Visa Inc. (V) beat expectations in Q3 FY2026 on revenue of $11.6B versus the $11.4B estimate (+14.4% YoY) and EPS of $3.32. The next Visa Inc. (V) earnings date is Oct 27, 2026. Below is the full Visa Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Visa Inc. (V) Earnings Analysis — key stats
Next earnings date
Oct 27, 2026
Latest reported quarter
Q3 FY2026
Earnings verdict
Beat
EPS beat rate
6 of last 8 (quarters above estimate)
Avg next-day move
±2.6% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±8.2% (options-derived · into Oct 27, 2026)
Institutional ownership
124.6% (13F as of 2026-06-30)
Top 10 holders
30.9% (of shares outstanding)
Insider activity
5 buys / 7 sells (recent Form 4 filings)
Revenue
$11.6B (vs $11.4B est · +2.0% surprise · +14.4% YoY)
EPS
$3.32 (vs $3.23 est · +2.8% surprise · +10.4% YoY)
Share price
$382.41 (+3.1%)
Market cap
$714.0B
Visa Inc. (V) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q4 FY2026
$11.6B vs $11.4B est
$3.32 vs $3.23 est
+2.8%
+1.7%
Beat
Q3 FY2026
$11.2B vs $10.8B est
$3.31 vs $3.10 est
+6.8%
+8.1%
Beat
Q2 FY2026
$10.9B vs $10.7B est
$3.17 vs $3.14 est
+1.0%
-1.6%
In line
Q1 FY2026
$10.7B vs $10.6B est
$2.98 vs $2.97 est
+0.3%
-1.9%
In line
Q4 FY2025
$10.2B vs $9.8B est
$2.98 vs $2.85 est
+4.6%
-1.3%
Beat
Q3 FY2025
$9.6B vs $9.6B est
$2.76 vs $2.68 est
+3.0%
+2.4%
Mixed
Q2 FY2025
$9.5B vs $9.3B est
$2.75 vs $2.66 est
+3.4%
+1.8%
Mixed
Q1 FY2025
$9.6B vs $9.5B est
$2.71 vs $2.58 est
+5.0%
+2.1%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.2%
137.7M
$47.2B
+1.1%
Vanguard Capital Management LLC
5.5%
106.2M
$36.4B
-0.8%
State Street Corp
4.3%
82.9M
$28.4B
+0.7%
Morgan Stanley
2.4%
46.0M
$15.8B
-0.0%
Geode Capital Management, LLC
2.4%
45.3M
$15.5B
+0.9%
Fmr LLC
2.2%
42.9M
$14.7B
-4.4%
Vanguard Portfolio Management LLC
1.9%
36.8M
$12.6B
-2.0%
Price T Rowe Associates INC /Md/
1.9%
35.5M
$12.2B
-13.6%
Tci Fund Management Ltd
1.6%
30.5M
$10.5B
+0.1%
Capital World Investors
1.5%
28.3M
$9.7B
+12.3%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Taneja Rajat
officer: PRESIDENT, TECHNOLOGY
2026-08-21
Sell
18K
$6.7M
MCINERNEY RYAN
director, officer: Chief Executive Officer
2026-08-21
Sell
6K
$791715
MCINERNEY RYAN
director, officer: Chief Executive Officer
2026-08-21
Buy
6K
$791715
MCINERNEY RYAN
director, officer: Chief Executive Officer
2026-08-21
Sell
6K
$2.2M
ANDRESKI PETER M
officer: GBL CORP CONTROLLER, CAO
2026-08-15
Buy
4K
—
ANDRESKI PETER M
officer: GBL CORP CONTROLLER, CAO
2026-08-15
Sell
2K
$624153
ANDRESKI PETER M
officer: GBL CORP CONTROLLER, CAO
2026-08-15
Buy
5K
—
ANDRESKI PETER M
officer: GBL CORP CONTROLLER, CAO
2026-08-15
Sell
4K
—
What you'll find
Next Visa Inc. (V) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Visa Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Visa Inc. (V)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Visa Inc.'s next earnings date?
Visa Inc.'s (V) next scheduled earnings date is Oct 27, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Visa Inc. (V) beat or miss earnings?
In Q3 FY2026, Visa Inc. (V) posted beat results — revenue of $11.6B versus the $11.4B estimate (+2.0% surprise) and EPS of $3.32 versus $3.23 expected (+2.8% surprise). Magnisto decodes every Visa Inc. (V) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Visa Inc. beat earnings estimates?
Over its last 8 reported quarters, Visa Inc. (V) beat Wall Street EPS estimates 6 times, most recently a beat result in Q4 FY2026. Magnisto tracks every Visa Inc. (V) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Visa Inc. stock move after earnings?
Over its last 8 quarterly reports, Visa Inc. (V) moved an average of ±2.6% the day after earnings — ranging from -1.9% (Q1 FY2026) to +8.1% (Q3 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Oct 27, 2026, options-implied volatility is pricing in a move of roughly ±8.2% (derived). Magnisto tracks the realized post-earnings move for every Visa Inc. (V) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Visa Inc.?
Institutions hold about 124.6% of Visa Inc.'s (V) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.2%), Vanguard Capital Management LLC (5.5%), State Street Corp (4.3%). Magnisto lists Visa Inc.'s (V) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Visa Inc. (V)?
In the most recent Form 4 filings Magnisto tracks, Visa Inc. (V) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Visa Inc. (V) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Visa Inc. (V), anchored to the current $382.41 share price, so you can weigh the bull, base and bear cases for Visa Inc. side by side.
Is Visa Inc. (V) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Visa Inc. fits your own thesis and risk profile. This is research, not investment advice.