Visa (NYSE:V) Receives Outperform Rating from Royal Bank Of Canada

Visa (NYSE:V)‘s stock had its “outperform” rating restated by research analysts at Royal Bank Of Canada in a research report issued to clients and investors on Friday,Benzinga reports. They currently have a $395.00 price target on the credit-card processor’s stock. Royal Bank Of Canada’s target price indicates a potential upside of 22.01% from the stock’s previous close.

A number of other equities analysts have also recently weighed in on V. Rothschild Redb raised Visa from a “hold” rating to a “strong-buy” rating in a report on Wednesday. Truist Financial set a $374.00 price objective on Visa in a research report on Tuesday, January 20th. HSBC upgraded Visa from a “hold” rating to a “buy” rating and increased their target price for the company from $335.00 to $389.00 in a research report on Sunday, December 7th. Redburn Partners set a $385.00 price objective on shares of Visa in a research report on Wednesday. Finally, UBS Group reaffirmed a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $392.19.

Visa Stock Performance

Shares of V traded down $8.06 during trading hours on Friday, hitting $323.74. The stock had a trading volume of 5,360,295 shares, compared to its average volume of 8,222,515. The firm has a 50-day moving average price of $338.87 and a 200 day moving average price of $341.79. Visa has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The firm has a market capitalization of $589.77 billion, a price-to-earnings ratio of 31.71, a PEG ratio of 1.92 and a beta of 0.81. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08.

Visa (NYSE:V) last released its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. The company had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.75 earnings per share. As a group, research analysts anticipate that Visa will post 11.3 EPS for the current year.

Insider Buying and Selling at Visa

In other Visa news, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the sale, the chief executive officer owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This trade represents a 52.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 24,042 shares of company stock worth $8,247,289. Insiders own 0.12% of the company’s stock.

Institutional Trading of Visa

Hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. raised its position in Visa by 0.9% in the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after purchasing an additional 1,461,575 shares during the period. Geode Capital Management LLC raised its holdings in Visa by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after buying an additional 1,067,631 shares during the period. Capital World Investors lifted its position in Visa by 0.8% in the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after buying an additional 193,288 shares during the last quarter. Norges Bank acquired a new stake in shares of Visa during the second quarter valued at about $7,034,939,000. Finally, TCI Fund Management Ltd. raised its stake in shares of Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after acquiring an additional 2,429,996 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Quarterly results beat expectations: Q1 EPS $3.17 vs. $3.14 est.; revenue $10.90B vs. $10.69B, revenue +14.6% YoY; strong margins and ROE—management cited robust holiday payment volumes. Visa beats estimates on strong payment volumes (Reuters)
• Positive Sentiment: Analyst bullishness ramps up: Macquarie reaffirmed “outperform” with a $410 price target (≈26.5% upside from recent levels); William Blair reiterated Buy; Rothschild Redburn and Cantor Fitzgerald issued upgrades—these lift conviction on upside potential and long-term growth. Macquarie PT and analyst coverage (Benzinga) William Blair note (TipRanks)
• Positive Sentiment: Strategic growth initiatives: Visa is pushing into stablecoin settlement and crypto rails to capture settlement fees as blockchain payment volumes surge—this could open a higher-growth payments settlement revenue stream. Stablecoin settlement push (24/7 Wall St.)
• Positive Sentiment: Dividend action: Visa declared a $0.67 quarterly dividend (ex-dividend Feb 10; payable Mar 2), supporting the company’s shareholder-return profile despite a sub-1% yield—appealing to income-oriented investors.
• Neutral Sentiment: Strategic commentary and positioning: Management emphasized credentials, agentic commerce, B2B/P2P money movement and product-led growth on the earnings call—important long-term themes but execution/timing remain to be proven. Earnings commentary on credentials and strategy (PYMNTS)
• Neutral Sentiment: Investor materials available: Slide deck, press release and webcast were published with the Q1 results—useful for investors wanting detail on metrics and management commentary. Slide deck / press release
• Negative Sentiment: Reputational/policy noise: Media coverage around partnerships, rewards usage and political-profile stories (e.g., high-profile “gold card” and Trump-related rewards headlines) could create short-term PR or regulatory scrutiny that adds uncertainty to sentiment. High-profile media headlines (NYT/aggregated)

Visa Company Profile

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.