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American Express issues $3.4 billion in new notes

EditorLina Guerrero
Published 07/26/2024, 02:12 PM
© Reuters.
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NEW YORK - American Express Co. (NYSE:AXP) has announced the issuance of $3.4 billion in new debt securities, as detailed in a recent filing with the Securities and Exchange Commission. The financial services giant released three different sets of notes, with varying amounts and interest rates, all dated today.

The company issued $1.2 billion in 5.043% Fixed-to-Floating Rate Notes due July 26, 2028, alongside $1.7 billion in 5.284% Fixed-to-Floating Rate Notes maturing on July 26, 2035. Additionally, American Express released $500 million in Floating Rate Notes, also due on July 26, 2028. These securities were launched under a senior indenture agreement with The Bank of New York Mellon (NYSE:BK), serving as the trustee.

The notes are part of a larger prospectus supplement dated July 22, 2024, and a prospectus dated February 9, 2024, included in the company's Registration Statement on Form S-3 (No. 333-276975). The filing also contains legal opinions and consents related to the issuance, indicating compliance with the necessary legal frameworks for such financial instruments.

This strategic move by American Express comes amidst a dynamic financial market environment and showcases the company's proactive management of its capital structure. The proceeds from the issuance of these notes are expected to be used for general corporate purposes, which may include refinancing of existing debt, funding for investments, or other business initiatives.

In other recent news, American Express has demonstrated significant financial growth, with a reported 44% year-over-year earnings increase and an all-time high in revenue. The company has also adjusted its full-year earnings per share (EPS) guidance to $13.30 - $13.80, reflecting the solid performance of its core business. RBC Capital Markets has acknowledged this positive trend, retaining an Outperform rating for American Express and adjusting the share price target to $267.

RBC's rating is based on the company's steady revenue, well-managed expenses, and stable credit quality. The investment firm also noted American Express's long-term expectations for mid-teen EPS growth as both attainable and sustainable. Furthermore, American Express's recent adjustment of its 2024 EPS projections was recognized, emphasizing the unchanged core fundamental outlook for the company.

These recent developments, including a 21% earnings increase excluding the gain from the sale of Accertify, underscore the strength of American Express's underlying business. With a planned $6 billion marketing investment and strategic product refreshes, the company aims for a revenue growth range of 9% to 11% for the year. The acquisition of 3.3 million new cards in the quarter, 70% of which are premium fee-based products, further illustrates the company's robust financial health.

InvestingPro Insights

In light of American Express's (NYSE:AXP) recent debt issuance, current and potential investors may find additional context from real-time data and InvestingPro Tips valuable for assessing the company's financial health and market position. American Express is trading at a low P/E ratio relative to near-term earnings growth, with a P/E ratio of 18.34, which suggests the stock could be undervalued given its earnings trajectory. Additionally, the company is a prominent player in the Consumer Finance industry and has demonstrated a strong track record of maintaining dividend payments for 54 consecutive years, reflecting its commitment to shareholder returns.

InvestingPro Data indicates that American Express has a robust market capitalization of 174.91 billion USD and a healthy revenue growth of 9.62% over the last twelve months as of Q2 2024. Furthermore, the company's gross profit margin stands at 55.83%, underlining its financial efficiency. Investors should also note the company's solid return on assets of 3.8%, which is a testament to its effective use of resources.

For those looking to delve deeper into the financial metrics and strategic insights of American Express, there are additional InvestingPro Tips available that can provide a more comprehensive view. Utilize the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription to access these valuable insights. Currently, there are 6 additional tips listed on InvestingPro that can help investors make more informed decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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