Research Analysts Offer Predictions for Visa Q1 Earnings

Visa Inc. (NYSE:V) – Investment analysts at KeyCorp issued their Q1 2026 earnings per share estimates for Visa in a research report issued on Wednesday, December 18th. KeyCorp analyst A. Markgraff expects that the credit-card processor will post earnings of $3.10 per share for the quarter. The consensus estimate for Visa’s current full-year earnings is $11.23 per share. KeyCorp also issued estimates for Visa’s Q2 2026 earnings at $3.05 EPS, Q3 2026 earnings at $3.09 EPS, Q4 2026 earnings at $3.35 EPS and FY2026 earnings at $12.60 EPS.

V has been the subject of several other research reports. Barclays raised their price target on shares of Visa from $319.00 to $347.00 and gave the stock an “overweight” rating in a report on Monday, November 4th. Susquehanna lifted their target price on shares of Visa from $339.00 to $375.00 and gave the stock a “positive” rating in a research note on Wednesday, December 11th. BNP Paribas raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $325.00 price target on the stock in a research report on Tuesday, September 3rd. The Goldman Sachs Group reiterated a “buy” rating and set a $317.00 price target on shares of Visa in a report on Thursday, September 12th. Finally, Monness Crespi & Hardt reissued a “neutral” rating on shares of Visa in a research note on Tuesday, September 24th. Four analysts have rated the stock with a hold rating, twenty-five have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $328.41.

Visa Stock Performance

Shares of Visa stock opened at $314.88 on Thursday. The stock has a market cap of $586.58 billion, a price-to-earnings ratio of 32.36, a P/E/G ratio of 2.11 and a beta of 0.96. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.55. Visa has a twelve month low of $252.70 and a twelve month high of $321.61. The company’s fifty day moving average is $302.41 and its 200 day moving average is $282.21.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, October 29th. The credit-card processor reported $2.71 earnings per share for the quarter, topping the consensus estimate of $2.58 by $0.13. The company had revenue of $9.62 billion for the quarter, compared to analysts’ expectations of $9.49 billion. Visa had a return on equity of 53.16% and a net margin of 54.96%. The business’s quarterly revenue was up 11.7% compared to the same quarter last year. During the same period in the previous year, the business posted $2.33 earnings per share.

Institutional Trading of Visa

Hedge funds and other institutional investors have recently bought and sold shares of the company. 1620 Investment Advisors Inc. purchased a new position in Visa in the 2nd quarter worth approximately $74,000. GYL Financial Synergies LLC increased its stake in Visa by 1.4% in the second quarter. GYL Financial Synergies LLC now owns 46,560 shares of the credit-card processor’s stock valued at $12,221,000 after acquiring an additional 663 shares during the last quarter. Jacobsen Capital Management raised its position in Visa by 3.1% during the second quarter. Jacobsen Capital Management now owns 4,982 shares of the credit-card processor’s stock valued at $1,308,000 after purchasing an additional 150 shares in the last quarter. Geneos Wealth Management Inc. lifted its stake in Visa by 2.4% during the second quarter. Geneos Wealth Management Inc. now owns 19,997 shares of the credit-card processor’s stock worth $5,249,000 after purchasing an additional 466 shares during the last quarter. Finally, Vinland Capital Management Gestora de Recursos LTDA. purchased a new position in shares of Visa in the 2nd quarter worth about $1,987,000. Institutional investors own 82.15% of the company’s stock.

Insider Buying and Selling at Visa

In other news, insider Paul D. Fabara sold 2,171 shares of the firm’s stock in a transaction on Friday, November 22nd. The stock was sold at an average price of $307.97, for a total value of $668,602.87. Following the completion of the transaction, the insider now directly owns 17,894 shares of the company’s stock, valued at $5,510,815.18. This trade represents a 10.82 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.19% of the company’s stock.

Visa Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 2nd. Investors of record on Tuesday, November 12th were paid a $0.59 dividend. This is a boost from Visa’s previous quarterly dividend of $0.52. This represents a $2.36 dividend on an annualized basis and a yield of 0.75%. The ex-dividend date of this dividend was Tuesday, November 12th. Visa’s payout ratio is currently 24.25%.

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.