Visa Inc. $V Stake Raised by Capital Wealth Planning LLC

Key Points

• Capital Wealth Planning LLC increased its Visa stake by 7.2% in the fourth quarter, adding 145,461 shares to bring its total to 2.17 million shares worth about $757.9 million. Visa now makes up 4.9% of the fund’s portfolio.
• Visa reported strong quarterly results, with earnings per share of $3.31 and revenue of $11.23 billion, both ahead of analyst expectations. Revenue rose 17.1% year over year, and analysts still expect full-year EPS of 13.09.
• The company continued returning capital to shareholders by authorizing a $20 billion share repurchase program and paying a quarterly dividend of $0.67 per share. Visa also saw insider sales from CEO Ryan McInerney and CFO Chris Suh during the period.

Capital Wealth Planning LLC raised its stake in Visa Inc. (NYSE:V - Free Report) by 7.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,171,043 shares of the credit-card processor's stock after acquiring an additional 145,461 shares during the period. Visa makes up 4.9% of Capital Wealth Planning LLC's portfolio, making the stock its 8th biggest position. Capital Wealth Planning LLC owned approximately 0.12% of Visa worth $757,896,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently modified their holdings of the stock. Entelevest LLC purchased a new stake in shares of Visa in the fourth quarter worth $473,000. Gilpin Wealth Management LLC purchased a new stake in shares of Visa in the fourth quarter worth $972,000. Dorsey & Whitney Trust CO LLC grew its stake in shares of Visa by 0.6% in the fourth quarter. Dorsey & Whitney Trust CO LLC now owns 65,315 shares of the credit-card processor's stock worth $22,907,000 after acquiring an additional 373 shares during the last quarter. Mitchell Mcleod Pugh & Williams Inc. boosted its position in shares of Visa by 46.0% during the fourth quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 6,851 shares of the credit-card processor's stock valued at $2,272,000 after buying an additional 2,159 shares during the last quarter. Finally, Smithbridge Asset Management Inc. DE boosted its position in shares of Visa by 100.2% during the fourth quarter. Smithbridge Asset Management Inc. DE now owns 2,727 shares of the credit-card processor's stock valued at $956,000 after buying an additional 1,365 shares during the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a strategic partnership with OpenAI to enable secure payments inside ChatGPT and support “agentic commerce,” giving the company a high-profile role in AI-driven shopping and payments. Visa to Secure Payments for Shoppers on ChatGPT in OpenAI Partnership
• Positive Sentiment: Related coverage says Visa is building infrastructure and card tools for AI shopping, reinforcing the idea that it wants to stay central as merchants and developers adopt AI-powered checkout. How Visa is Designing Smarter Credit Cards for AI Shopping
• Positive Sentiment: Visa also partnered with OpenWay to help banks and fintechs in Asia Pacific launch payment offerings faster, supporting network expansion and innovation across more channels. Can Visa Accelerate Payment Innovation Through OpenWay Tie-up?
• Neutral Sentiment: A judge gave preliminary approval to Visa’s $38 billion swipe-fee settlement with merchants, which may reduce legal uncertainty, but retail groups are still expected to challenge the deal. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
• Neutral Sentiment: Visa’s CFO downplayed the short-term impact of stablecoins and agentic commerce, suggesting management is not yet counting on those themes to materially drive near-term results. Visa’s CFO downplays the importance of stablecoin and agentic commerce
• Negative Sentiment: The recurring merchant-fee headlines highlight ongoing pressure on Visa’s core business model, as investors continue to weigh the risk of lower interchange economics over time. Why there's no end to Visa and Mastercard's fee battles with merchants

Visa Stock Down 0.5%

V stock opened at $323.31 on Thursday. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The business's 50-day moving average is $317.88 and its two-hundred day moving average is $324.48. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The company has a market cap of $579.93 billion, a price-to-earnings ratio of 28.16, a P/E/G ratio of 1.74 and a beta of 0.77.

Visa (NYSE:V - Get Free Report) last posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating analysts' consensus estimates 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 quarter in the prior year, the company earned $2.76 earnings per share. Visa's revenue was up 17.1% on a year-over-year basis. As a group, analysts forecast that Visa Inc. will post 13.09 earnings per share for the current year.

Visa declared that its board has approved a stock repurchase program on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company's leadership believes its shares are undervalued.

Visa Announces Dividend

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

Insider Transactions at Visa

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the 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 transaction, the chief executive officer owned 15,174 shares of the company's stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. This trade represents a 51.87% 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 corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $400.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Truist Financial set a $371.00 price objective on Visa and gave the company a "buy" rating in a research report on Tuesday, May 12th. Morgan Stanley reaffirmed an "overweight" rating and set a $415.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Bank of America assumed coverage on Visa in a research report on Thursday, March 5th. They set a "buy" rating and a $410.00 price objective on the stock. Finally, Citigroup dropped their price objective on Visa from $450.00 to $400.00 and set a "buy" rating on the stock in a research report on Tuesday, April 14th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Visa currently has an average rating of "Buy" and an average price target of $387.78.

Visa Company 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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