Analysts Offer Predictions for Visa’s Q1 Earnings (NYSE:V)

Visa Inc. (NYSE:V) – Equities research analysts at KeyCorp lifted their Q1 2026 earnings per share estimates for Visa in a research note issued on Friday, January 23rd. KeyCorp analyst A. Schmidt now forecasts that the credit-card processor will post earnings of $3.14 per share for the quarter, up from their prior forecast of $3.10. KeyCorp currently has a “Strong-Buy” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. KeyCorp also issued estimates for Visa’s FY2026 earnings at $12.80 EPS, Q1 2027 earnings at $3.54 EPS, Q2 2027 earnings at $3.47 EPS, Q3 2027 earnings at $3.61 EPS, Q4 2027 earnings at $3.79 EPS, FY2027 earnings at $14.41 EPS and FY2028 earnings at $16.18 EPS.

Visa (NYSE:V) last announced its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, beating the consensus estimate of $2.97 by $0.01. The business had revenue of $10.72 billion for the quarter, compared to the consensus estimate of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company’s revenue was up 11.5% on a year-over-year basis. During the same period last year, the business posted $2.71 EPS.

V has been the topic of a number of other reports. Citigroup raised shares of Visa to a “strong-buy” rating in a research report on Thursday, October 23rd. Hsbc Global Res raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Macquarie decreased their price objective on shares of Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research report on Wednesday, October 29th. Cantor Fitzgerald began coverage on Visa in a research note on Monday. They set an “overweight” rating and a $400.00 target price for the company. Finally, Robert W. Baird set a $425.00 target price on Visa in a research report on Wednesday, October 29th. Four research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $401.46.

Visa Stock Up 0.7%

NYSE V opened at $328.43 on Monday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. Visa has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The business has a 50 day moving average price of $338.55 and a two-hundred day moving average price of $342.12. The stock has a market cap of $598.31 billion, a PE ratio of 32.17, a P/E/G ratio of 1.92 and a beta of 0.81.

Institutional Investors Weigh In On Visa

A number of institutional investors have recently made changes to their positions in V. Brighton Jones LLC raised its holdings in shares of Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after purchasing an additional 6,883 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after buying an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. grew its position in shares of Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after buying an additional 477 shares during the last quarter. American National Bank & Trust grew its position in shares of Visa by 0.7% during the 2nd quarter. American National Bank & Trust now owns 53,683 shares of the credit-card processor’s stock valued at $19,060,000 after buying an additional 373 shares during the last quarter. Finally, CX Institutional raised its stake in Visa by 3.3% during the second quarter. CX Institutional now owns 61,760 shares of the credit-card processor’s stock worth $21,928,000 after acquiring an additional 1,972 shares during the period. 82.15% of the stock is currently owned by institutional investors.

Insider Activity

In other news, Director Lloyd Carney sold 900 shares of the stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total transaction of $302,832.00. Following the transaction, the director owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the transaction, the insider owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This trade represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 24,042 shares of company stock worth $8,247,289. 0.12% of the stock is currently owned by corporate insiders.

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.