Visa Inc. (NYSE:V – Free Report) – Equities researchers at Erste Group Bank lifted their FY2026 earnings per share (EPS) estimates for shares of Visa in a report released on Wednesday, August 5th. Erste Group Bank analyst H. Engel now anticipates that the credit-card processor will post earnings per share of $13.23 for the year, up from their previous estimate of $13.15. Erste Group Bank has a “Buy” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $13.14 per share. Erste Group Bank also issued estimates for Visa’s FY2027 earnings at $15.00 EPS.
Visa (NYSE:V – Get Free Report) last issued its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The firm had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same quarter last year, the business earned $2.98 earnings per share. The company’s quarterly revenue was up 14.4% on a year-over-year basis.
Visa Stock Performance
Shares of V stock opened at $360.67 on Tuesday. The firm’s 50 day moving average is $345.87 and its 200 day moving average is $327.28. The stock has a market capitalization of $643.59 billion, a P/E ratio of 30.67, a PEG ratio of 1.94 and a beta of 0.74. Visa has a 12 month low of $293.89 and a 12 month high of $373.97. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60.
Institutional Inflows and Outflows
Institutional investors have recently added to or reduced their stakes in the company. Vise Technologies Inc. raised its holdings in shares of Visa by 60.0% during the 2nd quarter. Vise Technologies Inc. now owns 119,693 shares of the credit-card processor’s stock valued at $41,065,000 after buying an additional 44,905 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd grew its position in Visa by 4.4% during the second quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 64,693 shares of the credit-card processor’s stock valued at $22,168,000 after acquiring an additional 2,712 shares during the last quarter. Algebris UK Ltd. purchased a new position in shares of Visa during the second quarter worth approximately $8,176,000. E Fund Management Co. Ltd. lifted its holdings in shares of Visa by 13.5% in the 2nd quarter. E Fund Management Co. Ltd. now owns 19,718 shares of the credit-card processor’s stock worth $6,765,000 after acquiring an additional 2,351 shares during the last quarter. Finally, MSH Capital Advisors LLC boosted its stake in shares of Visa by 11.7% in the 2nd quarter. MSH Capital Advisors LLC now owns 9,625 shares of the credit-card processor’s stock valued at $3,302,000 after purchasing an additional 1,006 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.
Insider Transactions at Visa
In other Visa news, CEO Ryan Mcinerney sold 20,970 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $340.25, for a total value of $7,135,042.50. Following the completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,162,953.50. The trade was a 58.02% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Kelly Mahon sold 57,272 shares of the stock in a transaction on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the completion of the transaction, the insider directly owned 49,662 shares in the company, valued at $18,125,140.14. The trade was a 53.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 90,759 shares of company stock valued at $32,375,779. 0.12% of the stock is owned by corporate insiders.
Visa announced that its board has authorized a stock repurchase program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.
Visa Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is 22.79%.
Trending Headlines about Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Zacks Research raised Visa’s earnings forecasts across multiple periods. The firm increased its FY2026 EPS estimate to $13.23 from $13.07, FY2027 to $14.89 from $14.69, and FY2028 to $16.81 from $16.54. It also lifted estimates for several quarterly periods, including Q4 2026 to $3.43 and Q1 2027 to $3.62. The revisions suggest improving confidence in Visa’s earnings growth and are favorable for the shares.
- Positive Sentiment: Erste Group Bank also raised its Visa earnings estimates and maintained a Buy rating. The bank increased its FY2026 EPS forecast to $13.23 from $13.15 and its FY2027 estimate to $15.00 from $14.91. Both FY2026 and FY2027 projections are above the current consensus estimate of $13.14 for the current year, reinforcing the bullish analyst outlook.
- Positive Sentiment: Visa continues to stand out among credit-card companies. Recent coverage highlighted Visa as a strong performer following its quarterly results, when the company exceeded earnings and revenue expectations and reported 14.4% year-over-year revenue growth. Q2 Earnings Outperformers: Visa And The Rest Of The Credit Card Stocks
- Positive Sentiment: Visa may benefit from the expansion of artificial-intelligence-enabled payments. Commentary argues that Visa’s global network, transaction data, fraud-prevention capabilities and tokenization infrastructure could position it to capture growth as AI agents increasingly conduct purchases. Why Visa Could Be a Major Winner in the AI Payments Boom
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.
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