Research Analysts Set Expectations for Visa Q1 Earnings

Visa Inc. (NYSE:V) – Analysts at KeyCorp lowered their Q1 2027 earnings per share (EPS) estimates for Visa in a note issued to investors on Wednesday, October 28th. KeyCorp analyst A. Schmidt now expects that the credit-card processor will earn $3.63 per share for the quarter, down from their previous estimate of $3.68. KeyCorp currently has an “Overweight” rating and a $425.00 target price on the stock. The consensus estimate for Visa’s current full-year earnings is $15.03 per share. KeyCorp also issued estimates for Visa’s Q2 2027 earnings at $3.61 EPS.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.44 by $0.04. Visa had a net margin of 51.20% and a return on equity of 70.50%. The business had revenue of $12.14 billion for the quarter, compared to the consensus estimate of $12.09 billion. During the same quarter last year, the company posted $2.98 earnings per share. Visa’s quarterly revenue was up 13.2% on a year-over-year basis.

Several other research firms have also issued reports on V. Citigroup restated a “buy” rating and issued a $440.00 price target (up from $400.00) on shares of Visa in a research report on Wednesday, July 29th. Argus upped their price objective on shares of Visa from $396.00 to $420.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Wolfe Research reiterated an “outperform” rating and issued a $460.00 target price (up from $435.00) on shares of Visa in a research note on Tuesday, August 25th. DZ Bank reiterated a “buy” rating on shares of Visa in a research note on Monday, August 3rd. Finally, The Goldman Sachs Group lifted their target price on Visa from $420.00 to $438.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the company’s stock. According to MarketBeat, Visa presently has an average rating of “Buy” and an average price target of $440.03.

Visa Price Performance

NYSE:V opened at $420.27 on Monday. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99. Visa has a one year low of $293.89 and a one year high of $426.78. The company has a fifty day moving average price of $383.16 and a 200 day moving average price of $343.20. The stock has a market cap of $749.95 billion, a P/E ratio of 32.04, a PEG ratio of 1.81 and a beta of 0.80.

Visa Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be paid a $0.78 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This is an increase from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 dividend on an annualized basis and a yield of 0.7%. Visa’s payout ratio is presently 21.74%.

Insider Activity

In other Visa news, General Counsel Julie B. Rottenberg sold 2,028 shares of Visa stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $367.87, for a total value of $2,161,236.25. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,582,059.38. The trade was a 27.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 27,395 shares of company stock valued at $10,406,050 in the last three months. Company insiders own 0.12% of the company’s stock.

Hedge Funds Weigh In On Visa

A number of hedge funds have recently modified their holdings of the stock. Nixon Peabody Trust Co. increased its stake in Visa by 58.1% in the first quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock valued at $1,270,000 after acquiring an additional 1,543 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its stake in Visa by 0.9% during the third quarter. Bank Pictet & Cie Europe AG now owns 606,500 shares of the credit-card processor’s stock worth $217,934,000 after purchasing an additional 5,568 shares during the last quarter. CFC Planning Co LLC boosted its holdings in shares of Visa by 13.7% in the 3rd quarter. CFC Planning Co LLC now owns 13,305 shares of the credit-card processor’s stock valued at $4,781,000 after purchasing an additional 1,607 shares in the last quarter. Vega Investment Solutions acquired a new stake in shares of Visa in the 2nd quarter valued at $829,000. Finally, Brooklands Fund Management Ltd bought a new position in shares of Visa in the 3rd quarter valued at $5,291,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa raised its quarterly dividend to $0.78 per share, alongside reported double-digit year-over-year growth in quarterly revenue and profit. These developments support the view that its payments business is growing while returning cash to shareholders. Read article: Will Earnings Beat Change Visa Stock’s Narrative
• Positive Sentiment: Visa signed partnerships in Hong Kong and Senegal to advance AI-enabled commerce and digital payments, potentially expanding its reach in fintech and financial inclusion. Read article: Visa Signs Two New Deals To Push AI Commerce And Digital Payments
• Positive Sentiment: Bill Ackman praised Visa alongside Mastercard and Netflix, while Cantor Fitzgerald maintained an Overweight rating and raised its price target to $500. Zacks also upgraded Visa to a Buy rating, citing earnings prospects. Read article: Ackman Calls Stock Market Broken but Touts Visa Read article: Visa Stocks Rise With Higher Cantor Target
• Neutral Sentiment: Former CEO Joseph Saunders, who led Visa’s 2008 IPO, has died. The reports describe his legacy but provide no indication of an operational or financial impact on the company. Read article: Former Visa CEO Joseph Saunders Dies
• Negative Sentiment: CEO Ryan McInerney sold 5,875 shares, reducing his position by about 28%. The sale was made under a pre-arranged Rule 10b5-1 plan, which moderates its significance as a signal about his outlook. Read SEC filing

Visa Company Profile

Visa Inc (NYSE: V) is a global payments technology company that facilitates electronic payments between consumers, businesses, financial institutions and governments. Through its VisaNet network, the company authorizes, clears and settles transactions made with Visa-branded credit, debit and prepaid cards, while generally not issuing cards, extending credit or setting cardholder account terms.

Visa provides payment products and services for consumer, commercial and government payments, as well as digital commerce and money movement.