Yahoo · Oct 28, 2026
Visa (V) Q4 2026 Earnings Call Transcript
Record $45.9B annual revenue driven by value-added services and cross-border growth.

NASDAQ · V
Financial Services · Financial - Credit Services
$401.86
Down-$2.30 (-0.57%)
Updated Oct 28, 2026, 9:12 AM
SID Score
7.6/10
Composite research score
Smart Money
43/100
Neutral
Price performance · V
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 27, 2026
V closed at $401.86 after 21 trading sessions, up 9.83% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 27, 2026 | $402.07 | $403.5066 | $397.36 | $401.86 | 8.26M |
| Oct 26, 2026 | $405.75 | $407.53 | $402.64 | $404.16 | 5.3M |
| Oct 23, 2026 | $410.59 | $412.5801 | $406.80 | $407.92 | 5.07M |
| Oct 22, 2026 | $407.95 | $414.60 | $407.28 | $414.34 | 7.09M |
| Oct 21, 2026 | $405.97 | $409.5299 | $404.04 | $407.85 | 5.42M |
| Oct 20, 2026 | $403.865 | $408.59 | $403.39 | $406.57 | 6.71M |
| Oct 19, 2026 | $399.52 | $403.792 | $398.01 | $402.92 | 5.84M |
| Oct 16, 2026 | $402.50 | $404.742 | $399.73 | $402.61 | 6.78M |
| Oct 15, 2026 | $396.66 | $403.205 | $395.26 | $399.75 | 8.58M |
| Oct 14, 2026 | $395.91 | $397.19 | $389.56 | $391.43 | 7.73M |
| Oct 13, 2026 | $394.72 | $396.35 | $390.69 | $396.06 | 7.48M |
| Oct 12, 2026 | $385.78 | $391.81 | $384.6493 | $389.27 | 4.99M |
| Oct 9, 2026 | $375.79 | $386.84 | $375.50 | $385.45 | 5.93M |
| Oct 8, 2026 | $371.40 | $379.99 | $370.3748 | $375.10 | 6.41M |
| Oct 7, 2026 | $369.72 | $374.6185 | $369.60 | $372.10 | 4.45M |
| Oct 6, 2026 | $368.79 | $371.84 | $368.15 | $370.64 | 3.53M |
| Oct 5, 2026 | $359.49 | $370.165 | $359.05 | $369.71 | 4.53M |
| Oct 2, 2026 | $360.21 | $361.38 | $356.75 | $360.66 | 4.01M |
| Oct 1, 2026 | $358.35 | $363.239 | $357.355 | $359.85 | 5.27M |
| Sep 30, 2026 | $364.50 | $364.60 | $359.33 | $359.33 | 7.42M |
| Sep 29, 2026 | $366.93 | $368.26 | $365.00 | $365.88 | 5.47M |
The latest Smart Investors Daily articles mentioning V.
Company
Market Activity
Research & News
V research
Company profile and research snapshot.
Visa is the largest payment processor in the world. In fiscal 2024, it processed almost $16 trillion in total volume. Visa operates in over 200 countries and processes transactions in over 160 currencies. Its systems are capable of processing over 65,000 transactions per second.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 26, 2026 | Susquehanna | Positive | — |
| Oct 23, 2026 | Truist Securities | Buy | — |
| Oct 12, 2026 | Baird | Outperform | — |
| Aug 31, 2026 | RBC Capital | Outperform | — |
| Aug 25, 2026 | Wolfe Research | Outperform | — |
No generated briefing is available yet.
Yahoo · Oct 28, 2026
Record $45.9B annual revenue driven by value-added services and cross-border growth.
Yahoo · Oct 28, 2026
Although the revenue and EPS for Visa (V) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
SeekingAlpha · Oct 27, 2026
Visa Inc. (V) Q4 2026 Earnings Call October 27, 2026 5:00 PM EDTCompany ParticipantsJennifer Como - Head of Investor RelationsRyan McInerney - CEO &...
ChartMill · Oct 27, 2026
Visa’s Q4 results were roughly in line, with revenue up 13.2% YoY; shares slipped 2.2% after hours despite healthy consumer spending.
Interpretive context generated from the platform’s current data sources.
Visa Inc. shares have demonstrated strong upward momentum across multiple timeframes, with the stock trading at $401.86 per SID market data. The stock has gained 10.01% over the past month and 10.25% over the trailing three-month period, while delivering a 16.65% return over the past year. From a technical perspective, Visa trades well above both its 50-day moving average of $377.87 and its 200-day moving average of $339.38, confirming a sustained bullish trend. The 14-day relative strength index stands at 76.5, placing the stock in overbought territory and suggesting near-term caution. According to Massive/Polygon data, average daily trading volume sits at approximately 6.18 million shares. Visa's beta of 0.822 indicates the stock exhibits lower volatility than the broader market, consistent with its defensive positioning within the Financial Services sector. The company commands a market capitalization of approximately $670.7 billion.
Visa Inc. currently trades at a price-to-earnings ratio of 33.38, reflecting a premium valuation relative to the broader Financial Services sector, per SID market data. The company's price-to-book ratio stands at 17.66, underscoring the market's recognition of Visa's asset-light business model and substantial intangible value tied to its global payments network. The PEG ratio registers at a deeply negative -114.04, a figure that reflects distortions in the underlying growth rate inputs rather than a meaningful valuation signal. According to SEC filings, Visa maintains a dividend yield of approximately 0.71%, positioning it as a modest income-producing holding. With a market capitalization of $670.7 billion, Visa ranks among the largest companies in the financial technology space. The elevated earnings multiple suggests investors are pricing in durable competitive advantages and continued revenue expansion from global digital payment adoption trends.
Visa Inc. carries a composite smart money score of 43, signaling a neutral overall positioning among sophisticated market participants, per SID market data. The institutional component scores a perfect 25 out of 25, reflecting exceptionally strong conviction from large asset managers and funds. In contrast, the insider score registers at just 6.9 out of 25, indicating limited bullish insider sentiment. According to SEC Form 4 filings, there have been 14 insider transactions over the past 90 days, comprising 6 purchases and 8 sales, resulting in net selling activity during the period. The dark pool activity score stands at 9.1 out of 25, suggesting moderate but not outsized off-exchange institutional accumulation. Congressional trading activity is minimal, scoring only 1.6 out of 25 per 13F institutional filings. The divergence between strong institutional ownership conviction and tepid insider buying creates a mixed signal for investors monitoring smart money flows into the payments giant.
Visa Inc. has delivered a consistent streak of earnings beats across its four most recent quarterly reports, according to company earnings reports. In the most recent quarter reported on October 27, Visa posted earnings per share of $3.48 against analyst estimates of $3.44, a positive surprise of $0.04. The prior quarter saw a stronger beat, with actual EPS of $3.32 versus the $3.22 consensus, representing a $0.10 upside surprise. The standout performance came in the April quarter, where Visa reported $3.31 per share against estimates of $3.10, exceeding expectations by $0.21 or approximately 6.8%. The January quarter showed a narrower beat of $0.03, with $3.17 actual versus $3.14 estimated. Per analyst estimates, Visa's sequential EPS progression from $3.17 to $3.48 over four quarters demonstrates steady earnings growth. This unbroken pattern of positive surprises reinforces the company's operational predictability and management's ability to deliver above-consensus results.
Wall Street analyst sentiment toward Visa Inc. remains unanimously bullish, with all recent coverage reaffirming positive ratings, per Wall Street analyst reports. On October 26, Susquehanna maintained its Positive rating on the stock, while Truist Securities reiterated a Buy rating on October 23. Baird maintained its Outperform designation on October 12, and both RBC Capital and Wolfe Research reaffirmed Outperform ratings in August. Notably, none of the five most recent analyst actions represented downgrades; each maintained a prior bullish stance, according to SID consensus data. This uniform optimism across multiple firms — spanning boutique research houses and large-bank coverage — reflects broad institutional confidence in Visa's competitive positioning and growth trajectory. The consistency of reiterated positive ratings, rather than initiations or upgrades, suggests analysts view the current operating environment as supportive of their existing investment theses. With the stock trading at $401.86, the sustained bullish consensus indicates Wall Street sees further upside potential despite elevated valuation multiples.


The latest Smart Investors Daily articles mentioning V.