Visa Dividends and Buybacks
Dividend criteria checks 4/6
Visa is a dividend paying company with a current yield of 0.83% that is well covered by earnings. Next payment date is on 1st June, 2026 with an ex-dividend date of 12th May, 2026.
Key information
0.8%
Dividend yield
3.6%
Buyback Yield
| Total Shareholder Yield | 4.4% |
| Future Dividend Yield | 1.1% |
| Dividend Growth | 14.7% |
| Next dividend pay date | 01 Jun 26 |
| Ex dividend date | 12 May 26 |
| Dividend per share | n/a |
| Payout ratio | 23% |
Recent dividend and buyback updates
Recent updates
Narrative Update • Apr 30
V: Preferred List Support And New Partnerships Will Sustain Network Advantage
Visa's analyst price target is effectively unchanged, with a slight move to $395.71, as analysts balance revised fair value and P/E expectations against updated assumptions for revenue growth and profit margins. Analyst Commentary Recent research shows a mix of optimism and caution around Visa, with several firms adjusting price targets and ratings in both directions.Seeking Alpha • Apr 26
I'm Not Ready To Write A Check For Visa, Earnings Preview
Summary Visa remains the dominant payment processor, boasting 5 billion cards and 60.79% market share despite slight declines year-over-year. I maintain a 'hold' rating due to Visa's high absolute valuation, even as revenue and profitability continue to grow at double-digit rates. Management projects low-double-digit revenue and EPS growth for 2026, with innovations in blockchain, AI commerce, and dispute resolution supporting long-term prospects. Upcoming Q2 2026 results on April 28th could shift sentiment if revenue and earnings meaningfully exceed expectations. Read the full article on Seeking Alpha
New Narrative • Apr 18
Visa 04-2026
Visa executes steadily on its three-pillar strategy: Consumer Payments volume growing 8-9% in constant dollars driven by secular cash-to-card conversion and cross-border recovery; CMS at ~20% initially decelerating to ~12% by FY30; VAS sustaining 20-25% growth before decelerating to ~15% by FY32 as the business matures. The DOJ antitrust case resolves with a monetary settlement and limited routing adjustments — painful but not structurally disruptive to the debit network economics.
New Narrative • Apr 11
Visa and the Case for Patience in Premium Businesses
When considering the hypothetical question of what I would buy in the aftermath of another global financial crisis–type event, a few key criteria come to mind. The ideal company should be financially sound, likely to be indiscriminately sold off alongside other financial stocks and well positioned to recover strongly regardless of the future direction of the economic system.Narrative Update • Apr 03
V: Preferred List Support And New Partnerships Will Sustain Network Moat
Visa's analyst price target has been trimmed by about $3 to roughly $397, as analysts fine tune fair value, growth, and P/E assumptions following a mix of target cuts and fresh bullish initiations across recent research. Analyst Commentary Recent research shows a split view on Visa, with some firms trimming price targets while others are initiating or reinstating coverage with constructive ratings and inclusion on preferred lists.
New Narrative • Mar 28
Visa - A Fundamental and Historical Valuation
Business Overview Key Metrics Total: 9.5/17 +2✅✅ Projected Operating Margin: 65.63% +0 ⚠️ Projected 5-Year Revenue CAGR: 9.43% +2 ✅✅ Last 5-Year ROIC: 39.70% +1 ✅ Estimated Cost of Capital: 6.26% (lower than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +0.15% +1 ✅ Projected 5-Year EPS CAGR: 12.38% +1 ✅ Projected 5-Year Dividend CAGR: 12.50% +1.5 ✅ Estimated Debt Rating: Aa3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projected the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical P/E - we assume mean reversion to the historical P/E values; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values.Narrative Update • Mar 19
V: Cross Border Partnerships And Preferred List Status Will Sustain Network Moat
Visa analyst price targets have edged higher to $400.20, with analysts citing continued inclusion on preferred idea lists, recent upgrades, and generally constructive views on large card networks as reasons to maintain a premium P/E assumption. Analyst Commentary Recent research on Visa reflects a mix of optimism around execution and resilience, alongside some valuation and sector level caution.Narrative Update • Mar 05
V: Stablecoin Settlement And Cross Border Partnerships Will Sustain Network Moat
The analyst price target for Visa has been reduced by about $0.60 to roughly $400, as analysts refine their discount rate and P/E assumptions while still highlighting recurring inclusion on preferred idea lists and multiple Buy ratings as support for the long-term story. Analyst Commentary Recent research shows a mix of optimism around Visa long term positioning alongside some valuation and regulatory caution.
New Narrative • Feb 21
The "Toll-Booth" Under Siege: Is the 21.2% Intrinsic Discount Justified?
As of February 2026, Visa’s narrative is shifting from "endless consumer spending" to a high-stakes battle over "take-rates." While the company’s global dominance remains unchallenged—holding a massive 61% market share of the digital payments landscape—the regulatory pressure on interchange fees in the U.S. and Europe has finally begun to weigh on sentiment. Investors are now questioning if the legacy "cash-to-card" tailwind is fully exhausted, forcing Visa to rely more heavily on its value-added services and B2B initiatives like Visa Direct to sustain its high-margin growth.Narrative Update • Feb 19
V: Stablecoin Expansion Will Sustain Cross Border Network Moat
The analyst price target for Visa has been adjusted modestly higher to $400.81, with analysts pointing to a mix of fresh Buy and Outperform upgrades, its relative value compared to Mastercard, and generally supportive views from recent research updates. Analyst Commentary Recent research on Visa offers a mix of supportive and cautious views, with several firms updating ratings and price targets in both directions.Narrative Update • Feb 05
V: Stablecoin Settlement And Advisory Work Will Sustain Cross Border Network Moat
Our analyst price target for Visa has been trimmed by about US$1 to reflect a slightly lower fair value and P/E assumption, even as analysts highlight constructive views following recent upgrades and mixed target resets across the Street. Analyst Commentary Recent Street research on Visa reflects a mix of upbeat ratings shifts and recalibrated price targets, giving you a more balanced picture of how analysts are thinking about valuation, execution and growth prospects.Narrative Update • Jan 22
V: Stablecoin Settlement Push Will Sustain Defensible Cross Border Network Moat
Visa's analyst price target has been adjusted slightly higher to about US$398 from roughly US$396. Analysts point to steady assumptions around revenue growth, profit margins and future P/E as the key drivers of the updated view.Narrative Update • Jan 08
V: Stablecoin Expansion And Cross Border Strength Will Sustain Defensible Network Moat
Analysts have made a modest upward adjustment to their fair value estimate for Visa to about US$395.85. This change is supported by recent initiations that highlight the company's network scale, central role in payments processing, and strong cross border trends as key factors for their higher price targets.Narrative Update • Dec 22
V: Stablecoin Expansion Will Sustain Durable Network Moat In Coming Years
Analysts have nudged their blended price target on Visa slightly lower by about $0.45 per share to roughly $395, as a modestly higher discount rate partially offsets improving expectations for revenue growth, profit margins, and the long term earnings multiple. This outlook is supported by recent Buy and Overweight initiations that highlight the company's network scale, brand strength, and favorable cross border and pricing trends.Narrative Update • Dec 08
V: Stablecoin Expansion And Cross-Border Trends Will Sustain Durable Network Moat
We raise our fair value estimate for Visa modestly to approximately $396 from about $391, as analysts highlight the company’s durable network moat, improving revenue growth and margin outlook, and supportive cross border and pricing trends despite isolated downgrades tied to litigation concerns. Analyst Commentary Street research remains broadly constructive on Visa, with several firms initiating coverage at positive ratings and lifting price targets, even as a couple of downgrades surface around litigation and near term earnings constraints.Analysis Article • Nov 01
Visa (NYSE:V) Is Increasing Its Dividend To $0.67
Visa Inc. ( NYSE:V ) will increase its dividend from last year's comparable payment on the 1st of December to $0.67...Seeking Alpha • Apr 24
Visa: 3 Reasons To Buy, 3 Reasons To Hold, Earnings Preview
Summary Visa boasts a 97.8% gross margin, turning almost all operating cash into free cash flow due to low capex, making it highly profitable. In this article, I summarize how Visa works and why it can keep growing at a fast pace despite its massive size. I point out why Q2 earnings are crucial for Visa, as we will see how the company prepares to handle its operations in a changing trade environment. Read the full article on Seeking AlphaSeeking Alpha • Apr 14
Visa: Symbolic Of My Refusal To Chase Stocks Here
Summary Visa's fundamentals are excellent, with strong revenue and EPS growth, high ROIC, and efficient profitability, making it a reliable investment thesis. The company's business model avoids credit risks, generates substantial cash, and benefits from organic growth tied to nominal GDP and inflation. Despite Visa's stability and growth, its high valuation results in a modest expected total return of 7-8%, which may not justify the equity risk. Market predictability rewards Visa, but competition from fintech and emerging payment methods pose risks and uncertainties to its future performance. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Visa Is A Wonderful Business With A Price-Tag To Match
Summary Visa is an example of a truly wonderful business. While it has its own set of risks, these are manageable, especially as compared with those of other businesses. The market price for V shares currently reflects its truly wonderful nature, and thus promises lackluster returns over the next 3–5 years. Read the full article on Seeking AlphaSeeking Alpha • Mar 15
Visa Stock: Not Where Investors Want It To Be (Technical Analysis)
Summary The technicals are largely mixed for Visa stock, as there are conflicting signals on where the stock may be headed next. Most recent earnings were respectable, as strong cash from operations offset sluggish revenue growth and an EPS growth slowdown. The valuation currently seems reasonable, with the P/CFO ratio showing fair valuation relative to historic growth, while perhaps being at a slightly richer premium compared to peers. I believe Visa is a hold, with both the technicals and fundamentals offering a net neutral outlook for the stock. Read the full article on Seeking AlphaSeeking Alpha • Mar 05
Visa Vs. Mastercard: The Bargain Window Has Closed
Summary Visa and Mastercard are leading payment network providers with strong market positions, innovative approaches, and consistent double-digit revenue growth. I invested in Visa years ago and added Mastercard in 2024 due to its dynamic growth, despite Visa's market leadership. In 2024, Mastercard outperformed Visa in revenue growth (14.4% vs. 10.1%), but Visa maintained a higher profitability. Both companies have optimistic 2025 outlooks, supported by a strong macroeconomic environment, healthy consumer spending, and positive growth expectations. However, I believe the margin of safety has become quite narrow and the 'bargain window' has closed – that makes me eager to hold but not add to my positions. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Cross-Border Boom: Visa's Next Big Play
Summary Visa's net revenue rose 10% YoY to $9.5B, with cross-border volume surging 16%, driven by global travel recovery. Tap to Pay penetration hit 74%, and tokenized credentials grew 44% YoY, reinforcing Visa’s network effect and security. Strategic deals with ICBC (China) and SBI (India) position V for long-term growth in high-potential regions. Value-added services grew 18% YoY, while commercial payments expanded with key deals like DoorDash and iFood Pago. APAC payments volume grew just 1% YoY, facing FX volatility, competition from domestic networks, and regulatory challenges. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Time To Sell Visa: Waiting For The Price To Drop For A New Long-Term Position
Summary Visa's stock is overbought by 14% and has no potential upside for cautious investors like me. Despite strong earnings per share, I assigned sell rating based on my quantitative decision algorithm. Regulatory risk is the main threat to the developing business of the company. Overall, Visa remains a solid investment with some room for growth despite its current overvaluation. Read the full article on Seeking AlphaUpcoming Dividend Payment
Stability and Growth of Payments
Fetching dividends data
Stable Dividend: V's dividends per share have been stable in the past 10 years.
Growing Dividend: V's dividend payments have increased over the past 10 years.
Dividend Yield vs Market
| Visa Dividend Yield vs Market |
|---|
| Segment | Dividend Yield |
|---|---|
| Company (V) | 0.8% |
| Market Bottom 25% (US) | 1.4% |
| Market Top 25% (US) | 4.2% |
| Industry Average (Diversified Financial) | 1.1% |
| Analyst forecast (V) (up to 3 years) | 1.1% |
Notable Dividend: V's dividend (0.83%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.41%).
High Dividend: V's dividend (0.83%) is low compared to the top 25% of dividend payers in the US market (4.23%).
Earnings Payout to Shareholders
Earnings Coverage: With its low payout ratio (22.6%), V's dividend payments are well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its low cash payout ratio (23.8%), V's dividend payments are well covered by cash flows.
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 12:16 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/09/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Visa Inc. is covered by 62 analysts. 35 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Stephen Biggar | Argus Research Company |
| David Koning | Baird |
| Harshita Rawat | Bernstein |