Visa Inc. (V) Stock Falls on Q1 2026 Earnings

Visa Inc. (V) reported results for the first quarter of 2026. Total revenue was $10.9 billion, up 14.63% year over year.

Gross profit: $8.9 billion (+18.88% year over year)

Operating profit: $6.7 billion (+8.07% year over year)

Net income attributable to common shareholders: $5.9 billion (+14.34% year over year)

Diluted earnings per share: $3.03 (+17.44% year over year)

Cash flow and liquidity remained strong, led by robust operating cash generation and a healthy cash balance.

Cash from operating activities: $6.8 billion (+25.65% year over year)

Purchases of property, plant and equipment (capex): $378 million (+9.57% year over year)

Cash and cash equivalents: $14.8 billion (+19.32% year over year)

Cost of sales: $2.0 billion (-1.14% year over year)

Total liabilities: $58.0 billion (+8.29% year over year)

On the guidance and expectations front, diluted EPS of $3.03 missed the estimate of $3.20, while revenue of $10.9 billion was essentially in line with the forecast of $10.9 billion, about $5.3 million below the consensus estimate.

Shares were down 2.01% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Visa Inc. Insider Trading Activity

Visa Inc. insiders have traded $V stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $V stock by insiders over the last 6 months:

RYAN MCINERNEY (Chief Executive Officer) has made 0 purchases and 5 sales selling 52,425 shares for an estimated $18,054,598.
RAJAT TANEJA (PRESIDENT, TECHNOLOGY) has made 0 purchases and 2 sales selling 30,048 shares for an estimated $9,919,275.
PAUL D FABARA (CHIEF RISK & CLIENT SVCS OFC) has made 0 purchases and 2 sales selling 9,728 shares for an estimated $3,212,353.
JULIE B ROTTENBERG (GENERAL COUNSEL) has made 0 purchases and 2 sales selling 4,054 shares for an estimated $1,396,643.
LLOYD CARNEY sold 900 shares for an estimated $302,832

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Visa Inc. Hedge Fund Activity

We have seen 1,955 institutional investors add shares of Visa Inc. stock to their portfolio, and 1,919 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
CITADEL ADVISORS LLC added 3,037,976 shares (+14838.2%) to their portfolio in Q3 2025, for an estimated $1,037,104,246
CORIENT PRIVATE WEALTH LLC removed 2,168,777 shares (-54.8%) from their portfolio in Q3 2025, for an estimated $740,377,092
SG AMERICAS SECURITIES, LLC added 2,008,954 shares (+198.2%) to their portfolio in Q4 2025, for an estimated $704,560,257

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Visa Inc. Congressional Stock Trading

Members of Congress have traded $V stock 13 times in the past 6 months. Of those trades, 8 have been purchases and 5 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 4 times. They made 4 purchases worth up to $60,000 on 12/03, 11/12, 08/13 and 0 sales.
SENATOR KATIE BOYD BRITT purchased up to $15,000 on 11/07.
REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
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 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/12, 08/01.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Visa Inc. Analyst Ratings

Wall Street analysts have issued reports on $V in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

HSBC issued a "Buy" rating on 12/08/2025
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
Wells Fargo issued a "Overweight" rating on 10/22/2025
Citigroup issued a "Buy" rating on 10/22/2025
Baird issued a "Outperform" rating on 10/06/2025

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 10 analysts offer price targets for $V in the last 6 months, with a median target of $409.0.

Here are some recent targets:

Ramsey El-Assal from Cantor Fitzgerald set a target price of $400.0 on 01/27/2026
Mihir Bhatia from B of A Securities set a target price of $382.0 on 12/11/2025
Saul Martinez from HSBC set a target price of $389.0 on 12/08/2025
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
Paul Golding from Macquarie set a target price of $410.0 on 10/29/2025
Bryan Keane from Citigroup set a target price of $450.0 on 10/22/2025