Seaport Res Ptn Has Optimistic Outlook of Visa Q1 Earnings

Visa Inc. (NYSE:V) – Stock analysts at Seaport Res Ptn raised their Q1 2026 EPS estimates for Visa in a research report issued to clients and investors on Tuesday, October 28th. Seaport Res Ptn analyst J. Cantwell now expects that the credit-card processor will post earnings of $3.15 per share for the quarter, up from their prior forecast of $3.04. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. Seaport Res Ptn also issued estimates for Visa’s FY2026 earnings at $12.70 EPS, Q1 2027 earnings at $3.52 EPS, Q2 2027 earnings at $3.45 EPS, Q3 2027 earnings at $3.52 EPS, Q4 2027 earnings at $3.85 EPS and FY2027 earnings at $14.34 EPS.

A number of other brokerages also recently commented on V. Truist Financial reduced their target price on shares of Visa from $400.00 to $397.00 and set a “buy” rating for the company in a report on Thursday, July 17th. Erste Group Bank lowered shares of Visa from a “buy” rating to a “hold” rating in a research note on Monday, September 22nd. Robert W. Baird set a $425.00 price objective on shares of Visa in a research note on Wednesday. Morgan Stanley set a $398.00 price objective on shares of Visa and gave the stock an “overweight” rating in a research note on Wednesday. Finally, UBS Group set a $425.00 price target on Visa and gave the stock a “buy” rating in a research report on Wednesday. Four investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $400.00.

Visa Trading Up 1.0%

V opened at $344.53 on Thursday. The firm has a market cap of $631.44 billion, a price-to-earnings ratio of 33.74, a PEG ratio of 2.02 and a beta of 0.90. The company has a current ratio of 1.08, a quick ratio of 1.12 and a debt-to-equity ratio of 0.53. Visa has a 12 month low of $287.19 and a 12 month high of $375.51. The stock has a fifty day moving average price of $344.94 and a 200-day moving average price of $348.27.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. The company had revenue of $10.72 billion during the quarter, compared to the consensus estimate of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. Visa’s revenue for the quarter was up 11.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.71 earnings per share.

Hedge Funds Weigh In On Visa

Hedge funds have recently made changes to their positions in the company. Norges Bank acquired a new position in shares of Visa in the second quarter valued at about $7,034,939,000. Nuveen LLC acquired a new position in Visa in the 1st quarter worth approximately $3,518,533,000. TCI Fund Management Ltd. increased its holdings in Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after buying an additional 2,429,996 shares during the period. Corient Private Wealth LLC increased its holdings in Visa by 110.4% in the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after buying an additional 2,075,289 shares during the period. Finally, Vanguard Group Inc. increased its holdings in Visa by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 161,082,431 shares of the credit-card processor’s stock worth $56,452,949,000 after buying an additional 1,677,088 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Visa news, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction that occurred on Monday, August 18th. The shares were sold at an average price of $344.02, for a total transaction of $697,328.54. Following the transaction, the general counsel owned 11,925 shares in the company, valued at approximately $4,102,438.50. This represents a 14.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $342.30, for a total transaction of $3,589,015.50. Following the transaction, the chief executive officer owned 537 shares in the company, valued at $183,815.10. The trade was a 95.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.13% of the company’s stock.

Visa Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th will be paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Wednesday, November 12th. This is a positive change from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio (DPR) is currently 23.05%.

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.