Visa’s (V) “Outperform” Rating Reiterated at William Blair

William Blair reaffirmed their outperform rating on shares of Visa (NYSE:V) in a research note published on Wednesday,RTT News reports. William Blair also issued estimates for Visa’s Q3 2025 earnings at $2.84 EPS, Q4 2025 earnings at $2.90 EPS, Q1 2026 earnings at $2.92 EPS, Q2 2026 earnings at $3.11 EPS, Q4 2026 earnings at $3.47 EPS, FY2026 earnings at $12.71 EPS and FY2027 earnings at $14.33 EPS.

Several other research firms have also recently weighed in on V. Keefe, Bruyette & Woods restated a “hold” rating on shares of Visa in a research report on Thursday, February 13th. Evercore ISI started coverage on Visa in a research report on Wednesday, April 9th. They set an “in-line” rating and a $330.00 price target on the stock. Bank of America lifted their price target on Visa from $331.00 to $363.00 and gave the stock a “neutral” rating in a research note on Friday, January 31st. BMO Capital Markets increased their price objective on Visa from $370.00 to $380.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, UBS Group dropped their target price on Visa from $400.00 to $395.00 and set a “buy” rating for the company in a research report on Wednesday. Seven equities research analysts have rated the stock with a hold rating, twenty have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, Visa has a consensus rating of “Moderate Buy” and a consensus target price of $362.38.

Visa Price Performance

Visa stock opened at $347.66 on Wednesday. The business has a 50-day simple moving average of $337.61 and a 200 day simple moving average of $324.57. Visa has a 52 week low of $252.70 and a 52 week high of $366.54. The stock has a market cap of $645.87 billion, a price-to-earnings ratio of 35.05, a PEG ratio of 2.33 and a beta of 0.94. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 0.45.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, April 29th. The credit-card processor reported $2.76 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.08. The company had revenue of $9.59 billion for the quarter, compared to analysts’ expectations of $9.57 billion. Visa had a net margin of 54.27% and a return on equity of 54.79%. Visa’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same period in the prior year, the business earned $2.51 earnings per share. On average, research analysts forecast that Visa will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

The firm 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 $0.59 dividend. The ex-dividend date of this dividend is Tuesday, May 13th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 0.68%. Visa’s dividend payout ratio is currently 23.79%.

Insider Activity at Visa

In related news, General Counsel Julie B. Rottenberg sold 2,575 shares of Visa stock in a transaction that occurred on Thursday, May 1st. The stock was sold at an average price of $345.58, for a total transaction of $889,868.50. Following the sale, the general counsel now directly owns 11,925 shares in the company, valued at $4,121,041.50. The trade was a 17.76 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Paul D. Fabara sold 39,350 shares of the stock in a transaction 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 completion of the transaction, the insider now owns 26,413 shares of the company’s stock, valued at approximately $8,642,333.60. This trade represents a 59.84 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 154,400 shares of company stock worth $52,711,258 over the last quarter. 0.13% of the stock is owned by corporate insiders.

Institutional Trading of Visa

A number of hedge funds have recently modified their holdings of V. Carson Advisory Inc. purchased a new stake in shares of Visa in the 1st quarter worth approximately $242,000. Retirement Planning Co of New England Inc. raised its stake in Visa by 34.4% during the first quarter. Retirement Planning Co of New England Inc. now owns 11,627 shares of the credit-card processor’s stock valued at $4,075,000 after buying an additional 2,978 shares during the last quarter. Hardy Reed LLC boosted its holdings in Visa by 0.6% in the first quarter. Hardy Reed LLC now owns 14,077 shares of the credit-card processor’s stock worth $4,933,000 after acquiring an additional 82 shares in the last quarter. Commerzbank Aktiengesellschaft FI grew its stake in shares of Visa by 0.4% in the first quarter. Commerzbank Aktiengesellschaft FI now owns 325,409 shares of the credit-card processor’s stock worth $114,043,000 after acquiring an additional 1,322 shares during the last quarter. Finally, Kooman & Associates bought a new position in shares of Visa during the first quarter valued at $221,000. Institutional investors own 82.15% of the company’s stock.

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.