Analysts Set Expectations for Visa's Q1 Earnings (NYSE:V)

Visa Inc. (NYSE:V - Free Report) - Analysts at Seaport Res Ptn increased their Q1 2026 earnings per share estimates for shares of Visa in a report released on Monday, July 14th. Seaport Res Ptn analyst J. Cantwell now anticipates that the credit-card processor will earn $3.01 per share for the quarter, up from their previous estimate of $2.97. The consensus estimate for Visa's current full-year earnings is $11.30 per share. Seaport Res Ptn also issued estimates for Visa's Q2 2026 earnings at $3.10 EPS, Q3 2026 earnings at $3.14 EPS, Q4 2026 earnings at $3.55 EPS and FY2026 earnings at $12.79 EPS.

Several other equities research analysts have also weighed in on V. Barclays reaffirmed an "overweight" rating on shares of Visa in a research report on Friday, June 13th. Piper Sandler increased their target price on Visa from $383.00 to $384.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 30th. Citigroup initiated coverage on Visa in a report on Monday, June 2nd. They set a "buy" rating on the stock. UBS Group raised their price target on Visa from $395.00 to $405.00 and gave the company a "buy" rating in a report on Wednesday, May 28th. Finally, Susquehanna reissued a "positive" rating on shares of Visa in a report on Friday, March 21st. Five equities research analysts have rated the stock with a hold rating, twenty-three have given a buy rating and one has given a strong buy rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $375.52.

Visa Stock Performance

NYSE V traded down $1.04 during trading hours on Tuesday, hitting $348.77. The company had a trading volume of 3,512,515 shares, compared to its average volume of 6,785,644. Visa has a fifty-two week low of $252.70 and a fifty-two week high of $375.51. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.45. The business has a fifty day simple moving average of $356.90 and a 200-day simple moving average of $343.40. The firm has a market cap of $643.53 billion, a P/E ratio of 35.07, a price-to-earnings-growth ratio of 2.37 and a beta of 0.92.

Visa (NYSE:V - Get Free Report) last issued its earnings results on Tuesday, April 29th. The credit-card processor reported $2.76 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.08. Visa had a return on equity of 56.28% and a net margin of 52.86%. The firm had revenue of $9.59 billion for the quarter, compared to analyst estimates of $9.57 billion. During the same period last year, the company earned $2.51 earnings per share. The firm's revenue for the quarter was up 9.3% on a year-over-year basis.

Institutional Investors Weigh In On Visa

A number of institutional investors have recently bought and sold shares of the business. Lakeridge Wealth Management LLC raised its stake in shares of Visa by 5.7% in the 1st quarter. Lakeridge Wealth Management LLC now owns 1,507 shares of the credit-card processor's stock valued at $528,000 after acquiring an additional 81 shares in the last quarter. Blue Rock Wealth Management LLC bought a new position in shares of Visa in the 4th quarter valued at approximately $306,000. Aptus Capital Advisors LLC raised its stake in shares of Visa by 19.8% in the 4th quarter. Aptus Capital Advisors LLC now owns 182,658 shares of the credit-card processor's stock valued at $57,727,000 after acquiring an additional 30,185 shares in the last quarter. Eagle Strategies LLC raised its stake in shares of Visa by 2.5% in the 4th quarter. Eagle Strategies LLC now owns 2,568 shares of the credit-card processor's stock valued at $811,000 after acquiring an additional 63 shares in the last quarter. Finally, Rafferty Asset Management LLC raised its stake in shares of Visa by 7.7% in the 4th quarter. Rafferty Asset Management LLC now owns 610,517 shares of the credit-card processor's stock valued at $192,948,000 after acquiring an additional 43,546 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, General Counsel Julie B. Rottenberg sold 2,575 shares of Visa stock in a transaction dated Thursday, May 1st. The stock was sold at an average price of $345.58, for a total value of $889,868.50. Following the transaction, the general counsel owned 11,925 shares of the company's stock, valued at approximately $4,121,041.50. This trade represents a 17.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Paul D. Fabara sold 46,214 shares of Visa stock in a transaction dated Thursday, June 5th. The stock was sold at an average price of $370.00, for a total value of $17,099,180.00. Following the completion of the transaction, the insider directly owned 26,413 shares in the company, valued at $9,772,810. This represents a 63.63% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 101,108 shares of company stock valued at $36,771,200. 0.13% of the stock is owned by corporate insiders.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 2nd. Investors of record on Tuesday, May 13th were paid a $0.59 dividend. The ex-dividend date of this dividend was Tuesday, May 13th. This represents a $2.36 dividend on an annualized basis and a yield of 0.68%. Visa's dividend payout ratio is currently 23.72%.

About Visa

Visa Inc operates as a payment technology company in the United States and internationally. The company operates VisaNet, a transaction processing network that enables authorization, clearing, and settlement of payment transactions. It also offers credit, debit, and prepaid card products; tap to pay, tokenization, and click to pay services; Visa Direct, a solution that facilitates the delivery of funds to eligible cards, deposit accounts, and digital wallets; Visa B2B Connect, a multilateral business-to-business cross-border payments network; Visa Cross-Border Solution, a cross-border consumer payments solution; and Visa DPS that provides a range of value-added services, including fraud mitigation, dispute management, data analytics, campaign management, a suite of digital solutions, and contact center services.