockefeller Center announced a branding partnership for Top of the Rock, which is positive for visibility but unlikely to move fundamentals by itself. Rockefeller Center and Visa Announce Partnership for Top of the Rock Observation Deck
• Neutral Sentiment: Visa’s Global Travel Intentions report suggests travelers are still prioritizing familiarity and flexibility, which supports the company’s travel-linked payments business but is more of a trend update than a direct catalyst. Asia Pacific Travellers Seek Familiarity, Practicality, Flexibility Amid Shifting Global Dynamics: Visa Report
• Neutral Sentiment: Several articles comparing Visa to Mastercard and PayPal are constructive, but they are mostly commentary rather than fresh company-specific news. Visa vs Mastercard: The Better Buy This Year

Insider Activity

In other Visa news, CFO Chris Suh sold 10,639 shares of the firm'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 sale, the chief financial officer owned 9,872 shares of the company's stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm's stock in a transaction dated 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 sale, the chief executive officer directly owned 15,174 shares of the company's stock, valued at approximately $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. 0.12% of the stock is currently owned by company insiders.

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.

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