Zacks Research Issues Optimistic Outlook for Visa Earnings

Visa Inc. (NYSE:V) – Analysts at Zacks Research raised their Q2 2026 earnings per share (EPS) estimates for shares of Visa in a research report issued on Tuesday, February 10th. Zacks Research analyst Team now forecasts that the credit-card processor will earn $3.09 per share for the quarter, up from their prior estimate of $3.07. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. Zacks Research also issued estimates for Visa’s Q4 2026 earnings at $3.45 EPS, FY2026 earnings at $12.87 EPS, Q1 2027 earnings at $3.57 EPS, Q4 2027 earnings at $3.93 EPS, FY2027 earnings at $14.61 EPS, Q1 2028 earnings at $4.06 EPS and FY2028 earnings at $16.48 EPS.

Visa (NYSE:V) last issued its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.14 by $0.03. The business had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business’s revenue was up 14.6% on a year-over-year basis. During the same period in the prior year, the business earned $2.75 earnings per share.

A number of other brokerages also recently commented on V. Royal Bank Of Canada reiterated an “outperform” rating and set a $395.00 price target on shares of Visa in a report on Friday, January 30th. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. Morgan Stanley reiterated an “overweight” rating and issued a $411.00 price target (up from $398.00) on shares of Visa in a report on Friday, January 30th. HSBC upgraded Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $408.00 target price (up from $398.00) on shares of Visa in a research note on Wednesday, October 29th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $392.21.

Visa Trading Up 0.8%

Shares of V stock opened at $328.04 on Wednesday. The company has a market capitalization of $595.45 billion, a price-to-earnings ratio of 30.77, a PEG ratio of 1.87 and a beta of 0.79. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm has a 50-day moving average price of $338.37 and a 200 day moving average price of $340.36. Visa has a twelve month low of $299.00 and a twelve month high of $375.51.

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Tuesday, February 10th will be given a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is 25.14%.

Insider Buying and Selling at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the sale, the chief executive officer directly owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the transaction, the insider directly owned 26,413 shares in the company, valued at $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.12% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of V. Sonoma Allocations LLC acquired a new position in Visa in the third quarter worth $710,000. AQR Capital Management LLC lifted its position in shares of Visa by 1.8% in the 2nd quarter. AQR Capital Management LLC now owns 1,241,348 shares of the credit-card processor’s stock worth $438,196,000 after buying an additional 21,401 shares during the last quarter. Baltimore Washington Financial Advisors Inc. lifted its position in shares of Visa by 5.9% in the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 95,150 shares of the credit-card processor’s stock worth $33,783,000 after buying an additional 5,295 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its holdings in shares of Visa by 2.6% in the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after buying an additional 14,581 shares during the period. Finally, Federated Hermes Inc. grew its position in shares of Visa by 24.1% during the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after buying an additional 159,906 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

About Visa

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.