Brokers Set Expectations for Visa's Q3 Earnings (NYSE:V)

Key Points

• Seaport Res Ptn has raised its Q3 2026 earnings per share estimate for Visa from $3.14 to $3.19, while also predicting Q4 earnings at $3.50 EPS.
• Visa reported Q3 earnings of $2.98 EPS, exceeding consensus estimates of $2.85 and achieving revenue of $10.17 billion, up by 14.3% year-over-year.
• Visa also declared a quarterly dividend of $0.59 per share, with analysts suggesting a consensus rating of "Moderate Buy" and an average target price of $380.84.

Visa Inc. (NYSE:V - Free Report) - Stock analysts at Seaport Res Ptn raised their Q3 2026 earnings per share (EPS) estimates for Visa in a report released on Tuesday, July 29th. Seaport Res Ptn analyst J. Cantwell now expects that the credit-card processor will earn $3.19 per share for the quarter, up from their previous estimate of $3.14. The consensus estimate for Visa's current full-year earnings is $11.30 per share. Seaport Res Ptn also issued estimates for Visa's Q4 2026 earnings at $3.50 EPS.

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

Other research analysts also recently issued reports about the company. Truist Financial decreased their price target on Visa from $400.00 to $397.00 and set a "buy" rating for the company in a research note on Thursday, July 17th. The Goldman Sachs Group assumed coverage on Visa in a research note on Monday, June 2nd. They issued a "neutral" rating for the company. Macquarie raised their price target on Visa from $380.00 to $425.00 and gave the company an "outperform" rating in a research note on Thursday. William Blair reiterated an "outperform" rating on shares of Visa in a research note on Wednesday, April 30th. Finally, Evercore ISI started coverage on Visa in a research note on Wednesday, April 9th. They set an "in-line" rating and a $330.00 target price for the company. Five 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 stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $380.84.

Visa Stock Down 1.9%

Visa stock traded down $6.66 during midday trading on Friday, reaching $338.81. The stock had a trading volume of 8,655,366 shares, compared to its average volume of 5,746,410. The firm's fifty day simple moving average is $355.06 and its 200-day simple moving average is $346.34. Visa has a 1-year low of $254.51 and a 1-year high of $375.51. The stock has a market capitalization of $625.16 billion, a P/E ratio of 33.09, a price-to-earnings-growth ratio of 2.30 and a beta of 0.94. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.08 and a current ratio of 1.12.

Institutional Investors Weigh In On Visa

Institutional investors and hedge funds have recently made changes to their positions in the business. Keystone Global Partners LLC acquired a new position in Visa during the 1st quarter worth approximately $26,000. von Borstel & Associates Inc. purchased a new stake in shares of Visa in the first quarter worth approximately $27,000. Family Legacy Financial Solutions LLC purchased a new stake in shares of Visa in the second quarter worth approximately $28,000. Harbor Asset Planning Inc. purchased a new stake in shares of Visa in the second quarter worth approximately $29,000. Finally, Cranbrook Wealth Management LLC raised its stake in shares of Visa by 82.0% in the second quarter. Cranbrook Wealth Management LLC now owns 91 shares of the credit-card processor's stock worth $32,000 after purchasing an additional 41 shares during the last quarter. Institutional investors own 82.15% of the company's stock.

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 8,630 shares of the company's stock in a transaction dated Tuesday, July 1st. The stock was sold at an average price of $353.82, for a total value of $3,053,466.60. Following the sale, the chief executive officer owned 537 shares in the company, valued at approximately $190,001.34. The trade was a 94.14% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Paul D. Fabara sold 11,636 shares of the company's stock in a transaction dated Wednesday, June 11th. The shares were sold at an average price of $375.00, for a total value of $4,363,500.00. Following the completion of the sale, the insider owned 26,413 shares in the company, valued at $9,904,875. This trade represents a 30.58% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 89,913 shares of company stock worth $32,902,432 in the last 90 days. 0.13% of the stock is currently owned by corporate insiders.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 2nd. Investors of record on Tuesday, August 12th will be given a dividend of $0.59 per share. The ex-dividend date is Tuesday, August 12th. This represents a $2.36 dividend on an annualized basis and a yield of 0.7%. Visa's payout ratio is currently 23.05%.

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.