American Express (NYSE:AXP) Releases FY 2025 Earnings Guidance

American Express (NYSE:AXP) issued an update on its FY 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 15.000-15.500 for the period, compared to the consensus earnings per share estimate of 15.250. The company issued revenue guidance of $71.2 billion-$72.5 billion, compared to the consensus revenue estimate of $71.3 billion.

American Express Price Performance

AXP opened at $251.48 on Friday. The stock has a market cap of $176.67 billion, a P/E ratio of 17.95, a P/E/G ratio of 1.41 and a beta of 1.16. American Express has a 12 month low of $217.18 and a 12 month high of $326.28. The company has a quick ratio of 1.57, a current ratio of 1.58 and a debt-to-equity ratio of 1.64. The company has a fifty day simple moving average of $274.04 and a 200 day simple moving average of $287.71.

American Express (NYSE:AXP) last announced its quarterly earnings results on Thursday, April 17th. The payment services company reported $3.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.47 by $0.17. American Express had a return on equity of 32.65% and a net margin of 15.36%. The company had revenue of $16.97 billion during the quarter, compared to the consensus estimate of $17.04 billion. During the same period in the prior year, the company earned $3.33 earnings per share. On average, research analysts expect that American Express will post 15.33 EPS for the current year.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 9th. Investors of record on Friday, April 4th will be issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.30%. This is a positive change from American Express’s previous quarterly dividend of $0.70. The ex-dividend date of this dividend is Friday, April 4th. American Express’s dividend payout ratio (DPR) is presently 23.41%.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. HSBC increased their target price on American Express from $270.00 to $294.00 and gave the stock a “hold” rating in a report on Friday, January 24th. Morgan Stanley increased their price objective on American Express from $305.00 to $310.00 and gave the stock an “equal weight” rating in a report on Monday, January 27th. Royal Bank of Canada cut their target price on American Express from $350.00 to $310.00 and set an “outperform” rating on the stock in a research note on Monday. As part of a broader Q1 preview for Consumer Finance, RBC anticipates seasonally-driven trends with lower loans and volumes, stable credit performance, and possibly elevated loan loss provisions due to uncertainty. JPMorgan Chase & Co. decreased their price target on shares of American Express from $325.00 to $244.00 and set a “neutral” rating for the company in a research note on Tuesday, April 8th. Finally, Robert W. Baird upgraded shares of American Express from an “underperform” rating to a “neutral” rating and set a $265.00 price objective on the stock in a report on Friday, March 14th. Two analysts have rated the stock with a sell rating, fifteen have assigned a hold rating and nine have assigned a buy rating to the stock. Based on data from MarketBeat.com, American Express has an average rating of “Hold” and a consensus price target of $294.90.

Insider Activity at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 9,485 shares of the firm’s stock in a transaction that occurred on Wednesday, February 5th. The shares were sold at an average price of $319.17, for a total transaction of $3,027,327.45. Following the completion of the sale, the insider now directly owns 13,500 shares in the company, valued at $4,308,795. This trade represents a 41.27 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Raymond Joabar sold 15,179 shares of the company’s stock in a transaction that occurred on Tuesday, January 28th. The shares were sold at an average price of $313.94, for a total value of $4,765,295.26. Following the completion of the transaction, the insider now directly owns 23,866 shares in the company, valued at $7,492,492.04. The trade was a 38.88 % decrease in their position. The disclosure for this sale can be found here. 0.20% of the stock is owned by company insiders.

Institutional Trading of American Express

A hedge fund recently raised its stake in American Express stock. Brighton Jones LLC grew its holdings in American Express (NYSE:AXP) by 24.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,481 shares of the payment services company’s stock after acquiring an additional 1,273 shares during the quarter. Brighton Jones LLC’s holdings in American Express were worth $1,924,000 as of its most recent SEC filing. Institutional investors own 84.33% of the company’s stock.

American Express Company Profile

American Express Company, together with its subsidiaries, operates as integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and Internationally. It operates through four segments: U.S. Consumer Services, Commercial Services, International Card Services, and Global Merchant and Network Services.