William Blair Issues Negative Forecast for Visa Earnings

Visa Inc. (NYSE:V) – Analysts at William Blair reduced their Q1 2025 earnings estimates for shares of Visa in a research note issued to investors on Tuesday, October 29th. William Blair analyst A. Jeffrey now forecasts that the credit-card processor will post earnings per share of $2.68 for the quarter, down from their previous estimate of $2.72. William Blair has a “Strong-Buy” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $9.92 per share. William Blair also issued estimates for Visa’s Q2 2025 earnings at $2.66 EPS, Q3 2025 earnings at $2.82 EPS, Q4 2025 earnings at $3.02 EPS and FY2026 earnings at $12.70 EPS.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, October 29th. The credit-card processor reported $2.71 EPS for the quarter, beating the consensus estimate of $2.58 by $0.13. The firm had revenue of $9.62 billion during the quarter, compared to the consensus estimate of $9.49 billion. Visa had a net margin of 54.72% and a return on equity of 51.94%. The business’s quarterly revenue was up 11.7% compared to the same quarter last year. During the same period last year, the firm earned $2.33 EPS.

A number of other equities analysts have also recently commented on V. BNP Paribas upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $325.00 target price on the stock in a research report on Tuesday, September 3rd. BMO Capital Markets lifted their target price on shares of Visa from $310.00 to $320.00 and gave the stock an “outperform” rating in a research report on Wednesday. TD Cowen lifted their target price on shares of Visa from $318.00 to $325.00 and gave the stock a “buy” rating in a research report on Wednesday. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Visa from $300.00 to $340.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $317.00 target price on shares of Visa in a research report on Thursday, September 12th. Four equities research analysts have rated the stock with a hold rating, twenty-four have assigned a buy rating and two have issued a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $320.07.

Visa Stock Performance

Visa stock opened at $289.89 on Thursday. The firm’s fifty day moving average price is $280.53 and its 200-day moving average price is $273.50. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.37 and a current ratio of 1.37. The stock has a market cap of $530.19 billion, a P/E ratio of 32.39, a price-to-earnings-growth ratio of 1.95 and a beta of 0.96. Visa has a fifty-two week low of $232.99 and a fifty-two week high of $296.34.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of V. WFA Asset Management Corp raised its holdings in shares of Visa by 4.6% during the first quarter. WFA Asset Management Corp now owns 2,263 shares of the credit-card processor’s stock valued at $632,000 after purchasing an additional 100 shares during the last quarter. Valeo Financial Advisors LLC raised its holdings in shares of Visa by 1.1% during the first quarter. Valeo Financial Advisors LLC now owns 60,371 shares of the credit-card processor’s stock valued at $16,848,000 after purchasing an additional 655 shares during the last quarter. KFG Wealth Management LLC raised its holdings in shares of Visa by 13.2% during the first quarter. KFG Wealth Management LLC now owns 949 shares of the credit-card processor’s stock valued at $265,000 after purchasing an additional 111 shares during the last quarter. Leeward Financial Partners LLC raised its holdings in shares of Visa by 5.7% during the first quarter. Leeward Financial Partners LLC now owns 13,782 shares of the credit-card processor’s stock valued at $3,846,000 after purchasing an additional 739 shares during the last quarter. Finally, Redmont Wealth Advisors LLC purchased a new position in shares of Visa during the first quarter valued at approximately $103,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO Ryan Mcinerney sold 8,620 shares of the business’s stock in a transaction dated Tuesday, September 3rd. The shares were sold at an average price of $276.37, for a total transaction of $2,382,309.40. Following the sale, the chief executive officer now owns 538 shares of the company’s stock, valued at $148,687.06. The trade was a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 0.19% of the company’s stock.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 2nd. Stockholders of record on Tuesday, November 12th will be paid a dividend of $0.59 per share. This is a positive change from Visa’s previous quarterly dividend of $0.52. The ex-dividend date is Tuesday, November 12th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 0.81%. Visa’s payout ratio is presently 23.24%.

About Visa

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.