William Blair Has Negative Forecast for Visa Q3 Earnings

Visa Inc. (NYSE:V) – Equities research analysts at William Blair decreased their Q3 2026 EPS estimates for Visa in a research note issued on Tuesday, October 28th. William Blair analyst A. Jeffrey now anticipates that the credit-card processor will earn $3.13 per share for the quarter, down from their prior forecast of $3.29. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. William Blair also issued estimates for Visa’s Q4 2026 earnings at $3.43 EPS and FY2027 earnings at $14.35 EPS.

Visa (NYSE:V) last posted its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, beating analysts’ consensus estimates of $2.97 by $0.01. Visa had a net margin of 50.15% and a return on equity of 60.31%. The company had revenue of $10.72 billion for the quarter, compared to analysts’ expectations of $10.60 billion. During the same quarter in the prior year, the company posted $2.71 earnings per share. Visa’s revenue for the quarter was up 11.5% compared to the same quarter last year.

A number of other research analysts have also issued reports on V. Deutsche Bank Aktiengesellschaft assumed coverage on Visa in a report on Thursday, July 17th. They issued a “buy” rating and a $410.00 target price for the company. Citigroup upgraded Visa to a “strong-buy” rating in a report on Thursday, October 23rd. KeyCorp reiterated an “overweight” rating and issued a $405.00 target price on shares of Visa in a report on Wednesday, October 22nd. UBS Group set a $425.00 target price on shares of Visa and gave the company a “buy” rating in a report on Wednesday. Finally, Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, Visa has an average rating of “Moderate Buy” and a consensus target price of $400.00.

Visa Trading Down 1.1%

NYSE V opened at $341.07 on Friday. The stock has a market capitalization of $625.11 billion, a P/E ratio of 33.41, a PEG ratio of 2.06 and a beta of 0.90. Visa has a 12 month low of $287.19 and a 12 month high of $375.51. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.12. The firm’s 50-day moving average is $344.78 and its two-hundred day moving average is $348.31.

Hedge Funds Weigh In On Visa

A number of hedge funds and other institutional investors have recently bought and sold shares of V. Yeomans Consulting Group Inc. increased its stake in shares of Visa by 2.9% during the first quarter. Yeomans Consulting Group Inc. now owns 1,027 shares of the credit-card processor’s stock worth $360,000 after acquiring an additional 29 shares during the period. Semus Wealth Partners LLC lifted its position in Visa by 0.8% in the first quarter. Semus Wealth Partners LLC now owns 3,449 shares of the credit-card processor’s stock valued at $1,209,000 after purchasing an additional 29 shares during the period. BankPlus Wealth Management LLC boosted its holdings in Visa by 0.9% in the 2nd quarter. BankPlus Wealth Management LLC now owns 3,338 shares of the credit-card processor’s stock valued at $1,185,000 after purchasing an additional 29 shares in the last quarter. Transcendent Capital Group LLC increased its position in Visa by 2.9% during the 2nd quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock worth $360,000 after purchasing an additional 29 shares during the period. Finally, Insight Wealth Strategies LLC raised its stake in shares of Visa by 1.6% during the 3rd quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock worth $640,000 after buying an additional 29 shares in the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $342.30, for a total transaction of $3,589,015.50. Following the transaction, the chief executive officer directly owned 537 shares in the company, valued at approximately $183,815.10. This trade represents a 95.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction that occurred on Monday, August 18th. The stock was sold at an average price of $344.02, for a total transaction of $697,328.54. Following the transaction, the general counsel owned 11,925 shares in the company, valued at approximately $4,102,438.50. This trade represents a 14.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.13% of the company’s stock.

Visa Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th 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 0.8%. This is a boost from Visa’s previous quarterly dividend of $0.59. The ex-dividend date is Wednesday, November 12th. Visa’s payout ratio is 23.11%.

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.