Visa Reports Fiscal First Quarter 2026 Results San Francisco, CA, January 29, 2026 – Visa (NYSE: V) Income Statement Summary | In billions, except percentages and per share data. % change is calculated over the comparable prior-year period. | USD | % Change | results: | | --- | --- | --- | --- | | Net Revenue | $10.9 | 15% | | | GAAP Net Income | $5.9 | 14% | | | GAAP Earnings Per Share | $3.03 | 17% | | | (1) Non-GAAP Net Income | $6.1 | 12% | | | (1) Non-GAAP Earnings Per Share | $3.17 | 15% | | Key Busin ...

Core Viewpoint - Visa is set to report its fiscal Q1 2026 earnings, with consensus estimates predicting an adjusted EPS of $3.14 and revenue of $10.9 billion, both indicating double-digit growth despite a slight decline in net income due to litigation costs [1][2]. Financial Performance - Visa's net income decreased by 1.4% year over year, while revenue increased by 11.5% [1]. - The company has consistently beaten earnings estimates, achieving a 97% success rate since 2008, with recent earnings beats averaging around 3% above consensus [1][2]. - For Q1 FY2026, the expected adjusted EPS is $3.14, reflecting a 14.2% year-over-year growth, and revenue is projected at $10.9 billion, representing a 10.8% increase [1]. Market Sentiment - Visa shares are currently trading 16% below analyst price targets, with 91% institutional ownership, indicating potential volatility in response to earnings guidance [1][2]. - There is a 94.5% probability in prediction markets that Visa will beat earnings expectations, bolstered by heavy trading volume leading up to the earnings report [1]. Key Focus Areas - Analysts will be monitoring cross-border transaction growth, operating expense management, and guidance on digital payments infrastructure, particularly following Visa's recent partnerships in crypto and AI [1]. - The impact of litigation costs on margins and any commentary regarding regulatory risks, such as the Credit Card Competition Act, will also be significant for investor sentiment [1][2].

We're back on Morning Trade Live. We'll get a closer look at the consumer over the next 24 hours when we get earnings from Visa and American Express. So, here is a look at the last 12 months for some of these names.Visa, AXP, Mastercard, and Capital 1, American Express, and Capital 1 are in the green over the last year. Visa and Mastercard though are modestly lower. So, let's go inside out on some of these credit card stocks.Joining us now is Rebecca Walsa, president Wals Wealth Management. So, nice to see ...

1月29日，挪威央行投资管理（Norges Bank Investment Management）正式发布 2025 年年度投资报告。 数据显示，全球最大主权财富基金之一的挪威政府全球养老基金（Government Pension Fund Global，GPFG）在2025年实现15.1%的整体回报率，基金规模 于2025年12月31日达到21.268万亿挪威克朗（约合15.47万亿人民币）。 从基金规模变动细节来看，2025年基金会计收益达2.362万亿克朗（约1.72万亿人民币），但受挪威克朗对多国主要货币升值影响，汇率因素导致基金价值 缩水。同时，扣除管理费用后的资金净流入为319亿克朗，多重因素共同作用下，基金全年规模净增1.526万亿克朗。 从资产类别表现来看，权益类投资成为基金收益的核心驱动力。2025年，基金股票投资回报率高达19.3%，显著跑赢其他资产类别。其中，科技、金融及 基础材料板块表现尤为突出，贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根（Nicolai Tangen）在声明中强调："2025年基金交 出了极具说服力的成绩单，科技、金融与基础材料领域的优质股票持续 ...

Core Viewpoint - The article highlights significant upgrades in stock ratings for various companies, indicating potential investment opportunities based on recent performance and future outlooks [1] Group 1: Company Upgrades - HSBC upgraded UPS (UPS) to Buy from Hold with a price target of $125, increased from $100, citing Q4 results that exceeded expectations and strong margin potential by the end of 2026 as disruptions fade [2] - BofA upgraded Texas Instruments (TXN) to Neutral from Underperform with a price target of $235, up from $185, driven by industrial inventory replenishment and growth in data center power and automotive markets [2] - BofA upgraded Microchip (MCHP) to Buy from Neutral with a price target of $95, raised from $78, noting significant potential for earnings upgrades as the 2027 sales forecast of $7 billion is below previous peaks [2] - Rothschild & Co Redburn upgraded Visa (V) to Buy from Neutral with a price target of $385, up from $327, anticipating a shift in e-commerce dynamics that favors card networks [2] - Morgan Stanley upgraded Johnson & Johnson (JNJ) to Overweight from Equal Weight with a price target of $262, increased from $200, based on higher estimates for new products and a higher valuation multiple [2]

Group 1 - Major reports are expected from Mastercard Incorporated, Caterpillar Inc., and SAP SE before the market opens on Thursday [1] - Tech companies Apple Inc. and Visa Inc. will report their earnings after the market closes on Thursday [1] - Energy companies Exxon Mobil Corporation and Chevron Corporation are set to report before the market opens on Friday [1] Group 2 - A busy day for healthcare reporting is anticipated next Wednesday, with Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S scheduled to release their earnings [1] - Alphabet Inc. will report its earnings after the market closes on the same day [1] - The week will conclude with Amazon.com Inc. reporting after the market closes next Thursday [1]

Core Insights - Visa Inc. is set to release its first-quarter earnings on January 29, with analysts predicting earnings of $3.14 per share, an increase from $2.75 per share in the same period last year [1] - The consensus estimate for Visa's quarterly revenue is $10.69 billion, up from $9.51 billion reported last year [1] Dividend Insights - Visa currently has an annual dividend yield of 0.82%, translating to a quarterly dividend of 67 cents per share, or $2.68 annually [2] - To generate $500 monthly or $6,000 annually from dividends, an investment of approximately $732,108 or around 2,239 shares is required [2] - For a more modest income of $100 monthly or $1,200 annually, an investment of $146,487 or around 448 shares is necessary [2] Dividend Calculation Methodology - The calculation for the number of shares needed for desired annual income is done by dividing the income by the annual dividend payment [3] - The dividend yield is computed by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [4] Market Performance - Visa's shares increased by 0.5%, closing at $326.98 on Wednesday [5] - Cantor Fitzgerald analyst Ramsey El-Assal has initiated coverage of Visa with an Overweight rating and a price target of $400 [5]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: HSBC upgraded UPS (UPS) to Buy from Hold with a price target of $125, up from $100. Q4 results beat expectations and while in-line 2026 guidance implies a weak Q1, it also points to strong margins by the end of 2026 when the Amazon (AMZN) glide down and tariff disruptions fade, the firm tells investors in a post ...

Core Insights - The article emphasizes the importance of identifying high-quality dividend-growing and undervalued investment opportunities to achieve strong total returns through cash dividends and capital gains [1] Company Insights - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings, focusing on actionable investment insights [1] Investment Strategy - The strategy revolves around achieving a robust total return by focusing on both cash dividends and capital gains, indicating a dual approach to investment [1]

Core Insights - Amenify Corporation has partnered with Visa to launch an intelligent resident commerce platform that allows residents to link their existing Visa cards to earn rewards on rent payments and local spending [1] Group 1: Collaboration and Offerings - The collaboration aims to create a new framework for resident commerce, enabling renters to earn value on eligible rent payments and everyday spending with select merchants [1] - Residents can earn Amenify Cash™ automatically added to their Amenify Wallet when using linked Visa cards for eligible transactions [1] Group 2: Market Potential - The U.S. rental market consists of tens of millions of properties, representing hundreds of billions of dollars in annual housing and commerce activity [1] - Amenify has previously partnered with property management software providers covering over 20 million homes, enhancing the resident experience through integrated services [1] Group 3: Technology and Integration - Amenify's technology focuses on flexibility and user experience, allowing seamless integration via API without requiring new applications or payment cards [1] - The platform is designed to support property management companies by providing tailored resident experiences while maintaining existing operations [1] Group 4: Company Background - Amenify is a resident experience and commerce technology company operating in over 1,000 cities across the U.S. and has raised $25 million to date from various investors [1]