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American Express maintains underperform rating on second quarter results

EditorNatashya Angelica
Published 07/23/2024, 12:20 PM
© Reuters.
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On Tuesday, BMO Capital maintained its underperform rating on shares of American Express (NYSE: NYSE:AXP) with a steady price target of $176.00. The decision follows American Express's second-quarter results, which revealed a slight cost advantage. The firm adjusted its near-term earnings forecasts for American Express upwards by 2% due to lower-than-expected credit and operating expenses, which helped to balance out reduced net interest income (NII).

Despite the near-term adjustments, BMO Capital's longer-term estimates for American Express remain largely unaltered. The firm noted that growth in American Express's network is showing signs of slowing, particularly in high-value spending categories such as airlines and lodging.

The $176 price target set by BMO Capital is based on a multiple of 4.1 times the two-year-forward tangible common equity (TCE), which is derived from an estimated return on tangible common equity (RoTCE) of 36% and a target price-to-earnings (P/E) ratio of 11x. This valuation reflects the firm's cautious outlook on the stock's future performance.

American Express's financial performance and strategic positioning in the market continue to be closely monitored by investors, as the company navigates through a landscape marked by fluctuating spending patterns and economic indicators. The unchanged price target suggests that BMO Capital sees limited upside potential for the stock at this time.

In other recent news, American Express has been in the spotlight following significant developments. The company reported a substantial 44% year-over-year earnings growth in the second quarter, setting a record high in revenue. In light of this robust performance, American Express has raised its full-year earnings per share (EPS) guidance to $13.30 - $13.80, reflecting the core business's strong performance.

In response to this, RBC Capital Markets has updated its outlook on American Express shares, raising the price target to $267 from $265, while retaining an Outperform rating. This revision comes on the back of the company's solid second-quarter earnings report, which RBC lauded for steady revenue, well-managed expenses, and stable credit quality.

These are recent developments that have drawn attention to the financial services company. Amidst these developments, American Express has also announced plans for a $6 billion marketing investment and strategic product refreshes, aiming for a revenue growth range of 9% to 11% for the year. This strategy is underpinned by the company's expectation of mid-teens EPS growth and plans to return excess capital to shareholders.

As these events unfold, investors will be closely monitoring the impact of these developments on the company's financial trajectory.

InvestingPro Insights

In light of BMO Capital's recent assessment of American Express (NYSE: AXP), a glimpse into InvestingPro's real-time data and analytics may offer additional context for investors considering the stock. American Express has been noted for its consistent dividend payments, having maintained them for 54 consecutive years, which could be a reassuring sign for income-focused investors. The company is recognized as a prominent player in the Consumer Finance industry, which may bolster confidence in its market position.

InvestingPro Tips highlight that American Express is trading at a low P/E ratio relative to near-term earnings growth, suggesting that the stock might be undervalued based on its earnings outlook. Moreover, with liquid assets that exceed short-term obligations, American Express exhibits financial stability that could be attractive to risk-averse investors. On the flip side, the company is trading at a high Price/Book multiple, which might be a point of consideration for value investors.

For those interested in deeper analysis, there are over 10 additional InvestingPro Tips available, which can be accessed with the use of promo code PRONEWS24 for up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription. These tips could provide valuable insights into American Express's performance and potential investment opportunities.

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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