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NYSE: V VISA INC. 8-K

Visa reports Q3 revenue up 14% to $11.6B, EPS $2.97, returns $6.2B to shareholders

Filed July 28, 2026 · Period ending July 28, 2026 · ~1 min read

4 key changes 3 high relevance 3 sections

Key Changes

  • high

    Net revenue rose 14% to $11.6B (13% constant-dollar); GAAP EPS $2.97 (+10%), non-GAAP EPS $3.32 (+11%). Payments volume and processed transactions each grew 10% to 71.7B transactions.

    Exhibit 99.1 view on EDGAR →
  • high

    Cross-border volume ex-Europe up 12% constant-dollar, total cross-border +13%, driving international transaction revenue of $3.9B (+6%). Reflects sustained travel and global commerce activity.

    Exhibit 99.1 view on EDGAR →
  • high

    Repurchased 14.5M shares for $4.9B at avg $330.71; total capital return $6.2B in quarter. $28.4B buyback authorization remains. Board declared $0.670/share quarterly dividend payable Sept 1.

    Exhibit 99.1 view on EDGAR →
  • medium

    Recorded $563M severance costs (workforce restructuring) and $237M litigation provision for interchange MDL case. Charges excluded from non-GAAP results.

    Exhibit 99.1 view on EDGAR →

Summary

Visa reported fiscal third quarter 2026 results showing broad-based growth across its core payment network. Revenue climbed 14% to $11.6 billion, driven by 10% increases in both payments volume and processed transactions (71.7 billion total). Cross-border activity remained robust, with volume ex-Europe up 12% on a constant-dollar basis, reflecting sustained travel and international commerce.

GAAP earnings per share rose 10% to $2.97; non-GAAP EPS increased 11% to $3.32 after excluding $563 million in severance costs tied to operational efficiency actions and a $237 million litigation provision for the interchange multidistrict litigation case.

The company returned $6.2 billion to shareholders during the quarter through $4.9 billion in share repurchases (14.5 million shares at an average $330.71) and dividends. The board declared a $0.670 per share quarterly dividend payable September 1, 2026. With $28.4 billion in remaining buyback authorization and double-digit volume growth across key metrics, Visa continues to demonstrate pricing power and network scale in the global payments ecosystem. The severance charges signal ongoing cost discipline as the company reinvests in growth initiatives.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~98 words

Visa announced Q3 FY2026 financial results for the quarter ended June 30, 2026, with details provided in an earnings release.

1 Added
Added Q3 FY2026 earnings announcement high

Added in current filing · verify on EDGAR →

On July 28, 2026, Visa Inc. (the "Company") issued an earnings release announcing financial results for the Company's fiscal third quarter ended June 30, 2026.

Visa disclosed its fiscal third quarter 2026 financial results for the period ended June 30, 2026. The 8-K references an attached earnings release (Exhibit 99.1) containing the detailed results, but the exhibit text was not provided in this filing body.

Event · Item 8.01 — Other Events

~70 words

Visa declared a quarterly cash dividend of $0.670 per share, payable September 1, 2026 to shareholders of record as of August 11, 2026.

1 Added
Added Quarterly dividend declaration medium

Added in current filing · verify on EDGAR →

On July 28, 2026, the Company’s board of directors declared a quarterly cash dividend in the amount of $0.670 per share of class A common stock (determined in the case of all other outstanding common and preferred stock on an as-converted basis), payable on September 1, 2026, to all holders of record as of August 11, 2026.

Visa's board declared a quarterly dividend of $0.670 per share of Class A common stock. The dividend will be paid on September 1, 2026 to shareholders of record as of August 11, 2026. This represents the company's regular quarterly capital return to shareholders.

Event · Exhibit 99.1

2 Added
Added Q3 FY2026 revenue and earnings high

Added in current filing · view on EDGAR → · paraphrased

Net revenue of $11.6B, an increase of 14%, or 13% on a constant-dollar basis ... GAAP net income of $5.6B or $2.97 per share and non-GAAP net income of $6.3B or $3.32 per share

Visa reported fiscal third quarter 2026 net revenue of $11.6 billion, up 14% year-over-year (13% constant-dollar). GAAP net income was $5.6 billion or $2.97 per share, up 10% per share. Non-GAAP net income was $6.3 billion or $3.32 per share, up 11% per share. The non-GAAP figures exclude severance costs, litigation provisions, equity investment losses, and other items.

Added Severance and litigation charges medium

Added in current filing · view on EDGAR →

Current year's results included special items of $563 million for severance costs, $237 million for a litigation provision associated with the interchange multidistrict litigation ("MDL") case and $18 million for a deferred tax benefit recognized due to a change in the U.S. taxation of certain foreign earnings.

Visa recorded $563 million in severance costs related to operational efficiency actions and $237 million for a litigation provision tied to the interchange multidistrict litigation case. These charges, along with a $18 million deferred tax benefit, were excluded from non-GAAP results. The severance reflects workforce restructuring to reinvest in growth areas.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 29, 2026 · How we verify