Visa Inc. $V Shares Bought by Bogart Wealth LLC

Key Points

• Bogart Wealth LLC boosted its Visa stake by 16.7%, buying an additional 9,563 shares to own 66,865 shares worth about $23.45 million, making Visa its 21st-largest holding.
• Visa beat Q2 expectations with $3.31 EPS (vs. $3.10 est.) and $11.23B revenue (vs. $10.75B), raised guidance, and its board authorized a $20 billion share buyback (about 3.6% of shares outstanding).
• CEO Ryan McInerney sold 31,455 shares under a pre‑arranged Rule 10b5‑1 plan (≈67% reduction in his post‑sale holdings), a large insider sale that may concern some investors.

Bogart Wealth LLC boosted its position in shares of Visa Inc. (NYSE:V - Free Report) by 16.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,865 shares of the credit-card processor's stock after buying an additional 9,563 shares during the period. Visa accounts for approximately 0.9% of Bogart Wealth LLC's portfolio, making the stock its 21st biggest holding. Bogart Wealth LLC's holdings in Visa were worth $23,450,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Clayton Financial Group LLC increased its position in Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor's stock worth $25,000 after buying an additional 58 shares during the period. Parvin Asset Management LLC increased its position in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock worth $26,000 after buying an additional 50 shares during the period. PayPay Securities Corp increased its position in Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor's stock worth $26,000 after buying an additional 38 shares during the period. Dorato Capital Management acquired a new position in Visa during the fourth quarter worth approximately $30,000. Finally, Imprint Wealth LLC acquired a new position in Visa during the third quarter worth approximately $39,000. Institutional investors and hedge funds own 82.15% of the company's stock.

Visa Trading Down 1.3%

Shares of V stock opened at $330.66 on Friday. The business's 50 day moving average is $310.11 and its two-hundred day moving average is $327.41. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The company has a market capitalization of $600.21 billion, a P/E ratio of 28.80, a price-to-earnings-growth ratio of 1.91 and a beta of 0.80. The company has a current ratio of 1.09, a quick ratio of 1.11 and a debt-to-equity ratio of 0.64.

Visa (NYSE:V - Get Free Report) last announced its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating the consensus estimate of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same period last year, the business posted $2.76 EPS. The company's revenue was up 17.1% on a year-over-year basis. Equities analysts forecast that Visa Inc. will post 12.88 EPS for the current year.

Visa announced that its board has authorized a share buyback plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company's board of directors believes its shares are undervalued.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be paid a $0.67 dividend. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa's payout ratio is 25.14%.

Insider Buying and Selling

In related news, CEO Ryan Mcinerney sold 31,455 shares of Visa 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 sale, the chief executive officer directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by insiders.

Analysts Set New Price Targets

V has been the topic of several research analyst reports. Piper Sandler set a $160.00 price target on Visa in a research report on Wednesday, January 28th. Oppenheimer reiterated an "outperform" rating and issued a $403.00 target price (up from $391.00) on shares of Visa in a research note on Wednesday. Citigroup lowered their target price on Visa from $450.00 to $400.00 and set a "buy" rating on the stock in a research note on Tuesday, April 14th. Raymond James Financial reiterated an "outperform" rating and issued a $389.00 target price on shares of Visa in a research note on Wednesday. Finally, Loop Capital initiated coverage on Visa in a research note on Tuesday, March 31st. They issued a "buy" rating and a $387.00 target price on the stock. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Visa currently has a consensus rating of "Buy" and an average target price of $387.25.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q2 beat, raised guidance and $20B buyback — Visa reported fiscal Q2 results that topped revenue and EPS expectations, raised full‑year growth outlook and authorized a $20 billion share repurchase, signaling management confidence and returning capital to shareholders. Visa Q2 Earnings Beat
• Positive Sentiment: Stablecoin/crypto settlement expansion — Visa expanded its stablecoin settlement pilot to nine blockchains and says the program has reached roughly a $7B annualized run rate, boosting optionality for new settlement rails and non‑bank payment flows. Visa Adds Polygon, Base Support
• Positive Sentiment: Agentic Ready (AI agent payments) roll‑out — Visa is accelerating its Agentic Ready program across APAC and LatAm, positioning the network to capture transaction volume from emerging “agentic”/AI-driven commerce instead of being bypassed. This supports long‑term growth narrative. Visa Launches Agentic Ready
• Positive Sentiment: Analyst upgrades/targets — UBS raised its price target to $410 (buy) and Cantor Fitzgerald reaffirmed overweight with a $400 target, adding analyst momentum to the post‑earnings rally. Analyst Coverage
• Neutral Sentiment: Dividend declared — Visa set a quarterly dividend of $0.67/share (record May 12), a small yield but part of shareholder return mix. (Company release)
• Neutral Sentiment: Industry/peer context — Mastercard also reported upside but its stock retreated; sector reactions to card‑network beats can be volatile even with good results. Mastercard Earnings
• Neutral Sentiment: Third‑party innovation using Visa rails — Startups are issuing corporate Visa cards to AI agents (e.g., Oobit), which demonstrates demand for Visa rails but also highlights evolving use cases that may change fee dynamics. Oobit Agent Cards
• Negative Sentiment: Insider sale by CEO — CEO Ryan McInerney sold 31,455 shares (~67% reduction in his post‑sale holdings) under a pre‑arranged Rule 10b5‑1 plan; large insider sales can spook investors even when planned. SEC filing: SEC Form 4
• Negative Sentiment: Longer‑term AI/stablecoin risk — Management frames AI and stablecoins as opportunity, but investors worry agentic commerce or on‑chain rails could erode Visa’s fee economics if adoption bypasses traditional networks; this remains an execution and structural risk. MarketBeat Analysis

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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