William Blair Analysts Lower Earnings Estimates for Visa

Visa Inc. (NYSE:V) – Equities research analysts at William Blair reduced their Q2 2025 EPS estimates for shares of Visa in a research report issued on Friday, January 31st. William Blair analyst A. Jeffrey now anticipates that the credit-card processor will post earnings of $2.64 per share for the quarter, down from their prior estimate of $2.66. William Blair 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.

Visa (NYSE:V) last announced its quarterly earnings results on Thursday, January 30th. The credit-card processor reported $2.75 EPS for the quarter, beating analysts’ consensus estimates 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 issued reports on V. Robert W. Baird increased their price objective on shares of Visa from $330.00 to $340.00 and gave the company an “outperform” rating in a research report on Wednesday, October 30th. Keefe, Bruyette & Woods increased their price target on shares of Visa from $360.00 to $400.00 and gave the company an “outperform” rating in a report on Friday. TD Cowen boosted their price objective on Visa from $318.00 to $325.00 and gave the stock a “buy” rating in a research note on Wednesday, October 30th. BMO Capital Markets raised their price objective on Visa from $310.00 to $320.00 and gave the company an “outperform” rating in a research note on Wednesday, October 30th. Finally, Jefferies Financial Group boosted their target price on Visa from $320.00 to $330.00 and gave the company a “buy” rating in a research report on Wednesday, October 30th. Four analysts have rated the stock with a hold rating, twenty-five have assigned a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, Visa presently has an average rating of “Moderate Buy” and an average price target of $352.27.

Visa Stock Down 0.3 %

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

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the company. Custom Index Systems LLC purchased a new stake in shares of Visa in the third quarter worth about $731,000. Copley Financial Group Inc. purchased a new stake in Visa in the 3rd quarter worth approximately $616,000. Oak Ridge Investments LLC grew its stake in shares of Visa by 5.9% during the 4th quarter. Oak Ridge Investments LLC now owns 75,456 shares of the credit-card processor’s stock worth $23,847,000 after purchasing an additional 4,198 shares during the period. FORA Capital LLC purchased a new position in shares of Visa during the 3rd quarter valued at approximately $7,987,000. Finally, Chicago Capital LLC grew its position in Visa by 5.2% during the third quarter. Chicago Capital LLC now owns 404,914 shares of the credit-card processor’s stock valued at $111,331,000 after buying an additional 20,023 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, CEO Ryan Mcinerney sold 8,620 shares of Visa 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Paul D. Fabara sold 2,171 shares of the firm’s stock in a transaction on Friday, November 22nd. The stock was sold at an average price of $307.97, for a total transaction of $668,602.87. Following the completion of the transaction, the insider now directly owns 17,894 shares of the company’s stock, valued at approximately $5,510,815.18. This represents 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.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, March 3rd. Shareholders of record on Tuesday, February 11th will be given 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 is Tuesday, February 11th. Visa’s payout ratio is 23.79%.

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.