Analysts Set Expectations for Visa’s Q2 Earnings (NYSE:V)

Visa Inc. (NYSE:V) – Equities research analysts at Zacks Research upped their Q2 2026 earnings estimates for shares of Visa in a report issued on Tuesday, February 10th. Zacks Research analyst Team now forecasts that the credit-card processor will post earnings of $3.09 per share for the quarter, up from their previous estimate of $3.07. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. Zacks Research also issued estimates for Visa’s Q4 2026 earnings at $3.45 EPS, FY2026 earnings at $12.87 EPS, Q1 2027 earnings at $3.57 EPS, Q4 2027 earnings at $3.93 EPS, FY2027 earnings at $14.61 EPS, Q1 2028 earnings at $4.06 EPS and FY2028 earnings at $16.48 EPS.

Other equities analysts also recently issued research reports about the stock. Royal Bank Of Canada reissued an “outperform” rating and set a $395.00 price target on shares of Visa in a report on Friday, January 30th. TD Cowen reissued a “buy” rating on shares of Visa in a research note on Friday, January 30th. Evercore set a $380.00 target price on shares of Visa in a research report on Friday, December 12th. Wells Fargo & Company raised Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Finally, Piper Sandler set a $160.00 price objective on Visa in a report on Wednesday, January 28th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $392.21.

Visa Trading Down 1.5%

NYSE:V opened at $324.23 on Wednesday. The firm has a market capitalization of $588.52 billion, a P/E ratio of 30.42, a P/E/G ratio of 1.89 and a beta of 0.79. The business has a 50 day simple moving average of $338.32 and a 200 day simple moving average of $340.18. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. Visa has a 12-month low of $299.00 and a 12-month high of $375.51.

Visa (NYSE:V) last issued its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. The company had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.Visa’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.75 earnings per share.

Visa Dividend Announcement

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

Insider Activity at Visa

In related news, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the completion of the sale, the insider directly owned 26,413 shares in the company, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value 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 own 0.12% of the company’s stock.

Institutional Investors Weigh In On Visa

Hedge funds have recently bought and sold shares of the business. Clayton Financial Group LLC boosted its position in Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares during the last quarter. PayPay Securities Corp lifted its holdings in shares of Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 38 shares during the last quarter. Cresta Advisors Ltd. bought a new stake in shares of Visa in the 4th quarter valued at approximately $26,000. Parvin Asset Management LLC grew its stake in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 50 shares in the last quarter. Finally, Harbor Asset Planning Inc. acquired a new position in Visa in the second quarter worth approximately $29,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks Research raised near‑term and multi‑year EPS forecasts for Visa, boosting analyst confidence in revenue and profit growth driven by payments volume and pricing. This underpins bullish estimates for FY2026–FY2028 and supports the long‑term earnings narrative. Here’s Why Visa (V) is a Strong Momentum Stock
• Positive Sentiment: Pudgy Penguins — the NFT/crypto brand — teased a cryptocurrency debit card that will run on the Visa network. While a niche consumer play, more branded crypto cards or token integrations create incremental network volume and fee flow for Visa if adoption scales. Pudgy Penguins (PENGU) Lifts After Visa Debit Card Reveal: What You Should Know
• Neutral Sentiment: Visa confirmed management will present at upcoming investor conferences (Morgan Stanley TMT; Wolfe Research FinTech). These appearances can provide guidance color and product updates, but are routine and not immediate catalysts. Visa to Participate in Upcoming Investor Conferences
• Negative Sentiment: Europe is moving to reduce reliance on Visa and Mastercard via regulatory and payments‑rail initiatives that could depress cross‑border interchange revenue or increase competitive pressure in Europe over time. This regulatory risk is a meaningful headwind for investor sentiment. Europe Moves to Cut Reliance on Visa and Mastercard

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.