American Express Stock Analysis

AXP Stock  USD 301.30  8.30  2.83%   
American Express is overvalued with Real Value of 250.36 and Target Price of 182.44. The main objective of American Express stock analysis is to determine its intrinsic value, which is an estimate of what American Express is worth, separate from its market price. There are two main types of American Express' stock analysis: fundamental analysis and technical analysis.
The American Express stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. American Express is usually not traded on Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday. American Stock trading window is adjusted to America/New York timezone.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Express. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.
To learn how to invest in American Stock, please use our How to Invest in American Express guide.

American Stock Analysis Notes

About 22.0% of the company shares are held by company insiders. The company has Price/Earnings To Growth (PEG) ratio of 1.91. American Express recorded earning per share (EPS) of 13.59. The entity last dividend was issued on the 4th of October 2024. The firm had 10000:8753 split on the 3rd of October 2005. American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. American Express Company was founded in 1850 and is headquartered in New York, New York. American Express operates under Credit Services classification in the United States and is traded on New York Stock Exchange. It employs 64000 people. For more info on American Express please contact Anre Williams at 212 640 2000 or go to https://www.americanexpress.com.

American Express Quarterly Total Revenue

16.64 Billion

American Express Investment Alerts

About 64.0% of the company shares are held by institutions such as insurance companies
On 8th of November 2024 American Express paid $ 0.7 per share dividend to its current shareholders
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American Express Upcoming and Recent Events

18th of April 2024
Upcoming Quarterly Report
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19th of July 2024
Next Financial Report
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31st of March 2024
Next Fiscal Quarter End
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24th of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
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31st of December 2023
Last Financial Announcement
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American Largest EPS Surprises

Earnings surprises can significantly impact American Express' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2007-04-19
2007-03-310.80.880.0810 
2001-10-22
2001-09-300.30.22-0.0826 
2017-01-19
2016-12-310.980.88-0.110 
View All Earnings Estimates

American Express Environmental, Social, and Governance (ESG) Scores

American Express' ESG score is a quantitative measure that evaluates American Express' performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of American Express' operations that may have significant financial implications and affect American Express' stock price as well as guide investors towards more socially responsible investments.

American Express Thematic Classifications

In addition to having American Express stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Macroaxis Picks Idea
Macroaxis Picks
Macroaxis daily picks
Warren Buffett Holdings Idea
Warren Buffett Holdings
Equities that Berkshire Hathaway invests in via either BRK-A or BRK-B common stocks
FinTech Idea
FinTech
A collection of large financial service, investment, and banking companies
Dividend Beast Idea
Dividend Beast
Solid, dividend-paying stocks and ETFs
Blockchain Idea
Blockchain
Cross-industry collection of firms that are adopting blockchain technology

American Stock Institutional Investors

Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
T. Rowe Price Associates, Inc.2024-06-30
9.1 M
Fisher Asset Management, Llc2024-09-30
8.7 M
Nuveen Asset Management, Llc2024-06-30
6.8 M
Norges Bank2024-06-30
6.4 M
Northern Trust Corp2024-09-30
5.9 M
Legal & General Group Plc2024-06-30
5.1 M
Amvescap Plc.2024-06-30
5.1 M
Artisan Partners Limited Partnership2024-06-30
4.8 M
Goldman Sachs Group Inc2024-06-30
4.8 M
Berkshire Hathaway Inc2024-06-30
151.6 M
Vanguard Group Inc2024-09-30
45.1 M
Note, although American Express' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

American Market Capitalization

The company currently falls under 'Mega-Cap' category with a total capitalization of 212.25 B.

American Profitablity

The company has Net Profit Margin of 0.17 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.21 %, which entails that for every 100 dollars of revenue, it generated $0.21 of operating income.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.03  0.02 
Return On Capital Employed 0.07  0.10 
Return On Assets 0.03  0.02 
Return On Equity 0.30  0.18 

Management Efficiency

American Express has Return on Asset of 0.0379 % which means that on every $100 spent on assets, it made $0.0379 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.3469 %, implying that it generated $0.3469 on every 100 dollars invested. American Express' management efficiency ratios could be used to measure how well American Express manages its routine affairs as well as how well it operates its assets and liabilities. As of 11/23/2024, Return On Capital Employed is likely to grow to 0.10, while Return On Tangible Assets are likely to drop 0.02. At this time, American Express' Total Current Liabilities is relatively stable compared to the past year. As of 11/23/2024, Non Current Liabilities Total is likely to grow to about 247.1 B, while Liabilities And Stockholders Equity is likely to drop slightly above 169.3 B.
Last ReportedProjected for Next Year
Book Value Per Share 38.17  40.08 
Tangible Book Value Per Share 32.80  34.44 
Enterprise Value Over EBITDA 9.79  14.47 
Price Book Value Ratio 4.91  2.99 
Enterprise Value Multiple 9.79  14.47 
Price Fair Value 4.91  2.99 
Enterprise Value36.4 B38.7 B
The management strategies employed by American Express' are designed to enhance shareholder value and ensure long-term growth. We assess the effectiveness of these strategies in our stock analysis.
Dividend Yield
0.0093
Operating Margin
0.2094
Profit Margin
0.167
Forward Dividend Yield
0.0093
Beta
1.214

Technical Drivers

As of the 23rd of November, American Express shows the mean deviation of 1.25, and Risk Adjusted Performance of 0.1493. American Express technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.

American Express Price Movement Analysis

The output start index for this execution was two with a total number of output elements of fifty-nine. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. American Express middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for American Express. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

American Express Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific American Express insiders, such as employees or executives, is commonly permitted as long as it does not rely on American Express' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases American Express insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

American Express Outstanding Bonds

American Express issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. American Express uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most American bonds can be classified according to their maturity, which is the date when American Express has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

American Express Predictive Daily Indicators

American Express intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of American Express stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

American Express Corporate Filings

8K
15th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
12th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
8th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
31st of October 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
25th of October 2024
Other Reports
ViewVerify
F4
24th of October 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
18th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
8K
15th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

American Express Forecast Models

American Express' time-series forecasting models are one of many American Express' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary American Express' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About American Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how American Express prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling American shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as American Express. By using and applying American Stock analysis, traders can create a robust methodology for identifying American entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.17  0.14 
Operating Profit Margin 0.27  0.29 
Net Profit Margin 0.14  0.10 
Gross Profit Margin 0.57  0.70 

Current American Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. American analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. American analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
182.44Buy28Odds
American Express current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most American analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand American stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of American Express, talking to its executives and customers, or listening to American conference calls.
American Analyst Advice Details

American Stock Analysis Indicators

American Express stock analysis indicators help investors evaluate how American Express stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading American Express shares will generate the highest return on investment. By understating and applying American Express stock analysis, traders can identify American Express position entry and exit signals to maximize returns.
Begin Period Cash Flow33.9 B
Long Term Debt47.9 B
Common Stock Shares Outstanding736 M
Total Stockholder Equity28.1 B
Tax Provision2.1 B
Quarterly Earnings Growth Y O Y0.058
Property Plant And Equipment Net5.1 B
Cash And Short Term Investments86.1 B
Cash46.5 B
Accounts Payable13.1 B
Net Debt2.6 B
50 Day M A276.0632
Total Current Liabilities146.9 B
Other Operating Expenses45.1 B
Non Current Assets Total9.1 B
Forward Price Earnings19.8807
Non Currrent Assets Other-9.1 B
Stock Based Compensation450 M

Additional Tools for American Stock Analysis

When running American Express' price analysis, check to measure American Express' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American Express is operating at the current time. Most of American Express' value examination focuses on studying past and present price action to predict the probability of American Express' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Express' price. Additionally, you may evaluate how the addition of American Express to your portfolios can decrease your overall portfolio volatility.