Visa (NYSE:V) Given Outperform Rating at Macquarie

Macquarie reiterated their outperform rating on shares of Visa (NYSE:V) in a research report sent to investors on Friday,Benzinga reports. The firm currently has a $410.00 price target on the credit-card processor’s stock.

Other equities research analysts also recently issued research reports about the company. Rothschild & Co Redburn raised Visa from a “neutral” rating to a “buy” rating and set a $385.00 price objective for the company in a research report on Wednesday. Raymond James Financial reissued an “outperform” rating and issued a $408.00 price target (up from $398.00) on shares of Visa in a research note on Wednesday, October 29th. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a report on Tuesday. Finally, Hsbc Global Res upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $392.92.

Visa Stock Performance

Shares of NYSE V opened at $321.91 on Friday. The company has a 50-day simple moving average of $338.74 and a 200-day simple moving average of $341.59. 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 company has a market cap of $586.44 billion, a PE ratio of 30.20, a price-to-earnings-growth ratio of 1.95 and a beta of 0.81. Visa has a 12 month low of $299.00 and a 12 month high of $375.51.

Visa (NYSE:V) last announced its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. The firm had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 62.09%. Visa’s revenue was up 14.6% compared to the same quarter last year. During the same quarter last year, the business earned $2.75 earnings per share. On average, equities analysts anticipate that Visa will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

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

Insider Transactions at Visa

In related news, Director Lloyd Carney sold 900 shares of the company’s 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 represents a 26.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the 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 sale, the chief executive officer owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 24,042 shares of company stock valued at $8,247,289 over the last 90 days. Corporate insiders own 0.12% of the company’s stock.

Institutional Investors Weigh In On Visa

Institutional investors and hedge funds have recently modified their holdings of the stock. Secured Retirement Advisors LLC raised its holdings in shares of Visa by 5.1% during the 4th quarter. Secured Retirement Advisors LLC now owns 5,149 shares of the credit-card processor’s stock valued at $1,806,000 after buying an additional 249 shares during the period. North Star Investment Management Corp. boosted its holdings in Visa by 2.1% in the 4th quarter. North Star Investment Management Corp. now owns 4,352 shares of the credit-card processor’s stock worth $1,526,000 after acquiring an additional 88 shares during the period. Verity Asset Management Inc. grew its position 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 valued at $791,000 after acquiring an additional 202 shares in the last quarter. Delta Investment Management LLC raised 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 valued at $1,797,000 after purchasing an additional 1,277 shares during the period. Finally, Trifecta Capital Advisors LLC lifted its position 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 purchasing an additional 740 shares in 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.