| 德国DAX30 | 24,547.01 | 24,556.51 | 24,317.51 | +253.77 | +1.04% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 10,217.45 | 10,218.25 | 10,136.11 | +45.69 | +0.45% | | 法国CAC40 | 8,132.35 | 8,133.73 | 8.070.86 | +60.99 | +0.76% | | □ 欧洲斯托克50 | 5,952.96 | 5,954.40 | 5,897.95 | +61.01 | +1.04% | 3. 截至发稿，WTI原油跌0.61%，报65.02美元/桶。布伦特原油跌0.73%，报69.08美元/桶。 | ඝ 伦敦布伦特原油 | 2026年4月 | 69.08 | 71.09 | 67.79 | -0.51 | -0.73% | | --- | --- | --- | --- | --- | --- | --- | | ■ WTI原油 | 2026年3月 | 65.02 | 65.87 | 63.65 | -0. ...

Here's how its dividend could grow 12-fold from today's levels.Shares of the $630 billion credit card company Visa (V +1.57%) may yield just 0.82% today, but if history is any guide, that number could climb in a hurry.Since it began paying a dividend in August 2008, payouts have risen by 2,452%, to $0.67 per share each quarter. Anyone who put $1,000 into this company back then and held would be collecting $597 each year in dividends today. Of course, past performance is no guarantee of future results, but t ...

January 29, 2026 05:44 AM GMT Technology - Payments Agentic Payments: New Rules, Same Rails Agentic Commerce represents a ~$192bn GMV opportunity by 2030e, expanding the online payments TAM while making trust a key bottleneck. Differentiation shifts to identity, fraud detection and optimisation as complexity rises. Adyen, Mastercard and Visa the key volume beneficiaries, in our view. We think Agentic Commerce represents the next great shift in online shopping: a world where agents don't just help with disco ...

Core Insights - Executives warned that the Credit Card Competition Act could be harmful to the payments industry, arguing that the market already faces significant competition from various payment methods [14] - Visa reported fiscal Q1 revenue of $10.9 billion, reflecting a 15% year-over-year increase, with payments volume rising 8% in constant dollars to nearly $4 trillion [3][10] - The company emphasized the importance of credentials, stating that they now total over 5 billion worldwide, which anchor its global payments architecture [4] Agentic Commerce and Digital Payments - Management highlighted agentic commerce, Visa Direct, and B2B flows as key growth areas, with Visa Direct transactions increasing 23% year over year to 3.7 billion [8] - The Visa Intelligent Commerce platform utilizes tokens for agentic payments, with over 100 partners engaged [6][7] - Tap-to-pay penetration exceeded 80% of face-to-face transactions globally, with U.S. usage nearing 70% [5] Financial Performance - Global payment volume rose 8% in constant dollars, with cross-border volume increasing 11% [10] - Value-added services revenue surged 28% to $3.2 billion, contributing significantly to Visa's total revenue growth for the quarter [13] - Consumer spending showed resilience, with growth consistent across various spend bands, indicating stability in both discretionary and non-discretionary categories [12] Stablecoin and B2B Developments - Visa is testing stablecoin use cases, reporting an annualized settlement run rate of $4.6 billion, primarily for cross-border payments and markets with currency volatility [9] - Commercial and Money Movement Solutions revenue grew 20% in constant dollars, supported by a 10% increase in commercial payments volume [8] Legislative Concerns - Visa is actively briefing lawmakers on the potential negative impacts of the Credit Card Competition Act, warning of reduced access to credit and weaker security protections [14][15] - Management guided for full-year revenue growth in the low double digits, with shares down 1.4% in after-hours trading [15]

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首席执行官瑞安·麦克纳尼在声明中表示，收益的增长是"由具有韧性的消费者支出和强劲的假期旺季， 以及增值服务、商业和资金流动解决方案的持续走强所驱动的"。 智通财经获悉，Visa(V.US)公布的盈利超过了分析师的预期，在强劲的假期消费带动下，支付额较去年 同期飙升了 8%。财报显示，Visa 2026财年第一季度的调整后收益为每股 3.17 美元，较去年同期增长了 15%，超过了 3.14 美元的平均预期；营收同比增长 14.6%至109亿美元，同样超出预期。 这家信用卡网络巨头重申了其对 2026 财年每股收益、净收入和运营支出增长的预期，均预计以"低两位 数"范围的百分比增长。业绩公布后，Visa 盘后跌1.33%。 该季度 Visa 处理的总支付额为 3.87 万亿美元，超过了普遍预期的 3.83 万亿美元，高于 2025 年第四季 度的 3.73 万亿美元和 2025 年第一季度的 3.52 万亿美元。总处理交易量同比增长 9% 至 694 亿笔，低于 预期的 697 亿笔。 截至2025年12月31日止三个月，不包括欧洲境内交易(这部分交易是国际交易收入的主要来源)的跨境交 易量按固定汇率计算较上年 ...

这家信用卡网络巨头重申了其对 2026 财年每股收益、净收入和运营支出增长的预期，均预计以"低两位 数"范围的百分比增长。业绩公布后，Visa 盘后跌1.33%。 Visa 周三表示，将允许其信用卡持卡人使用奖励积分向美国总统特朗普设立的新儿童储蓄账户注资。 麦克纳尼称，这是帮助家庭为子女未来储蓄的一种"简单而有力的方式"。 12 月，该公司扩大了其服务范围，表示将向稳定币结算开放其美国网络。随着特朗普政府提供了更多 的监管明确性，Visa 及其同行一直在寻求进入稳定币市场的方法。 智通财经APP获悉，Visa(V.US)公布的盈利超过了分析师的预期，在强劲的假期消费带动下，支付额较 去年同期飙升了 8%。财报显示，Visa 2026财年第一季度的调整后收益为每股 3.17 美元，较去年同期增 长了 15%，超过了 3.14 美元的平均预期；营收同比增长 14.6%至109亿美元，同样超出预期。 Visa 的竞争对手万事达卡在截至 12 月的三个月中也见证了强劲的支出，推动其调整后净利润高于分析 师的平均预期。这两家支付公司在 11 月与商家就接受卡片支付所支付的费用达成了一项协议，尽管目 前尚不清楚这项 2 ...

Financial Performance - For the three months ended December 31, 2025, net revenue increased by 15% to $10,901 million compared to $9,510 million in the prior year[91]. - Net income for the same period was $5,853 million, reflecting a 14% increase from $5,119 million[91]. - Non-GAAP net income increased by 12% to $6,124 million compared to $5,463 million in the prior year[91]. - Non-GAAP diluted earnings per share increased by 15% to $3.17 from $2.75 in the prior year[91]. - Service revenue increased by 13% to $4,760 million in Q4 2025, driven by a 9% growth in nominal payments volume[3]. - Data processing revenue rose 17% to $5,544 million, supported by a 9% increase in processed transactions[3]. Operating Expenses - Operating expenses rose by 27% to $4,164 million, primarily due to higher litigation provisions[92]. - Total operating expenses for the three months ended December 31, 2025, were $4,164 million, a 27% increase from $3,276 million in 2024[5]. - The company recorded an additional accrual of $707 million related to interchange multidistrict litigation for the quarter[94]. Shareholder Actions - The company repurchased 11 million shares of class A common stock for $3.8 billion, with remaining authorized funds for repurchase at $21.1 billion[95]. - The company repurchased $3.8 billion of its class A common stock in the open market during the three months ended December 31, 2025[13]. - For the three months ended December 31, 2025, the company declared and paid $1.3 billion in dividends[15]. Cash Flow - Cash provided by operating activities increased to $6,780 million in Q4 2025, up from $5,396 million in 2024[10]. Market and Transaction Metrics - Payments volume, a key driver of service revenue, is calculated in U.S. dollars and excludes Europe co-badged volume[100]. - Processed transactions, which include payments and cash transactions, represent the total transactions processed on Visa's networks[100]. - Total nominal payments volume for the three months ended September 30, 2025, reached $3,732 billion, a 9% increase compared to $3,409 billion in 2024[1]. - Exchange rate movements contributed approximately one percentage point to net revenue growth for the quarter[91]. Tax and Regulatory Changes - The effective income tax rate decreased to 13% in Q4 2025 from 17% in 2024, primarily due to a $333 million deferred tax benefit[9]. - FASB issued ASU 2024-03 in November 2024, requiring additional disclosure on specific expense categories, effective for annual periods beginning October 1, 2027[119]. - FASB issued ASU 2025-06 in September 2025, modernizing accounting for internal-use software, effective for annual and interim periods beginning October 1, 2028[120]. - No significant changes to market risks since September 30, 2025[121]. Litigation and Escrow - The company deposited $500 million into a U.S. litigation escrow account for claims associated with interchange multidistrict litigation[17].

Visa (NYSE:V) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Company ParticipantsChris Suh - EVP and CFODan Perlin - Managing DirectorDarrin Peller - Managing DirectorJennifer Como - SVP and Head of Investor RelationsRyan McInerney - CEOSanjay Sakhrani - Managing DirectorWill Nance - VPConference Call ParticipantsAdam Frisch - Senior Managing Director and Fundamental Research AnalystAndrew Jeffrey - Research Analyst of Financial Services and TechnologyDan Dolev - Senior Analyst of FinTech Equity Researc ...