Seaport Res Ptn Brokers Boost Earnings Estimates for Visa

Visa Inc. (NYSE:V) – Equities researchers at Seaport Res Ptn boosted their Q1 2026 earnings per share estimates for Visa in a research note issued to investors on Monday, July 14th. Seaport Res Ptn analyst J. Cantwell now anticipates that the credit-card processor will post earnings per share of $3.01 for the quarter, up from their previous estimate of $2.97. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. Seaport Res Ptn also issued estimates for Visa’s Q2 2026 earnings at $3.10 EPS, Q3 2026 earnings at $3.14 EPS, Q4 2026 earnings at $3.55 EPS and FY2026 earnings at $12.79 EPS.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, April 29th. The credit-card processor reported $2.76 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $0.08. The company had revenue of $9.59 billion for the quarter, compared to the consensus estimate of $9.57 billion. Visa had a return on equity of 56.28% and a net margin of 52.86%. The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same quarter last year, the company earned $2.51 earnings per share.

V has been the subject of a number of other reports. Oppenheimer lifted their target price on shares of Visa from $390.00 to $391.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 2nd. Susquehanna reiterated a “positive” rating on shares of Visa in a research note on Friday, March 21st. Piper Sandler boosted their price objective on shares of Visa from $383.00 to $384.00 and gave the company an “overweight” rating in a report on Wednesday, April 30th. William Blair restated an “outperform” rating on shares of Visa in a research note on Wednesday, April 30th. Finally, The Goldman Sachs Group began coverage on Visa in a research report on Monday, June 2nd. They set a “neutral” rating for the company. Five research analysts have rated the stock with a hold rating, twenty-three have given a buy rating and one has given a strong buy rating to the company’s stock. According to data from MarketBeat, Visa has an average rating of “Moderate Buy” and a consensus price target of $372.84.

Visa Price Performance

Shares of V opened at $347.09 on Tuesday. The company has a 50 day moving average of $356.94 and a two-hundred day moving average of $343.11. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.45. Visa has a twelve month low of $252.70 and a twelve month high of $375.51. The company has a market cap of $640.43 billion, a price-to-earnings ratio of 34.88, a price-to-earnings-growth ratio of 2.38 and a beta of 0.92.

Institutional Trading of Visa

Institutional investors have recently added to or reduced their stakes in the stock. Keystone Global Partners LLC purchased a new stake in Visa during the 1st quarter worth about $26,000. von Borstel & Associates Inc. acquired a new position in shares of Visa during the first quarter worth about $27,000. Family Legacy Financial Solutions LLC acquired a new position in shares of Visa during the second quarter worth about $28,000. Cranbrook Wealth Management LLC increased its stake in shares of Visa by 82.0% during the second quarter. Cranbrook Wealth Management LLC now owns 91 shares of the credit-card processor’s stock worth $32,000 after buying an additional 41 shares during the period. Finally, 1 North Wealth Services LLC acquired a new stake in Visa in the first quarter valued at approximately $38,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Activity

In other news, General Counsel Julie B. Rottenberg sold 2,575 shares of the firm’s stock in a transaction that occurred on Thursday, May 1st. The shares were sold at an average price of $345.58, for a total transaction of $889,868.50. Following the completion of the sale, the general counsel owned 11,925 shares in the company, valued at $4,121,041.50. This trade represents a 17.76% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 8,630 shares of the stock in a transaction that occurred on Tuesday, July 1st. The stock was sold at an average price of $353.82, for a total value of $3,053,466.60. Following the completion of the transaction, the chief executive officer owned 537 shares of the company’s stock, valued at $190,001.34. The trade was a 94.14% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 101,108 shares of company stock valued at $36,771,200. 0.13% of the stock is currently owned by insiders.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 2nd. Stockholders of record on Tuesday, May 13th were issued a dividend of $0.59 per share. The ex-dividend date of this dividend was Tuesday, May 13th. This represents a $2.36 annualized dividend and a dividend yield of 0.68%. Visa’s dividend payout ratio is presently 23.72%.

Visa Company Profile

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.