Seaport Res Ptn Analysts Lift Earnings Estimates for Visa

Visa Inc. (NYSE:V) – Research analysts at Seaport Res Ptn lifted their Q1 2025 earnings estimates for Visa in a report released on Tuesday, October 29th. Seaport Res Ptn analyst J. Cantwell now forecasts that the credit-card processor will post earnings per share of $2.73 for the quarter, up from their previous estimate of $2.61. The consensus estimate for Visa’s current full-year earnings is $9.92 per share. Seaport Res Ptn also issued estimates for Visa’s Q1 2026 earnings at $2.97 EPS, Q2 2026 earnings at $3.01 EPS, Q3 2026 earnings at $3.17 EPS, Q4 2026 earnings at $3.32 EPS and FY2026 earnings at $12.47 EPS.

A number of other analysts also recently issued reports on V. Oppenheimer reissued an “outperform” rating and set a $321.00 target price (up previously from $318.00) on shares of Visa in a research report on Wednesday. Citigroup increased their price objective on shares of Visa from $319.00 to $326.00 and gave the stock a “buy” rating in a research report on Wednesday. Jefferies Financial Group upped their price target on shares of Visa from $320.00 to $330.00 and gave the stock a “buy” rating in a research report on Wednesday. JPMorgan Chase & Co. raised their price objective on Visa from $290.00 to $320.00 and gave the company an “overweight” rating in a research report on Tuesday, August 20th. Finally, BMO Capital Markets upped their target price on Visa from $310.00 to $320.00 and gave the stock an “outperform” rating in a research report on Wednesday. Four research analysts have rated the stock with a hold rating, twenty-four have issued a buy rating and two have assigned a strong buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $320.07.

Visa Stock Performance

Shares of NYSE:V opened at $290.16 on Thursday. The firm has a market capitalization of $530.68 billion, a PE ratio of 32.42, a P/E/G ratio of 1.95 and a beta of 0.96. Visa has a 12 month low of $232.99 and a 12 month high of $295.78. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.37 and a quick ratio of 1.37. The business has a 50-day moving average of $280.09 and a two-hundred day moving average of $273.38.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, October 29th. The credit-card processor reported $2.71 EPS for the quarter, topping analysts’ consensus estimates of $2.58 by $0.13. Visa had a return on equity of 51.94% and a net margin of 54.72%. The business had revenue of $9.62 billion during the quarter, compared to the consensus estimate of $9.49 billion. During the same period in the prior year, the firm posted $2.33 EPS. The business’s revenue for the quarter was up 11.7% on a year-over-year basis.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in V. POM Investment Strategies LLC lifted its stake in Visa by 970.0% during the second quarter. POM Investment Strategies LLC now owns 107 shares of the credit-card processor’s stock valued at $28,000 after buying an additional 97 shares in the last quarter. Reston Wealth Management LLC purchased a new stake in shares of Visa in the third quarter valued at $31,000. TruNorth Capital Management LLC boosted its position in shares of Visa by 211.9% in the second quarter. TruNorth Capital Management LLC now owns 131 shares of the credit-card processor’s stock worth $34,000 after buying an additional 89 shares during the period. Bbjs Financial Advisors LLC purchased a new position in shares of Visa during the second quarter valued at $35,000. Finally, CarsonAllaria Wealth Management Ltd. acquired a new position in Visa during the second quarter valued at $35,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 8,620 shares of the stock in a transaction on Tuesday, September 3rd. The stock was sold at an average price of $276.37, for a total transaction of $2,382,309.40. Following the completion of the transaction, the chief executive officer now directly owns 538 shares of the company’s stock, valued at approximately $148,687.06. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.19% of the stock is owned by insiders.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 2nd. Shareholders of record on Tuesday, November 12th will be paid a dividend of $0.59 per share. This is a boost from Visa’s previous quarterly dividend of $0.52. The ex-dividend date is Tuesday, November 12th. This represents a $2.36 annualized dividend and a yield of 0.81%. Visa’s dividend payout ratio (DPR) is presently 23.24%.

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.