Seaport Res Ptn Issues Positive Estimate for Visa Earnings

Key Points

• Seaport Res Ptn has raised its Q2 2026 EPS estimate for Visa to $3.12 per share, slightly up from a previous estimate of $3.11.
• Visa reported a net margin of 52.16% and a quarterly revenue of $10.17 billion, surpassing analyst expectations.
• According to analysts, Visa has a consensus price target of $389.00, with 21 analysts rating it as a Buy and one as Strong Buy.

Visa Inc. (NYSE:V - Free Report) - Analysts at Seaport Res Ptn raised their Q2 2026 EPS estimates for shares of Visa in a research note issued to investors on Monday, October 13th. Seaport Res Ptn analyst J. Cantwell now anticipates that the credit-card processor will earn $3.12 per share for the quarter, up from their prior forecast of $3.11. The consensus estimate for Visa's current full-year earnings is $11.30 per share. Seaport Res Ptn also issued estimates for Visa's Q3 2026 earnings at $3.25 EPS and Q4 2026 earnings at $3.39 EPS.

Visa (NYSE:V - Get Free Report) last issued its quarterly earnings results on Tuesday, July 29th. The credit-card processor reported $2.98 EPS for the quarter, topping the consensus estimate of $2.85 by $0.13. Visa had a net margin of 52.16% and a return on equity of 58.93%. The business had revenue of $10.17 billion for the quarter, compared to analysts' expectations of $9.82 billion. During the same quarter last year, the company posted $2.42 earnings per share. The company's quarterly revenue was up 14.3% compared to the same quarter last year.

Other equities analysts have also recently issued research reports about the stock. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Visa in a research report on Wednesday, October 8th. Oppenheimer increased their price target on shares of Visa from $390.00 to $391.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 2nd. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Visa in a research note on Thursday, July 17th. They set a "buy" rating and a $410.00 price objective on the stock. Raymond James Financial reiterated an "outperform" rating on shares of Visa in a research note on Wednesday, July 30th. Finally, UBS Group reiterated a "buy" rating and set a $415.00 price objective (up previously from $405.00) on shares of Visa in a research note on Wednesday, July 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $389.00.

Visa Stock Performance

Shares of V stock opened at $343.05 on Tuesday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.12 and a current ratio of 1.12. Visa has a one year low of $277.99 and a one year high of $375.51. The company's 50-day simple moving average is $343.79 and its 200-day simple moving average is $346.97. The stock has a market capitalization of $628.73 billion, a price-to-earnings ratio of 33.50, a PEG ratio of 2.03 and a beta of 0.90.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. TCI Wealth Advisors Inc. grew its position in Visa by 8.7% in the third quarter. TCI Wealth Advisors Inc. now owns 3,803 shares of the credit-card processor's stock worth $1,298,000 after buying an additional 303 shares during the last quarter. Diversified Enterprises LLC grew its position in Visa by 1.4% during the 3rd quarter. Diversified Enterprises LLC now owns 8,627 shares of the credit-card processor's stock worth $2,945,000 after purchasing an additional 122 shares in the last quarter. Navigoe LLC grew its position in Visa by 47.1% during the 3rd quarter. Navigoe LLC now owns 250 shares of the credit-card processor's stock worth $85,000 after purchasing an additional 80 shares in the last quarter. Spinnaker Investment Group LLC grew its position in Visa by 10.6% during the 3rd quarter. Spinnaker Investment Group LLC now owns 1,056 shares of the credit-card processor's stock worth $360,000 after purchasing an additional 101 shares in the last quarter. Finally, Lineweaver Wealth Advisors LLC grew its position in Visa by 3.0% during the 3rd quarter. Lineweaver Wealth Advisors LLC now owns 8,314 shares of the credit-card processor's stock worth $2,838,000 after purchasing an additional 241 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Insider Buying and Selling

In related news, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm's stock in a transaction that occurred on Monday, August 18th. The shares were sold at an average price of $344.02, for a total transaction of $697,328.54. Following the transaction, the general counsel owned 11,925 shares in the company, valued at $4,102,438.50. This trade represents a 14.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm's stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $342.30, for a total transaction of $3,589,015.50. Following the transaction, the chief executive officer owned 537 shares in the company, valued at $183,815.10. This represents a 95.13% decrease in their position. The disclosure for this sale can be found here. 0.13% of the stock is owned by company insiders.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 2nd. Shareholders of record on Tuesday, August 12th were paid a $0.59 dividend. The ex-dividend date was Tuesday, August 12th. This represents a $2.36 annualized dividend and a dividend yield of 0.7%. Visa's dividend payout ratio (DPR) is presently 23.05%.

Visa Company Profile

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.

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