Earnings Performance: Recent discussions on X about Visa Inc. (V) have been heavily focused on the company’s fiscal 2025 Q4 earnings, which reported a 12% year-over-year revenue increase to $10.7 billion. Many users are highlighting the strong growth in payment volumes and cross-border transactions. The full-year revenue jump of 11% to $40 billion has also fueled significant interest.
Market Caution: Despite the impressive financials, some on X are expressing concerns about Visa’s stock price trajectory. There’s a mix of optimism for future growth and caution over rising operating expenses, which have sparked debates. This duality keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Visa Inc. Insider Trading Activity
Visa Inc. insiders have traded $V stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $V stock by insiders over the last 6 months:
- PAUL D FABARA (CHIEF RISK & CLIENT SVCS OFC) has made 0 purchases and 4 sales selling 60,022 shares for an estimated $22,170,621.
- RAJAT TANEJA (PRESIDENT, TECHNOLOGY) has made 0 purchases and 3 sales selling 56,305 shares for an estimated $20,524,337.
- RYAN MCINERNEY (Chief Executive Officer) has made 0 purchases and 5 sales selling 48,705 shares for an estimated $17,008,354.
- JULIE B ROTTENBERG (GENERAL COUNSEL) sold 2,027 shares for an estimated $697,328
- LLOYD CARNEY sold 900 shares for an estimated $302,832
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Visa Inc. Congressional Stock Trading
Members of Congress have traded $V stock 16 times in the past 6 months. Of those trades, 5 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $V stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 3 purchases worth up to $45,000 on 11/12, 08/13 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE BYRON DONALDS purchased up to $15,000 on 10/24.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 7 times. They made 0 purchases and 7 sales worth up to $105,000 on 08/12, 08/01, 07/14, 06/26, 06/25, 06/24, 06/20.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $50,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Visa Inc. Hedge Fund Activity
We have seen 1,977 institutional investors add shares of Visa Inc. stock to their portfolio, and 1,985 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 9,043,483 shares (+54.7%) to their portfolio in Q3 2025, for an estimated $3,087,264,226
- TCI FUND MANAGEMENT LTD added 8,989,793 shares (+47.1%) to their portfolio in Q3 2025, for an estimated $3,068,935,534
- JPMORGAN CHASE & CO removed 7,211,590 shares (-31.6%) from their portfolio in Q3 2025, for an estimated $2,461,892,594
- FMR LLC removed 7,158,378 shares (-12.8%) from their portfolio in Q3 2025, for an estimated $2,443,727,081
- NORGES BANK added 3,451,229 shares (+21.1%) to their portfolio in Q2 2025, for an estimated $1,225,358,856
- CITADEL ADVISORS LLC added 3,037,976 shares (+14838.2%) to their portfolio in Q3 2025, for an estimated $1,037,104,246
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 3,006,717 shares (-35.6%) from their portfolio in Q3 2025, for an estimated $1,026,433,049
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Visa Inc. Analyst Ratings
Wall Street analysts have issued reports on $V in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Macquarie issued a "Outperform" rating on 10/29/2025
- UBS issued a "Buy" rating on 10/29/2025
- Keybanc issued a "Overweight" rating on 10/22/2025
- Citigroup issued a "Buy" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Baird issued a "Outperform" rating on 10/06/2025
- Barclays issued a "Overweight" rating on 07/31/2025
To track analyst ratings and price targets for Visa Inc., check out Quiver Quantitative's $V forecast page.
Visa Inc. Price Targets
Multiple analysts have issued price targets for $V recently. We have seen 13 analysts offer price targets for $V in the last 6 months, with a median target of $410.0.
Here are some recent targets:
- Paul Golding from Macquarie set a target price of $410.0 on 10/29/2025
- John Davis from Raymond James set a target price of $408.0 on 10/29/2025
- Timothy Chiodo from UBS set a target price of $425.0 on 10/29/2025
- Jason Kupferberg from Wells Fargo set a target price of $412.0 on 10/22/2025
- Andrew Schmidt from Keybanc set a target price of $405.0 on 10/22/2025
- Bryan Keane from Citigroup set a target price of $450.0 on 10/22/2025
- David Koning from Baird set a target price of $410.0 on 10/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
