William Blair Has Pessimistic Outlook of Visa Q3 Earnings

Visa Inc. (NYSE:V) – Investment analysts at William Blair dropped their Q3 2026 EPS estimates for shares of Visa in a report released on Tuesday, October 28th. William Blair analyst A. Jeffrey now forecasts that the credit-card processor will post earnings of $3.13 per share for the quarter, down from their prior estimate of $3.29. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. William Blair also issued estimates for Visa’s Q4 2026 earnings at $3.43 EPS and FY2027 earnings at $14.35 EPS.

A number of other brokerages have also commented on V. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, October 8th. Macquarie reduced their target price on shares of Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research note on Wednesday. Barclays reiterated an “overweight” rating and issued a $408.00 target price (up previously from $396.00) on shares of Visa in a research note on Thursday, July 31st. Robert W. Baird set a $425.00 target price on shares of Visa in a research note on Wednesday. Finally, Erste Group Bank lowered shares of Visa from a “buy” rating to a “hold” rating in a research note on Monday, September 22nd. Four analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Visa has an average rating of “Moderate Buy” and a consensus price target of $400.00.

Visa Stock Performance

Shares of V stock opened at $341.07 on Friday. The firm has a market capitalization of $625.11 billion, a PE ratio of 33.41, a price-to-earnings-growth ratio of 2.03 and a beta of 0.90. The firm has a fifty day simple moving average of $344.78 and a two-hundred day simple moving average of $348.40. 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.

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

Visa Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th will be issued a $0.67 dividend. This is a positive change from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Wednesday, November 12th. Visa’s dividend payout ratio (DPR) is 23.11%.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 10,485 shares of the firm’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 value of $3,589,015.50. Following the transaction, the chief executive officer owned 537 shares in the company, valued at approximately $183,815.10. This trade represents a 95.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction that occurred on Monday, August 18th. The stock was sold at an average price of $344.02, for a total transaction of $697,328.54. Following the completion of the transaction, the general counsel owned 11,925 shares in the company, valued at $4,102,438.50. This represents a 14.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.13% of the stock is currently owned by company insiders.

Institutional Trading of Visa

A number of institutional investors and hedge funds have recently added to or reduced their stakes in V. Norges Bank purchased a new stake in Visa in the second quarter worth $7,034,939,000. Nuveen LLC purchased a new stake in Visa in the first quarter worth $3,518,533,000. TCI Fund Management Ltd. lifted its stake in Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after acquiring an additional 2,429,996 shares during the period. Corient Private Wealth LLC lifted its stake in Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after acquiring an additional 2,075,289 shares during the period. Finally, Vanguard Group Inc. lifted its stake in Visa by 1.1% in the first quarter. Vanguard Group Inc. now owns 161,082,431 shares of the credit-card processor’s stock worth $56,452,949,000 after acquiring an additional 1,677,088 shares during the period. Hedge funds and other 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.