Equities Analysts Offer Predictions for Visa Q2 Earnings

Visa Inc. (NYSE:V) – Equities researchers at Zacks Research lifted their Q2 2026 earnings per share (EPS) estimates for shares of Visa in a report released on Tuesday, February 10th. Zacks Research analyst Team now anticipates that the credit-card processor will post earnings per share of $3.09 for the quarter, up from their previous estimate of $3.07. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. Zacks Research also issued estimates for Visa’s Q4 2026 earnings at $3.45 EPS, FY2026 earnings at $12.87 EPS, Q1 2027 earnings at $3.57 EPS, Q4 2027 earnings at $3.93 EPS, FY2027 earnings at $14.61 EPS, Q1 2028 earnings at $4.06 EPS and FY2028 earnings at $16.48 EPS.

Visa (NYSE:V) last issued its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same quarter last year, the business earned $2.75 earnings per share. The company’s quarterly revenue was up 14.6% on a year-over-year basis.

V has been the topic of a number of other reports. Morgan Stanley restated an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a research note on Friday, January 30th. Daiwa America raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 2nd. Citigroup raised shares of Visa to a “strong-buy” rating in a research note on Thursday, October 23rd. Evercore set a $380.00 price target on shares of Visa in a research note on Friday, December 12th. Finally, Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Six analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $392.21.

Visa Price Performance

Visa stock opened at $330.04 on Wednesday. The firm has a market capitalization of $599.08 billion, a P/E ratio of 30.96, a PEG ratio of 1.88 and a beta of 0.79. Visa has a one year low of $299.00 and a one year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. The business has a fifty day moving average price of $338.37 and a 200-day moving average price of $340.29.

Institutional Investors Weigh In On Visa

Hedge funds and other institutional investors have recently made changes to their positions in the company. Transcendent Capital Group LLC increased its stake in shares of Visa by 2.9% in the 2nd quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock valued at $360,000 after purchasing an additional 29 shares in the last quarter. Insight Wealth Strategies LLC increased its holdings in Visa by 1.6% in the 3rd quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock worth $640,000 after acquiring an additional 29 shares in the last quarter. Old Port Advisors raised its position in Visa by 0.9% during the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after acquiring an additional 29 shares during the period. Interchange Capital Partners LLC lifted its holdings in Visa by 0.5% during the second quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock valued at $2,276,000 after purchasing an additional 30 shares in the last quarter. Finally, Carr Financial Group Corp lifted its holdings in Visa by 2.4% during the third quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock valued at $440,000 after purchasing an additional 30 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Transactions at Visa

In other news, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the transaction, the insider directly 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. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the sale, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by corporate insiders.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s payout ratio is presently 25.14%.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks and analysts raised earnings estimates. Multiple Zacks Research notes this morning lifted Q2–FY2028 EPS forecasts for Visa, boosting forward earnings visibility and supporting valuation. Zacks: Here’s Why Visa is a Strong Momentum Stock
• Positive Sentiment: Consensus “Buy” and investor outreach. Visa has a recent consensus Buy from analysts and announced senior management will present at upcoming investor conferences (Morgan Stanley TMT and Wolfe Research FinTech), which helps transparency and can draw fresh institutional demand. Visa to Participate in Upcoming Investor Conferences Visa Receives Consensus “Buy”
• Positive Sentiment: Customer promotions / engagement (FIFA ticket access). Visa cardholders getting early access to World Cup 2026 tickets is a marketing/cross-sell catalyst that can increase card use, volume and network transactions — a small but positive behavioral nudge for TPV and revenue. Visa cardholders get early shot at FIFA World Cup 2026 tickets
• Neutral Sentiment: Momentum narrative pieces. Market commentary highlighting Visa as a momentum name can attract trend-following flows, but these pieces are less fundamental and more sentiment-driven. Zacks momentum write-up
• Negative Sentiment: Regulatory/sovereign push in Europe to reduce reliance on Visa & Mastercard. European initiatives urging reduced dependence on the Visa/Mastercard duopoly raise the prospect of payment-routing reforms, local scheme promotion or competitive pricing pressure in the long run — a potential structural headwind for interchange and addressable volume. Europe Moves to Cut Reliance on Visa and Mastercard EPI chief urges reduction in Europe’s dependence on Visa and Mastercard
• Neutral Sentiment: Geopolitical headlines not tied to Visa Inc. Coverage about government visa programs or diplomatic disputes (e.g., China/UK items) can create headline noise but are not directly relevant to Visa Inc.’s business fundamentals. China lashes out at UK expansion of visa scheme

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.