Analysts Offer Predictions for Visa’s Q2 Earnings (NYSE:V)

Visa Inc. (NYSE:V) – Equities research analysts at Seaport Res Ptn raised their Q2 2025 EPS estimates for Visa in a research note issued on Thursday, January 30th. Seaport Res Ptn analyst J. Cantwell now anticipates that the credit-card processor will post earnings of $2.73 per share for the quarter, up from their previous forecast of $2.71. Seaport Res Ptn has a “Strong-Buy” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $11.20 per share. Seaport Res Ptn also issued estimates for Visa’s Q3 2025 earnings at $2.91 EPS, Q4 2025 earnings at $3.12 EPS, FY2025 earnings at $11.51 EPS, Q1 2026 earnings at $3.02 EPS, Q2 2026 earnings at $3.07 EPS, Q4 2026 earnings at $3.52 EPS and FY2026 earnings at $12.96 EPS.

Visa (NYSE:V) last issued its quarterly earnings results on Thursday, January 30th. The credit-card processor reported $2.75 earnings per share for the quarter, beating the consensus estimate of $2.66 by $0.09. Visa had a net margin of 54.27% and a return on equity of 54.79%.

Several other equities research analysts have also recently issued reports on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Visa from $340.00 to $375.00 and gave the company an “overweight” rating in a research report on Friday, January 31st. TD Cowen lifted their price objective on shares of Visa from $318.00 to $325.00 and gave the company a “buy” rating in a research report on Wednesday, October 30th. The Goldman Sachs Group lifted their price objective on shares of Visa from $346.00 to $384.00 and gave the company a “buy” rating in a research report on Friday, January 31st. Susquehanna lifted their price objective on shares of Visa from $375.00 to $395.00 and gave the company a “positive” rating in a research report on Friday, January 31st. Finally, Wells Fargo & Company lifted their price objective on shares of Visa from $360.00 to $395.00 and gave the company an “overweight” rating in a research report on Friday, January 31st. 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 company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $354.73.

Visa Price Performance

Shares of NYSE:V opened at $345.31 on Monday. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.12 and a quick ratio of 1.28. Visa has a 1-year low of $252.70 and a 1-year high of $351.25. The company has a market capitalization of $643.27 billion, a P/E ratio of 34.81, a P/E/G ratio of 2.30 and a beta of 0.97. The firm’s 50 day simple moving average is $318.40 and its two-hundred day simple moving average is $293.81.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 3rd. Shareholders of record on Tuesday, February 11th will be given a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 0.68%. The ex-dividend date is Tuesday, February 11th. Visa’s dividend payout ratio (DPR) is 23.79%.

Insider Buying and Selling at Visa

In other news, insider Paul D. Fabara sold 2,171 shares of the business’s stock in a transaction on Friday, November 22nd. The shares were sold at an average price of $307.97, for a total transaction of $668,602.87. Following the completion of the sale, the insider now directly owns 17,894 shares of the company’s stock, valued at approximately $5,510,815.18. The trade was a 10.82 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, General Counsel Julie B. Rottenberg sold 2,572 shares of the business’s stock in a transaction on Monday, February 3rd. The shares were sold at an average price of $340.00, for a total transaction of $874,480.00. Following the sale, the general counsel now directly owns 11,925 shares of the company’s stock, valued at $4,054,500. This represents a 17.74 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 21,983 shares of company stock worth $7,213,146 over the last quarter. Insiders own 0.13% of the company’s stock.

Institutional Trading of Visa

A number of hedge funds have recently added to or reduced their stakes in V. Czech National Bank lifted its stake in Visa by 13.4% in the third quarter. Czech National Bank now owns 340,238 shares of the credit-card processor’s stock worth $93,548,000 after acquiring an additional 40,268 shares during the period. GAMMA Investing LLC lifted its stake in Visa by 17.1% in the third quarter. GAMMA Investing LLC now owns 33,270 shares of the credit-card processor’s stock worth $9,148,000 after acquiring an additional 4,848 shares during the period. Herbst Group LLC lifted its stake in Visa by 75.8% in the third quarter. Herbst Group LLC now owns 9,105 shares of the credit-card processor’s stock worth $2,503,000 after acquiring an additional 3,925 shares during the period. WealthBridge Capital Management LLC lifted its stake in Visa by 16.8% in the third quarter. WealthBridge Capital Management LLC now owns 4,437 shares of the credit-card processor’s stock worth $1,220,000 after acquiring an additional 638 shares during the period. Finally, Smith Anglin Financial LLC lifted its position in shares of Visa by 0.7% during the third quarter. Smith Anglin Financial LLC now owns 5,912 shares of the credit-card processor’s stock valued at $1,625,000 after buying an additional 43 shares during the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Company Profile

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.