Q1 EPS Estimates for American Express Cut by William Blair

American Express (NYSE:AXP) – Analysts at William Blair cut their Q1 2025 earnings per share (EPS) estimates for American Express in a research note issued on Monday, January 27th. William Blair analyst C. Kennedy now forecasts that the payment services company will earn $3.47 per share for the quarter, down from their previous forecast of $3.52. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for American Express’ current full-year earnings is $13.40 per share. William Blair also issued estimates for American Express’ Q2 2025 earnings at $4.07 EPS, Q3 2025 earnings at $4.03 EPS, Q4 2025 earnings at $3.62 EPS, FY2025 earnings at $15.19 EPS and FY2026 earnings at $17.23 EPS.

American Express (NYSE:AXP) last posted its quarterly earnings results on Friday, January 24th. The payment services company reported $3.04 EPS for the quarter, topping analysts’ consensus estimates of $3.00 by $0.04. American Express had a return on equity of 32.46% and a net margin of 15.32%.

Several other equities analysts also recently commented on AXP. Royal Bank of Canada upped their price objective on shares of American Express from $330.00 to $350.00 and gave the company an “outperform” rating in a research note on Monday. Truist Financial started coverage on American Express in a report on Tuesday, January 7th. They issued a “buy” rating and a $350.00 price objective for the company. JPMorgan Chase & Co. boosted their target price on American Express from $301.00 to $307.00 and gave the company a “neutral” rating in a research note on Tuesday, January 14th. Barclays lifted their price target on shares of American Express from $250.00 to $257.00 and gave the company an “equal weight” rating in a report on Monday, October 21st. Finally, BTIG Research upped their price objective on shares of American Express from $266.00 to $270.00 and gave the stock a “sell” rating in a report on Friday, January 24th. Three research analysts have rated the stock with a sell rating, thirteen have issued a hold rating and nine have issued a buy rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $294.95.

American Express Stock Performance

American Express stock opened at $315.14 on Tuesday. American Express has a fifty-two week low of $199.88 and a fifty-two week high of $326.27. The company has a debt-to-equity ratio of 1.80, a quick ratio of 1.63 and a current ratio of 1.63. The stock has a market cap of $222.00 billion, a P/E ratio of 23.19, a price-to-earnings-growth ratio of 1.51 and a beta of 1.23. The firm’s fifty day moving average price is $303.60 and its 200-day moving average price is $276.27.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of AXP. Avestar Capital LLC lifted its holdings in American Express by 9.2% during the 4th quarter. Avestar Capital LLC now owns 5,334 shares of the payment services company’s stock worth $1,583,000 after buying an additional 448 shares during the last quarter. AFT Forsyth & Company Inc. raised its position in shares of American Express by 1.7% during the 4th quarter. AFT Forsyth & Company Inc. now owns 2,706 shares of the payment services company’s stock worth $803,000 after acquiring an additional 45 shares in the last quarter. Hemington Wealth Management lifted its stake in American Express by 3.4% during the fourth quarter. Hemington Wealth Management now owns 1,623 shares of the payment services company’s stock worth $481,000 after purchasing an additional 53 shares during the last quarter. Stanley Laman Group Ltd. boosted its holdings in American Express by 6.2% in the fourth quarter. Stanley Laman Group Ltd. now owns 2,056 shares of the payment services company’s stock valued at $610,000 after purchasing an additional 120 shares in the last quarter. Finally, Park Capital Management LLC WI purchased a new position in American Express in the fourth quarter valued at approximately $292,000. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, CFO Caillec Christophe Le sold 6,000 shares of the business’s stock in a transaction on Wednesday, November 27th. The stock was sold at an average price of $303.48, for a total value of $1,820,880.00. Following the sale, the chief financial officer now owns 6,433 shares in the company, valued at approximately $1,952,286.84. The trade was a 48.26 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.12% of the company’s stock.

American Express Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, February 10th. Shareholders of record on Friday, January 3rd will be paid a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a yield of 0.89%. The ex-dividend date is Friday, January 3rd. American Express’s dividend payout ratio (DPR) is presently 20.60%.

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.