Brokers Offer Predictions for Visa’s Q1 Earnings (NYSE:V)

Visa Inc. (NYSE:V) – Equities researchers at KeyCorp issued their Q1 2026 earnings estimates for Visa in a report released on Wednesday, December 18th. KeyCorp analyst A. Markgraff expects that the credit-card processor will earn $3.10 per share for the quarter. The consensus estimate for Visa’s current full-year earnings is $11.23 per share. KeyCorp also issued estimates for Visa’s Q2 2026 earnings at $3.05 EPS, Q3 2026 earnings at $3.09 EPS, Q4 2026 earnings at $3.35 EPS and FY2026 earnings at $12.60 EPS.

Other equities research analysts have also issued reports about the stock. Oppenheimer upped their price target on shares of Visa from $321.00 to $375.00 and gave the company an “outperform” rating in a report on Thursday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $317.00 price objective on shares of Visa in a research note on Thursday, September 12th. Morgan Stanley raised their target price on Visa from $326.00 to $371.00 and gave the stock an “overweight” rating in a research note on Wednesday. Bank of America upped their price target on Visa from $279.00 to $308.00 and gave the company a “neutral” rating in a research report on Tuesday, September 17th. Finally, Robert W. Baird lifted their price objective on Visa from $330.00 to $340.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 30th. Four investment analysts have rated the stock with a hold rating, twenty-five have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $328.41.

Visa Stock Performance

NYSE:V opened at $314.88 on Thursday. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.28 and a current ratio of 1.28. Visa has a fifty-two week low of $252.70 and a fifty-two week high of $321.61. The firm has a market cap of $586.58 billion, a PE ratio of 32.36, a price-to-earnings-growth ratio of 2.11 and a beta of 0.96. The business has a 50 day moving average price of $302.41 and a 200-day moving average price of $282.21.

Visa (NYSE:V) last issued its earnings results on Tuesday, October 29th. The credit-card processor reported $2.71 earnings per share for the quarter, beating the consensus estimate of $2.58 by $0.13. The company had revenue of $9.62 billion during the quarter, compared to analysts’ expectations of $9.49 billion. Visa had a return on equity of 53.16% and a net margin of 54.96%. Visa’s quarterly revenue was up 11.7% compared to the same quarter last year. During the same period in the prior year, the business posted $2.33 EPS.

Hedge Funds Weigh In On Visa

A number of hedge funds have recently bought and sold shares of the business. International Assets Investment Management LLC grew its holdings in shares of Visa by 45,189.4% in the third quarter. International Assets Investment Management LLC now owns 9,758,505 shares of the credit-card processor’s stock worth $2,683,101,000 after acquiring an additional 9,736,958 shares during the period. SG Americas Securities LLC grew its stake in shares of Visa by 4,412.3% during the 3rd quarter. SG Americas Securities LLC now owns 4,072,467 shares of the credit-card processor’s stock valued at $1,119,725,000 after purchasing an additional 4,166,905 shares during the period. State Street Corp increased its position in shares of Visa by 4.5% during the 3rd quarter. State Street Corp now owns 76,610,942 shares of the credit-card processor’s stock valued at $21,064,179,000 after purchasing an additional 3,327,977 shares during the last quarter. FMR LLC increased its position in shares of Visa by 6.1% during the 3rd quarter. FMR LLC now owns 57,111,843 shares of the credit-card processor’s stock valued at $15,702,901,000 after purchasing an additional 3,265,518 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in shares of Visa by 7.7% in the 3rd quarter. Geode Capital Management LLC now owns 38,655,250 shares of the credit-card processor’s stock worth $10,601,135,000 after purchasing an additional 2,772,549 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Transactions at Visa

In related news, insider Paul D. Fabara sold 2,171 shares of the stock in a transaction on Friday, November 22nd. The stock was sold at an average price of $307.97, for a total transaction of $668,602.87. Following the sale, the insider now directly owns 17,894 shares of the company’s stock, valued at $5,510,815.18. This trade represents a 10.82 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 0.19% of the company’s stock.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 2nd. Shareholders of record on Tuesday, November 12th were issued a $0.59 dividend. This represents a $2.36 annualized dividend and a yield of 0.75%. This is an increase from Visa’s previous quarterly dividend of $0.52. The ex-dividend date of this dividend was Tuesday, November 12th. Visa’s payout ratio is 24.25%.

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.