V

VISA INC.

NYSE · Services-Business Services, NEC · Inc. DE · CIK 0001403161
$330.75 +0.25% $625.0B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)Congressional Activity (3)
Vol
Market Cap$625.0B
Cap SizeMega Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders14 funds
Inst. Value$115.0B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$14.4M
Reddit Sentiment50° Neutral
SEC Reports8
Congressional9 trades
Exchange NYSE·Sector Services-Business Services, NEC·Inc. DE·CIK 0001403161·Prev Close $329.91

Recent Activity

Jul 27, 2026 earnings_calendar
V Q3 2026 Earnings After Market Close — 2026-07-27
EPS est: $3.24 | Rev est: $11.3B
May 12, 2026 SEC
Visa settled its exchange offer for all outstanding Class B-1 and B-2 common stock, entering into makewhole agreements w
8-K — Impact 4/10
May 12, 2026 Insider
Suh Chris sold 10,639 shares
CHIEF FINANCIAL OFFICER @ $324.81 ($3.5M)
May 1, 2026 SEC
Freedom Broker upgrades Visa to Buy — PT $375 (+14%) as part of 14-firm analyst cluster
ANALYST-UPGRADE — Impact 2/10
Apr 29, 2026 Insider
MCINERNEY RYAN sold 31,455 shares
Chief Executive Officer @ $109.82 ($3.5M)
Apr 29, 2026 Insider
MCINERNEY RYAN sold 31,455 shares
Chief Executive Officer @ $340.14 ($10.7M)
Apr 22, 2026 SEC
BMO Capital initiates V at Outperform with $365 PT — 18% upside, 5 days before earnings
ANALYST-UPGRADE — Impact 4/10
Inst.
NORGES BANK — NEW
16,759,538 shares ($5.9B)

Price Targets

$398.74 +20.6% upside Strong Buy
Current $330.75 Low $323.00 Median $400.60 High $450.00 35 analysts
$323.00 $450.00

Analyst Ratings

Strong Buy92% buy · 48 analysts
11Strong Buy
33Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 Truist Securities MAINTAIN Buy → Buy
Apr 30, 2026 Macquarie MAINTAIN Outperform → Outperform
Apr 29, 2026 UBS MAINTAIN Buy → Buy
Apr 29, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Apr 29, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.22 ▲ +1.5% $3.17 — $3.28 8% YoY 28
Next Q $3.44 ▲ +0.9% $3.33 — $3.52 16% YoY 27
Current FY $13.11 ▲ +1.9% $12.73 — $13.33 14% YoY 39
Next FY $14.85 ▲ +2.1% $14.36 — $15.36 13% YoY 38

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$56.5B
MORGAN STANLEY$16.4B
FMR LLC$16.4B
BANK OF AMERICA CORP$8.4B
NORGES BANK$5.9BNEW

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026Suh ChrisSELL$3.5M
Apr 29, 2026MCINERNEY RYANM$3.5M
Apr 29, 2026MCINERNEY RYANSELL$10.7M
Apr 29, 2026MCINERNEY RYANM$0.00
Mar 11, 2026CARNEY LLOYDSELL$201.3K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
4 mentions 2 bullish 2 bearish

Congressional Trades

6 members: 7 buys, 2 sells
MemberPartyTypeAmount
David TaylorRBUY$1,001 - $15,000
Michael McCaulRSELL$1,001 - $15,000
David TaylorRBUY$1,001 - $15,000
14 institutional holders with $115.0B total value (327,792,892 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC160,975,832$56.5B49.1%
2MORGAN STANLEY46,863,081$16.4B14.3%
3FMR LLC46,710,505$16.4B14.3%
4BANK OF AMERICA CORP /DE/23,835,336$8.4B7.3%
5NORGES BANK16,759,538$5.9B5.1%NEW
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC13,381,943$4.7B4.1%NEW
7BERKSHIRE HATHAWAY INC8,297,460$2.9B2.5%NEW
8WELLS FARGO & COMPANY/MN8,100,872$2.8B2.5%
9Mawer Investment Management Ltd.2,035,207$713.8M0.6%
10TWO SIGMA INVESTMENTS, LP603,759$211.7M0.2%DOUBLED +10682.9%
11RENAISSANCE TECHNOLOGIES LLC221,768$77.8M0.1%DOUBLED +28927.2%
12DODGE & COX859$301.3K0.0%
13YACKTMAN ASSET MANAGEMENT LP732$256.7K0.0%
14Olstein Capital Management, L.P.6,000$2.1K0.0%TRIM -33.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW16,759,538$5.9B2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED764221,768+28927.2%$77.8M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT325,422764-99.8%$260.4K2025-Q3
NORGES BANKEXIT19,813,9390-100.0%$0.002025-Q3
NORGES BANKNEW19,813,939$7.0B2025-Q2
BERKSHIRE HATHAWAY INCNEW8,297,460$2.9B2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED5,300571,493+10682.9%$202.9M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM546,092325,422-40.4%$115.5M2025-Q2
CITADEL ADVISORS LLCTRIM5,207,9672,912,132-44.1%$1.0B2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED2,017546,092+26974.5%$191.4M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT707,3955,300-99.3%$1.9M2025-Q1
Olstein Capital Management, L.P.TRIM10,5007,000-33.3%$2.5K2025-Q1
BERKSHIRE HATHAWAY INCEXIT8,297,4600-100.0%$0.002025-Q1
NORGES BANKEXIT16,362,7100-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT17,4692,017-88.5%$645.0K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW11,522,445$3.2B2024-Q3
3 unique insiders with 3 transactions. Net insider value: -$14.4M ($0.00 bought, $14.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026Suh ChrisCHIEF FINANCIAL OFFICERSELL10,639$324.81$3.5M
Apr 29, 2026MCINERNEY RYANChief Executive OfficerM31,455$109.82$3.5M
Apr 29, 2026MCINERNEY RYANChief Executive OfficerSELL31,455$340.14$10.7M
Apr 29, 2026MCINERNEY RYANChief Executive OfficerM31,455$0.00$0.00
Mar 11, 2026CARNEY LLOYDDirectorSELL650$309.62$201.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (92% buy). Based on 48 analysts: 11 strong buy, 33 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$398.74 mean target +20.6% upside Strong Buy (1.34)
$323.00 Low $450.00 High
MetricValue
Current Price$330.75
Target Low$323.00
Target Mean$398.74
Target Median$400.60
Target High$450.00
# Analysts35
RecommendationStrong Buy (1.34)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.22 $3.17 $3.28 8.2% +1.5% 22↑ 1↓ $11.4B 11.8% 28
Next Q
2026-09-30
$3.44 $3.33 $3.52 15.5% +0.9% 16↑ 7↓ $12.1B 12.5% 27
Current FY
2026-09-30
$13.11 $12.73 $13.33 14.3% +1.9% 32↑ 1↓ $45.5B 13.8% 39
Next FY
2027-09-30
$14.85 $14.36 $15.36 13.3% +2.1% 30↑ 2↓ $50.3B 10.6% 38

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.223
7d ago$3.218+0.005
30d ago$3.174+0.049
60d ago$3.171+0.052
90d ago$3.169+0.054
14 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 Truist Securities MAINTAIN Buy Buy
Apr 30, 2026 Macquarie MAINTAIN Outperform Outperform
Apr 29, 2026 UBS MAINTAIN Buy Buy
Apr 29, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 29, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 29, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
Apr 24, 2026 Truist Securities MAINTAIN Buy Buy
Apr 22, 2026 BMO Capital INITIATE Outperform Outperform
Apr 14, 2026 Citigroup MAINTAIN Buy Buy
Apr 1, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 31, 2026 Loop Capital INITIATE Buy
Mar 31, 2026 UBS MAINTAIN Buy Buy
Feb 17, 2026 Freedom Broker UPGRADE Hold Buy
Jan 30, 2026 RBC Capital REITERATE Outperform Outperform
Jan 30, 2026 Macquarie MAINTAIN Outperform Outperform
Jan 30, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 30, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
Jan 27, 2026 Cantor Fitzgerald INITIATE Overweight
Dec 23, 2025 Freedom Broker MAINTAIN Hold Hold
Dec 11, 2025 B of A Securities UPGRADE Neutral Buy
Dec 8, 2025 HSBC UPGRADE Hold Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 2026113340092%
Apr 1, 2026113140091%
Mar 1, 2026133140092%
Feb 1, 2026132960088%
Jan 1, 2026132860087%
Dec 1, 2025122780083%
Nov 1, 2025122780083%
Strong BuyBuyHoldSellStrong Sell
6 members of Congress traded this stock: 7 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 27, 2026David TaylorRHOUSEBUY$1,001 - $15,000Visa IncMay 8, 2026 (12d)
Apr 27, 2026Michael McCaulRHOUSESELL$1,001 - $15,000Visa IncMay 11, 2026 (15d)
Feb 26, 2026David TaylorRHOUSEBUY$1,001 - $15,000Visa IncMar 9, 2026 (12d)
Feb 19, 2026Anthony WiedRHOUSEBUY$50,001 - $100,000Visa IncMar 12, 2026 (22d)
Feb 18, 2026Joshua GottheimerDHOUSESELL$1,001 - $15,000Visa IncMar 17, 2026 (28d)
Feb 9, 2026David TaylorRHOUSEBUY$1,001 - $15,000Visa IncFeb 23, 2026 (15d)
Jan 15, 2026John BoozmanRSENATEBUY$1,001 - $15,000Visa IncFeb 15, 2026 (32d)
Nov 7, 2025Katie BrittRSENATEBUY$1,001 - $15,000Visa IncJan 27, 2026 (81d)
Apr 14, 2025Katie BrittRSENATEBUY$1,001 - $15,000Visa IncJan 27, 2026 (288d)
50°
Neutral
Bearish Neutral Bullish
4 mentions 2 bullish 2 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 29, 2026160° Warm101
Apr 29, 2026160° Warm101
Apr 25, 2026140° Cool011
Apr 25, 2026140° Cool011

Recent Reddit Threads

Jul 27, 2026
earnings_calendar
V Q3 2026 Earnings After Market Close — 2026-07-27
EPS est: $3.24 | Rev est: $11.3B
May 20, 2026
other
Visa Canada Brings Visa Street Soccer Park to Toronto
The Visa Street Soccer Park at Nathan Phillips Square opens ahead of FIFA World Cup 2026™
May 7, 2026
short_volume
Short Volume: V — 55.9% short (1.5M / 2.6M)
Short: 1,463,043 | Exempt: 4,991 | TRF Vol: 2,619,547 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 5, 2026
other
Visa Expands ‘Agentic Ready’ Program to Canada to Advance AI-Driven Commerce
Tailored for Canada, Visa’s Agentic Ready program is designed to support the payments ecosystem as it prepares for a new era of agentic commerce
May 5, 2026
other
Visa Canada and Wealthsimple Pilot Stablecoin Settlement in Canada
Visa Canada and Wealthsimple partner to pilot stablecoin settlement in Canada, marking a new chapter in money movement in Canada.
May 4, 2026
short_volume
Short Volume: V — 57.0% short (1.5M / 2.7M)
Short: 1,532,232 | Exempt: 11,944 | TRF Vol: 2,686,540 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: V — 48,404 shares ($16.2M) failed to deliver
Settlement: 20260430, Price: $334.86, FTD Value: $16,208,563.44, VISA INC CLASS A COM
Apr 28, 2026
earnings_calendar
V Q2 2026 Earnings After Market Close — 2026-04-28
Apr 28, 2026
short_interest
FTD: V — 9,281 shares ($2.9M) failed to deliver
Settlement: 20260428, Price: $309.65, FTD Value: $2,873,861.65, VISA INC CLASS A COM
Apr 27, 2026
earnings_calendar
V Q2 2026 Earnings After Market Close — 2026-04-27
EPS est: $3.15 | Rev est: $10.9B
Apr 27, 2026
dark_pool
Dark Pool: V — 14.1M shares, 272,536 trades
Week starting 2026-04-27. Total ATS volume: 14,140,408 shares across 272,536 trades.
Apr 20, 2026
short_interest
FTD: V — 3,943 shares ($1.3M) failed to deliver
Settlement: 20260420, Price: $317.02, FTD Value: $1,250,009.86, VISA INC CLASS A COM
Apr 20, 2026
dark_pool
Dark Pool: V — 9.3M shares, 180,321 trades
Week starting 2026-04-20. Total ATS volume: 9,322,602 shares across 180,321 trades.
Apr 13, 2026
dark_pool
Dark Pool: V — 7.3M shares, 165,898 trades
Week starting 2026-04-13. Total ATS volume: 7,335,604 shares across 165,898 trades.
Apr 6, 2026
dark_pool
Dark Pool: V — 6.3M shares, 159,424 trades
Week starting 2026-04-06. Total ATS volume: 6,250,398 shares across 159,424 trades.
Mar 26, 2026
Enforcement
FTC Chairman Andrew N. Ferguson Issues Warning Letters to CEOs of PayPal, Stripe, Visa and Mastercard About Debanking American Consumers
Federal Trade Commission Chairman Andrew N. Ferguson sent letters today to four major financial infrastructure platforms and payment providers remindi
Mar 26, 2026
Enforcement
FTC Chairman Andrew N. Ferguson Issues Warning Letters to CEOs of PayPal, Stripe, Visa and Mastercard About Debanking American Consumers
Federal Trade Commission Chairman Andrew N. Ferguson sent letters today to four major financial infrastructure platforms and payment providers remindi
Mar 26, 2026
Enforcement
FTC Chairman Andrew N. Ferguson Issues Warning Letters to CEOs of PayPal, Stripe, Visa and Mastercard About Debanking American Consumers
<p>Federal Trade Commission Chairman Andrew N. Ferguson sent letters today to four major financial infrastructure platforms and payment providers remi