Visa’s (V) Outperform Rating Reiterated at Macquarie

Macquarie restated their outperform rating on shares of Visa (NYSE:V) in a report issued on Friday,Benzinga reports. Macquarie currently has a $410.00 price target on the credit-card processor’s stock.

V has been the subject of several other reports. Truist Financial set a $374.00 target price on Visa in a report on Tuesday, January 20th. Raymond James Financial restated an “outperform” rating and issued a $408.00 price objective (up from $398.00) on shares of Visa in a report on Wednesday, October 29th. Citigroup upgraded shares of Visa to a “strong-buy” rating in a report on Thursday, October 23rd. Piper Sandler set a $160.00 target price on shares of Visa in a research report on Wednesday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Visa in a report on Wednesday, January 21st. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Visa currently has an average rating of “Buy” and a consensus target price of $392.92.

Visa Price Performance

Visa stock opened at $321.91 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.08. The stock has a market cap of $586.44 billion, a price-to-earnings ratio of 30.20, a price-to-earnings-growth ratio of 1.89 and a beta of 0.79. The firm has a 50-day moving average of $338.74 and a two-hundred day moving average of $341.50. Visa has a 1 year low of $299.00 and a 1 year high of $375.51.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share 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 61.74%. The company’s revenue was up 14.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.75 earnings per share. On average, research analysts forecast that Visa will post 11.3 earnings per share for the current year.

Visa Announces Dividend

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

Insider Transactions at Visa

In other news, Director Lloyd Carney sold 900 shares of Visa stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the transaction, the director owned 2,468 shares of the company’s stock, valued at $830,432.64. The trade was a 26.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Paul D. Fabara sold 2,172 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the transaction, the insider owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 13,557 shares of company stock valued at $4,671,904 in the last 90 days. Insiders own 0.12% of the company’s stock.

Institutional Trading of Visa

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Secured Retirement Advisors LLC grew its stake in Visa by 5.1% during the 4th quarter. Secured Retirement Advisors LLC now owns 5,149 shares of the credit-card processor’s stock worth $1,806,000 after buying an additional 249 shares during the last quarter. North Star Investment Management Corp. raised its stake in Visa by 2.1% in the fourth quarter. North Star Investment Management Corp. now owns 4,352 shares of the credit-card processor’s stock valued at $1,526,000 after buying an additional 88 shares during the last quarter. Verity Asset Management Inc. boosted its holdings in Visa by 9.8% in the fourth quarter. Verity Asset Management Inc. now owns 2,256 shares of the credit-card processor’s stock worth $791,000 after acquiring an additional 202 shares in the last quarter. Delta Investment Management LLC grew its stake in shares of Visa by 33.2% during the fourth quarter. Delta Investment Management LLC now owns 5,125 shares of the credit-card processor’s stock worth $1,797,000 after acquiring an additional 1,277 shares during the last quarter. Finally, Trifecta Capital Advisors LLC grew its stake in shares of Visa by 2.8% during the fourth quarter. Trifecta Capital Advisors LLC now owns 27,178 shares of the credit-card processor’s stock worth $9,532,000 after acquiring an additional 740 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

More Visa News

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

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.