Visa Inc. (V) Stock Rises on Q2 2026 Earnings

Visa Inc. (V) reported Q2 2026 results with revenue of $11.23 billion, up 17.05% year-over-year and topping the consensus of $10.96 billion.

Gross profit: $10.97 billion, up 42.23% year-over-year.

Operating profit: $7.23 billion, up 33.1% year-over-year.

Net income attributable to common shareholders: $6.02 billion, up 31.55% year-over-year.

Diluted earnings per share: $3.14, up 35.34% year-over-year.

Cost of sales: $260 million, down 86.18% year-over-year.

On the cash flow and balance sheet front:

Cash from operating activities: $3.01 billion, down 35.93% year-over-year.

Capital expenditures (purchases of property, plant and equipment): $383 million, up 17.13% year-over-year.

Cash and cash equivalents: $12.40 billion, up 5.71% year-over-year.

Total liabilities: $59.39 billion, up 8.33% year-over-year.

Performance versus expectations:

Revenue: reported $11.23 billion versus estimate $10.96 billion.

Earnings per share: reported $3.14 versus estimate $3.16.

Shares were up 3.67% 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 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 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 3 sales selling 31,455 shares for an estimated $10,802,173.
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) sold 2,027 shares for an estimated $699,315
LLOYD CARNEY has made 0 purchases and 2 sales selling 1,550 shares for an estimated $504,084.

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.

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Visa Inc. Hedge Fund Activity

We have seen 1,974 institutional investors add shares of Visa Inc. stock to their portfolio, and 2,062 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 removed 38,373,099 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $13,457,829,550
CARDANO RISK MANAGEMENT B.V. removed 7,414,063 shares (-90.3%) from their portfolio in Q1 2026, for an estimated $2,202,050,851
DIAMANT ASSET MANAGEMENT, INC. added 7,308,345 shares (+29706.3%) to their portfolio in Q1 2026, for an estimated $2,170,651,548
ROCKEFELLER CAPITAL MANAGEMENT L.P. added 3,702,323 shares (+278.6%) to their portfolio in Q4 2025, for an estimated $1,298,441,699
J. STERN & CO. LLP added 3,351,223 shares (+12497.1%) to their portfolio in Q4 2025, for an estimated $1,175,307,418
NORGES BANK removed 3,054,401 shares (-15.4%) from their portfolio in Q4 2025, for an estimated $1,071,208,974
GQG PARTNERS LLC removed 2,611,473 shares (-99.7%) from their portfolio in Q4 2025, for an estimated $915,869,695

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.

Visa Inc. Congressional Stock Trading

Members of Congress have traded $V stock 12 times in the past 6 months. Of those trades, 9 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:

REPRESENTATIVE DAVID TAYLOR has traded it 5 times. They made 5 purchases worth up to $75,000 on 02/26, 02/09, 01/16, 12/03, 11/12 and 0 sales.
REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 02/18.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 01/15.
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.

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.

Visa Inc. Analyst Ratings

Wall Street analysts have issued reports on $V in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Cantor Fitzgerald issued a "Overweight" rating on 01/30/2026
HSBC issued a "Buy" rating on 12/08/2025

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 $389.0.

Here are some recent targets:

Matthew Coad from Truist Securities set a target price of $361.0 on 04/24/2026
Andrew Bauch from BMO Capital set a target price of $365.0 on 04/22/2026
Bryan Keane from Citigroup set a target price of $400.0 on 04/14/2026
Adam Frisch from Evercore ISI Group set a target price of $340.0 on 04/01/2026
Timothy Chiodo from UBS set a target price of $390.0 on 03/31/2026
Dominick Gabriele from Loop Capital set a target price of $387.0 on 03/31/2026
Mikhail Paramonov from Freedom Capital Markets set a target price of $375.0 on 02/17/2026