Visa (NYSE:V) Upgraded at Cantor Fitzgerald

Cantor Fitzgerald upgraded shares of Visa (NYSE:V) to a strong-buy rating in a research report report published on Tuesday morning,Zacks.com reports.

A number of other analysts have also issued reports on the stock. Bank of America upgraded shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target for the company in a research note on Thursday, December 11th. Rothschild & Co Redburn raised shares of Visa from a “neutral” rating to a “buy” rating and set a $385.00 price objective for the company in a report on Wednesday. Robert W. Baird set a $425.00 target price on shares of Visa in a research report on Wednesday, October 29th. Redburn Partners set a $385.00 target price on shares of Visa in a research note on Wednesday. Finally, Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Six analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $391.58.

Visa Trading Up 1.6%

Shares of V opened at $332.21 on Tuesday. Visa has a one year low of $299.00 and a one year high of $375.51. The stock has a 50-day moving average price of $338.87 and a 200 day moving average price of $341.79. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The company has a market capitalization of $605.20 billion, a P/E ratio of 32.54, a P/E/G ratio of 1.92 and a beta of 0.81.

Visa (NYSE:V) last posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. During the same period in the previous year, the business earned $2.75 EPS. Visa’s revenue for the quarter was up 14.6% compared to the same quarter last year. Sell-side analysts forecast that Visa will post 11.3 EPS for the current fiscal year.

Insider Activity at Visa

In related news, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the sale, the insider owned 26,413 shares in the company, valued at $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the transaction, the chief executive officer directly owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 24,042 shares of company stock valued at $8,247,289 in the last quarter. Insiders own 0.12% of the company’s stock.

Institutional Investors Weigh In On Visa

Several large investors have recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in Visa by 0.9% during the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after acquiring an additional 1,461,575 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Visa by 2.5% during the second quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after purchasing an additional 1,067,631 shares during the period. Capital World Investors raised its stake in shares of Visa by 0.8% during the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after purchasing an additional 193,288 shares in the last quarter. Norges Bank bought a new stake in shares of Visa during the second quarter valued at about $7,034,939,000. Finally, TCI Fund Management Ltd. lifted its holdings in Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after purchasing an additional 2,429,996 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 beat — Visa posted $3.17 EPS vs. $3.14 consensus and revenue of $10.90B, driven by strong holiday consumer spending and higher payment volumes; profit was $5.85B and revenue rose ~14.6% YoY. This is the primary driver of the stock’s upside. Visa beats first-quarter estimates as holiday sales boost payment volumes
• Positive Sentiment: Company release & investor materials — Visa provided an official earnings release, slide deck and webcast that underscore healthy margins (net margin ~50%) and high ROE, giving investors confidence in execution and cash generation. Visa Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrades — Multiple boutiques raised ratings/targets (including Cantor Fitzgerald and Rothschild/Redburn), reflecting bullish analyst reaction to the print and incremental upside in cross-border and volumes. Upgrades supported buying interest. Analyst upgrade coverage
• Neutral Sentiment: Partnerships expand reach but are incremental — New tie-ups (e.g., GCash cross-border funding and Amenify resident-commerce work) broaden product placement and long-term growth avenues but are unlikely to move near-term revenue materially. Visa, GCash partner for cross-border account funding
• Neutral Sentiment: Product reviews and card-market chatter — Various card reviews and product rollouts (broader Visa-branded card ecosystem) maintain brand momentum but have limited direct impact on Visa’s network economics. TD Cash Back Visa Infinite Card Review
• Negative Sentiment: Regulatory/political headline risk — Visa’s public pushback against the Credit Card Competition Act and reports about rewards being usable on controversial accounts create regulatory and reputational scrutiny that could weigh on sentiment if escalated. Visa: Credit Card Competition Act not needed
• Negative Sentiment: Political/PR noise — Headlines suggesting changes to reward-redemption policies (e.g., spending rewards on certain political accounts) may create short-term volatility and draw investor focus to non-financial risks. Visa allowing rewards on Trump accounts

Visa Company Profile

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.