William Blair Issues Pessimistic Estimate for Visa Earnings

Visa Inc. (NYSE:V) – William Blair reduced their Q2 2025 earnings estimates for shares of Visa in a research note issued on Friday, January 31st. William Blair analyst A. Jeffrey now anticipates that the credit-card processor will earn $2.64 per share for the quarter, down from their prior forecast of $2.66. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $11.18 per share. William Blair also issued estimates for Visa’s Q4 2025 earnings at $3.04 EPS, FY2025 earnings at $11.23 EPS and FY2026 earnings at $12.74 EPS.

V has been the topic of a number of other reports. The Goldman Sachs Group lifted their target price on Visa from $346.00 to $384.00 and gave the stock a “buy” rating in a research report on Friday. Robert W. Baird lifted their price objective on Visa from $330.00 to $340.00 and gave the stock an “outperform” rating in a report on Wednesday, October 30th. Macquarie increased their target price on Visa from $300.00 to $335.00 and gave the company an “outperform” rating in a research note on Wednesday, October 30th. Keefe, Bruyette & Woods lifted their price target on shares of Visa from $360.00 to $400.00 and gave the stock an “outperform” rating in a research note on Friday. Finally, Citigroup increased their price objective on shares of Visa from $354.00 to $393.00 and gave the company a “buy” rating in a research note on Friday. Four research analysts have rated the stock with a hold rating, twenty-five have given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $352.27.

Visa Price Performance

V stock opened at $342.05 on Monday. The firm has a market cap of $637.19 billion, a P/E ratio of 35.15, a price-to-earnings-growth ratio of 2.27 and a beta of 0.96. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.28 and a current ratio of 1.28. Visa has a 1 year low of $252.70 and a 1 year high of $351.25. The stock has a 50-day simple moving average of $317.74 and a 200-day simple moving average of $293.12.

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

Visa Announces Dividend

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

Insider Buying and Selling at Visa

In related news, CEO Ryan Mcinerney sold 8,620 shares of the company’s stock in a transaction on Thursday, January 2nd. The shares were sold at an average price of $317.78, for a total transaction of $2,739,263.60. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Paul D. Fabara sold 2,171 shares of the 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 disclosure for this sale can be found here. Company insiders own 0.13% of the company’s stock.

Hedge Funds Weigh In On Visa

Hedge funds and other institutional investors have recently modified their holdings of the stock. Elevation Wealth Partners LLC increased its position in Visa by 3.3% in the fourth quarter. Elevation Wealth Partners LLC now owns 939 shares of the credit-card processor’s stock worth $297,000 after buying an additional 30 shares in the last quarter. Warther Private Wealth LLC grew its stake in shares of Visa by 1.0% during the 4th quarter. Warther Private Wealth LLC now owns 2,935 shares of the credit-card processor’s stock valued at $928,000 after acquiring an additional 30 shares during the period. Valmark Advisers Inc. increased its holdings in Visa by 0.4% in the 4th quarter. Valmark Advisers Inc. now owns 7,251 shares of the credit-card processor’s stock worth $2,292,000 after acquiring an additional 30 shares in the last quarter. Crescent Grove Advisors LLC raised its stake in Visa by 2.2% during the 4th quarter. Crescent Grove Advisors LLC now owns 1,437 shares of the credit-card processor’s stock worth $454,000 after acquiring an additional 31 shares during the period. Finally, Vicus Capital lifted its holdings in Visa by 3.1% during the fourth quarter. Vicus Capital now owns 1,032 shares of the credit-card processor’s stock valued at $326,000 after purchasing an additional 31 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

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.