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Tue, 27 Oct 2026
BreakingEarnings

Visa lifts its dividend 16% as quarterly revenue climbs 13% to $12.1bn

Non-GAAP EPS of $3.48 topped a $3.43 consensus, on Polstob's comparison; GAAP EPS was $3.19. The shares were down 2.13% after hours at 4:43 PM ET.

By AI markets desk·Sources: 5 sources·Published ·AI-generated·2 min read
Key facts
  • Net revenue · Fiscal Q4 2026 (to 30 September)12.1 $bn +13% year on year
  • Diluted EPS (non-GAAP) · Fiscal Q4 2026 (to 30 September)3.48 $ +17%; consensus $3.43
  • Diluted EPS (GAAP) · Fiscal Q4 2026 (to 30 September)3.19 $ +22% year on year
  • Quarterly dividend · Declared 27 October 20260.780 $ per share +16%
  • Fiscal 2026 net revenue · Year to 30 September 202645.9 $bn +15% year on year

Visa's net revenue grew 13% to $12.1bn in its fiscal fourth quarter, which ended on 30 September 2026, according to the earnings release the company furnished to the SEC on 27 October 2026 and flagged in a Business Wire alert at 4:05 PM ET. Non-GAAP diluted EPS rose 17% to $3.48, above the $3.43 consensus forecast from 12 estimates shown on Nasdaq.com; that comparison is Polstob's, not Visa's. The site lists $3.32 for the June quarter, the same as the non-GAAP EPS in Visa's July release.

On a GAAP basis, diluted EPS rose 22% to $3.19 and net income 18% to $6.0bn. Those figures carry a $469m litigation provision for the interchange multidistrict litigation, $282m tied to investments it donated to the Visa Foundation and a $37m deferred tax charge, items the non-GAAP figures exclude; non-GAAP net income grew 13% to $6.6bn. In constant dollars, payments volume rose 9% in the fiscal fourth quarter and cross-border volume 14%. Processed transactions grew 10% to 74.2bn.

Returns to shareholdersFiscal Q4 2026
  • DividendQuarterly dividend declared$0.78 per shareUp 16%; payable 1 December 2026 to holders of record on 10 November
  • BuybackClass A shares repurchased in the quarter$4bnAbout 11m shares at an average $369.12
  • Buyback authorisationRemaining buyback authorization$24.4bnAs of 30 September 2026

Source: Visa fiscal Q4 2026 earnings release (Form 8-K, Exhibit 99.1), Announced 27 October 2026.

For fiscal 2026 as a whole, net revenue rose 15% to $45.9bn, GAAP EPS was $12.32 and non-GAAP EPS $13.27. Visa returned $25.6bn through buybacks and dividends over the year, $5.2bn of it in the fourth quarter. Chief executive Ryan McInerney said: “Visa delivered a milestone year.”

The release contained no numeric outlook for fiscal 2027; Visa scheduled a webcast for 5:00 PM ET. Its shares were down 2.13% at $393.22 in after-hours trading as of 4:43 PM ET (21:43 CET) on 27 October, according to Nasdaq.com after-hours data, after a 0.59% fall to $401.77 in the regular session. The release did not address the move.