What is William Blair’s Forecast for Visa Q3 Earnings?

Visa Inc. (NYSE:V) – Analysts at William Blair reduced their Q3 2025 earnings estimates for shares of Visa in a note issued to investors on Monday, February 24th. William Blair analyst A. Jeffrey now expects that the credit-card processor will earn $2.79 per share for the quarter, down from their previous estimate of $2.80. William Blair has a “Outperform” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. William Blair also issued estimates for Visa’s Q1 2026 earnings at $2.99 EPS, Q2 2026 earnings at $3.10 EPS, Q3 2026 earnings at $3.22 EPS, Q4 2026 earnings at $3.46 EPS, FY2026 earnings at $12.77 EPS and FY2027 earnings at $14.41 EPS.

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

Several other analysts also recently issued reports on V. Seaport Res Ptn upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 14th. Wells Fargo & Company upped their target price on Visa from $360.00 to $395.00 and gave the stock an “overweight” rating in a research report on Friday, January 31st. JPMorgan Chase & Co. lifted their price target 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. Macquarie upped their price objective on shares of Visa from $300.00 to $335.00 and gave the stock an “outperform” rating in a report on Wednesday, October 30th. Finally, TD Cowen raised their target price on shares of Visa from $318.00 to $325.00 and gave the company a “buy” rating in a research note on Wednesday, October 30th. Six research analysts have rated the stock with a hold rating, twenty-three have given a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, Visa currently has an average rating of “Moderate Buy” and an average target price of $353.96.

Visa Stock Performance

V stock opened at $349.46 on Tuesday. The firm has a 50 day moving average of $329.81 and a two-hundred day moving average of $303.29. Visa has a 12 month low of $252.70 and a 12 month high of $357.15. The company has a market capitalization of $649.21 billion, a price-to-earnings ratio of 35.23, a P/E/G ratio of 2.33 and a beta of 0.97. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 0.45.

Visa Dividend Announcement

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

Insider Activity at Visa

In other Visa news, CAO Peter M. Andreski sold 2,332 shares of the company’s stock in a transaction on Friday, February 7th. The shares were sold at an average price of $349.62, for a total value of $815,313.84. Following the transaction, the chief accounting officer now directly owns 4,488 shares in the company, valued at $1,569,094.56. The trade was a 34.19 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Tullier Kelly Mahon sold 33,741 shares of the firm’s stock in a transaction dated Friday, February 7th. The stock was sold at an average price of $349.77, for a total transaction of $11,801,589.57. Following the sale, the insider now owns 36,566 shares of the company’s stock, valued at approximately $12,789,689.82. This represents a 47.99 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 55,885 shares of company stock worth $19,161,447 in the last quarter. Corporate insiders own 0.13% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Peterson Financial Group Inc. acquired a new stake in Visa during the third quarter worth about $26,000. Decker Retirement Planning Inc. acquired a new position in Visa during the fourth quarter worth $26,000. Bradley & Co. Private Wealth Management LLC bought a new position in shares of Visa in the fourth quarter valued at $27,000. Reston Wealth Management LLC acquired a new position in shares of Visa during the third quarter valued at about $31,000. Finally, POM Investment Strategies LLC increased its position in shares of Visa by 48.5% during the fourth quarter. POM Investment Strategies LLC now owns 98 shares of the credit-card processor’s stock worth $31,000 after acquiring an additional 32 shares in the last quarter. 82.15% of the stock is owned by institutional investors.

About Visa

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.