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Visa operates the payment network that routes card transactions between merchants' and cardholders' banks, taking a small fee on each of more than 200 billion transactions a year. It issues no cards and takes no credit risk itself.
VISA INC. (V) is a services-business services, nec company. Piotroski F-Score 5/7. 5 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-07-28 from V's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
Led by Ryan McInerney · see pay & career →
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-09-30 vs 2024-09-30. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
A plain-English read on V plus an auto-SWOT — built from V's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate V using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
Not reported in XBRL for this filer.
| TCI Fund Management (Chris Hohn) | $9.21B | 20.4% of portfolio |
| Fundsmith (Terry Smith) | $938.2M | 7.3% of portfolio |
| GMO (Jeremy Grantham) | $917.6M | 2.3% of portfolio |
| Sands Capital Management | $837.3M | 3.3% of portfolio |
| Polen Capital | $739.2M | 5.1% of portfolio |
| ValueAct | $700.1M | 12.3% of portfolio |
| Akre Capital Management (Chuck Akre) | $495.3M | 8.1% of portfolio |
| Generation Investment Management (Al Gore) | $457.8M | 4.1% of portfolio |
| Markel Group (Tom Gayner) | $303.5M | 2.5% of portfolio |
| AKO Capital | $359K | 7.0% of portfolio |
| Baupost Group (Seth Klarman) | $212K | 4.1% of portfolio |
| Rohit KhannaU.S. Representative · CA-17 | BUY | $1,001 - $15,000 | filed 2026-07-06 |
| Jonathan JacksonU.S. Representative · IL-01 | SELL | $50,001 - $100,000 | filed 2026-05-27 |
Projected from V's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment V files its announcement.
V's earnings reaction has been evenly split — 4 up, 4 down across its last 8 reports.
Earnings reactions have been moderate.
The average is inflated by its most volatile prints (+8.1% and -5.1%).
A more typical earnings reaction has been approximately ±2.0%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-04-28 | +8.1% |
| 2026-01-29 | -1.6% |
| 2025-10-28 | -1.9% |
| 2025-07-29 | -1.3% |
| 2025-04-29 | +2.4% |
| 2025-01-30 | +1.8% |
| 2024-10-29 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| +2.1% |
| 2024-07-23 | -5.1% |
| ROTTENBERG JULIE BGENERAL COUNSEL | SELL | $730K | view → |
| MCINERNEY RYANChief Executive Officer | SELL | $3.6M | view → |
| MCINERNEY RYANChief Executive Officer | SELL | $7.1M | view → |
| Suh ChrisCHIEF FINANCIAL OFFICER | SELL | $3.5M | view → |
| MCINERNEY RYANChief Executive Officer | SELL | $10.7M | view → |
| CARNEY LLOYDDirector | SELL | $201K | view → |
| Company | Stake value | % of company owned |
|---|---|---|
| MARQETA INCMQ | $74.4M | — |
| REMITLY GLOBAL INCRELY | $8.3M | 0.16% |
| GRAB HOLDINGS LIMITED | $4.2M | — |
| CARDLYTICS | $2.2M | — |
Long US equity positions from V's own 13F-HR (SEC), reported quarterly and lagged up to 45 days. “% of company owned” = reported shares ÷ that company's latest shares outstanding.