Recent discussions on X about Visa Inc. (V) have centered around the company’s latest earnings report for the fiscal third quarter of 2025, which showcased strong financial performance. Many users highlighted the company’s earnings per share of $2.98, surpassing expectations of $2.85, alongside revenue of $10.2 billion, beating forecasts of $9.9 billion. The announcement has sparked lively debates, with some expressing surprise at the stock’s slight dip in after-hours trading despite the positive results.
Conversations also touched on Visa’s strategic moves, including its focus on AI-driven innovations like the Intelligent Commerce platform, which has piqued interest among tech-savvy investors. Several posts noted the company’s consistent ability to exceed expectations, with some labeling it a reliable long-term investment due to its robust growth metrics. The chatter reflects a dynamic mix of optimism and cautious analysis as the market digests these developments.
Note: This discussion summary was generated from an AI condensation of post data.
Visa Inc. Congressional Stock Trading
Members of Congress have traded $V stock 25 times in the past 6 months. Of those trades, 12 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $V stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 9 times. They made 5 purchases worth up to $75,000 on 03/24, 03/05, 03/03, 02/28, 02/13 and 4 sales worth up to $60,000 on 06/26, 06/25, 06/24, 06/20.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $50,000 on 06/16.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 0 purchases and 2 sales worth up to $300,000 on 05/12, 04/07.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 03/03 and 2 sales worth up to $30,000 on 04/21, 03/20.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/10 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 2 purchases worth up to $65,000 on 04/08, 02/25 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 04/07.
- REPRESENTATIVE GREG LANDSMAN sold up to $50,000 on 03/27.
- REPRESENTATIVE GEORGE WHITESIDES sold up to $50,000 on 03/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Visa Inc. Insider Trading Activity
Visa Inc. insiders have traded $V stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 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 7 sales selling 169,033 shares for an estimated $59,308,373.
- RAJAT TANEJA (PRESIDENT, TECHNOLOGY) has made 0 purchases and 2 sales selling 50,000 shares for an estimated $18,443,687.
- RYAN MCINERNEY (Chief Executive Officer) has made 0 purchases and 6 sales selling 51,730 shares for an estimated $18,240,096.
- TULLIER KELLY MAHON (VICE CHAIR, CHF PPL & CORP AFF) sold 33,741 shares for an estimated $11,801,528
- JULIE B ROTTENBERG (GENERAL COUNSEL) has made 0 purchases and 2 sales selling 5,147 shares for an estimated $1,764,348.
- PETER M ANDRESKI (GBL CORP CONTROLLER, CAO) sold 2,332 shares for an estimated $815,314
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Visa Inc. Hedge Fund Activity
We have seen 1,853 institutional investors add shares of Visa Inc. stock to their portfolio, and 2,004 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 14,715,235 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $5,224,644,186
- JPMORGAN CHASE & CO added 14,002,751 shares (+110.9%) to their portfolio in Q1 2025, for an estimated $4,907,404,115
- BLACKROCK, INC. added 6,992,381 shares (+5.1%) to their portfolio in Q1 2025, for an estimated $2,450,549,845
- PROFICIO CAPITAL PARTNERS LLC removed 3,922,914 shares (-99.3%) from their portfolio in Q1 2025, for an estimated $1,374,824,440
- CAPITAL INTERNATIONAL INVESTORS removed 2,636,323 shares (-11.1%) from their portfolio in Q1 2025, for an estimated $923,925,758
- FISHER ASSET MANAGEMENT, LLC removed 2,616,179 shares (-26.8%) from their portfolio in Q1 2025, for an estimated $916,866,092
- EAGLE CAPITAL MANAGEMENT LLC removed 2,384,938 shares (-99.5%) from their portfolio in Q1 2025, for an estimated $835,825,371
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:
- Barclays issued a "Overweight" rating on 07/31/2025
- Macquarie issued a "Outperform" rating on 07/31/2025
- Morgan Stanley issued a "Overweight" rating on 07/30/2025
- UBS issued a "Buy" rating on 07/30/2025
- Truist Securities issued a "Buy" rating on 07/17/2025
- Deutsche Bank issued a "Buy" rating on 07/17/2025
- Oppenheimer issued a "Outperform" rating on 07/02/2025
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:
- Raimo Lenschow from Barclays set a target price of $408.0 on 07/31/2025
- Paul Golding from Macquarie set a target price of $425.0 on 07/31/2025
- James Faucette from Morgan Stanley set a target price of $402.0 on 07/30/2025
- Timothy Chiodo from UBS set a target price of $415.0 on 07/30/2025
- Bryan Keane from Deutsche Bank set a target price of $410.0 on 07/17/2025
- Matthew Coad from Truist Securities set a target price of $397.0 on 07/17/2025
- Rayna Kumar from Oppenheimer set a target price of $391.0 on 07/02/2025
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.
