VISA Set to Release Quarterly Earnings Amid Insider and Hedge Fund Activity

VISA ($V) will publish its quarterly earnings data on Tuesday, April 29th, after the market closes, according to Finnhub. Analysts anticipate revenue of $9,739,660,699 and estimated earnings per share of $2.73.

Insider Trading Activity at VISA

In the past six months, VISA insiders executed 15 trades, with none being purchases and all 15 being sales. A detailed breakdown of recent insider trading activity is as follows:

• PAUL D FABARA (Chief Risk & Client Services Officer) conducted 3 sales, totaling 80,871 shares, for an estimated $26,938,973.
• RYAN MCINERNEY (Chief Executive Officer) sold 51,720 shares across 6 sales, amounting to approximately $17,038,378.
• TULLIER KELLY MAHON (Vice Chair, Chief People & Corporate Affairs) sold 33,741 shares for an estimated $11,801,528.
• RAJAT TANEJA (President, Technology) made 2 sales, totaling 35,331 shares, valued at about $11,148,872.
• JULIE B ROTTENBERG (General Counsel) sold 5,144 shares in 2 transactions, worth around $1,616,476.
• PETER M ANDRESKI (Global Controller, CAO) sold 2,332 shares for an estimated $815,314.

Hedge Fund Activity Involving VISA

Recently, 1,795 institutional investors increased their positions in VISA shares, while 1,825 reduced their holdings during the latest quarter. The most notable moves include:

• VANGUARD GROUP INC added 7,079,706 shares (+4.6%) in Q4 2024, valued at approximately $2,237,470,284.
• BLACKROCK, INC. increased its holdings by 5,670,050 shares (+4.3%) in Q4 2024, worth about $1,791,962,602.
• WELLINGTON MANAGEMENT GROUP LLP decreased its portfolio by 4,977,997 shares (-34.8%) in Q4 2024, valued at approximately $1,573,246,171.
• STATE STREET CORP added 4,641,745 shares (+6.1%) in Q4 2024, worth around $1,466,977,089.
• NATIONAL BANK OF CANADA /FI/ removed 3,988,998 shares (-86.5%) in Q4 2024, valued at approximately $1,260,682,927.
• PROFICIO CAPITAL PARTNERS LLC increased its stake significantly by adding 3,926,049 shares (+17018.7%) in Q4 2024, valued at around $1,240,788,525.
• ROYAL BANK OF CANADA decreased its holdings by 2,961,324 shares (-17.7%) in Q4 2024, worth approximately $935,896,836.

Congressional Trading of VISA Stock

In the last six months, members of Congress traded $V stock 17 times, with 13 purchases and 4 sales. Here’s a summary of their recent transactions:

• REPRESENTATIVE GREG LANDSMAN sold up to $50,000 on 03/27.
• REPRESENTATIVE JOSH GOTTHEIMER has made 10 purchases totaling up to $150,000 on several dates, including 03/24, 03/05, and 01/23, without any sales.
• REPRESENTATIVE GEORGE WHITESIDES sold up to $50,000 on 03/24.
• REPRESENTATIVE BRUCE WESTERMAN executed 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 03/20.
• REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 02/25.
• REPRESENTATIVE DAVID TAYLOR sold up to $15,000 on 01/30.
• REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 01/21.

VISA Analyst Ratings Overview

In recent months, Wall Street analysts have issued ratings for $V. A total of 14 firms have provided buy ratings, while none have issued sell ratings. Recent ratings include:

• Susquehanna assigned a “Positive” rating on 03/21/2025.
• Oppenheimer labeled it “Outperform” on 02/13/2025.
• BMO Capital issued an “Outperform” rating on 01/31/2025.
• Raymond James also gave it an “Outperform” rating on 01/31/2025.
• Cowen & Co. provided a “Buy” rating on 01/31/2025.
• UBS rated it as a “Buy” on 01/31/2025.
• Barclays assigned an “Overweight” rating on 01/14/2025.

Recent Price Targets for VISA

Several analysts have set price targets for $V recently. A total of 7 analysts have shared their insights over the last six months, with a median target of $340.0. Here are some notable targets:

• Ramsey El-Assal from Barclays set a target of $361.0 on 01/14/2025.
• James Faucette from Morgan Stanley has a target of $371.0 as of 12/18/2024.
• James Friedman from Susquehanna has a target of $375.0 on 12/11/2024.
• Paul Golding from Macquarie set a target of $335.0 on 10/30/2024.
• Arvind Ramnani from Piper Sandler set a target of $322.0 on 10/30/2024.
• Bryan Keane from Deutsche Bank has a target of $340.0 on 10/30/2024.
• Ashwin Shirvaikar from Citigroup set a target of $326.0 on 10/30/2024.

This article is not financial advice. For more details, be sure to refer to relevant disclaimers and understand potential inaccuracies related to ticker mapping and other data anomalies.

The views and opinions expressed herein are strictly those of the author and do not necessarily reflect the views of any other entity.