William Blair Brokers Lower Earnings Estimates for Visa

Visa Inc. (NYSE:V) – William Blair dropped their Q4 2025 earnings per share (EPS) estimates for shares of Visa in a note issued to investors on Wednesday, April 30th. William Blair analyst A. Jeffrey now expects that the credit-card processor will post earnings per share of $2.90 for the quarter, down from their prior forecast of $3.03. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. William Blair also issued estimates for Visa’s Q1 2026 earnings at $2.92 EPS, Q2 2026 earnings at $3.11 EPS, Q4 2026 earnings at $3.47 EPS and FY2027 earnings at $14.33 EPS.

Several other brokerages have also recently issued reports on V. UBS Group dropped their target price on Visa from $400.00 to $395.00 and set a “buy” rating for the company in a report on Wednesday. StockNews.com lowered shares of Visa from a “buy” rating to a “hold” rating in a report on Wednesday, April 16th. Macquarie cut their price objective on shares of Visa from $400.00 to $380.00 and set an “outperform” rating for the company in a research report on Wednesday. Keefe, Bruyette & Woods reiterated a “hold” rating on shares of Visa in a report on Thursday, February 13th. Finally, Piper Sandler raised their price target on shares of Visa from $383.00 to $384.00 and gave the stock an “overweight” rating in a report on Wednesday. Seven investment analysts have rated the stock with a hold rating, twenty have issued a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $362.38.

Visa Price Performance

Visa stock opened at $342.40 on Thursday. The company has a fifty day simple moving average of $337.69 and a 200-day simple moving average of $324.10. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $636.11 billion, a price-to-earnings ratio of 34.52, a PEG ratio of 2.33 and a beta of 0.94. Visa has a 52-week low of $252.70 and a 52-week high of $366.54.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, April 29th. The credit-card processor reported $2.76 EPS for the quarter, topping the consensus estimate of $2.68 by $0.08. The firm had revenue of $9.59 billion during the quarter, compared to analysts’ expectations of $9.57 billion. Visa had a return on equity of 54.79% and a net margin of 54.27%. The firm’s revenue for the quarter was up 9.3% on a year-over-year basis. During the same period in the previous year, the business earned $2.51 earnings per share.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Decker Retirement Planning Inc. purchased a new position in shares of Visa during the fourth quarter worth approximately $26,000. Bradley & Co. Private Wealth Management LLC purchased a new position in Visa during the 4th quarter worth $27,000. von Borstel & Associates Inc. acquired a new position in Visa in the first quarter valued at $27,000. POM Investment Strategies LLC increased its stake in Visa by 48.5% in the fourth quarter. POM Investment Strategies LLC now owns 98 shares of the credit-card processor’s stock valued at $31,000 after purchasing an additional 32 shares during the period. Finally, Modus Advisors LLC purchased a new stake in shares of Visa in the fourth quarter valued at about $32,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Ryan Mcinerney sold 8,620 shares of the company’s stock in a transaction dated Tuesday, April 1st. The stock was sold at an average price of $350.44, for a total transaction of $3,020,792.80. Following the completion of the transaction, the chief executive officer now directly owns 537 shares of the company’s stock, valued at approximately $188,186.28. This represents a 94.14 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Paul D. Fabara sold 39,350 shares of the business’s stock in a transaction that occurred on Friday, March 14th. The stock was sold at an average price of $327.20, for a total value of $12,875,320.00. Following the sale, the insider now owns 26,413 shares of the company’s stock, valued at approximately $8,642,333.60. The trade was a 59.84 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 143,205 shares of company stock worth $48,842,490. Company insiders own 0.13% of the company’s stock.

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 2nd. Stockholders of record on Tuesday, May 13th will be given a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 0.69%. The ex-dividend date of this dividend is Tuesday, May 13th. Visa’s dividend payout ratio is presently 23.79%.

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.