William Blair Has Negative Outlook for Visa Q4 Earnings

Visa Inc. (NYSE:V - Free Report) - Analysts at William Blair lowered their Q4 2025 earnings estimates for shares of Visa in a research report issued to clients and investors on Wednesday, April 30th. William Blair analyst A. Jeffrey now anticipates that the credit-card processor will earn $2.90 per share for the quarter, down from their previous forecast of $3.03. William Blair currently has a "Outperform" rating on the stock. The consensus estimate for Visa's current full-year earnings is $11.30 per share. William Blair also issued estimates for Visa's Q1 2026 earnings at $2.92 EPS, Q2 2026 earnings at $3.11 EPS, Q4 2026 earnings at $3.47 EPS and FY2027 earnings at $14.33 EPS.

Visa (NYSE:V - Get Free Report) last issued its quarterly earnings results on Tuesday, April 29th. The credit-card processor reported $2.76 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.68 by $0.08. The company had revenue of $9.59 billion for the quarter, compared to the consensus estimate of $9.57 billion. Visa had a return on equity of 54.79% and a net margin of 54.27%. Visa's revenue for the quarter was up 9.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.51 earnings per share.

V has been the topic of several other reports. JPMorgan Chase & Co. increased their price objective on shares of Visa from $340.00 to $375.00 and gave the company an "overweight" rating in a report on Friday, January 31st. StockNews.com lowered shares of Visa from a "buy" rating to a "hold" rating in a research note on Wednesday, April 16th. BMO Capital Markets lifted their price objective on Visa from $370.00 to $380.00 and gave the stock an "outperform" rating in a report on Wednesday. Keefe, Bruyette & Woods reissued a "hold" rating on shares of Visa in a report on Thursday, February 13th. Finally, Bank of America lifted their price target on Visa from $331.00 to $363.00 and gave the stock a "neutral" rating in a research note on Friday, January 31st. Seven research analysts have rated the stock with a hold rating, twenty have issued a buy rating and one has given a strong buy rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $362.38.

Visa Price Performance

Shares of NYSE:V traded up $5.21 during midday trading on Thursday, reaching $347.66. 6,112,726 shares of the company's stock traded hands, compared to its average volume of 7,238,581. The company has a fifty day simple moving average of $337.61 and a two-hundred day simple moving average of $324.83. Visa has a 1 year low of $252.70 and a 1 year high of $366.54. The company has a market cap of $645.87 billion, a P/E ratio of 35.05, a PEG ratio of 2.33 and a beta of 0.96. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.12 and a current ratio of 1.12.

Visa Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 2nd. Shareholders of record on Tuesday, May 13th will be given a $0.59 dividend. The ex-dividend date of this dividend is 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%.

Insider Transactions at Visa

In other Visa news, insider Paul D. Fabara sold 39,350 shares of the company's stock in a transaction on Friday, March 14th. The stock was sold at an average price of $327.20, for a total transaction of $12,875,320.00. Following the transaction, the insider now directly owns 26,413 shares in the company, valued at $8,642,333.60. This represents a 59.84 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 8,620 shares of Visa stock in a transaction on Thursday, May 1st. The shares were sold at an average price of $345.58, for a total value of $2,978,899.60. Following the completion of the sale, the chief executive officer now directly owns 537 shares of the company's stock, valued at $185,576.46. The trade was a 94.14 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 154,400 shares of company stock worth $52,711,258. 0.13% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Visa

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. von Borstel & Associates Inc. purchased a new position in Visa in the first quarter valued at $27,000. Decker Retirement Planning Inc. acquired a new stake in Visa in the 4th quarter valued at about $26,000. Bradley & Co. Private Wealth Management LLC purchased a new position in shares of Visa in the 4th quarter valued at about $27,000. POM Investment Strategies LLC grew its position in shares of Visa by 48.5% during the fourth quarter. POM Investment Strategies LLC now owns 98 shares of the credit-card processor's stock worth $31,000 after buying an additional 32 shares in the last quarter. Finally, Modus Advisors LLC purchased a new stake in shares of Visa during the fourth quarter worth approximately $32,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

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.