VISA INC.
In the published model solve dated 2026-Q2, anchored at $381.89, VISA INC. (V) is priced for +20.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Visa lends nothing and carries no credit risk; it charges a fee on money in motion, and 61.1% of trailing net revenue survives all the way down to operating profit, a level only MA approaches among listed payment companies. • Litigation is a running cost rather than a one-off event: the company recorded a further $894 million of accruals against interchange claims in the six months to March 31, 2026, and its own filing warns that pricing, incentive and rebate pressure can slow the top line. •
Is V overvalued? See what's priced in →
4,354 institutional managers reported holding V in 13F filings for the quarter ended 2026-03-31. Together they hold about 78% of the company; the top 10 hold 34%. 132 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 21.3M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has paid one every year in our records (18 and counting); the current rate is $0.59 a share annually. Cash returned over the past three years: $12.36B in dividends and $50.41B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at V over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
V's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-27 | -1.5% | -1.2% |
| 2023-11-16 | +2.3% | +7.9% |
| 2024-01-27 | -1.4% | +4.2% |
| 2024-04-25 | +1.0% | -3.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
V's latest 8-K filings: 2026-07-28 (items 2.02, 8.01, 9.01); 2026-07-15 (items 5.03, 9.01); 2026-06-26 (items 8.01); 2026-05-12 (items 1.01, 8.01, 9.01); 2026-05-11 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.