Visa (NYSE:V) Upgraded to Strong-Buy at Barclays

Posted by Francis Steltz on Jul 10th, 2026

Barclays upgraded shares of Visa (NYSE:V – Free Report) to a strong-buy rating in a research note published on Tuesday,Zacks.com reports.

V has been the subject of several other research reports. Weiss Ratings upgraded shares of Visa from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday. Truist Financial set a $371.00 price target on shares of Visa and gave the company a “buy” rating in a report on Tuesday, May 12th. Oppenheimer reaffirmed an “outperform” rating and set a $403.00 price objective (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Loop Capital initiated coverage on shares of Visa in a research note on Tuesday, March 31st. They set a “buy” rating and a $387.00 price objective on the stock. Finally, Citigroup cut their target price on shares of Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Seven investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $397.91.

View Our Latest Analysis on Visa

Visa Price Performance

Shares of V opened at $347.57 on Tuesday. Visa has a 52 week low of $293.89 and a 52 week high of $365.02. 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 firm has a market cap of $623.46 billion, a price-to-earnings ratio of 30.28, a PEG ratio of 1.86 and a beta of 0.75. The stock has a 50 day moving average of $330.52 and a 200-day moving average of $324.88.

Visa (NYSE:V – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) 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 business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same period in the prior year, the company posted $2.76 EPS. The business’s revenue was up 17.1% compared to the same quarter last year. As a group, analysts forecast that Visa will post 13.1 EPS for the current year.

Visa Announces Dividend

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

Visa declared that its Board of Directors has initiated a stock repurchase plan on Tuesday, April 28th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s board believes its stock is undervalued.

Insider Transactions at Visa

In other Visa news, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the transaction, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at $3,206,524.32. The trade was a 51.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the business’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total transaction of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at $6,625,440. The trade was a 9.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 75,581 shares of company stock worth $25,627,975. Insiders own 0.12% of the company’s stock.

Institutional Investors Weigh In On Visa

Hedge funds have recently made changes to their positions in the business. Clayton Financial Group LLC increased its position in Visa by 446.2% in the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after acquiring an additional 58 shares during the period. PayPay Securities Corp boosted its position in Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares during the period. Cresta Advisors Ltd. bought a new position in shares of Visa in the fourth quarter worth $26,000. Parvin Asset Management LLC grew its stake in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares in the last quarter. Finally, Dorato Capital Management acquired a new position in shares of Visa during the fourth quarter valued at $30,000. Institutional investors own 82.15% of the company’s stock.

Visa News Roundup

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?

About Visa

(Get Free Report)

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.