Visa (NYSE:V) Upgraded by Rothschild & Co Redburn to Buy Rating

Rothschild & Co Redburn upgraded shares of Visa (NYSE:V) from a neutral rating to a buy rating in a research note released on Wednesday morning, MarketBeat.com reports. The brokerage currently has $385.00 target price on the credit-card processor’s stock.

A number of other equities research analysts also recently weighed in on V. Macquarie lowered their target price on shares of Visa from $425.00 to $410.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 29th. Bank of America upgraded shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective on the stock in a research report on Thursday, December 11th. Truist Financial set a $374.00 price objective on shares of Visa in a report on Tuesday, January 20th. HSBC raised Visa from a “hold” rating to a “buy” rating and increased their target price for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Finally, Raymond James Financial restated an “outperform” rating and set a $408.00 price target (up previously from $398.00) on shares of Visa in a research report on Wednesday, October 29th. Five investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $391.58.

Visa Price Performance

Visa stock opened at $326.96 on Wednesday. The stock has a market cap of $595.63 billion, a price-to-earnings ratio of 32.02, a PEG ratio of 1.91 and a beta of 0.81. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The business has a 50-day simple moving average of $338.70 and a 200 day simple moving average of $341.86. Visa has a 52 week low of $299.00 and a 52 week high of $375.51.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, beating the consensus estimate of $2.97 by $0.01. Visa had a return on equity of 60.31% and a net margin of 50.15%.The firm had revenue of $10.72 billion for the quarter, compared to analysts’ expectations of $10.60 billion. During the same quarter last year, the firm posted $2.71 EPS. The company’s revenue was up 11.5% compared to the same quarter last year. On average, research analysts forecast that Visa will post 11.3 earnings per share for the current fiscal year.

Insider Activity

In related news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the completion of the sale, the chief executive officer directly owned 537 shares in the company, valued at $183,117. This represents a 95.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the transaction, the director owned 2,468 shares in the company, valued at approximately $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Visa

Several institutional investors and hedge funds have recently bought and sold shares of the business. Clayton Financial Group LLC boosted its holdings in Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after acquiring an additional 58 shares in the last quarter. PayPay Securities Corp lifted its position in shares of Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 38 shares during the period. Parvin Asset Management LLC boosted its stake in shares of Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares in the last quarter. Harbor Asset Planning Inc. bought a new stake in shares of Visa during the 2nd quarter valued at about $29,000. Finally, Dorato Capital Management purchased a new position in shares of Visa during the fourth quarter valued at about $30,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Cantor Fitzgerald initiated/upgraded Visa to a “strong-buy,” highlighting Visa as a top fintech pick ahead of earnings — a catalyst for buying interest. Cantor Fitzgerald buy call
• Positive Sentiment: Rothschild & Co Redburn lifted Visa from “neutral” to “buy” and set a $385 price target (~17.8% upside from the cited quote), reinforcing upside expectations and supporting bullish analyst sentiment. Rothschild upgrade
• Positive Sentiment: Visa deepens crypto-to-fiat payout capabilities via a Mercuryo/Visa Direct arrangement, which could increase cross-border payout volumes and position Visa in faster settlement rails. Zacks: crypto payout partnership
• Positive Sentiment: Amenify announced a collaboration with Visa to embed resident commerce and rewards into rental experiences — an example of Visa expanding payment/rewards use cases and merchant integrations. Amenify partnership
• Positive Sentiment: Visa partnered with GCash to enable seamless cross-border account funding for Filipinos and tourists — a regional expansion that can drive higher cross-border transaction volumes in Southeast Asia. Visa–GCash partnership
• Positive Sentiment: Belpointe Asset Management increased its stake in Visa (reported in a 13F), a small institutional accumulation signal that can be read as confidence from active managers. Belpointe stake increase
• Neutral Sentiment: Visa is publicly urging banks to rethink loyalty beyond simple rewards, positioning itself as a platform provider for next‑gen loyalty programs — long‑term strategic positioning but not an immediate earnings driver. PYMNTS: loyalty strategy
• Neutral Sentiment: Media/commentary pieces (Jim Cramer, stock comparisons with Mastercard) are highlighting valuation and sector dynamics; useful for sentiment but not direct company news. Jim Cramer commentary
• Negative Sentiment: Report that Visa plans to allow cardholders to spend rewards on Trump-related accounts could provoke political controversy or merchant/brand backlash for some investors — reputational risk that may weigh on sentiment for certain investor groups. Rewards on Trump accounts

About Visa

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.