WCM Investment Management LLC Sells 21,412 Shares of Visa Inc. $V

Key Points

• WCM Investment Management trimmed its Visa stake by 1.0% in the first quarter, selling 21,412 shares and ending with 2,064,855 shares valued at about $618.5 million.
• Visa reported strong recent results, with Q4 EPS of $3.31 beating estimates and revenue of $11.23 billion topping expectations; analysts still broadly remain bullish, with a consensus rating of Buy and an average price target of $398.36.
• The company continues to reward shareholders and support growth, including a quarterly dividend of $0.67 per share and a new $20 billion share repurchase plan, while also pushing into new areas like stablecoin and AI-agent payments.

WCM Investment Management LLC trimmed its stake in Visa Inc. (NYSE:V - Free Report) by 1.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,064,855 shares of the credit-card processor's stock after selling 21,412 shares during the period. WCM Investment Management LLC owned 0.11% of Visa worth $618,507,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the stock. Brighton Jones LLC grew its holdings in shares of Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor's stock worth $6,522,000 after acquiring an additional 6,883 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor's stock valued at $3,733,000 after purchasing an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. lifted its stake in shares of Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor's stock valued at $3,834,000 after purchasing an additional 477 shares during the period. Matrix Asset Advisors Inc. NY boosted its position in shares of Visa by 16.9% during the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor's stock valued at $402,000 after purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Visa by 13.8% during the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor's stock valued at $6,521,000 after purchasing an additional 2,230 shares in the last quarter. Institutional investors own 82.15% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on V shares. Truist Financial set a $371.00 price objective on Visa and gave the stock a "buy" rating in a report on Tuesday, May 12th. Evercore set a $350.00 target price on shares of Visa in a report on Wednesday, April 29th. Morgan Stanley reaffirmed an "overweight" rating and issued a $415.00 target price on shares of Visa in a research report on Wednesday, April 29th. Clear Str upgraded shares of Visa to a "strong-buy" rating in a research note on Thursday. Finally, Loop Capital assumed coverage on shares of Visa in a research report on Tuesday, March 31st. They set a "buy" rating and a $387.00 price target for the company. Seven research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, Visa presently has an average rating of "Buy" and a consensus price target of $398.36.

Insider Buying and Selling at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,490 shares of the firm's stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,219,704.26. This trade represents a 40.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total transaction of $729,720.00. Following the completion of the transaction, the general counsel directly owned 18,404 shares of the company's stock, valued at $6,625,440. This trade represents a 9.92% decrease in their ownership of the stock. 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. In the last ninety days, insiders sold 75,581 shares of company stock worth $25,627,975. 0.12% of the stock is owned by corporate insiders.

Visa Stock Down 0.0%

Shares of NYSE:V opened at $358.51 on Monday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The stock has a fifty day simple moving average of $334.41 and a two-hundred day simple moving average of $324.99. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $365.14. The stock has a market capitalization of $643.08 billion, a price-to-earnings ratio of 31.23, a PEG ratio of 1.91 and a beta of 0.75.

Visa (NYSE:V - Get Free Report) last released its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping 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 firm had revenue of $11.23 billion for the quarter, compared to analysts' expectations of $10.75 billion. During the same period in the prior year, the firm posted $2.76 earnings per share. The company's quarterly revenue was up 17.1% on a year-over-year basis. On average, research analysts anticipate that Visa Inc. will post 13.11 earnings per share for the current fiscal year.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, May 12th. Visa's dividend payout ratio is 23.34%.

Visa declared that its board has initiated a stock repurchase 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 shares through open market purchases. Shares repurchase plans are generally a sign that the company's management believes its stock is undervalued.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched its Stablecoin Platform, an enterprise tool for banks, fintechs, and crypto-native firms to mint, move, store, and redeem stablecoins in one Visa-managed environment. Investors may view this as a meaningful new growth avenue that could expand Visa’s role in blockchain-based payments. Visa Introduces Platform for Stablecoin Minting, Movement and Management
• Positive Sentiment: Reports say Visa joined Google and Stripe in the x402 Foundation, which is building an open standard for machine-to-machine and AI agent payments. That supports Visa’s long-term relevance in emerging micro-payment and autonomous commerce use cases. Google and Visa join the online micro-payments revolution
• Positive Sentiment: Visa and Artemis highlighted that stablecoins could become key infrastructure for AI agent micropayments, reinforcing the idea that Visa is positioning itself early in a potentially large new payment category. Stablecoins Emerge as Key Infrastructure for AI Agent Micropayments, Visa and Artemis Report
• Positive Sentiment: Hong Leong Bank launched Malaysia’s first Visa Infinite Privilege card, showing continued strength in Visa’s premium product lineup and international card issuance. Hong Leong Bank Debuts Malaysia's First Visa Infinite Privilege Card
• Positive Sentiment: Visa was also upgraded to “strong-buy” by an analyst source, adding to bullish sentiment around the stock. Visa upgraded by Clear Str Llc to strong-buy
• Neutral Sentiment: Several articles discuss Visa’s new AI assistants, agentic payments pilots, and refreshed Visa Infinite offerings in Asia-Pacific. These developments are constructive, but they are mostly early-stage or product refreshes rather than immediate financial catalysts. What Visa (V)'s New AI Assistants and Agentic Payments Mean For Shareholders

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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