Visa Inc.
VNYSEAlpha Score of 63 reflects moderate overall profile with moderate value, strong quality, moderate sentiment. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Visa edges lower but quality and value scores hold firm
Sep 21, 2026Visa shares slipped 0.97% to $375.07, a modest pullback from the stock's 52-week high of $385.57. The payment network trades at 30.36 times trailing earnings, a premium that reflects its 14.4% revenue growth and 14.7% EPS growth over the past year. Net margin stands at 50.8%, among the highest in the financial sector. Visa's Alpha Score of 63.1 is supported by strong quality (77.9) and value (68.5) sub-scores, though momentum is neutral. Sentiment registers at 62.5. With the stock near its upper 52-week band, the next catalyst will likely be the quarterly earnings report and any update on cross-border transaction volumes.
Visa Slides 1% Near Highs as Stablecoin Partnership Emerges
Sep 17, 2026Visa slipped 0.97% to $375.07 Friday, within 2.7% of its 52-week high of $385.57. The stock carries a trailing P/E of 30.4x, supported by 14.4% revenue growth and a 50.8% net margin. The Alpha Score of 69.9 is led by quality at 77.9, with momentum at 69.2 and value at 68.5. This week Visa announced a partnership with Dunamu, the parent of South Korean exchange Upbit, to explore stablecoin-based payments and AI commerce. The initiative could broaden Visa's reach in digital settlement, though no pilot timeline has been disclosed. Forward watch: any details on the stablecoin pilot and broader regulatory signals for crypto payments in Asia.
Visa slips 1% despite strong earnings growth
Sep 16, 2026Visa shares fell 0.97% to $375.07 on Tuesday, even as the payments giant reported 14.4% revenue growth and 14.7% EPS growth year over year. The stock trades at 30.36 times trailing earnings, with a net margin of 50.8% and an Alpha Score of 69.9, driven by quality at 77.9 and momentum at 69.2. Visa's 52-week range spans $293.89 to $385.57, placing the current price near the upper end. In company news, Visa said it will partner with Dunamu, the parent of crypto exchange Upbit, to explore stablecoin payments and AI-driven commerce. Open USD, a stablecoin model, is one option under review. The collaboration signals Visa's continued push into digital asset infrastructure, though no timeline or product launch has been announced. Watch for further details on the Dunamu partnership and any updates on Visa's stablecoin strategy in the coming quarters.
Visa Slips 1% as Stablecoin Venture Adds to Growth Narrative
Sep 15, 2026Visa shares eased 0.97% to $375.07, a mild pullback from last month's 52-week high of $385.57. The stock still trades at 30.4x trailing earnings, supported by revenue growth of 14.4% and EPS growth of 14.7% over the past year. Net margins remain above 50%. Visa's Alpha Score of 69.9 reflects strength in quality (77.9) and momentum (69.2), while value (68.5) and sentiment (62.5) are more neutral. The recent partnership with Upbit parent Dunamu to explore stablecoin payments and AI commerce adds a potential long-term catalyst in digital payments. The market is awaiting further details on the pilot structure and the role of the Open USD model. Next quarter's earnings call should offer clarity on how this fits Visa's broader blockchain strategy.
Visa slips 1% as stablecoin partnership news fails to lift sentiment
Sep 14, 2026Visa shares fell 0.97% to $375.07, trading near the upper end of their 52-week range of $293.89-$385.57. The stock carries a P/E of 30.36 on trailing EPS of $11.75, with revenue and earnings growth both running above 14% year over year. Net margin stands at 50.8%. News of a partnership with Dunamu, operator of South Korea's Upbit exchange, to explore stablecoin payments and AI commerce did not provide a catalyst. The company's Alpha Score of 69.9 reflects strong quality (77.9) and momentum (69.2) scores, with value at 68.5 and sentiment at 62.5. Investors will watch for updates on the stablecoin pilot and broader digital payments adoption in the coming quarters.
Visa Inc. Deposits 125 Million Dollars Into U.S. Litigation Escrow Account Reducing Conversion
On February 25, 2026, Visa Inc. authorized a 125 million dollar deposit into its U.S. litigation escrow account. This account is part of the company's established U.S. retrospective responsibility plan. Under the terms of this plan, funding the escrow account triggers a dilution of the company's class B-1 and B-2 common stock through downward adjustments to their conversion rates into class A common stock. These adjustments are designed to have an effect on earnings per share similar to a share repurchase of class A common stock. The conversion rate for class B-1 common stock was adjusted from 1.5491 to 1.5475. The conversion rate for class B-2 common stock was adjusted from 1.5108 to 1.5075. These changes became effective on February 26, 2026. As a result of these adjustments, the as-converted class B-1 common stock share count decreased by approximately 7,880 shares, moving from 7,490,714 to 7,482,834. The as-converted class B-2 common stock share count decreased by approximately 392,202 shares, moving from 181,804,989 to 181,412,788. The calculations for these adjustments were performed in accordance with the company's certificate of incorporation using the volume-weighted average price from the February 25, 2026, pricing period.
- ›Visa deposited 125 million dollars into its U.S. litigation escrow account.
- ›Class B-1 common stock conversion rate decreased from 1.5491 to 1.5475.
- ›Class B-2 common stock conversion rate decreased from 1.5108 to 1.5075.
- ›As-converted class B-1 share count reduced by approximately 7,880 shares.
- ›As-converted class B-2 share count reduced by approximately 392,202 shares.
Visa Board Authorizes Potential Successive Exchange Offer for Class B Common Stock
Visa Inc. announced on February 13, 2026, that its Board of Directors has authorized the company to proceed with a successive exchange offer for its outstanding Class B common stock. This action is contingent upon meeting specific conditions previously outlined in the company's December 2023 proxy statement. These conditions require that one year has passed since the initial exchange offer and that the estimated interchange reimbursement fees related to unresolved U.S. covered litigation have been reduced by at least 50% from the October 1, 2023, baseline of approximately $49.6 billion. Visa reports that the estimated fees at issue were approximately $39.4 billion as of October 1, 2025. The company anticipates that the pending dismissal of certain claims in the 7-Eleven, Inc., et al., v. Visa Inc., et al. litigation will reduce the remaining fees below the 50% threshold. Upon satisfaction of these conditions, Visa intends to file a registration statement on Form S-4 with the SEC. The proposed offer would allow holders of Class B-1 and Class B-2 common stock to exchange their shares for a combination of Class B-3 common stock, which remains subject to transfer restrictions, and freely transferable Class C common stock. This filing serves as a regulatory disclosure and does not constitute an official offer to exchange securities.
- ›Board authorized a successive exchange offer for Class B common stock.
- ›Condition for offer requires 50% reduction in U.S. covered litigation interchange fees from October 2023 levels.
- ›Estimated litigation fees dropped from $49.6 billion in 2023 to $39.4 billion as of October 2025.
- ›Company expects pending litigation dismissals to trigger the 50% reduction threshold.
- ›Proposed exchange involves Class B-1 and B-2 shares for Class B-3 and Class C common stock.
Visa Inc. Completes Public Offering of $3 Billion in Senior Unsecured Notes
On February 12, 2026, Visa Inc. finalized the issuance of $3 billion in aggregate principal amount of senior unsecured notes. The offering, initially announced on February 3, 2026, consists of four tranches with varying maturities and interest rates: $900 million in 3.800% notes due 2029, $750 million in 4.100% notes due 2031, $700 million in 4.400% notes due 2033, and $650 million in 4.700% notes due 2036. The notes were sold under the company's existing shelf registration statement and are governed by an indenture dated December 14, 2015, with U.S. Bank Trust Company, National Association serving as trustee. Interest on all notes is payable semi-annually on February 12 and August 12, beginning August 12, 2026. The company retains optional redemption rights, including make-whole call provisions based on the applicable Treasury Rate plus a specified spread, followed by par call options as the maturity dates approach. The offering was executed pursuant to an underwriting agreement dated February 3, 2026.
- ›Issued $3 billion in senior unsecured notes across four tranches.
- ›Notes mature between 2029 and 2036 with coupons ranging from 3.800% to 4.700%.
- ›Interest payments are scheduled semi-annually starting August 12, 2026.
- ›Included make-whole call provisions and par call options for all note series.
- ›The offering was conducted under an existing shelf registration statement.
Visa Inc. Reports Financial Results for the First Quarter Ended December 31, 2025
Visa Inc. filed its Form 10-Q for the fiscal quarter ended December 31, 2025. The filing details the company's financial position, including its capital structure, outstanding senior notes, and ongoing litigation matters. The report confirms the company's continued compliance with SEC reporting requirements. Financial data provided in the filing covers revenue streams categorized by service, data processing, international transactions, and value-added services. The company maintains various classes of common stock and preferred stock, with specific disclosures regarding litigation escrow accounts and customer collateral assets. The filing also outlines the fair value measurements for various financial instruments, including money market funds, equity securities, and derivative financial instruments. Visa continues to manage its debt obligations through various senior notes maturing between 2026 and 2050. The report includes standard disclosures regarding equity incentive compensation plans and the status of covered and uncovered litigation, specifically referencing the interchange multidistrict litigation. No significant changes to business segments were noted in the provided excerpt.
- ›Maintained diverse portfolio of senior notes with maturities extending through 2050.
- ›Continued management of U.S. litigation escrow and customer collateral assets.
- ›Reported ongoing activity in covered and uncovered litigation, including interchange multidistrict litigation.
- ›Detailed revenue recognition across service, data processing, international transaction, and value-added service segments.
- ›Confirmed ongoing compliance with SEC reporting and Interactive Data File submission requirements.
Visa Inc. Announces Fiscal First Quarter 2026 Financial Results and Quarterly Cash Dividend
Visa Inc. filed an 8-K on January 29, 2026, to report its financial results for the fiscal first quarter ended December 31, 2025. The company issued an earnings release detailing these results, which is provided as an exhibit to the filing. In conjunction with the release, Visa scheduled a conference call for January 29, 2026, to discuss the quarterly performance with investors and analysts. Additionally, the company announced that its board of directors declared a quarterly cash dividend of $0.670 per share of Class A common stock. This dividend is scheduled for payment on March 2, 2026, to shareholders of record as of February 10, 2026.
- ›Released financial results for the fiscal first quarter ended December 31, 2025.
- ›Declared a quarterly cash dividend of $0.670 per share of Class A common stock.
- ›Scheduled dividend payment date for March 2, 2026.
- ›Established February 10, 2026, as the record date for the dividend payment.
- ›Hosted a conference call to review quarterly financial performance.
| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Mar 11, 26 | Carney Lloyd | Director | SELL | 650 | $201K |
| Fund | Shares Held | Position Value | Action (latest Q) |
|---|---|---|---|
| Citadel Ken Griffin | 8.78M | $3.08B | NEW |
| Berkshire Hathaway Warren Buffett | 8.30M | $2.91B | NEW |
| D.E. Shaw David Shaw | 2.60M | $910.68M | NEW |
| Marshall Wace | 901K | $315.89M | NEW |
| Maverick Capital Lee Ainslie | 777K | $272.45M | NEW |
| Point72 Steve Cohen | 761K | $267.05M | NEW |
| Renaissance Technologies Jim Simons (founder) | 222K | $77.78M | NEW |
| Blackstone | 198K | $69.54M | NEW |
| Lone Pine Capital Steve Mandel | 15K | $5.34M | NEW |
| Politician | Date | Type | Amount |
|---|---|---|---|
| David J. Taylor R-OH | 2026-04-27 | purchase | $1k – $15k |
| David J. Taylor R-OH | 2026-02-26 | purchase | $1k – $15k |
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| Valerie Hoyle D-OR | 2025-09-23 | sale | $1k – $15k |
| David J. Taylor R-OH | 2025-08-13 | purchase | $1k – $15k |
Visa Inc. Class A operates as a leading payment technology company in the United States and internationally. It facilitates secure and efficient payment transactions through VisaNet, a global transaction processing network that handles authorization, clearing, and settlement for billions of payments annually. The company provides a comprehensive suite of products including credit, debit, and prepaid card solutions, as well as innovative services like tap to pay, tokenization, click to pay, and Visa Direct for real-time money movement. Visa Inc. Class A also offers value-added issuing solutions such as airport lounge access, dining reservations, premium shopping experiences, event tickets, and tailored seller offers. With a workforce of approximately 34,100 employees and headquartered under CEO Ryan McInerney, Visa Inc. Class A plays a pivotal role in the financial services sector by powering digital payments across retail, e-commerce, and cross-border transactions. Founded in 1958, it maintains exceptional financial strength, evidenced by high profitability margins exceeding 50%, robust growth rates in revenue and earnings, and a flawless balance sheet that supports consistent dividend payments and share buybacks.
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