William Blair Analysts Increase Earnings Estimates for Visa

Visa Inc. (NYSE:V) – Analysts at William Blair boosted their Q1 2026 earnings per share (EPS) estimates for shares of Visa in a research report issued to clients and investors on Tuesday, October 28th. William Blair analyst A. Jeffrey now anticipates that the credit-card processor will earn $3.15 per share for the quarter, up from their prior forecast of $2.98. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. William Blair also issued estimates for Visa’s Q2 2026 earnings at $3.01 EPS.

A number of other research analysts have also weighed in on V. Macquarie decreased their target price on Visa from $425.00 to $410.00 and set an “outperform” rating on the stock in a report on Wednesday. Barclays reissued an “overweight” rating and set a $408.00 target price (up from $396.00) on shares of Visa in a report on Thursday, July 31st. Wells Fargo & Company raised Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. UBS Group set a $425.00 target price on Visa and gave the stock a “buy” rating in a report on Wednesday. Finally, Erste Group Bank lowered Visa from a “buy” rating to a “hold” rating in a report on Monday, September 22nd. Four analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $400.00.

Visa Stock Down 1.1%

V stock opened at $341.07 on Thursday. The company has a current ratio of 1.08, a quick ratio of 1.12 and a debt-to-equity ratio of 0.53. The firm has a market capitalization of $625.11 billion, a PE ratio of 33.41, a PEG ratio of 2.06 and a beta of 0.90. Visa has a 1-year low of $287.19 and a 1-year high of $375.51. The business’s 50 day simple moving average is $344.78 and its 200 day simple moving average is $348.31.

Visa (NYSE:V) last posted its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. The business had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The firm’s revenue was up 11.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.71 EPS.

Visa Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th will be issued a $0.67 dividend. The ex-dividend date of this dividend is Wednesday, November 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. This is a positive change from Visa’s previous quarterly dividend of $0.59. Visa’s payout ratio is currently 23.11%.

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $342.30, for a total transaction of $3,589,015.50. Following the sale, the chief executive officer directly owned 537 shares of the company’s stock, valued at approximately $183,815.10. This represents a 95.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the stock in a transaction on Monday, August 18th. The stock was sold at an average price of $344.02, for a total value of $697,328.54. Following the sale, the general counsel directly owned 11,925 shares in the company, valued at approximately $4,102,438.50. This trade represents a 14.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.13% of the company’s stock.

Institutional Trading of Visa

Several large investors have recently modified their holdings of V. Brighton Jones LLC lifted its holdings in shares of Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after acquiring an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after acquiring an additional 4,817 shares during the last quarter. Cairn Investment Group Inc. lifted its holdings in shares of Visa by 3.3% in the first quarter. Cairn Investment Group Inc. now owns 1,882 shares of the credit-card processor’s stock worth $660,000 after acquiring an additional 60 shares during the last quarter. Northwest Wealth Management LLC raised its position in Visa by 23.2% in the first quarter. Northwest Wealth Management LLC now owns 950 shares of the credit-card processor’s stock valued at $333,000 after purchasing an additional 179 shares during the last quarter. Finally, Jacobsen Capital Management raised its position in Visa by 3.1% in the first quarter. Jacobsen Capital Management now owns 4,982 shares of the credit-card processor’s stock valued at $1,746,000 after purchasing an additional 148 shares during the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

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.