Visa Integrates Monad Blockchain as Stablecoin Volume Surges

Visa Inc. has integrated the Monad blockchain into its stablecoin settlement network. The addition allows participating issuers and acquirers to utilize Monad alongside existing supported chains such as Ethereum, Solana, Avalanche, Stellar, and Polygon. Monad is also working on a Private Settlement feature planned for the coming months to shield confidential transaction details while retaining compliance visibility.

The blockchain expansion follows rapid adoption in Visa's digital asset operations. In the fourth quarter of fiscal 2026, the payments company recorded an annualized stablecoin settlement run rate exceeding $25 billion, a tenfold increase from the prior year, alongside more than 225 active stablecoin-linked card programs worldwide.

On October 27th, Visa posted fiscal fourth-quarter earnings per share of $3.48, beating analyst forecasts of $3.44. Revenue grew 13.2% year over year to $12.14 billion, matching Wall Street expectations. Supported by these results, Visa raised its quarterly dividend from $0.67 to $0.78 per share, representing a 16% increase payable on December 1st.

Wall Street remains predominantly favorable on the company. Data from MarketBeat shows an average rating of Buy with a consensus price target of $440.82, while Barchart data indicates an average price target of $451.67. Truist raised its target to $470.00, and Cantor Fitzgerald lifted its price objective to $500.00. However, analysts at Zacks noted risks regarding Visa's valuation, pointing out a forward price-to-earnings ratio of 27.74 against an industry average of 19.53, along with growing client incentives.

Recent institutional and insider movements show mixed activity. While several funds adjusted holdings in the third quarter, Chief Executive Officer Ryan McInerney sold 5,875 shares on November 2nd under a Rule 10b5-1 plan at an average price of $416.22, retaining 15,174 shares.