William Blair Brokers Decrease Earnings Estimates for AXP

American Express (NYSE:AXP) – Equities researchers at William Blair cut their Q2 2025 earnings estimates for shares of American Express in a research note issued to investors on Monday, April 21st. William Blair analyst C. Kennedy now anticipates that the payment services company will post earnings of $3.96 per share for the quarter, down from their previous estimate of $4.03. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for American Express’ current full-year earnings is $15.33 per share. William Blair also issued estimates for American Express’ Q3 2025 earnings at $3.98 EPS, Q4 2025 earnings at $3.62 EPS, Q1 2026 earnings at $4.39 EPS, Q2 2026 earnings at $4.21 EPS, Q3 2026 earnings at $4.34 EPS and Q4 2026 earnings at $4.30 EPS.

AXP has been the subject of several other research reports. Citigroup dropped their price target on American Express from $320.00 to $300.00 and set a “neutral” rating for the company in a research report on Monday, March 24th. Monness Crespi & Hardt lifted their price objective on American Express from $275.00 to $285.00 and gave the stock a “buy” rating in a research report on Monday. Truist Financial reduced their target price on shares of American Express from $340.00 to $315.00 and set a “buy” rating on the stock in a report on Tuesday. HSBC lifted their price target on shares of American Express from $270.00 to $294.00 and gave the stock a “hold” rating in a report on Friday, January 24th. Finally, Wells Fargo & Company upped their price objective on shares of American Express from $355.00 to $370.00 and gave the company an “overweight” rating in a research note on Friday, January 31st. One equities research analyst has rated the stock with a sell rating, fifteen have assigned a hold rating and eight have given a buy rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $297.16.

American Express Stock Up 4.2 %

AXP stock opened at $252.69 on Tuesday. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.58 and a quick ratio of 1.57. American Express has a 12 month low of $220.43 and a 12 month high of $326.28. The firm has a market capitalization of $177.52 billion, a PE ratio of 18.04, a P/E/G ratio of 1.41 and a beta of 1.16. The company’s 50 day simple moving average is $270.50 and its 200-day simple moving average is $287.37.

American Express (NYSE:AXP) last released its quarterly earnings data on Thursday, April 17th. The payment services company reported $3.64 EPS for the quarter, topping the consensus estimate of $3.47 by $0.17. American Express had a net margin of 15.36% and a return on equity of 32.65%. The business had revenue of $16.97 billion for the quarter, compared to analyst estimates of $17.04 billion. During the same period in the previous year, the firm earned $3.33 EPS.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 9th. Shareholders of record on Friday, April 4th will be given a $0.82 dividend. The ex-dividend date is Friday, April 4th. This is a positive change from American Express’s previous quarterly dividend of $0.70. This represents a $3.28 annualized dividend and a yield of 1.30%. American Express’s dividend payout ratio (DPR) is 22.91%.

Insiders Place Their Bets

In other news, Director Michael J. Angelakis bought 3,700 shares of the firm’s stock in a transaction dated Friday, March 7th. The stock was acquired at an average cost of $269.89 per share, for a total transaction of $998,593.00. Following the completion of the purchase, the director now owns 3,700 shares of the company’s stock, valued at $998,593. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 9,485 shares of the firm’s stock in a transaction 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 sale, the insider now directly owns 13,500 shares of the company’s stock, valued at approximately $4,308,795. The trade was a 41.27 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.20% of the stock is currently owned by insiders.

Institutional Investors Weigh In On American Express

Several institutional investors have recently bought and sold shares of AXP. Norges Bank acquired a new stake in shares of American Express in the 4th quarter worth approximately $1,785,867,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in American Express by 463.3% in the fourth quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,357,487 shares of the payment services company’s stock worth $1,293,259,000 after purchasing an additional 3,583,959 shares during the period. GAMMA Investing LLC boosted its stake in American Express by 27,625.2% during the 1st quarter. GAMMA Investing LLC now owns 2,162,846 shares of the payment services company’s stock valued at $581,914,000 after purchasing an additional 2,155,045 shares in the last quarter. Capital Research Global Investors boosted its stake in American Express by 186.3% during the 4th quarter. Capital Research Global Investors now owns 2,986,710 shares of the payment services company’s stock valued at $886,426,000 after purchasing an additional 1,943,463 shares in the last quarter. Finally, Kovitz Investment Group Partners LLC increased its position in shares of American Express by 346.2% during the 4th quarter. Kovitz Investment Group Partners LLC now owns 2,021,873 shares of the payment services company’s stock valued at $600,072,000 after purchasing an additional 1,568,747 shares during the period. Institutional investors and hedge funds 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.