Visa (NYSE:V – Get Free Report) was upgraded by equities researchers at Rothschild & Co Redburn from a “neutral” rating to a “buy” rating in a note issued to investors on Wednesday,Finviz reports. The firm currently has a $385.00 price target on the credit-card processor’s stock. Rothschild & Co Redburn’s price target indicates a potential upside of 18.43% from the stock’s previous close.
V has been the topic of several other research reports. Citigroup upgraded Visa to a “strong-buy” rating in a report on Thursday, October 23rd. HSBC upgraded Visa from a “hold” rating to a “buy” rating and lifted their target price for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Redburn Partners set a $385.00 price target on Visa in a research note on Wednesday. Cantor Fitzgerald assumed coverage on Visa in a report on Monday. They set an “overweight” rating and a $400.00 price target for the company. Finally, Morgan Stanley set a $398.00 price objective on shares of Visa and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $400.19.
Read Our Latest Stock Analysis on Visa
Visa Price Performance
Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, beating the consensus estimate of $2.97 by $0.01. The firm had revenue of $10.72 billion during the quarter, compared to the consensus estimate of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm’s revenue for the quarter was up 11.5% on a year-over-year basis. During the same quarter last year, the firm earned $2.71 EPS. As a group, equities research analysts expect that Visa will post 11.3 earnings per share for the current year.
Insider Buying and Selling at Visa
In other Visa news, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the transaction, the director directly owned 2,468 shares in the company, valued at approximately $830,432.64. The trade was a 26.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the sale, the insider owned 26,413 shares in the company, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 24,042 shares of company stock worth $8,247,289. Insiders own 0.12% of the company’s stock.
Institutional Trading of Visa
Several hedge funds and other institutional investors have recently added to or reduced their stakes in V. Clayton Financial Group LLC raised its stake in Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after purchasing an additional 58 shares during the period. PayPay Securities Corp increased its holdings in shares of Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 38 shares during the last quarter. Parvin Asset Management LLC raised its position in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 50 shares during the period. Harbor Asset Planning Inc. acquired a new position in Visa in the second quarter valued at $29,000. Finally, Dorato Capital Management purchased a new stake in Visa during the fourth quarter valued at about $30,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Visa News Roundup
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Cantor Fitzgerald started coverage with a Buy rating on Visa (and Mastercard), signaling fresh analyst conviction ahead of the December-quarter results; positive analyst attention can support the stock if guidance/seasonality meets expectations. Cantor Fitzgerald Assigns Buy Rating to Visa, Mastercard Ahead of December Quarter Earnings, Here’s Why These Stocks Are Top Picks
- Positive Sentiment: Visa expanded crypto-to-fiat rails via a Mercuryo partnership (Visa Direct), which broadens payment flows and could lift Visa Direct volumes as crypto on‑ramps grow — a potential new revenue stream. Visa Strengthens Crypto-to-Fiat Access Through Mercuryo Partnership
- Positive Sentiment: Barron’s highlights Visa as a U.S. stock that could benefit from an international rally (weaker dollar, easier policy abroad) — positive for Visa given its large cross-border and international volumes. Netflix, Visa and 7 Other U.S. Stocks to Ride the International Stock Rally
- Neutral Sentiment: Visa is urging banks to rethink loyalty programs beyond simple rewards — a strategic move to deepen issuer relationships and drive incremental transactions, but benefits are medium-term. Visa Urges Banks to Rethink Loyalty Beyond Credit Card Rewards
- Neutral Sentiment: Small institutional buying: Belpointe Asset Management modestly increased its Visa stake (filing), a minor vote of confidence but not a material shift for a $600B market‑cap name. Belpointe Asset Management LLC Has $7.46 Million Stock Position in Visa Inc. $V
- Neutral Sentiment: Wall Street is focused on Visa’s upcoming Q1 (Dec-quarter) prints and key metrics — analyst previews and peer comps (Mastercard/PayPal) are setting expectations that will move the stock on the report. Ahead of Visa (V) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
- Negative Sentiment: Regulatory/legislative risk surfaced in commentary around a proposed Trump-era credit‑card fee cap; discussions (including Jim Cramer’s coverage) highlight concern that any policy capping interchange could materially pressure network fees and margins. That policy risk is a key near-term downside catalyst for investors. Jim Cramer Discusses Visa (V) & Trump Credit Card Cap
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.
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