Visa (NYSE:V) Stock Rating Upgraded by Rothschild Redb

Visa (NYSE:V) was upgraded by equities researchers at Rothschild Redb from a “hold” rating to a “strong-buy” rating in a note issued to investors on Wednesday,Zacks.com reports.

A number of other analysts have also recently weighed in on the company. KeyCorp reiterated an “overweight” rating and set a $405.00 price target on shares of Visa in a research report on Wednesday, October 22nd. Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a research note on Tuesday. Redburn Partners set a $385.00 target price on Visa in a research note on Wednesday. Wells Fargo & Company upgraded shares of Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Finally, Bank of America raised shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective on the stock in a report on Thursday, December 11th. Six investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Visa has a consensus rating of “Buy” and a consensus target price of $391.58.

Visa Trading Up 1.6%

Visa stock opened at $332.21 on Wednesday. Visa has a 1 year low of $299.00 and a 1 year high of $375.51. The firm’s 50-day moving average is $338.87 and its 200-day moving average is $341.79. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The company has a market cap of $605.20 billion, a P/E ratio of 32.54, a PEG ratio of 1.92 and a beta of 0.81.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a net margin of 50.15% and a return on equity of 60.31%. The business had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter in the prior year, the firm earned $2.75 EPS. The company’s revenue for the quarter was up 14.6% compared to the same quarter last year. On average, equities analysts expect that Visa will post 11.3 earnings per share for the current year.

Insider Activity at Visa

In related news, Director Lloyd Carney sold 900 shares of the stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the transaction, the director owned 2,468 shares in the company, valued at $830,432.64. This represents a 26.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Paul D. Fabara sold 2,172 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the sale, the insider owned 26,413 shares in the company, valued at $8,608,789.09. This trade represents a 7.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 24,042 shares of company stock worth $8,247,289 in the last 90 days. Corporate insiders own 0.12% of the company’s stock.

Institutional Trading of Visa

Hedge funds and other institutional investors have recently made changes to their positions in the business. Koa Wealth Management LLC boosted its holdings in Visa by 0.6% during the fourth quarter. Koa Wealth Management LLC now owns 9,480 shares of the credit-card processor’s stock worth $3,325,000 after buying an additional 52 shares in the last quarter. Comprehensive Financial Consultants Institutional Inc. lifted its position in shares of Visa by 3.3% during the 4th quarter. Comprehensive Financial Consultants Institutional Inc. now owns 7,395 shares of the credit-card processor’s stock valued at $2,594,000 after acquiring an additional 236 shares during the last quarter. Eagle Wealth Advisors LLC acquired a new stake in shares of Visa during the 4th quarter valued at $1,900,000. Ashton Thomas Private Wealth LLC boosted its stake in shares of Visa by 3.2% during the 4th quarter. Ashton Thomas Private Wealth LLC now owns 57,631 shares of the credit-card processor’s stock worth $20,212,000 after acquiring an additional 1,780 shares in the last quarter. Finally, Hingham Institution for Savings acquired a new position in shares of Visa in the 4th quarter worth $20,744,000. 82.15% of the stock is currently owned by institutional investors.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 beat — Visa posted $3.17 EPS vs. $3.14 consensus and revenue of $10.90B, driven by strong holiday consumer spending and higher payment volumes; profit was $5.85B and revenue rose ~14.6% YoY. This is the primary driver of the stock’s upside. Visa beats first-quarter estimates as holiday sales boost payment volumes
• Positive Sentiment: Company release & investor materials — Visa provided an official earnings release, slide deck and webcast that underscore healthy margins (net margin ~50%) and high ROE, giving investors confidence in execution and cash generation. Visa Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrades — Multiple boutiques raised ratings/targets (including Cantor Fitzgerald and Rothschild/Redburn), reflecting bullish analyst reaction to the print and incremental upside in cross-border and volumes. Upgrades supported buying interest. Analyst upgrade coverage
• Neutral Sentiment: Partnerships expand reach but are incremental — New tie-ups (e.g., GCash cross-border funding and Amenify resident-commerce work) broaden product placement and long-term growth avenues but are unlikely to move near-term revenue materially. Visa, GCash partner for cross-border account funding
• Neutral Sentiment: Product reviews and card-market chatter — Various card reviews and product rollouts (broader Visa-branded card ecosystem) maintain brand momentum but have limited direct impact on Visa’s network economics. TD Cash Back Visa Infinite Card Review
• Negative Sentiment: Regulatory/political headline risk — Visa’s public pushback against the Credit Card Competition Act and reports about rewards being usable on controversial accounts create regulatory and reputational scrutiny that could weigh on sentiment if escalated. Visa: Credit Card Competition Act not needed
• Negative Sentiment: Political/PR noise — Headlines suggesting changes to reward-redemption policies (e.g., spending rewards on certain political accounts) may create short-term volatility and draw investor focus to non-financial risks. Visa allowing 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.