Every material Form 8-K Visa filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Visa reported fiscal fourth-quarter 2026 GAAP net income of $6.0 billion, or $3.19 per share, up 18% and 22% from a year earlier, on net revenue of $12.1 billion, up 13%. The board also raised the quarterly cash dividend 16% to $0.780 per share, payable December 1, 2026, to holders of record on November 10, 2026, which adds to shareholder cash returns.
Q4 GAAP net income $6.0 billion ($3.19 per share), up 18% (22% per share); non-GAAP net income $6.6 billion ($3.48 per share), up 13% (17% per share)
Full-year 2026 net revenue $45.9 billion, up 15%; GAAP net income $23.5 billion ($12.32 per share)
Quarterly dividend increased to $0.780 per share, payable December 1, 2026, to holders of record as of November 10, 2026
Q4 share repurchases and dividends totaled $5.2 billion; a pending $2.4 billion cash acquisition of BioCatch is expected to close by the end of fiscal Q2 2027
Visa reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with net revenue up 14% to $11.6 billion, GAAP net income of $5.6 billion, and GAAP earnings per share of $2.97, up 10%. The board also declared a quarterly dividend of $0.670 per share, payable September 1, 2026, and the company repurchased about $4.9 billion of class A stock during the quarter.
Net revenue of $11.6 billion, up 14% year over year; payments volume rose 10% and cross-border volume rose 13% on a constant-dollar basis
GAAP net income of $5.6 billion, or $2.97 per share; non-GAAP net income of $6.3 billion, or $3.32 per share, up 11%
Special items included $563 million in severance costs and a $237 million litigation provision tied to the interchange multidistrict litigation
Quarterly dividend of $0.670 per share payable September 1, 2026, to holders of record as of August 11, 2026
Visa settled its exchange offer for its Class B-1 and Class B-2 common stock on May 12, 2026, and entered into Makewhole Agreements with participating holders that require them to reimburse Visa in cash for certain future U.S. covered litigation escrow deposits. The filing also estimates the interchange reimbursement fees at issue in unresolved U.S. covered litigation claims at $17.4 billion as of May 11, 2026, a figure the company says will continue to increase.
Exchange offer for Class B-1 and Class B-2 common stock settled May 12, 2026; Makewhole Agreements effective May 11, 2026
Participating holders must reimburse Visa in cash for future litigation escrow deposits once their Class B-3 stock value is depleted
Holders may transfer only up to one-third of Class C stock received before June 25, 2026, and up to two-thirds before August 9, 2026
Estimated interchange fees at issue in unresolved U.S. covered litigation claims: $17.4 billion as of May 11, 2026
Visa reported fiscal second quarter 2026 GAAP net income of $6.0 billion, or $3.14 per share, up 32% and 36% from a year earlier, on net revenue of $11.2 billion, up 17%. The board also authorized a new $20.0 billion multi-year share repurchase program and declared a quarterly dividend of $0.670 per share, which matters to shareholders because it returns more cash to holders while the company's results improved.
Net revenue was $11.2 billion, up 17% (16% on a constant-dollar basis)
GAAP EPS was $3.14, up 36%; non-GAAP EPS was $3.31, up 20%
Board authorized a new $20.0 billion multi-year buyback in April 2026; $13.2 billion remained under prior authorization as of March 31, 2026
Quarterly dividend of $0.670 per share payable June 1, 2026, to holders of record as of May 12, 2026
Visa reported fiscal first-quarter results for the period ended December 31, 2025, with net revenue up 15% to $10.9 billion and GAAP net income up 14% to $5.9 billion. The company also declared a quarterly dividend of $0.670 per class A share, payable March 2, 2026, which shows continued cash returns to shareholders, though GAAP results include a $707 million litigation provision.
Net revenue was $10.9 billion, up 15%; GAAP earnings per share were $3.03, up 17%, and non-GAAP EPS was $3.17, up 15%.
GAAP results included a $707 million litigation provision tied to the interchange multidistrict litigation, and a $333 million deferred tax benefit.
Share repurchases and dividends totaled $5.1 billion in the quarter, with $21.1 billion of repurchase authorization remaining as of December 31, 2025.
Quarterly dividend of $0.670 per class A share declared January 27, 2026; record date February 10, 2026; payable March 2, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Visa filing is on SEC EDGAR ↗. 8-K briefs of other companies →