V Earnings
Tuesday, Apr 28 2026
EPS Estimate
$3.10
$3.05 – $3.19
Revenue Estimate
$10.7B
Track Record
4/4 beats
Current Price
$311.37
Our Position
bearishVisa inks embedded insurance tie-up
structured data
est. revisions stable
(+0.2pp / 30d)
The partnership leverages Visa's platform for service growth beyond payments, while strong earnings estimates and analyst support underpin upside potential despite recent share underperformance.
Watch: Visa's May 5 Q2 earnings report will reveal if EPS growth and embedded insurance rollouts drive revenue and margin expansion.
Data Signal Summary
2 bullish
1 bearish
Insider selling cluster
Put/call 0.6 (bullish skew)
Analysts: bullish
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
mixed
1-Month Return
+1.4%
From 52w High
-12.7%
P/E Ratio
28.5
Est. Revisions (30d)
+0.2% 0up/1dn
Analyst Target (mean)
$395 $323–$450 +27%
Options P/C Ratio
0.56
Est. Dispersion
4% 28 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Elliott, Two Sigma, Bridgewater
Recent Activity
insider trades
1 transaction
Sell
·
CARNEY LLOYD A (Director)
·650 shares
·$201,253
analyst ratings
4 ratings
Citigroup
→Buy
21h ago
Evercore ISI Group
→In-Line
13d ago
Loop Capital
·init
→Buy
14d ago
UBS
→Buy
14d ago
filing changes
MEDIUM
Business Operations:
Changes in transaction volume impact
HIGH
Operating Expenses:
Significant increase in GAAP operating expenses due to litigation provision and personnel expenses
HIGH
New Financial Activity:
Release of preferred stock in connection with Visa Europe acquisition anniversary
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