Visa Stock Gets Stronger EPS Forecast from Zacks Research

Visa Inc. (NYSE:V) – Equities research analysts at Zacks Research lifted their Q1 2027 EPS estimates for Visa in a research note issued to investors on Wednesday, November 4th. Zacks Research analyst Team now forecasts that the credit-card processor will post earnings of $3.63 per share for the quarter, up from their prior estimate of $3.62. The consensus estimate for Visa’s current full-year earnings is $15.02 per share. Zacks Research also issued estimates for Visa’s Q2 2027 earnings at $3.59 EPS, Q3 2027 earnings at $3.75 EPS, Q4 2027 earnings at $3.94 EPS, FY2027 earnings at $14.91 EPS, Q1 2028 earnings at $4.09 EPS, Q2 2028 earnings at $4.07 EPS, Q3 2028 earnings at $4.24 EPS, FY2028 earnings at $16.79 EPS and FY2029 earnings at $18.73 EPS.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, beating analysts’ consensus estimates of $3.44 by $0.04. The company had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. Visa had a net margin of 51.20% and a return on equity of 70.50%. Visa’s quarterly revenue was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.98 EPS.

Several other equities analysts have also weighed in on V. Robert W. Baird boosted their target price on shares of Visa from $420.00 to $430.00 and gave the company an “outperform” rating in a report on Monday, October 12th. Keefe, Bruyette & Woods lifted their price target on shares of Visa from $400.00 to $430.00 in a research report on Wednesday, July 8th. TD Cowen reiterated a “buy” rating and issued a $450.00 price objective (up from $420.00) on shares of Visa in a report on Wednesday, October 28th. Daiwa Securities Group increased their price objective on Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a research report on Thursday, August 6th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $500.00 price objective (up from $445.00) on shares of Visa in a research report on Wednesday, October 28th. Two investment analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $440.03.

Visa Trading Up 3.8%

Shares of V opened at $436.21 on Thursday. Visa has a 12-month low of $293.89 and a 12-month high of $436.76. The firm has a market capitalization of $778.39 billion, a P/E ratio of 35.38, a P/E/G ratio of 1.79 and a beta of 0.80. The firm has a 50-day moving average price of $384.21 and a 200 day moving average price of $343.74. The company has a current ratio of 0.97, a quick ratio of 0.99 and a debt-to-equity ratio of 0.54.

Institutional Trading of Visa

Several institutional investors have recently added to or reduced their stakes in the stock. Beacon Capital Management LLC increased its stake in Visa by 2.0% during the third quarter. Beacon Capital Management LLC now owns 1,283 shares of the credit-card processor’s stock worth $461,000 after purchasing an additional 25 shares during the period. D.B. Root & Company LLC boosted its stake in shares of Visa by 1.1% in the third quarter. D.B. Root & Company LLC now owns 2,255 shares of the credit-card processor’s stock valued at $810,000 after purchasing an additional 25 shares during the period. Argyle Capital Partners LLC boosted its stake in shares of Visa by 0.7% in the third quarter. Argyle Capital Partners LLC now owns 3,912 shares of the credit-card processor’s stock valued at $1,406,000 after purchasing an additional 27 shares during the period. Verus Financial Partners Inc. boosted its stake in shares of Visa by 3.7% in the third quarter. Verus Financial Partners Inc. now owns 752 shares of the credit-card processor’s stock valued at $270,000 after purchasing an additional 27 shares during the period. Finally, Concorde Asset Management LLC grew its holdings in shares of Visa by 4.0% in the second quarter. Concorde Asset Management LLC now owns 728 shares of the credit-card processor’s stock valued at $250,000 after purchasing an additional 28 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Transactions at Visa

In other Visa news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction dated Monday, November 2nd. The shares were sold at an average price of $416.22, for a total transaction of $2,445,292.50. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $6,315,722.28. This trade represents a 27.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 1,867 shares of the business’s stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total transaction of $687,690.78. Following the completion of the sale, the general counsel directly owned 18,404 shares in the company, valued at $6,778,929.36. This trade represents a 9.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 27,395 shares of company stock valued at $10,406,050. Company insiders own 0.12% of the company’s stock.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be paid a dividend of $0.78 per share. This represents a $3.12 annualized dividend and a yield of 0.7%. This is a boost from Visa’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, November 10th. Visa’s payout ratio is 25.30%.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Verifone has deployed Visa’s Featurespace fraud-screening technology across its payment gateways. The system assesses transactions in real time across in-store, online and mobile channels, giving Visa another opportunity to expand its fraud-prevention services; the announcements did not disclose the financial size of the deal. Article: Verifone Turns to Visa’s Featurespace to Combat Fraud
• Positive Sentiment: Visa raised its quarterly dividend from $0.67 to $0.78 per share, an increase of more than 16%. The hike signals confidence in cash generation and adds to shareholder returns, although the yield is still relatively low. Article: Visa Just Hiked Its Dividend
• Positive Sentiment: Visa’s latest reported quarter beat analyst expectations for earnings and revenue, with revenue up 13.2% year over year. That performance offers support for the growth outlook behind the dividend increase. Article: Will Earnings Beat Change Visa Stock’s Narrative
• Neutral Sentiment: Former Visa chairman and CEO Joseph Saunders, who led the company through its IPO, has died. The report is a tribute to his legacy and does not indicate an effect on Visa’s current operations. Article: Former Visa CEO Joseph Saunders Dies
• Negative Sentiment: A recent article cautioned investors about buying after Visa’s strong share-price run, noting the relatively low dividend yield. Separately, CEO Ryan McInerney sold 5,875 shares; the transaction was made under a pre-arranged trading plan, which tempers its significance as an outlook signal. Article: Visa Just Hiked Its Dividend Visa insider-trading report

About Visa

Visa Inc (NYSE: V) is a global payments technology company that facilitates electronic payments between consumers, businesses, financial institutions and governments. Through its VisaNet network, the company authorizes, clears and settles transactions made with Visa-branded credit, debit and prepaid cards, while generally not issuing cards, extending credit or setting cardholder account terms.

Visa provides payment products and services for consumer, commercial and government payments, as well as digital commerce and money movement.