Baird Raises Visa (V) Price Target to $430

Baird has reiterated its Outperform rating on Visa Inc. with a new price target of $430, a 7.42% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 1:54 PM EDT

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Baird raised its price target on Visa Inc. ($V) to $430 from $420 on October 12, 2026, and rates the stock "Outperform".

Since the rating, $V is up 3.4% to date (from the $389.27 close on Oct 12, 2026).

V Visa Inc.

$402.61 +16.90% year to date

Daily close · Oct 16, 2026

Key Points

On October 12, 2026, Baird reiterated its Outperform rating on Visa Inc. with a price target of $430, up from $420.
Baird's $430 price target implies 7.42% upside from Visa Inc.'s ($V) current $400.29 share price.
As of October 16, Visa's stock was recently trading at $400.29, about 6.9% below Baird's target.
Visa is set to report its next earnings on October 27, 2026, following a year-over-year revenue growth of 14.4%.

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Baird has reiterated its Outperform rating on Visa Inc. (NYSE: V) with a new price target of $430, up from a previous target of $420. This update came on October 12, 2026, as the stock trades at $400.29, which is about 6.9% below the new target.

Other Institutional Activity in Visa Inc.

Several other institutional investors have also been active in Visa. Blackrock Inc. holds 137,669,061 shares valued at about $55.4 billion after adding 1,484,413 shares. State Street Corporation increased its stake by 567,900 shares, bringing its total to 82,872,209 shares worth approximately $33.4 billion. Meanwhile, Vanguard Capital Management LLC reduced its holdings by 856,052 shares, ending with 106,150,500 shares valued at around $42.7 billion.

Visa Inc. Stock Up 0.1%

Visa shares are currently trading at $400.29, which is below Baird's target of $430. The stock's recent performance suggests it is trading at a significant discount compared to this target, which could indicate potential upside if the market adjusts.

12-month forecast

$V price target

Visa Inc. daily closes and this analyst's $430 target. Not advice.

Recent Earnings

Visa reported trailing twelve-month revenue of about $44.5 billion, with a net margin of 50.8%. The company has achieved a return on equity of 61.2%. Its next earnings report is scheduled for October 27, 2026, which will provide further insights into its financial performance.

Insider Buying and Selling at Visa Inc.

Recent insider trading at Visa shows that CEO Ryan McInerney sold 5,875 shares at an average price of $367.87 on August 21, 2026, totaling about $2.16 million. General Counsel Julie B Rottenberg also sold 2,028 shares at $381.35 on August 31, 2026, valued at approximately $773,378. McInerney sold another 5,875 shares at $379.65 on September 1, 2026, worth around $2.23 million, followed by Rottenberg's sale of 1,867 shares at $368.34 on September 9, 2026, totaling about $687,691.

Analysts Set New Price Targets

On October 12, 2026, Baird maintained its Outperform rating on Visa with a price target of $430, up from $420. Other analysts also have positive views; Cantor Fitzgerald maintains an Overweight rating with a target of $445, while Truist Securities and Wolfe Research have Buy and Outperform ratings, respectively, with targets of $406 and $460.

About Visa Inc.

Visa Inc. operates as a payment technology company, facilitating electronic payment transactions globally. The company runs VisaNet, a network that handles transaction processing, including authorization, clearing, and settlement. With a strong presence in the financial services sector, Visa continues to be a key player in payment solutions.

Bottom Line

Investors will want to keep an eye on Visa's upcoming earnings report on October 27, 2026, which will provide further insights into its performance amid ongoing market activity. Baird's reiterated rating and price target highlight confidence in Visa's growth potential despite the current trading level.