Piper Sandler Reiterates Buy Rating on Visa, Sets $394 Target

Piper Sandler analyst Bill Carcache reaffirmed a buy rating on Visa, targeting a $394 price, a 14.84% upside from the current price.

Key Points

  • Piper Sandler's Bill Carcache reiterated a buy rating for Visa (NYSE:V) with a $394 price target on June 30, 2026.
  • Piper Sandler's $394 price target implies 14.84% upside from Visa Inc.'s ($V) current $343.09 share price.
  • Visa shares traded at $341.65 on Tuesday, with a market cap of about $639.4 billion and a P/E ratio of 29.3.
  • Recent insider activity includes CFO Chris Suh selling 10,639 shares on May 12, 2026, at an average price of $324.81.

Important disclosure: Podchat is not a registered investment adviser, broker-dealer, or financial planner. This article is for informational and educational purposes only and is not a recommendation to buy, sell, or hold any security. Content may be generated by automated systems using public filings, market data, and third-party sources, and may contain errors or omissions. Investing involves risk, including possible loss of principal. Past performance, insider activity, analyst ratings, price targets, sentiment scores, and hypothetical or backtested results are not guarantees of future performance. Please do your own research and consult a qualified professional before making investment decisions.

Piper Sandler analyst Bill Carcache reaffirmed his buy rating on Visa Inc. (NYSE:V) on June 30, 2026, setting a price target of $394. This reiteration suggests confidence in Visa's performance and potential growth.

Analyst rating track record

Piper Sandler vs. the S&P 500

YTD return -12.24% hypothetical
All-time return +31.27% S&P 500 +35.93%
vs. S&P 500 -4.66% behind the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

Visa Inc. Stock Down 10.1%

Shares of NYSE:V traded near $341.65 on Tuesday. Visa, a leader in payment technology, has a market cap of approximately $639.4 billion. It holds a P/E ratio of 29.3 and a forward P/E of 22.6, indicating investor expectations for future earnings growth. The stock's beta of 0.765 suggests it is less volatile than the broader market. Over the past 52 weeks, Visa's stock has ranged from $293.89 to $359.66, with a 50-day moving average of $323.13 and a 200-day moving average of $328.71.

12-month forecast

$V price target

Past daily closes and this analyst's 12-month price target. Not investment advice.

Recent Earnings

Visa reported revenue of $43.03 billion, showing a growth of 17.1% year-over-year. The company's net margin stands at 51.7%, with a return on equity of 60.3%, highlighting its profitability. Visa's earnings per share (EPS) is $11.47. The next earnings report is scheduled for July 28, 2026.

Dividend

Visa pays an annual dividend of $2.68 per share, providing a yield of 0.8%. The dividend payout ratio is 21.97%, indicating room for potential increases in the future.

Insider Buying and Selling at Visa Inc.

Recent insider transactions at Visa include CFO Chris Suh selling 10,639 shares on May 12, 2026, at an average price of $324.81. Also, CEO Ryan McInerney executed a planned sale of 31,455 shares on April 29, 2026, at a price of $340.14, while buying 31,455 shares at $109.82 on the same day, not under a plan.

Analysts Set New Price Targets

On June 30, 2026, Piper Sandler initiated coverage on Visa with a buy rating and a $394 price target. Other analysts, like Truist Securities and Macquarie, have maintained buy ratings with targets of $371 and $420, respectively. The consensus among analysts is a strong buy, with an average target price of $398.83 based on 36 opinions.

About Visa Inc.

Visa Inc., headquartered in San Francisco, California, is a global leader in payment technology. It operates VisaNet, a network facilitating transaction processing, and offers various credit, debit, and prepaid card products. The company also provides services like Visa Direct for money movement and acceptance solutions for e-commerce. Led by CEO Ryan McInerney, Visa employs around 34,100 people worldwide.

Bottom Line

Visa remains a key player in the payment industry, with Piper Sandler's recent reiteration of a buy rating and a $394 price target reflecting continued confidence. Investors keep a close eye on Visa's performance, given its strong market presence and financial metrics. Remember, analyst ratings are forward-looking and subjective, reflecting expectations rather than guarantees.

Get Visa Inc. alerts

New 13F filings, insider trades, and analyst moves on $V, sent to your inbox. Free, and you can unsubscribe anytime.

This instant news alert was generated by automated narrative technology and financial data from Podchat and public regulatory filings. It is for informational purposes only and is not financial advice.