Visa (NYSE:V) Upgraded at Rothschild Redb

Rothschild Redb upgraded shares of Visa (NYSE:V) from a hold rating to a strong-buy rating in a report released on Wednesday,Zacks.com reports.

Several other research analysts have also issued reports on the company. Wells Fargo & Company raised Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Evercore ISI set a $380.00 price target on Visa in a research report on Friday, December 12th. KeyCorp restated an “overweight” rating and set a $405.00 price objective on shares of Visa in a research report on Wednesday, October 22nd. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research note on Tuesday. Finally, Piper Sandler set a $160.00 target price on Visa in a report on Wednesday. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $392.92.

Visa Trading Down 3.0%

V opened at $321.91 on Wednesday. Visa has a fifty-two week low of $299.00 and a fifty-two week 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 1.08. The firm has a market capitalization of $586.44 billion, a price-to-earnings ratio of 30.20, a PEG ratio of 1.95 and a beta of 0.81. The company’s 50 day moving average price is $338.74 and its two-hundred day moving average price is $341.59.

Visa (NYSE:V) last released its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 62.09%. The company’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter last year, the firm earned $2.75 earnings per share. As a group, research analysts predict that Visa will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th will be paid a $0.67 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s payout ratio is currently 25.14%.

Insider Buying and Selling

In related news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the transaction, the chief executive officer directly owned 537 shares of the company’s stock, valued at $183,117. This represents a 95.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Lloyd Carney sold 900 shares of Visa stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total transaction of $302,832.00. Following the completion of the sale, the director directly owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 24,042 shares of company stock valued at $8,247,289 over the last ninety days. 0.12% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in Visa in the 2nd quarter valued at $7,034,939,000. TCI Fund Management Ltd. raised its holdings in Visa by 14.6% during 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 buying an additional 2,429,996 shares during the last quarter. Corient Private Wealth LLC lifted its stake in shares of Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. Holocene Advisors LP grew its holdings in shares of Visa by 286.4% during the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after buying an additional 1,872,362 shares during the last quarter. Finally, SG Americas Securities LLC increased its position in shares of Visa by 121.7% during the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock worth $1,059,990,000 after acquiring an additional 1,658,954 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 results beat consensus: Visa reported $3.17 EPS vs. $3.14 expected and revenue of $10.90B (vs. $10.69B est.), driven by higher payment and cross‑border volumes and strong holiday spending — a clear near‑term revenue/earnings tailwind. Visa Beats Q1 Earnings
• Positive Sentiment: Multiple analyst upgrades/price‑target raises: Macquarie reaffirmed an outperform and set a $410 PT, RBC reaffirmed outperform with a $395 PT, William Blair reiterated a Buy, and other shops (Rothschild/ Cantor Fitzgerald) issued upgrades — fresh analyst support that implies material upside vs. the current price. Analyst Coverage and Price Targets
• Positive Sentiment: Strategic growth initiatives: Visa is pushing into stablecoin settlement and digital‑dollar networks to capture settlement fees and expand beyond card rails, and management highlighted growth in credentials and agentic commerce — initiatives that could open new fee pools over time. Visa Crypto Strategy
• Neutral Sentiment: Dividend declared: Visa announced a quarterly dividend of $0.67/share (ex‑div Feb 10, payable Mar 2), reinforcing the company’s shareholder cash‑return policy but with a modest ~0.8% yield that is unlikely to be a major near‑term catalyst.
• Neutral Sentiment: Investor materials and commentary: Company slide deck and earnings call emphasized holiday spending strength, credentials momentum and long‑term strategy (agentic commerce, B2B/P2P flows) — useful for conviction but more medium‑term than immediate. Earnings Slide Deck
• Negative Sentiment: Operational headwinds: coverage noted a slight processing‑volume miss and higher operating costs that offset some gains from transaction volume — a factor that can temper margins and investor enthusiasm despite the headline beat. Processing Miss and Costs

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.