Bank of America Begins Coverage on Visa (NYSE:V)

Equities research analysts at Bank of America assumed coverage on shares of Visa (NYSE:V) in a research note issued on Thursday, MarketBeat reports. The firm set a “buy” rating and a $410.00 price target on the credit-card processor’s stock. Bank of America‘s target price suggests a potential upside of 29.24% from the company’s current price.

Several other research analysts also recently weighed in on the stock. UBS Group restated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a research report on Wednesday, January 28th. Macquarie Infrastructure reissued an “outperform” rating and set a $410.00 target price on shares of Visa in a research report on Friday, January 30th. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 target price on shares of Visa in a report on Friday, January 30th. Finally, Piper Sandler set a $160.00 price target on shares of Visa in a research report on Wednesday, January 28th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Visa has an average rating of “Buy” and an average price target of $392.65.

Visa Trading Down 0.8%

NYSE V opened at $317.23 on Thursday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. Visa has a 52 week low of $299.00 and a 52 week high of $375.51. The business has a 50 day moving average price of $329.57 and a 200-day moving average price of $337.33. The company has a market cap of $575.83 billion, a price-to-earnings ratio of 29.76, a P/E/G ratio of 1.85 and a beta of 0.78.

Visa (NYSE:V) last issued its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same period last year, the business earned $2.75 EPS. Visa’s quarterly revenue was up 14.6% compared to the same quarter last year. As a group, equities analysts expect that Visa will post 11.3 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the sale, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.12% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in V. Brighton Jones LLC lifted its position in shares of Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after acquiring an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. increased its position in shares of Visa by 4.6% during the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY increased its position in shares of Visa by 16.9% during the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after acquiring an additional 164 shares during the last quarter. Finally, Sequoia Financial Advisors LLC lifted its holdings in Visa by 5.1% during the second quarter. Sequoia Financial Advisors LLC now owns 231,510 shares of the credit-card processor’s stock worth $82,198,000 after acquiring an additional 11,334 shares during the period. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Bank of America initiated coverage on Visa with a Buy rating and a $410 price target, signaling material upside from current levels and likely supporting sentiment among institutional investors. Finviz: Bank of America coverage
• Positive Sentiment: Visa is pushing into stablecoin-linked card offerings globally with Bridge, a move that could expand payment rails, capture crypto-related volume, and diversify revenue sources beyond traditional card fees. Visa and Bridge take stablecoin cards global
• Positive Sentiment: Visa appointed a veteran executive, Leonardo J. Collado, to lead growth for Pismo (the payments processor Visa acquired), which could accelerate integration and revenue expansion in processing services. Visa taps Leonardo Collado to lead Pismo’s global growth
• Neutral Sentiment: Analyst and media pieces continue to highlight Visa’s strong free cash flow and high margins, reinforcing its long-term valuation case even as the stock pulls back; useful for buy-and-hold investors but not new operational news. These 3 Cash Flow Machines Provide Stability
• Neutral Sentiment: New U.S. legislative text (H.R. 7316) would mandate chip-enabled EBT/SNAP terminals and stronger fraud controls; this could require upgrades by retailers/processors and create both compliance costs and potential processing opportunities for networks like Visa. SNAP Payment Security and Fraud Prevention Act of 2026
• Negative Sentiment: Brazil’s instant-pay system PIX processed 64 billion transactions in 2024—surpassing Visa and Mastercard combined in that market—and charges far lower merchant fees, demonstrating a fast-shifting payments landscape that pressures Visa’s merchant-fee and growth prospects in Brazil and similar markets. Brazil’s PIX Outpaces Visa and Mastercard Combined
• Negative Sentiment: Fintech Revolut is pursuing a U.S. bank charter and named a former Visa executive as U.S. CEO, an effort that could accelerate Revolut’s U.S. card, deposit and lending capabilities and intensify competition for transaction volume and card issuance. Revolut files for US bank charter

About Visa

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.