William Blair Issues Positive Outlook for Visa Earnings

Visa Inc. (NYSE:V) – Analysts at William Blair lifted their Q2 2025 earnings estimates for shares of Visa in a research note issued on Monday, February 24th. William Blair analyst A. Jeffrey now forecasts that the credit-card processor will post earnings per share of $2.66 for the quarter, up from their prior forecast of $2.64. 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 Q4 2025 earnings at $3.03 EPS.

Visa (NYSE:V) last issued its earnings results on Thursday, January 30th. The credit-card processor reported $2.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.66 by $0.09. Visa had a net margin of 54.27% and a return on equity of 54.79%.

Other analysts also recently issued reports about the company. Oppenheimer reiterated an “outperform” rating on shares of Visa in a research report on Thursday, February 13th. Macquarie boosted their price objective on shares of Visa from $300.00 to $335.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 30th. TD Cowen raised their target price on shares of Visa from $318.00 to $325.00 and gave the company a “buy” rating in a report on Wednesday, October 30th. JPMorgan Chase & Co. upped their price target on shares of Visa from $340.00 to $375.00 and gave the company an “overweight” rating in a report on Friday, January 31st. Finally, Raymond James reissued an “outperform” rating and set a $393.00 price objective (up from $374.00) on shares of Visa in a research note on Friday, January 31st. 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 data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $353.96.

Visa Stock Performance

V opened at $352.00 on Wednesday. Visa has a 1-year low of $252.70 and a 1-year high of $357.15. The stock has a market cap of $653.93 billion, a P/E ratio of 35.48, a P/E/G ratio of 2.33 and a beta of 0.97. The stock’s 50 day simple moving average is $330.49 and its 200 day simple moving average is $303.94. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.12 and a quick ratio of 1.12.

Institutional Investors Weigh In On Visa

Institutional investors have recently bought and sold shares of the business. Swedbank AB increased its holdings in Visa by 10.7% in the 3rd quarter. Swedbank AB now owns 2,059,111 shares of the credit-card processor’s stock valued at $566,153,000 after purchasing an additional 199,440 shares in the last quarter. Howard Capital Management Group LLC boosted its position in shares of Visa by 0.6% in the third quarter. Howard Capital Management Group LLC now owns 106,355 shares of the credit-card processor’s stock worth $29,242,000 after buying an additional 610 shares during the period. Pettinga Financial Advisors LLC purchased a new stake in shares of Visa during the 3rd quarter valued at about $228,000. Alpha Financial Partners LLC acquired a new stake in Visa in the third quarter valued at approximately $267,000. Finally, J.W. Cole Advisors Inc. lifted its position in shares of Visa by 8.1% during the third quarter. J.W. Cole Advisors Inc. now owns 25,833 shares of the credit-card processor’s stock worth $7,103,000 after purchasing an additional 1,945 shares in the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Visa news, CAO Peter M. Andreski sold 2,332 shares of the company’s stock in a transaction dated Friday, February 7th. The stock was sold at an average price of $349.62, for a total transaction of $815,313.84. Following the completion of the sale, the chief accounting officer now directly owns 4,488 shares in the company, valued at $1,569,094.56. This represents a 34.19 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Tullier Kelly Mahon sold 33,741 shares of Visa stock in a transaction dated Friday, February 7th. The shares were sold at an average price of $349.77, for a total value of $11,801,589.57. Following the completion of the transaction, the insider now directly owns 36,566 shares in the company, valued at $12,789,689.82. This represents a 47.99 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 55,885 shares of company stock valued at $19,161,447 over the last quarter. Company 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. Investors 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 yield of 0.67%. The ex-dividend date is Tuesday, February 11th. Visa’s dividend payout ratio (DPR) 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.