Zacks Research Has Pessimistic Outlook of Visa Q2 Earnings

Visa Inc. (NYSE:V) – Stock analysts at Zacks Research cut their Q2 2025 EPS estimates for Visa in a research note issued to investors on Monday, February 10th. Zacks Research analyst K. Dey now forecasts that the credit-card processor will earn $2.67 per share for the quarter, down from their previous forecast of $2.68. The consensus estimate for Visa’s current full-year earnings is $11.27 per share. Zacks Research also issued estimates for Visa’s Q3 2025 earnings at $2.80 EPS, Q4 2025 earnings at $3.02 EPS, FY2025 earnings at $11.24 EPS, Q1 2026 earnings at $3.00 EPS, Q2 2026 earnings at $3.01 EPS, Q3 2026 earnings at $3.12 EPS, Q4 2026 earnings at $3.37 EPS, FY2026 earnings at $12.49 EPS, Q1 2027 earnings at $3.40 EPS and FY2027 earnings at $14.12 EPS.

A number of other brokerages also recently weighed in on V. Keefe, Bruyette & Woods boosted their price target on Visa from $360.00 to $400.00 and gave the company an “outperform” rating in a report on Friday, January 31st. Raymond James reiterated an “outperform” rating and set a $393.00 target price (up previously from $374.00) on shares of Visa in a research note on Friday, January 31st. Seaport Res Ptn raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 14th. Wells Fargo & Company lifted their price target on shares of Visa from $360.00 to $395.00 and gave the company an “overweight” rating in a report on Friday, January 31st. Finally, Barclays increased their price objective on shares of Visa from $361.00 to $396.00 and gave the stock an “overweight” rating in a research note on Monday, February 3rd. Four equities research analysts have rated the stock with a hold rating, twenty-five have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $354.73.

Visa Stock Up 0.2 %

Shares of Visa stock opened at $351.43 on Thursday. The company has a quick ratio of 1.28, a current ratio of 1.12 and a debt-to-equity ratio of 0.45. The business has a 50-day moving average price of $323.36 and a 200 day moving average price of $297.90. Visa has a fifty-two week low of $252.70 and a fifty-two week high of $352.12. The firm has a market cap of $652.88 billion, a P/E ratio of 35.43, a P/E/G ratio of 2.32 and a beta of 0.97.

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%.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of V. Decker Retirement Planning Inc. acquired a new position in shares of Visa in the fourth quarter worth about $26,000. Bradley & Co. Private Wealth Management LLC purchased a new stake in shares of Visa in the 4th quarter valued at approximately $27,000. Peterson Financial Group Inc. acquired a new position in Visa in the 3rd quarter worth approximately $26,000. POM Investment Strategies LLC grew its position in Visa by 48.5% during the 4th quarter. POM Investment Strategies LLC now owns 98 shares of the credit-card processor’s stock worth $31,000 after purchasing an additional 32 shares in the last quarter. Finally, Modus Advisors LLC acquired a new stake in Visa during the 4th quarter valued at $32,000. Institutional investors own 82.15% of the company’s stock.

Insider Activity at Visa

In other news, insider Tullier Kelly Mahon sold 33,741 shares of Visa stock in a transaction that occurred on 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 transaction, the insider now owns 36,566 shares of the company’s stock, valued at $12,789,689.82. The trade was a 47.99 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Paul D. Fabara sold 2,171 shares of the stock in a transaction that occurred on Friday, November 22nd. The shares were sold at an average price of $307.97, for a total transaction of $668,602.87. Following the sale, 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 ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 58,056 shares of company stock worth $19,830,050 over the last quarter. 0.13% of the stock is currently owned by company insiders.

Visa Announces Dividend

The business 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 $0.59 dividend. This represents a $2.36 annualized dividend and a dividend yield of 0.67%. The ex-dividend date is Tuesday, February 11th. Visa’s dividend payout ratio (DPR) is presently 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.