Seaport Res Ptn Has Negative Forecast for Visa Q1 Earnings

Visa Inc. (NYSE:V) – Investment analysts at Seaport Res Ptn reduced their Q1 2025 EPS estimates for Visa in a research report issued to clients and investors on Tuesday, January 14th. Seaport Res Ptn analyst J. Cantwell now forecasts that the credit-card processor will earn $2.71 per share for the quarter, down from their previous forecast of $2.73. Seaport Res Ptn currently has a “Strong-Buy” rating on the stock. The consensus estimate for Visa’s current full-year earnings is $11.22 per share. Seaport Res Ptn also issued estimates for Visa’s Q2 2025 earnings at $2.71 EPS and Q3 2025 earnings at $2.87 EPS.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, October 29th. The credit-card processor reported $2.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.58 by $0.13. The company had revenue of $9.62 billion for the quarter, compared to analysts’ expectations of $9.49 billion. Visa had a net margin of 54.96% and a return on equity of 53.16%. The firm’s revenue for the quarter was up 11.7% compared to the same quarter last year. During the same period last year, the company earned $2.33 EPS.

V has been the subject of a number of other reports. Wells Fargo & Company boosted their target price on shares of Visa from $325.00 to $360.00 and gave the company an “overweight” rating in a report on Friday, January 3rd. Citigroup raised their target price on Visa from $326.00 to $354.00 and gave the company a “buy” rating in a report on Tuesday. TD Cowen boosted their price objective on shares of Visa from $318.00 to $325.00 and gave the stock a “buy” rating in a report on Wednesday, October 30th. Deutsche Bank Aktiengesellschaft upped their target price on Visa from $300.00 to $340.00 and gave the company a “buy” rating in a research report on Wednesday, October 30th. Finally, Mizuho increased their price target on shares of Visa from $279.00 to $292.00 and gave the stock a “neutral” rating in a research report on Friday, November 1st. Four investment analysts have rated the stock with a hold rating, twenty-four have given a buy rating and two have given a strong buy rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $331.92.

Visa Price Performance

Shares of NYSE:V opened at $319.97 on Thursday. Visa has a 52 week low of $252.70 and a 52 week high of $321.61. The business has a fifty day simple moving average of $313.16 and a 200-day simple moving average of $288.06. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.55. The company has a market cap of $596.06 billion, a P/E ratio of 32.88, a P/E/G ratio of 2.06 and a beta of 0.96.

Hedge Funds Weigh In On Visa

Several institutional investors and hedge funds have recently bought and sold shares of V. Custom Index Systems LLC purchased a new position in Visa during the third quarter valued at approximately $731,000. Copley Financial Group Inc. purchased a new stake in shares of Visa during the third quarter worth $616,000. FORA Capital LLC acquired a new stake in Visa during the third quarter valued at $7,987,000. Chicago Capital LLC boosted 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 purchasing an additional 20,023 shares during the last quarter. Finally, Nexus Investment Management ULC grew its stake in Visa by 5,034.0% in the third quarter. Nexus Investment Management ULC now owns 56,371 shares of the credit-card processor’s stock valued at $15,499,000 after purchasing an additional 55,273 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Transactions at Visa

In other news, CEO Ryan Mcinerney sold 8,620 shares of Visa stock in a transaction on Thursday, January 2nd. The stock was sold at an average price of $317.78, for a total transaction of $2,739,263.60. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Paul D. Fabara sold 2,171 shares of the company’s stock in a transaction on Friday, November 22nd. The shares were sold at an average price of $307.97, for a total value of $668,602.87. Following the transaction, the insider now directly owns 17,894 shares in the company, valued at $5,510,815.18. The trade was a 10.82 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.13% of the stock is owned by insiders.

Visa Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 2nd. Shareholders of record on Tuesday, November 12th were given a $0.59 dividend. This is a positive change from Visa’s previous quarterly dividend of $0.52. The ex-dividend date of this dividend was Tuesday, November 12th. This represents a $2.36 annualized dividend and a yield of 0.74%. Visa’s payout ratio is 24.25%.

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.