New York, Feb 2, 2026, 19:36 EST — After-hours.
- Visa shares were last up 3.8% on Monday, outpacing most payments peers.
- Investors are still digesting Visa’s holiday-quarter beat and outlook, with cross-border trends back in view.
- A partial U.S. government shutdown has thrown key labor-market data timing into question.
Visa stock price climbed on Monday, with shares last up 3.8% at $333.84 in late trading, as the payments giant regained ground after a choppy stretch for U.S. financials.
The move matters because Visa’s network sits under a wide slice of consumer and business spending. When the stock moves hard, it tends to tug the broader card-and-payments group with it, especially when investors are jumpy about growth.
It also came as Wall Street ended higher, with the Dow up 1.05% and the S&P 500 rising 0.54% as traders leaned on fresh economic signals and a shift back into risk after a brief selloff. (Reuters)
Visa’s latest catalyst remains last week’s quarterly update, where it beat Wall Street estimates as payment volumes rose through the holiday season. Chief executive Ryan McInerney called the quarter “very strong,” while analysts flagged a cautious tone around expenses and watched cross-border growth — a proxy for travel and trade — for signs of cooling. Visa also highlighted work to integrate stablecoins, crypto tokens designed to track the dollar, including a pilot that lets some U.S. banks settle using USDC issued by Circle. (Reuters)
The gains were broadly in line with the group. Mastercard was up 3.1% on the day, while American Express was little changed. PayPal slipped 0.6%.
Macro is complicating the read-through. The U.S. Labor Department said the January jobs report will be delayed because of the partial government shutdown, a snag for investors trying to judge whether spending is holding up into early 2026. (AP News)
There is also policy risk hanging over the group. Donald Trump has called for a cap on credit card interest rates, while Visa and Mastercard have faced pressure around merchant fees, including a revised settlement framework that would lower swipe fees if approved. Separately, the U.S. Department of Justice has sued Visa, alleging it monopolized debit network markets — a case the company has denied. (Reuters)
For Visa bulls, the near-term debate is familiar: can cross-border growth re-accelerate without a fresh hit from tariffs, and can the company absorb higher operating expenses (the day-to-day costs of running the business) without giving up margin.
Next up, traders are watching for clarity on the labor-data calendar. The U.S. Bureau of Labor Statistics schedule still lists the Employment Situation report for January on Friday, Feb. 6 at 08:30 a.m. Eastern time, while warning release dates are subject to change due to the lapse in government services. (Bureau of Labor Statistics)
