
Visa Inc. (NYSE:V – Free Report) – Stock analysts at Zacks Research raised their FY2026 earnings per share estimates for Visa in a research note issued on Monday, August 10th. Zacks Research analyst Team now anticipates that the credit-card processor will post earnings per share of $13.23 for the year, up from their previous estimate of $13.07. The consensus estimate for Visa’s current full-year earnings is $13.14 per share. Zacks Research also issued estimates for Visa’s Q4 2026 earnings at $3.43 EPS, Q1 2027 earnings at $3.62 EPS, Q2 2027 earnings at $3.64 EPS, Q3 2027 earnings at $3.67 EPS, Q4 2027 earnings at $3.96 EPS, FY2027 earnings at $14.89 EPS, Q1 2028 earnings at $4.08 EPS, Q2 2028 earnings at $4.11 EPS, Q3 2028 earnings at $4.16 EPS and FY2028 earnings at $16.81 EPS.
Several other equities research analysts have also recently weighed in on the company. Barclays started coverage on Visa in a research report on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 price objective for the company. Robert W. Baird upped their target price on shares of Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. BMO Capital Markets increased their price target on shares of Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. UBS Group reissued a “buy” rating and issued a $420.00 price target (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $450.00 price target on shares of Visa in a research report on Tuesday, June 2nd. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $413.58.
Visa Stock Performance
Shares of NYSE V opened at $360.67 on Tuesday. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. The business’s 50 day moving average is $345.87 and its two-hundred day moving average is $327.28. The company has a market cap of $643.59 billion, a P/E ratio of 30.67, a P/E/G ratio of 1.94 and a beta of 0.74. Visa has a 12 month low of $293.89 and a 12 month high of $373.97.
Visa (NYSE:V – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, topping the consensus estimate of $3.23 by $0.09. Visa had a return on equity of 67.68% and a net margin of 50.78%.The business had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. During the same quarter in the previous year, the firm earned $2.98 EPS. The firm’s revenue was up 14.4% compared to the same quarter last year.
Hedge Funds Weigh In On Visa
A number of hedge funds have recently modified their holdings of V. PayPay Securities Corp lifted its holdings in shares of Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 38 shares during the period. Cresta Advisors Ltd. bought a new stake in shares of Visa in the 4th quarter worth about $26,000. Parvin Asset Management LLC increased its position in shares of Visa by 200.0% during the 3rd 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. RHL Group LLC acquired a new stake in shares of Visa during the 4th quarter worth about $34,000. Finally, Timmons Wealth Management LLC bought a new position in Visa during the 4th quarter valued at about $34,000. 82.15% of the stock is owned by institutional investors and hedge funds.
Insider Activity
In other news, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa 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 sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,625,440. The trade was a 9.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 10,490 shares of the company’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. The trade was a 40.87% 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. In the last three months, insiders have sold 90,759 shares of company stock worth $32,375,779. Corporate insiders own 0.12% of the company’s stock.
Visa Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is presently 22.79%.
Visa declared that its board has approved a share buyback plan 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 plans are typically an indication that the company’s leadership believes its shares are undervalued.
Key Headlines Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Zacks Research raised Visa’s earnings forecasts across multiple periods. The firm increased its FY2026 EPS estimate to $13.23 from $13.07, FY2027 to $14.89 from $14.69, and FY2028 to $16.81 from $16.54. It also lifted estimates for several quarterly periods, including Q4 2026 to $3.43 and Q1 2027 to $3.62. The revisions suggest improving confidence in Visa’s earnings growth and are favorable for the shares.
- Positive Sentiment: Erste Group Bank also raised its Visa earnings estimates and maintained a Buy rating. The bank increased its FY2026 EPS forecast to $13.23 from $13.15 and its FY2027 estimate to $15.00 from $14.91. Both FY2026 and FY2027 projections are above the current consensus estimate of $13.14 for the current year, reinforcing the bullish analyst outlook.
- Positive Sentiment: Visa continues to stand out among credit-card companies. Recent coverage highlighted Visa as a strong performer following its quarterly results, when the company exceeded earnings and revenue expectations and reported 14.4% year-over-year revenue growth. Q2 Earnings Outperformers: Visa And The Rest Of The Credit Card Stocks
- Positive Sentiment: Visa may benefit from the expansion of artificial-intelligence-enabled payments. Commentary argues that Visa’s global network, transaction data, fraud-prevention capabilities and tokenization infrastructure could position it to capture growth as AI agents increasingly conduct purchases. Why Visa Could Be a Major Winner in the AI Payments Boom
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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