Market Cap
$642.0B
V
VISA INC.
$360.66 ▲ +0.23%
Prev close $359.85Market cap$642.0B
ConsensusStrong Buy
12-mo target$419.36 (+16.3%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (1) Fintech & Payments
Snapshot
The big-picture read on V right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (88%)
Inst. Holders
50 funds
Inst. Value
$336.7B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $59.2M sell
Insider Net $
-$59.2M
Social Sentiment
41° Cool
SEC Reports
15
Congressional
12 trades
Price chart 30d -4.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: V — 55.5% short (0.8M / 1.5M)
Short: 820,922 | Exempt: 6,511 | TRF Vol: 1,478,888 | Short Ratio: 55.5% | Off-exchange volume (dark
Sep 9, 2026 Insider
ROTTENBERG JULIE B acquired via exercise 1,867 shares
GENERAL COUNSEL @ $134.76 ($251.6K)
Sep 9, 2026 Insider
ROTTENBERG JULIE B sold 1,867 shares
GENERAL COUNSEL @ $368.34 ($687.7K)
Sep 1, 2026 Insider
MCINERNEY RYAN acquired via exercise 5,875 shares
Chief Executive Officer @ $134.76 ($791.7K)
Jul 30, 2026 Congress
Jul 8, 2026 SEC Rich McCormick sell
$1,001 - $15,000 — House
Barclays initiates V to Overweight — PT $0 (+0%)
ANALYST-UPGRADE — Impact 3/10
Piper Sandler initiates V at Overweight — PT $394 (+15.3%)
ANALYST-UPGRADE — Impact 2/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
16,215,161 shares ($5.6B)
Analyst ratings buy % +6.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
88% rate it Buy or better · 51 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 25, 2026 | Wolfe Research | MAINTAIN | Outperform | 52% |
| Aug 5, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 29, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 33 | 6 | 0 | 0 | 88% | |
| Aug 1, 2026 | 12 | 35 | 4 | 0 | 0 | 92% | |
| Jul 1, 2026 | 11 | 34 | 4 | 0 | 0 | 92% | |
| Jun 1, 2026 | 11 | 33 | 4 | 0 | 0 | 92% | |
| May 1, 2026 | 11 | 33 | 4 | 0 | 0 | 92% | |
| Apr 1, 2026 | 11 | 31 | 4 | 0 | 0 | 91% | |
| Mar 1, 2026 | 13 | 31 | 4 | 0 | 0 | 92% | |
| Feb 1, 2026 | 13 | 29 | 6 | 0 | 0 | 88% |
Price targets
Where 37 covering analysts think V trades over the next 12 months.
$419.36 +16.3% upside Buy
Current$360.68 Low$330.00 Median$422.00 High$466.00 37 analysts
$330.00$466.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +40.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
41°
Cool
BearishNeutralBullish
Recent posts
Leap idea : $V (visa)
▲ 1 · 💬 7· ⚡ 0.5
After underperforming most of the SP500 in recent months, is it time for Visa ($V) to chart new highs?
▲ 1 · 💬 5· ⚡ 0.5
Visa ($V) is seeing a significant surge today, April 29, 2026, with the stock up approximately 8.6% to $337.76 following blowout earnings.
▲ 1 · 💬 0· ⚡ 0.5
Earnings Week: Best Long Call Picks?
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 5 bullish, 0 bearish, 0 mixed, 10 neutral · avg impact 3.2/10.
BULLISHANALYST-UPGRADE2/10
Piper Sandler initiates V at Overweight — PT $394 (+15.3%)
Jun 30, 2026
BULLISHANALYST-UPGRADE4/10
BMO Capital initiates V at Outperform with $365 PT — 18% upside, 5 days before earnings
Apr 22, 2026
BULLISHANALYST-UPGRADE3/10
Barclays initiates V to Overweight — PT $0 (+0%)
Jul 8, 2026
NEUTRALCLUSTER2/10
Two VISA insiders (CEO and General Counsel) sold shares totaling ~$3.0M in open-market transactions,
Sep 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: V — 55.5% short (0.8M / 1.5M)
Short: 820,922 | Exempt: 6,511 | TRF Vol: 1,478,888 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: V — 61.4% short (0.9M / 1.5M)
Short: 933,857 | Exempt: 3,040 | TRF Vol: 1,521,844 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: V — 58.2% short (1.2M / 2.0M)
Short: 1,165,699 | Exempt: 17,647 | TRF Vol: 2,003,610 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
ftd
FTD: V — 10,539 shares ($3.9M) failed to deliver
Settlement: 20260910, Price: $367.39, FTD Value: $3,871,923.21, VISA INC CLASS A COM
Sep 7, 2026
dark_pool
Dark Pool: V — 4.3M shares, 124,085 trades
Week starting 2026-09-07. Total ATS volume: 4,283,512 shares across 124,085 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.43 | $3.18–$3.48 | 15.1% | +0.0% | 8↑ 16↓ | $12.1B | 31 |
| Next Q | $3.63 | $3.47–$3.75 | 14.4% | -0.0% | 22↑ 4↓ | $12.2B | 28 |
| Current FY | $13.23 | $13.10–$13.50 | 15.3% | +0.0% | 30↑ 6↓ | $45.8B | 39 |
| Next FY | $15.00 | $14.53–$15.42 | 13.4% | +0.0% | 28↑ 4↓ | $50.8B | 40 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.429 | — |
| 7d ago | $3.429 | — |
| 30d ago | $3.429 | — |
| 60d ago | $3.435 | -0.006 |
| 90d ago | $3.444 | -0.015 |
Institutional ownership
Which big funds own V (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $336.7B total value (979,796,662 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 137,669,061 | $47.2B | 14.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 106,150,500 | $36.4B | 10.8% | — |
| STATE STREET CORP | 82,872,209 | $28.4B | 8.4% | — |
| MORGAN STANLEY | 45,960,354 | $15.8B | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 45,285,275 | $15.5B | 4.6% | — |
| FMR LLC | 42,929,995 | $14.7B | 4.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 36,844,619 | $12.6B | 3.8% | — |
| TCI Fund Management Ltd | 30,494,133 | $10.5B | 3.1% | — |
| Capital World Investors | 28,269,307 | $9.7B | 2.9% | — |
| Capital International Investors | 24,443,349 | $8.4B | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 16,215,161 | — | $5.6B |
| WELLS FARGO & COMPANY/MN | ADD | 8,259,175 | 13,864,137 | +67.9% | $4.8B |
| BARCLAYS PLC | ADD | 8,505,889 | 10,730,363 | +26.2% | $3.7B |
| DODGE & COX | DOUBLED | 859 | 5,417,326 | +630554.9% | $1.9B |
| Capital Research Global Investors | TRIM | 6,022,082 | 4,077,194 | -32.3% | $1.4B |
| DnB Asset Management AS | ADD | 1,995,999 | 3,607,126 | +80.7% | $1.2B |
| PERSHING SQUARE INC. | NEW | — | 3,270,470 | — | $1.1B |
| Pictet Asset Management Holding SA | ADD | 2,043,790 | 2,729,112 | +33.5% | $936.3M |
| Boston Partners | ADD | 1,888,584 | 2,467,765 | +30.7% | $848.3M |
| TD ASSET MANAGEMENT INC | TRIM | 3,127,726 | 2,251,536 | -28.0% | $772.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 28 transactions. Net -$59.2M — $0.00 bought, $59.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | ROTTENBERG JULIE B | GENERAL COUNSEL | EXERCISE | 1,867 | $134.76 | $251.6K |
| Sep 9, 2026 | ROTTENBERG JULIE B | GENERAL COUNSEL | SELL | 1,867 | $368.34 | $687.7K |
| Sep 1, 2026 | MCINERNEY RYAN | Chief Executive Officer | EXERCISE | 5,875 | $134.76 | $791.7K |
| Sep 1, 2026 | MCINERNEY RYAN | Chief Executive Officer | SELL | 5,875 | $379.65 | $2.2M |
| Aug 31, 2026 | ROTTENBERG JULIE B | GENERAL COUNSEL | EXERCISE | 2,028 | $109.82 | $222.7K |
| Aug 31, 2026 | ROTTENBERG JULIE B | GENERAL COUNSEL | SELL | 2,028 | $381.35 | $773.4K |
| Aug 21, 2026 | MCINERNEY RYAN | Chief Executive Officer | SELL | 5,875 | $367.87 | $2.2M |
| Aug 21, 2026 | MCINERNEY RYAN | Chief Executive Officer | EXERCISE | 5,875 | $134.76 | $791.7K |
| Aug 21, 2026 | Taneja Rajat | PRESIDENT, TECHNOLOGY | SELL | 17,927 | $371.00 | $6.7M |
| Aug 15, 2026 | Suh Chris | CHIEF FINANCIAL OFFICER | TAX W/H | 6,992 | $364.15 | $2.5M |
Congressional trades
V trades disclosed by members of Congress, with disclosure delay.
9 members · 8 buys / 4 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Visa Inc | Aug 17, 2026(19d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Visa Inc | Jul 8, 2026(37d) |
| Apr 27, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Visa Inc | May 8, 2026(12d) |
| Apr 27, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Visa Inc | May 11, 2026(15d) |
| Apr 24, 2026 | Jonathan Jackson | D | HOUSE | SELL | $50,001 - $100,000 | Visa Inc | May 28, 2026(35d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Visa Inc | Mar 9, 2026(12d) |
| Feb 19, 2026 | Anthony Wied | R | HOUSE | BUY | $50,001 - $100,000 | Visa Inc | Mar 12, 2026(22d) |
| Feb 18, 2026 | Joshua Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Visa Inc | Mar 17, 2026(28d) |
| Feb 9, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Visa Inc | Feb 23, 2026(15d) |
| Jan 15, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Visa Inc | Feb 15, 2026(32d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for V.
Shares short
18,532,235
Settlement Sep 15, 2026
Change vs prior
-8.8%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈1.0%
Estimate — not % of float
All V filing & press-release reports (15)
- Piper Sandler initiates V at Overweight — PT $394 (+15.3%)Jun 30, 2026
- BMO Capital initiates V at Outperform with $365 PT — 18% upside, 5 days before earningsApr 22, 2026
- Barclays initiates V to Overweight — PT $0 (+0%)Jul 8, 2026
- CLUSTER reportSep 3, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportJul 7, 2026
- COURT-RULING reportJul 4, 2026
- 8-K reportJun 26, 2026
- 25-NSE reportJun 15, 2026
- 8-K reportMay 12, 2026
- 8-K reportMay 11, 2026
- 425 reportMay 11, 2026
- 8-K reportApr 28, 2026
- EFFECT reportApr 14, 2026
- 425 reportApr 13, 2026