What is Seaport Res Ptn’s Forecast for Visa Q2 Earnings?

Visa Inc. (NYSE:V) – Analysts at Seaport Res Ptn upped their Q2 2025 earnings estimates for shares of Visa in a report issued on Thursday, January 30th. Seaport Res Ptn analyst J. Cantwell now expects that the credit-card processor will post earnings per share of $2.73 for the quarter, up from their previous forecast of $2.71. Seaport Res Ptn has a “Strong-Buy” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $11.18 per share. Seaport Res Ptn also issued estimates for Visa’s Q3 2025 earnings at $2.91 EPS, Q4 2025 earnings at $3.12 EPS, FY2025 earnings at $11.51 EPS, Q1 2026 earnings at $3.02 EPS, Q2 2026 earnings at $3.07 EPS, Q4 2026 earnings at $3.52 EPS and FY2026 earnings at $12.96 EPS.

Visa (NYSE:V) last issued its quarterly earnings results on Thursday, January 30th. The credit-card processor reported $2.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.66 by $0.09. Visa had a return on equity of 53.16% and a net margin of 54.96%.

A number of other equities research analysts also recently weighed in on the company. Deutsche Bank Aktiengesellschaft lifted their price objective on Visa from $300.00 to $340.00 and gave the company a “buy” rating in a report on Wednesday, October 30th. Robert W. Baird boosted their price target on Visa from $330.00 to $340.00 and gave the company an “outperform” rating in a research note on Wednesday, October 30th. Jefferies Financial Group lifted their price objective on Visa from $320.00 to $330.00 and gave the company a “buy” rating in a report on Wednesday, October 30th. Oppenheimer boosted their target price on shares of Visa from $375.00 to $390.00 and gave the company an “outperform” rating in a research note on Friday. Finally, UBS Group lifted their price target on shares of Visa from $350.00 to $400.00 and gave the company a “buy” rating in a report on Friday. Four research analysts have rated the stock with a hold rating, twenty-five have assigned a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat, Visa currently has an average rating of “Moderate Buy” and an average target price of $352.27.

Visa Stock Performance

Shares of NYSE V opened at $342.05 on Monday. The firm has a market capitalization of $637.19 billion, a price-to-earnings ratio of 35.15, a PEG ratio of 2.27 and a beta of 0.96. Visa has a one year low of $252.70 and a one year high of $351.25. The business has a fifty day simple moving average of $317.74 and a 200 day simple moving average of $293.12. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 0.55.

Institutional Trading of Visa

Several hedge funds have recently added to or reduced their stakes in V. State Street Corp raised its position in shares of Visa by 4.5% in the third quarter. State Street Corp now owns 76,610,942 shares of the credit-card processor’s stock valued at $21,064,179,000 after buying an additional 3,327,977 shares in the last quarter. FMR LLC lifted its position in shares of Visa by 6.1% during the 3rd quarter. FMR LLC now owns 57,111,843 shares of the credit-card processor’s stock valued at $15,702,901,000 after acquiring an additional 3,265,518 shares during the period. Geode Capital Management LLC grew its holdings in shares of Visa by 7.7% during the 3rd quarter. Geode Capital Management LLC now owns 38,655,250 shares of the credit-card processor’s stock worth $10,601,135,000 after purchasing an additional 2,772,549 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Visa by 1.1% during the third quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 11,597,969 shares of the credit-card processor’s stock worth $3,188,862,000 after purchasing an additional 123,927 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its stake in Visa by 6.2% during the third quarter. Charles Schwab Investment Management Inc. now owns 11,522,445 shares of the credit-card processor’s stock worth $3,168,096,000 after buying an additional 670,590 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

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

Visa Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 3rd. Shareholders of record on Tuesday, February 11th will be paid a $0.59 dividend. The ex-dividend date is Tuesday, February 11th. This represents a $2.36 dividend on an annualized basis and a yield of 0.69%. Visa’s dividend payout ratio is 23.79%.

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.