William Blair Brokers Reduce Earnings Estimates for Visa

Visa Inc. (NYSE:V) – Equities research analysts at William Blair reduced their Q3 2025 earnings per share estimates for Visa in a research report issued on Monday, February 24th. William Blair analyst A. Jeffrey now expects that the credit-card processor will post earnings per share of $2.79 for the quarter, down from their prior estimate of $2.80. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $11.30 per share. William Blair also issued estimates for Visa’s Q1 2026 earnings at $2.99 EPS, Q2 2026 earnings at $3.10 EPS, Q3 2026 earnings at $3.22 EPS, Q4 2026 earnings at $3.46 EPS, FY2026 earnings at $12.77 EPS and FY2027 earnings at $14.41 EPS.

Visa (NYSE:V) last announced its 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 54.79% and a net margin of 54.27%.

A number of other research analysts also recently weighed in on V. Bank of America increased their target price on shares of Visa from $331.00 to $363.00 and gave the company a “neutral” rating in a research report on Friday, January 31st. JPMorgan Chase & Co. increased their price objective on Visa from $340.00 to $375.00 and gave the company an “overweight” rating in a report on Friday, January 31st. Morgan Stanley raised their target price on Visa from $326.00 to $371.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 18th. Seaport Res Ptn raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 14th. Finally, Susquehanna increased their price target on Visa from $395.00 to $410.00 and gave the stock a “positive” rating in a research note on Friday. Six investment analysts have rated the stock with a hold rating, twenty-three have given a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, Visa presently has a consensus rating of “Moderate Buy” and an average price target of $353.96.

Visa Stock Performance

NYSE V opened at $349.46 on Tuesday. The company has a market capitalization of $649.21 billion, a PE ratio of 35.23, a price-to-earnings-growth ratio of 2.33 and a beta of 0.97. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.12 and a current ratio of 1.12. Visa has a 52-week low of $252.70 and a 52-week high of $357.15. The company has a 50-day simple moving average of $329.81 and a 200 day simple moving average of $303.29.

Visa Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 3rd. Stockholders 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 0.68%. The ex-dividend date is Tuesday, February 11th. Visa’s payout ratio is 23.79%.

Insider Buying and Selling

In related news, insider Tullier Kelly Mahon sold 33,741 shares of the stock in a transaction on Friday, February 7th. The stock was sold at an average price of $349.77, for a total value of $11,801,589.57. Following the transaction, the insider now owns 36,566 shares of the company’s stock, valued at $12,789,689.82. This represents a 47.99 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Peter M. Andreski sold 2,332 shares of the firm’s stock in a transaction dated Friday, February 7th. The shares were sold at an average price of $349.62, for a total value of $815,313.84. Following the sale, the chief accounting officer now owns 4,488 shares in the company, valued at $1,569,094.56. The trade was a 34.19 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 55,885 shares of company stock worth $19,161,447. Insiders own 0.13% of the company’s stock.

Institutional Trading of Visa

Hedge funds and other institutional investors have recently bought and sold shares of the company. Riverstone Advisors LLC bought a new stake in shares of Visa in the 4th quarter valued at about $217,000. Custom Index Systems LLC purchased a new position in Visa in the 3rd quarter worth approximately $731,000. Journey Strategic Wealth LLC increased its stake in Visa by 16.4% in the 4th quarter. Journey Strategic Wealth LLC now owns 9,678 shares of the credit-card processor’s stock worth $3,058,000 after purchasing an additional 1,361 shares during the period. Copley Financial Group Inc. bought a new stake in Visa in the third quarter valued at approximately $616,000. Finally, Calamos Wealth Management LLC boosted its stake in shares of Visa by 0.6% during the fourth quarter. Calamos Wealth Management LLC now owns 77,443 shares of the credit-card processor’s stock valued at $24,475,000 after purchasing an additional 435 shares during the period. Hedge funds and other 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.