Visa (V) and Mastercard (MA) both hit new highs today.
Bryan Gildenberg discusses the payment companies’ latest earnings and what they signal about the state of the consumer.
@TomWhite_S outlines an example options trade for $V.
For more:
Visa ($V) beat Q4 estimates with $3.48 EPS on $12.14B in revenue.
CEO Ryan McInerney called 2026 a “milestone year,” with full-year revenue hitting a record $46B, up 15%.
VISA SAYS CROSS-BORDER VOLUME ROSE 14% AT CONSTANT FX AND IT IS RAISING ITS DIVIDEND BY 16% TO 78 CENTS/SHARE, WITH NET REVENUE GROWTH LOW-DOUBLE-DIGIT ON AN ADJUSTED CONSTANT-DOLLAR BASIS
VISA Q4 ADJUSTED EPS $3.48, ABOVE ESTIMATE OF $3.44, WITH NET REVENUE $12.10 BLN, ROUGHLY IN LINE WITH ESTIMATE OF $12.09 BLN, AND TOTAL PROCESSED TRANSACTIONS 74.2 BLN