Visa (NYSE:V – Get Free Report) was upgraded by equities research analysts at Barclays to a “strong-buy” rating in a research note issued on Tuesday,Zacks.com reports.
Several other equities analysts have also recently issued reports on V. Oppenheimer reiterated an “outperform” rating and set a $403.00 target price (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Evercore set a $350.00 price target on Visa in a research note on Wednesday, April 29th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 price target on shares of Visa in a report on Wednesday, April 29th. Truist Financial set a $371.00 price target on Visa and gave the company a “buy” rating in a report on Tuesday, May 12th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $450.00 price objective on shares of Visa in a research report on Tuesday, June 2nd. Seven investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $397.91.
View Our Latest Stock Analysis on Visa
Visa Trading Up 0.0%
Visa (NYSE:V – Get Free Report) last announced its quarterly 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. The company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter last year, the firm earned $2.76 earnings per share. On average, equities research analysts expect that Visa will post 13.1 EPS for the current fiscal year.
Visa declared that its board has initiated a share buyback program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board of directors believes its stock is undervalued.
Insider Buying and Selling
In related news, CEO Ryan Mcinerney sold 10,490 shares of Visa stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $343.99, for a total value of $3,608,455.10. Following the completion of the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,219,704.26. The trade was a 40.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the sale, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. This trade represents a 9.92% 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. Insiders sold 75,581 shares of company stock valued at $25,627,975 over the last 90 days. Company insiders own 0.12% of the company’s stock.
Institutional Investors Weigh In On Visa
Several hedge funds and other institutional investors have recently made changes to their positions in the business. Ransom Advisory Ltd grew its position in Visa by 0.3% during the fourth quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock valued at $3,313,000 after buying an additional 30 shares during the period. NerdWallet Wealth Partners LLC raised its position in Visa by 4.5% in the second quarter. NerdWallet Wealth Partners LLC now owns 695 shares of the credit-card processor’s stock worth $239,000 after acquiring an additional 30 shares during the period. Bank OZK raised its position in Visa by 3.7% in the third quarter. Bank OZK now owns 858 shares of the credit-card processor’s stock worth $293,000 after acquiring an additional 31 shares during the period. FOCUS Wealth Advisors LLC boosted its stake in shares of Visa by 0.4% during the 4th quarter. FOCUS Wealth Advisors LLC now owns 7,710 shares of the credit-card processor’s stock worth $2,704,000 after acquiring an additional 31 shares during the last quarter. Finally, Planned Solutions Inc. boosted its stake in shares of Visa by 2.0% during the 4th quarter. Planned Solutions Inc. now owns 1,598 shares of the credit-card processor’s stock worth $560,000 after acquiring an additional 31 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Key Stories Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa is expanding its payments ecosystem through AI-driven “agentic commerce” pilots, including a live proof-of-concept where a Visa-linked purchase was completed inside an AI agent workflow. That suggests Visa is positioning itself for new transaction volume as commerce shifts toward AI assistants. Visa (V) Tests AI Agent Payments in Live Commerce Proof of Concept
- Positive Sentiment: Givebutter launched built-in Visa spend cards for nonprofits, showing continued adoption of Visa-branded payment products in niche use cases and supporting network usage growth. Givebutter Becomes the First Fundraising and CRM Platform to Offer Built-In Visa Spend Cards, Closing the Gap Between Fundraising and Impact
- Positive Sentiment: Several market commentaries highlighted Visa as a growth-oriented financial transaction stock, citing AI initiatives, improving earnings estimates, and its multi-rail payments strategy as potential long-term catalysts. Buy 5 Financial Transaction Stocks to Enhance Your Portfolio Returns
- Neutral Sentiment: Visa remains a strong player in a rapidly changing payments landscape, but the latest commentary mainly rehashed its strengths and weaknesses rather than pointing to a clear near-term catalyst. Visa: A Strong Player in a Disruptive Payments Landscape
- Negative Sentiment: Visa is facing renewed investor concern about structural pressure on its fee model. A report on Fiserv’s STAR network talks raised the possibility that large banks could build their own debit rails to bypass fee caps and reduce reliance on Visa and Mastercard. Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard
- Negative Sentiment: Another report argued that Visa’s multi-front challenges include settlement-related fee compression, stablecoin competition, and other alternative payment rails, all of which could weigh on margins and sentiment. Can Visa’s Multi-Rail Payments Strategy Drive Long-Term Growth?
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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