NWM Advisors LLC Acquires New Holdings in Visa Inc. $V

Key Points

• NWM Advisors LLC opened a new position in Visa during the fourth quarter, buying 13,011 shares worth about $4.56 million. Visa now represents 4.0% of the firm’s portfolio and is its 10th-largest holding.
• Visa’s recent fundamentals remain strong: the company reported 17.1% year-over-year revenue growth and beat analyst estimates for both earnings and revenue in its latest quarter. Several brokerages also raised earnings forecasts and kept upbeat ratings on the stock.
• The company authorized a $20 billion share buyback and announced a quarterly dividend of $0.67 per share, while insider selling included transactions by Director Lloyd Carney and CEO Ryan McInerney. Despite that, institutional ownership remains high at 82.15%.

NWM Advisors LLC acquired a new stake in Visa Inc. (NYSE:V - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 13,011 shares of the credit-card processor's stock, valued at approximately $4,563,000. Visa makes up 4.0% of NWM Advisors LLC's portfolio, making the stock its 10th largest holding.

A number of other institutional investors have also made changes to their positions in the stock. Patron Partners LLC raised its stake in shares of Visa by 0.6% in the 3rd quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor's stock valued at $1,587,000 after acquiring an additional 30 shares in the last quarter. MTM Investment Management LLC raised its stake in shares of Visa by 0.9% in the 3rd quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor's stock valued at $1,142,000 after acquiring an additional 30 shares in the last quarter. High Note Wealth LLC raised its stake in shares of Visa by 6.8% in the 3rd quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor's stock valued at $162,000 after acquiring an additional 30 shares in the last quarter. Beacon Capital Management LLC grew its holdings in Visa by 2.0% in the 3rd 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 last quarter. Finally, Chapman Financial Group LLC grew its holdings in Visa by 0.9% in the 3rd 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 last quarter. 82.15% of the stock is owned by institutional investors.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa just reported its strongest revenue growth since 2022, reinforcing that consumer and cross-border spending trends remain healthy and supporting the case that the stock deserves a premium valuation. Article Title
• Positive Sentiment: Multiple brokerages, including Erste Group Bank and Zacks Research, raised Visa earnings estimates for FY2026, FY2027, and FY2028, signaling confidence that profit growth can stay strong over the next several years.
• Positive Sentiment: Visa is also advancing its stablecoin strategy, including pilot projects tied to settlement and payment rails, which may strengthen its role in next-generation digital payments. Article Title
• Positive Sentiment: News that Exodus launched an AI-agent focused stablecoin on Solana using Visa payment rails highlights growing third-party use cases for Visa’s network in emerging fintech and AI-driven payments. Article Title
• Neutral Sentiment: Coverage around card-issuing and processing solutions, as well as travel-credit-card rankings, is supportive of the broader payments ecosystem but does not materially change Visa’s near-term earnings outlook. Article Title
• Negative Sentiment: One analyst note trimmed a few near-term quarterly EPS estimates, which could temper expectations for some upcoming periods even though the longer-term forecast trend remains positive.

Visa Price Performance

Shares of NYSE:V opened at $318.66 on Friday. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The firm has a market capitalization of $578.43 billion, a PE ratio of 27.76, a PEG ratio of 1.70 and a beta of 0.78. The business's 50 day moving average is $310.67 and its 200-day moving average is $326.72. 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 (NYSE:V - Get Free Report) last posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping the consensus estimate of $3.10 by $0.21. The business had revenue of $11.23 billion during 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%.Visa's revenue was up 17.1% on a year-over-year basis. During the same quarter last year, the company earned $2.76 EPS. Sell-side analysts predict that Visa Inc. will post 13.08 earnings per share for the current year.

Visa declared that its Board of Directors has initiated a stock 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 buy up to 3.6% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company's board believes its stock is undervalued.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa's dividend payout ratio (DPR) is 23.34%.

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the firm's stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm'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 owned 15,174 shares of the company's stock, valued at $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 owned by company insiders.

Analyst Upgrades and Downgrades

V has been the topic of a number of research analyst reports. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $395.00 target price on shares of Visa in a report on Friday, January 30th. TD Cowen reaffirmed a "buy" rating on shares of Visa in a report on Friday, January 30th. Rothschild & Co Redburn set a $385.00 target price on Visa in a report on Wednesday, January 28th. Bank of America initiated coverage on Visa in a report on Thursday, March 5th. They issued a "buy" rating and a $410.00 target price on the stock. Finally, Oppenheimer reaffirmed an "outperform" rating and issued a $403.00 target price (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Buy" and an average price target of $387.25.

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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