Fiscal First Quarter 2026 Financial Results January 29, 2026 ©2026 Visa. All rights reserved. Fiscal First Quarter 2026 Results | YoY increase / (decrease) except for Effective Income Tax Rate | Net Revenue | Operating Expenses | Effective Income Tax Rate | Diluted Class A Common Stock Earnings Per Share | | --- | --- | --- | --- | --- | | GAAP Nominal-Dollar Basis | 15% | 27% | 13.0% | 17% | | Non-GAAP Nominal-Dollar Basis(1) | 15% | 16% | 18.4% | 15% | | Foreign Currency Impact(2) | (~1.0%) | (~1.5%) | N/ ...

Visa, Inc. (NYSE:V) shares slipped in Thursday's extended trading after the company released its first-quarter earnings report, despite beating analyst estimates.  Here's a look at the key figures from the quarter. V stock is moving. Watch the price action here.The Details: Visa reported quarterly earnings of $3.17 per share, which beat the consensus estimate of $3.14, according to data from Benzinga Pro.  Quarterly revenue came in at $10.9 billion, which beat the Street estimate of $10.69 billion.Visa repo ...

The payments company posted a profit of $5.85 billion, citing strong consumer spending through the holidays. ...

Visa reported a rise in first-quarter profit on Thursday, as cardholders swiped more during the holiday season, buoyed by resilient U.S. consumer spending. ...

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]