Seaport Res Ptn Analysts Lower Earnings Estimates for Visa

Visa Inc. (NYSE:V) – Stock analysts at Seaport Res Ptn decreased their Q1 2025 earnings per share estimates for shares of Visa in a note issued to investors on Tuesday, January 14th. Seaport Res Ptn analyst J. Cantwell now expects that the credit-card processor will post earnings per share of $2.71 for the quarter, down from their prior estimate of $2.73. Seaport Res Ptn currently has a “Strong-Buy” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $11.22 per share. Seaport Res Ptn also issued estimates for Visa’s Q2 2025 earnings at $2.71 EPS and Q3 2025 earnings at $2.87 EPS.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, October 29th. The credit-card processor reported $2.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.58 by $0.13. Visa had a return on equity of 53.16% and a net margin of 54.96%. The firm had revenue of $9.62 billion for the quarter, compared to analysts’ expectations of $9.49 billion. During the same period last year, the firm earned $2.33 earnings per share. The company’s revenue for the quarter was up 11.7% compared to the same quarter last year.

V has been the subject of a number of other research reports. Robert W. Baird upped their price target on Visa from $330.00 to $340.00 and gave the company an “outperform” rating in a research report on Wednesday, October 30th. Oppenheimer increased their price objective on Visa from $321.00 to $375.00 and gave the stock an “outperform” rating in a report on Thursday, December 19th. Citigroup boosted their target price on shares of Visa from $326.00 to $354.00 and gave the company a “buy” rating in a report on Tuesday. Royal Bank of Canada increased their price target on shares of Visa from $311.00 to $322.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 30th. Finally, Mizuho boosted their price objective on shares of Visa from $279.00 to $292.00 and gave the stock a “neutral” rating in a research note on Friday, November 1st. Four investment analysts have rated the stock with a hold rating, twenty-four have assigned a buy rating and two have assigned a strong buy rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $331.92.

Visa Price Performance

V opened at $317.10 on Thursday. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.28 and a quick ratio of 1.28. Visa has a 1 year low of $252.70 and a 1 year high of $321.61. The stock’s 50 day simple moving average is $312.94 and its 200 day simple moving average is $287.85. The firm has a market cap of $590.71 billion, a price-to-earnings ratio of 32.59, a PEG ratio of 2.06 and a beta of 0.96.

Hedge Funds Weigh In On Visa

Large investors have recently added to or reduced their stakes in the company. Custom Index Systems LLC bought a new stake in Visa during the 3rd quarter valued at approximately $731,000. Copley Financial Group Inc. bought a new stake in shares of Visa during the third quarter valued at approximately $616,000. FORA Capital LLC purchased a new position in shares of Visa in the third quarter worth $7,987,000. Chicago Capital LLC boosted its position in shares of Visa by 5.2% during the third quarter. Chicago Capital LLC now owns 404,914 shares of the credit-card processor’s stock worth $111,331,000 after acquiring an additional 20,023 shares during the last quarter. Finally, Nexus Investment Management ULC grew its stake in Visa by 5,034.0% during the third quarter. Nexus Investment Management ULC now owns 56,371 shares of the credit-card processor’s stock valued at $15,499,000 after acquiring an additional 55,273 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Activity

In other news, insider Paul D. Fabara sold 2,171 shares of Visa stock in a transaction dated Friday, November 22nd. The stock was sold at an average price of $307.97, for a total transaction of $668,602.87. Following the transaction, the insider now directly owns 17,894 shares of the company’s stock, valued at $5,510,815.18. The trade was a 10.82 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 8,620 shares of the business’s stock in a transaction that occurred on Thursday, January 2nd. The shares were sold at an average price of $317.78, for a total value of $2,739,263.60. The disclosure for this sale can be found here. Insiders own 0.13% of the company’s stock.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 2nd. Shareholders of record on Tuesday, November 12th were given a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a yield of 0.74%. The ex-dividend date of this dividend was Tuesday, November 12th. This is an increase from Visa’s previous quarterly dividend of $0.52. Visa’s payout ratio is 24.25%.

Visa Company Profile

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.