Seaport Res Ptn Issues Pessimistic Outlook for Visa Earnings

Visa Inc. (NYSE:V - Free Report) - Equities researchers at Seaport Res Ptn reduced their Q3 2025 earnings per share estimates for shares of Visa in a note issued to investors on Thursday, April 17th. Seaport Res Ptn analyst J. Cantwell now anticipates that the credit-card processor will earn $2.83 per share for the quarter, down from their prior forecast of $2.86. Seaport Res Ptn currently has a "Strong-Buy" rating on the stock. The consensus estimate for Visa's current full-year earnings is $11.30 per share. Seaport Res Ptn also issued estimates for Visa's Q4 2025 earnings at $3.09 EPS, FY2025 earnings at $11.35 EPS, Q3 2026 earnings at $3.21 EPS, Q4 2026 earnings at $3.47 EPS and FY2026 earnings at $12.71 EPS.

A number of other equities research analysts have also issued reports on the company. Evercore ISI initiated coverage on Visa in a research note on Wednesday, April 9th. They issued an "in-line" rating and a $330.00 target price on the stock. StockNews.com lowered Visa from a "buy" rating to a "hold" rating in a research note on Wednesday. Barclays boosted their target price on shares of Visa from $361.00 to $396.00 and gave the company an "overweight" rating in a research note on Monday, February 3rd. Wells Fargo & Company upped their price objective on shares of Visa from $360.00 to $395.00 and gave the company an "overweight" rating in a research note on Friday, January 31st. Finally, Keefe, Bruyette & Woods reissued a "hold" rating on shares of Visa in a research note on Thursday, February 13th. Seven research analysts have rated the stock with a hold rating, twenty-one have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $355.84.

Visa Price Performance

V traded down $2.07 during midday trading on Friday, reaching $329.26. 5,640,095 shares of the company's stock were exchanged, compared to its average volume of 7,224,873. The business's 50-day moving average price is $340.68 and its 200 day moving average price is $320.74. The stock has a market capitalization of $611.69 billion, a PE ratio of 33.19, a P/E/G ratio of 2.33 and a beta of 0.94. Visa has a 1-year low of $252.70 and a 1-year high of $366.54. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.12 and a quick ratio of 1.12.

Visa (NYSE:V - Get Free Report) last released its quarterly earnings results on Thursday, January 30th. The credit-card processor reported $2.75 earnings per share (EPS) for the quarter, topping 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%.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Decker Retirement Planning Inc. acquired a new position in shares of Visa in the 4th quarter valued at about $26,000. Bradley & Co. Private Wealth Management LLC bought a new position in Visa in the fourth quarter worth about $27,000. POM Investment Strategies LLC boosted its stake in Visa by 48.5% in the fourth quarter. POM Investment Strategies LLC now owns 98 shares of the credit-card processor's stock valued at $31,000 after acquiring an additional 32 shares during the period. Modus Advisors LLC acquired a new stake in shares of Visa during the 4th quarter worth approximately $32,000. Finally, Compass Planning Associates Inc bought a new stake in shares of Visa in the 4th quarter worth approximately $32,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CAO Peter M. Andreski sold 2,332 shares of the stock in a transaction that occurred on 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 transaction, the chief accounting officer now directly owns 4,488 shares in the company, valued at approximately $1,569,094.56. This represents a 34.19 % decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Paul D. Fabara sold 39,350 shares of Visa stock in a transaction on Friday, March 14th. The stock was sold at an average price of $327.20, for a total transaction of $12,875,320.00. Following the completion of the sale, the insider now owns 26,413 shares of the company's stock, valued at approximately $8,642,333.60. This trade represents a 59.84 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 143,205 shares of company stock worth $48,842,490. 0.13% of the stock is currently owned by company insiders.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 3rd. Stockholders of record on Tuesday, February 11th were given a dividend of $0.59 per share. The ex-dividend date was Tuesday, February 11th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 0.72%. Visa's payout ratio is currently 23.79%.

About Visa

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.