Visa reports record Q4 2026 revenue, raises dividend 16% and announces $2.4 bn BioCatch acquisition
Visa Inc. posted fiscal fourth‑quarter 2026 net revenue of $12.1 billion, up 13% year‑over‑year, and GAAP net income of $6.0 billion, or $3.19 per share. Adjusted earnings were $3.48 per share, beating estimates. The board lifted the quarterly cash dividend 16% to $0.780 per share and disclosed a definitive agreement to acquire fraud‑prevention firm BioCatch for $2.4 billion, pending regulatory approval.
Why it matters
The dividend increase raises cash returns to shareholders, while the BioCatch deal expands Visa’s fraud‑prevention capabilities, potentially enhancing future earnings. However, the company’s fiscal 2027 guidance for lower‑double‑digit revenue growth and higher expenses pressured the stock, which fell about 1% in after‑hours trading ().
Key facts
- 1Net revenue for Q4 2026 was $12.1 billion, a 13% increase on a nominal and constant‑dollar basis. stocktitan.net
- 2GAAP net income for the quarter was $6.0 billion, or $3.19 per share, up 18% and 22% respectively. stocktitan.net
- 3Adjusted earnings per share were $3.48, up 17% year‑over‑year. stocktitan.net
- 4The board increased the quarterly cash dividend 16% to $0.780 per share. stocktitan.net
- 5Visa announced a definitive agreement to acquire BioCatch for $2.4 billion in cash, subject to regulatory approvals. investing.com
- 6Full‑year 2026 net revenue reached $46 billion, a 15% increase. stocktitan.net
Summary written by AlphAI AI Desk from 15 of 15 sources. Not investment advice. Figures are as stated by the linked sources.