Q2 EPS Estimates for American Express Cut by Seaport Res Ptn

American Express (NYSE:AXP) – Research analysts at Seaport Res Ptn dropped their Q2 2025 earnings per share (EPS) estimates for American Express in a report issued on Monday, April 21st. Seaport Res Ptn analyst W. Ryan now anticipates that the payment services company will post earnings of $3.91 per share for the quarter, down from their prior forecast of $3.92. The consensus estimate for American Express’ current full-year earnings is $15.33 per share. Seaport Res Ptn also issued estimates for American Express’ Q3 2025 earnings at $3.89 EPS, Q4 2025 earnings at $3.71 EPS and FY2025 earnings at $15.15 EPS.

A number of other research firms also recently commented on AXP. Citigroup dropped their target price on shares of American Express from $320.00 to $300.00 and set a “neutral” rating on the stock in a report on Monday, March 24th. Wells Fargo & Company upped their price target on American Express from $355.00 to $370.00 and gave the company an “overweight” rating in a report on Friday, January 31st. Monness Crespi & Hardt increased their price target on American Express from $275.00 to $285.00 and gave the company a “buy” rating in a research report on Monday. The Goldman Sachs Group cut their target price on shares of American Express from $367.00 to $330.00 and set a “buy” rating on the stock in a research note on Tuesday, March 18th. Finally, Robert W. Baird upgraded American Express from an “underperform” rating to a “neutral” rating and set a $265.00 target price for the company in a report on Friday, March 14th. One analyst has rated the stock with a sell rating, fifteen have issued a hold rating and eight have issued a buy rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $297.16.

American Express Price Performance

NYSE AXP opened at $252.69 on Wednesday. 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 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 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 posted its earnings results 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 firm had revenue of $16.97 billion during the quarter, compared to analysts’ expectations of $17.04 billion. During the same quarter in the prior year, the firm earned $3.33 EPS.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Investment Management Corp VA ADV acquired a new stake in American Express during the 4th quarter valued at approximately $29,000. Sellwood Investment Partners LLC acquired a new stake in American Express in the fourth quarter worth $33,000. Murphy & Mullick Capital Management Corp bought a new stake in shares of American Express during the fourth quarter valued at approximately $33,000. Nexus Investment Management ULC acquired a new position in shares of American Express during the first quarter worth approximately $34,000. Finally, Curio Wealth LLC bought a new position in shares of American Express in the 4th quarter worth $37,000. Institutional investors own 84.33% of the company’s stock.

Insiders Place Their Bets

In related news, insider Ravikumar Radhakrishnan sold 9,485 shares of the stock in a transaction that occurred on Wednesday, February 5th. The shares were sold at an average price of $319.17, for a total value of $3,027,327.45. Following the completion of the transaction, the insider now owns 13,500 shares of the company’s stock, valued at $4,308,795. This represents a 41.27 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Michael J. Angelakis acquired 3,700 shares of American Express stock in a transaction that occurred on Friday, March 7th. The shares were purchased at an average price of $269.89 per share, for a total transaction of $998,593.00. Following the transaction, the director now directly owns 3,700 shares in the company, valued at $998,593. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase can be found here. Corporate insiders own 0.20% of the company’s stock.

American Express Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 9th. Shareholders of record on Friday, April 4th will be issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a 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 is currently 22.91%.

About American Express

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.