Stocks
Visa Stock Rides Value-Added Services Wave
Visa (V) stock has outperformed the S&P 500 over the past three months, returning 13.5% compared to 4.2%. The company now trades about 4% below its 52-week high.
The next leg for Visa's growth depends less on card swipes than on value-added services that bring in almost a third of its revenue. In fiscal Q3 2026, these services generated $3.8 billion, up 34% in constant dollars.
CFOs account for the majority of this revenue being linked to transactions, cards, and accounts, which grow as the network grows. Visa's subscription manager and stop payment services now have 2 billion credentials enrolled.