Visa Inc. $V reported a strong fourth quarter for fiscal 2026, with revenue of $12.1 billion, up 13.2% from a year earlier. Net income attributable to common shareholders rose to $6.0 billion, while diluted earnings per share increased to $3.19, reflecting solid profitability growth across the business.
Operating performance also improved, with operating profit climbing to $7.3 billion and operating cash flow reaching $7.4 billion. Gross profit came in at $11.8 billion, supported by a sharp decline in cost of sales. Capital spending remained modest at $493 million for property and equipment purchases.
On the balance sheet, cash and cash equivalents totaled $12.9 billion, while total liabilities stood at $58.2 billion. The company’s results were slightly below analyst expectations for both revenue and earnings per share, and the stock moved lower after the report.
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 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 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 4 sales selling 64,175 shares for an estimated $22,225,851.
- TULLIER KELLY MAHON (VICE CHAIR, CHF PPL & CORP AFF) has made 0 purchases and 2 sales selling 57,272 shares for an estimated $20,902,339.
- RAJAT TANEJA (PRESIDENT, TECHNOLOGY) sold 17,927 shares for an estimated $6,650,859
- CHRIS SUH (CHIEF FINANCIAL OFFICER) sold 10,639 shares for an estimated $3,455,665
- JULIE B ROTTENBERG (GENERAL COUNSEL) has made 0 purchases and 3 sales selling 5,922 shares for an estimated $2,190,788.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Visa Inc. Hedge Fund Activity
We have seen 2,218 institutional investors add shares of Visa Inc. stock to their portfolio, and 1,956 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 14,503,812 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,976,112,859
- JPMORGAN CHASE & CO added 13,151,058 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,511,996,489
- DIAMANT ASSET MANAGEMENT, INC. removed 7,308,590 shares (-99.7%) from their portfolio in Q2 2026, for an estimated $2,507,504,143
- WELLS FARGO & COMPANY/MN added 5,604,962 shares (+67.9%) to their portfolio in Q2 2026, for an estimated $1,923,006,412
- PRICE T ROWE ASSOCIATES INC /MD/ removed 5,603,826 shares (-13.6%) from their portfolio in Q2 2026, for an estimated $1,922,616,662
- DODGE & COX added 5,416,467 shares (+630554.9%) to their portfolio in Q2 2026, for an estimated $1,858,335,663
- PERSHING SQUARE INC. added 3,270,470 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,122,065,552
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Visa Inc. Congressional Stock Trading
Members of Congress have traded $V stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $V stock by members of Congress over the last 6 months:
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/04.
- REPRESENTATIVE RICHARD MCCORMICK sold up to $15,000 on 07/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Visa Inc. Price Targets
Multiple analysts have issued price targets for $V recently. We have seen 4 analysts offer price targets for $V in the last 6 months, with a median target of $403.0.
Here are some recent targets:
- Nik Cremo from Barclays set a target price of $420.0 on 07/08/2026
- David Koning from Baird set a target price of $412.0 on 07/07/2026
- Bill Carcache from Piper Sandler set a target price of $394.0 on 06/30/2026
- Matthew Coad from Truist Securities set a target price of $371.0 on 05/12/2026
