Visa Posts 15% Full-Year Revenue Growth to $45.9B, Raises Dividend 16%
V sits 37% above its 52-week low of $293.89.
Summary
Visa reported fiscal 2026 net revenue of $45.9 billion (+15%) and non-GAAP EPS of $13.27 (+16%), with Q4 revenue of $12.1 billion (+13%). The board raised the quarterly dividend 16% to $0.780 per share.
Key Events · Earnings and Guidance · V
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Record Full-Year Revenue of $45.9B
Fiscal 2026 net revenue rose 15% to $45.9 billion, or 14% on a constant-dollar basis, with Q4 revenue of $12.1 billion up 13%.
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EPS Growth in the Mid-Teens
Full-year GAAP EPS was $12.32 (+21%) and non-GAAP EPS $13.27 (+16%); Q4 non-GAAP EPS was $3.48, up 17%.
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Dividend Raised 16%
Quarterly dividend increased to $0.780 per share, payable December 1, 2026 to holders of record November 10, 2026.
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Capital Return Remains Heavy
Full-year buybacks of $20.5 billion (61 million shares at an average $335.49) plus dividends brought total return to $25.6 billion; $24.4 billion of repurchase authorization remains.
Analysis · V · Trade & Services
Visa closed fiscal 2026 with record net revenue of $45.9 billion, up 15%, and non-GAAP EPS of $13.27, up 16% — management called it the strongest growth in over 15 years excluding the post-pandemic recovery and acquisitions. The quarter itself was solid rather than accelerating: Q4 revenue of $12.1 billion rose 13% and non-GAAP EPS of $3.48 rose 17%, with payments volume up 9%, cross-border volume up 14% and processed transactions up 10%. The board raised the quarterly dividend 16% to $0.780 per share, and the company still has $24.4 billion of buyback authorization left after repurchasing $20.5 billion of stock during the year. The main blemish is litigation: a $469 million MDL provision hit the quarter and $1.7 billion for the full year, though that is down from $2.5 billion a year earlier. For a $750 billion company, the growth rate and capital return matter more than any single line item — this confirms the core franchise is compounding at a mid-teens pace.
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At the time of this filing, V was trading at $402.27 on NYSE in the Trade & Services sector, with a market capitalization of approximately $750.3B. The 52-week trading range was $293.89 to $414.60. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.