Macquarie Reaffirms “Outperform” Rating for Visa (NYSE:V)

Visa (NYSE:V)‘s stock had its “outperform” rating restated by equities researchers at Macquarie in a report issued on Friday,Benzinga reports. They currently have a $410.00 price target on the credit-card processor’s stock. Macquarie’s target price points to a potential upside of 27.36% from the company’s previous close.

Several other equities analysts have also weighed in on the stock. KeyCorp reiterated an “overweight” rating and issued a $405.00 target price on shares of Visa in a report on Wednesday, October 22nd. Citigroup upgraded Visa to a “strong-buy” rating in a report on Thursday, October 23rd. Wells Fargo & Company upgraded Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Hsbc Global Res upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, Piper Sandler set a $160.00 price target on Visa in a report on Wednesday. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Visa currently has a consensus rating of “Buy” and a consensus price target of $392.92.

Visa Stock Down 3.0%

Shares of NYSE:V opened at $321.91 on Friday. Visa has a 52-week low of $299.00 and a 52-week high of $375.51. The stock has a market cap of $586.44 billion, a P/E ratio of 30.20, a PEG ratio of 1.95 and a beta of 0.81. The business has a fifty day moving average of $338.74 and a two-hundred day moving average of $341.56. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53.

Visa (NYSE:V) last announced its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating the consensus estimate of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 62.09%. The firm had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same quarter in the previous year, the company posted $2.75 EPS. The company’s revenue was up 14.6% compared to the same quarter last year. On average, research analysts expect that Visa will post 11.3 earnings per share for the current year.

Insider Buying and Selling at Visa

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

Institutional Investors Weigh In On Visa

Large investors have recently modified their holdings of the company. Clayton Financial Group LLC increased 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 buying an additional 58 shares during the last quarter. PayPay Securities Corp lifted its holdings in Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 38 shares during the last quarter. Parvin Asset Management LLC boosted its position 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 worth $26,000 after acquiring an additional 50 shares in the last quarter. Harbor Asset Planning Inc. purchased a new position in shares of Visa in the 2nd quarter valued at about $29,000. Finally, Dorato Capital Management purchased a new position in shares of Visa in the 4th quarter valued at about $30,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 results beat consensus: Visa reported $3.17 EPS vs. $3.14 expected and revenue of $10.90B (vs. $10.69B est.), driven by higher payment and cross‑border volumes and strong holiday spending — a clear near‑term revenue/earnings tailwind. Visa Beats Q1 Earnings
• Positive Sentiment: Multiple analyst upgrades/price‑target raises: Macquarie reaffirmed an outperform and set a $410 PT, RBC reaffirmed outperform with a $395 PT, William Blair reiterated a Buy, and other shops (Rothschild/ Cantor Fitzgerald) issued upgrades — fresh analyst support that implies material upside vs. the current price. Analyst Coverage and Price Targets
• Positive Sentiment: Strategic growth initiatives: Visa is pushing into stablecoin settlement and digital‑dollar networks to capture settlement fees and expand beyond card rails, and management highlighted growth in credentials and agentic commerce — initiatives that could open new fee pools over time. Visa Crypto Strategy
• Neutral Sentiment: Dividend declared: Visa announced a quarterly dividend of $0.67/share (ex‑div Feb 10, payable Mar 2), reinforcing the company’s shareholder cash‑return policy but with a modest ~0.8% yield that is unlikely to be a major near‑term catalyst.
• Neutral Sentiment: Investor materials and commentary: Company slide deck and earnings call emphasized holiday spending strength, credentials momentum and long‑term strategy (agentic commerce, B2B/P2P flows) — useful for conviction but more medium‑term than immediate. Earnings Slide Deck
• Negative Sentiment: Operational headwinds: coverage noted a slight processing‑volume miss and higher operating costs that offset some gains from transaction volume — a factor that can temper margins and investor enthusiasm despite the headline beat. Processing Miss and Costs

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.