Visa Inc. $V is Capital Wealth Planning LLC's 7th Largest Position

Key Points

• Capital Wealth Planning LLC boosted its Visa stake by 8.1% in Q3 to 2,025,582 shares, making Visa its 7th largest holding at about 4.9% of the portfolio (≈$691.5 million).
• Visa beat quarterly estimates with EPS $3.17 vs. $3.14 and revenue $10.90B vs. $10.69B (revenue up 14.6% YoY); the company trades at a P/E of 28.8 and a market cap of about $557.5B.
• Insider and market signals: CEO Ryan McInerney sold 10,485 shares (reducing his stake by ~53%), while analysts hold an average "Buy" rating with a $392.65 price target as Visa expands into stablecoin programs and LatAm agentic‑commerce pilots.

Capital Wealth Planning LLC boosted its position in shares of Visa Inc. (NYSE:V - Free Report) by 8.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,025,582 shares of the credit-card processor's stock after buying an additional 151,367 shares during the period. Visa accounts for about 4.9% of Capital Wealth Planning LLC's portfolio, making the stock its 7th largest holding. Capital Wealth Planning LLC owned 0.11% of Visa worth $691,493,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Sonoma Allocations LLC purchased a new position in Visa in the 3rd quarter worth approximately $710,000. AQR Capital Management LLC grew its position in shares of Visa by 1.8% in the second quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor's stock valued at $438,196,000 after purchasing an additional 21,401 shares in the last quarter. Baltimore Washington Financial Advisors Inc. increased its holdings in shares of Visa by 5.9% in the second quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor's stock valued at $33,783,000 after purchasing an additional 5,295 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its holdings in shares of Visa by 2.6% in the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor's stock valued at $198,596,000 after purchasing an additional 14,581 shares during the last quarter. Finally, Federated Hermes Inc. lifted its position in Visa by 24.1% during the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor's stock worth $281,045,000 after buying an additional 159,906 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Visa Stock Performance

NYSE V opened at $307.15 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The company has a market cap of $557.53 billion, a P/E ratio of 28.81, a P/E/G ratio of 1.76 and a beta of 0.78. The stock has a 50-day moving average of $325.50 and a two-hundred day moving average of $336.11. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51.

Visa (NYSE:V - Get Free Report) last released its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.14 by $0.03. The firm had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.Visa's revenue was up 14.6% compared to the same quarter last year. During the same period last year, the business posted $2.75 earnings per share. As a group, analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa's payout ratio is currently 25.14%.

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the company's stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, 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 value of $201,253.00. Following the transaction, the director owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on V shares. HSBC raised shares of Visa from a "hold" rating to a "strong-buy" rating in a research report on Monday, December 8th. Bank of America assumed coverage on shares of Visa in a research note on Thursday, March 5th. They set a "buy" rating and a $410.00 target price on the stock. UBS Group reiterated a "buy" rating on shares of Visa in a report on Tuesday, January 13th. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a report on Wednesday, January 28th. Finally, Cantor Fitzgerald raised shares of Visa to a "strong-buy" rating in a research report on Tuesday, January 27th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average price target of $392.65.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa completed agentic‑commerce pilots with Santander across five Latin American markets using Visa Intelligent Commerce (VIC), demonstrating a pathway to capture delegated shopping/commerce volume in high‑growth LatAm markets. Santander and Visa Launch LatAm Agentic Payments Project
• Positive Sentiment: Visa expanded its stablecoin card program (Bridge/Stripe partnership) and broadened global issuance to 100+ countries, positioning Visa to keep crypto‑native payment flows on its rails and capture new transaction volume. Visa's Stablecoin Play Intensifies: Can it Future‑Proof Its Network?
• Positive Sentiment: Product extensions for travel and cross‑border payments (virtual travel card with Trip.com; Citcon integration for faster push payouts) broaden Visa’s addressable share of recovering international travel spend and merchant payout flows. Visa Expands Travel And Cross Border Payment Uses
• Neutral Sentiment: Wall Street pieces and forum transcripts (analyst comparisons vs. Mastercard and Wolfe Research presentation) are drawing attention to valuation and competitive positioning; these shape sentiment but don’t introduce new fundamental catalysts. Is It Worth Investing in Visa (V) Based on Wall Street's Bullish Views?
• Negative Sentiment: Macro/consumer risk: reports show consumer borrowing growth slowed in January and many cardholders hit credit limits — a trend that could cap transaction volumes and fee income if consumer credit stress persists. After A Holiday Surge, Consumer Borrowing Slowed In January
• Negative Sentiment: An outside director disclosed a sale of 650 shares (modest size relative to Visa’s market cap), a signal some investors monitor for insider conviction even though the economic impact is limited. SEC Form 4 — Lloyd Carney sale

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.

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