Earnings Performance: Recent discussions on X about Visa Inc. (V) have been buzzing with reactions to the company’s fiscal 2025 Q4 earnings. Revenue jumped 12% year-over-year to $10.7 billion, and full-year revenue grew 11% to $40 billion. Many highlight strong payment volumes and cross-border transactions as key drivers.
Market Caution: Despite the solid financials, some voices on X express concern over the stock’s current price levels. There’s debate on whether the recent pullback of about 4-5% offers an opportunity or signals deeper issues. Posts also note Visa’s ongoing investments in AI and fraud prevention as potential long-term positives.
Industry Comparison: Conversations on X often compare Visa to competitors like Mastercard, focusing on metrics like revenue growth and net margins. Some argue Visa’s stability and cash reserves stand out, while others question if the premium valuation is justified. The chatter remains lively with diverse perspectives on future growth.
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 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 40,085 shares for an estimated $13,881,276.
- 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 3 sales selling 21,364 shares for an estimated $7,575,877.
- 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. Revenue
Visa Inc. had revenues of $10.7B in Q4 2025. This is an increase of 11.51% from the same period in the prior year.
You can track V financials on Quiver Quantitative's V stock page.
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 1,980 institutional investors add shares of Visa Inc. stock to their portfolio, and 1,987 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:
- HSBC issued a "Buy" rating on 12/08/2025
- UBS issued a "Buy" rating on 10/29/2025
- Macquarie issued a "Outperform" 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 13 analysts offer price targets for $V in the last 6 months, with a median target of $408.0.
Here are some recent targets:
- Saul Martinez from HSBC set a target price of $389.0 on 12/08/2025
- 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
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.
