Dernières nouvelles pour American Express (NYSE:AXP) Stock

AMERICAN EXPRESS CO

American Express

American Express is a global financial institution, operating in about 130 countries, that provides consumers and businesses charge and credit card payment products. The company also operates a highly profitable merchant payment network. The firm operates in four segments: US consumer services, US commercial services, international card services, and global merchant and network services. In addition to payment products, the company's commercial business offers expense management tools, consulting services, and business loans.

<a target="_blank" href="https://www.benzinga.com/topic/payment-processors" rel="noreferrer noopener">U.S. payment processors</a> are shifting their focus toward faster, more convenient, and secure digital payment solutions. Key trends driving this transformation include the growth of real-time payments and the broader use of digital wallets and mobile transactions.
The industry is undergoing rapid growth and transformation as "Buy Now, Pay Later" (BNPL) and cryptocurrency payments gain momentum.
BNPL allows consumers to divide purchases into manageable installments, while crypto payment gateways let merchants accept digital currencies.
Key players in the sector, including Visa (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), surged over 13% year-to-date compared to Mastercard's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) by over 7%. The S&amp;P 500 Information Technology Sector Index (which includes both stocks) gained 10% during the period.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/45766373/mastercard-paypal-team-up-to-put-consumers-in-control-of-checkout" rel="noreferrer noopener">Mastercard, PayPal Partner To Offer Consumers More Payment Control</a>
Visa and Mastercard stocks surged over 10-13% in the last three months, lagging the index's 27% gains. PayPal stock is down 13% year-to-date despite gaining 23% in the last three months.
Morgan Stanley and Jefferies <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/45067312/paypal-earnings-beat-but-slower-spending-and-checkout-use-weigh-on-results" rel="noreferrer noopener">cited concerns for</a> PayPal over tariffs, Apple's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) competitive threat, and a slowdown in branded checkout growth. They warned that PayPal's exposure to China cross-border transactions could face pressure from new tariffs and regulatory changes.
Visa and Mastercard face intense competition from American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), Discover, UnionPay, and PayPal (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) in the payment processing space. PayPal challenged Visa and Mastercard early on by delivering a more convenient and user-friendly solution for online payments, especially for peer-to-peer transfers and small online merchants.
PayPal's success in digital payments helped accelerate the shift toward online and mobile transactions, pushing Visa and Mastercard to evolve and innovate in response.
Visa and Mastercard also compete with Capital One (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>), Stripe, and many fintech startups specializing in digital payments.
<h2 class="wp-block-heading">Visa And Mastercard's Latest Quarterly Results</h2>
Visa <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/04/45118922/visas-q2-results-reflect-steady-us-spending-despite-market-uncertainty-analyst-highlights-strength-in-payment-volumes" rel="noreferrer noopener">beat expectations in</a> the second quarter, reporting EPS of $2.76 and revenue of $9.59 billion (up 9.2%), slightly ahead of analyst estimates despite a mixed macro backdrop.
RBC's Daniel Perlin noted solid U.S. payment volumes and strong value-added services growth. Perlin highlighted three positives: steady consumer spending, 22% year-over-year growth in value-added services revenue, which highlights Visa's expanding revenue base beyond consumer transactions, and Visa's new $30 billion share buyback plan.
Despite minor cross-border softness, Visa kept its full-year 2025 guidance unchanged, with management ready to adapt as needed; Perlin slightly raised his fiscal 2025 EPS estimate to $11.30.
Mastercard beat <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45175986/mastercards-cross-border-surge-and-pricing-actions-drive-analyst-optimism" rel="noreferrer noopener">first-quarter estimates</a> with $7.25 billion in revenue (up 14%) and adjusted EPS of $3.73, driven by solid pricing and acquisitions.
JPMorgan analyst Tien-tsin Huang cited strong organic growth, resilient volumes, and solid execution despite calendar and macro headwinds.
Huang highlighted better-than-expected revenue yield, aided by pricing and FX volatility, and noted Mastercard's broad-based strength, even as cross-border volumes decelerated slightly off a strong fourth-quarter base.
Mastercard maintained full-year guidance and forecasted mid-teens revenue growth for second-quarter, with Huang raising EPS estimates for fiscal 2025 to $15.90 and for fiscal 2026 to $18.60, supported by diversified, premium growth and pricing actions that help cushion against macro pressure.
<h2 class="wp-block-heading">How Visa And Mastercard Stack Up Against Each Other?</h2>
On March 21, JP Morgan's Tien-tsin Huang <a target="_blank" href="https://www.benzinga.com/25/03/44435113/visa-vs-mastercard-the-heavyweight-bout-of-payments" rel="noreferrer noopener">highlighted Visa leads</a> the payments industry in scale, with higher transaction volume, revenue, and operating margins. However, Mastercard has consistently outpaced Visa in growth, with faster revenue and earnings expansion driven by gains in emerging markets and diversified revenue streams.
Huang noted both Visa and Mastercard as strong performers, highlighting their robust cash flows and commitment to shareholder returns through aggressive buybacks. In 2024, both stocks rose over 20%, in line with the broader market.
Huang highlighted that Visa has pulled ahead in early 2025, benefiting from investor interest in U.S. growth stocks and fading regulatory concerns. He also pointed out that Mastercard trades at a higher valuation, reflecting its stronger growth trajectory. While Mastercard's growth premium appears justified, Huang noted growing appeal in Visa's relative value and improving risk profile.
<h2 class="wp-block-heading">Regulatory Probe</h2>
On May 23, European Union antitrust regulators <a target="_blank" href="https://www.benzinga.com/25/05/45592157/visa-and-mastercard-face-eu-scrutiny-over-card-fees-amid-push-to-cut-foreign-payment-dependence" rel="noreferrer noopener">launched a probe</a> into fees charged by Visa and Mastercard, questioning their impact on financial institutions servicing retailers.
Regulators surveyed market participants to assess the fees imposed through Visa and Mastercard networks as EU officials explored ways to reduce reliance on foreign payment providers.
European Central Bank President Christine Lagarde underscored the urgency to cut dependence on U.S. card networks, according to sources cited by Bloomberg. Visa and Mastercard stocks fell following the news, as both firms face legal and regulatory challenges over their global fee structures.
<h2 class="wp-block-heading">Crypto Payments</h2>
On June 13, American Express partnered with Coinbase (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) to launch the Coinbase One Card, a <a target="_blank" href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45919626/coinbase-ceo-brian-armstrong-teases-crypto-credit-card-powered-by-american-express-bitcoin-cashbacks-offered-but-heres-the-catch" rel="noreferrer noopener">metal credit card</a> that offers up to 4% cashback in Bitcoin, available exclusively to Coinbase One subscribers starting fall 2025.
Mastercard powers Gemini's competing crypto credit card, offering up to 4% Bitcoin rewards on purchases like gas and rideshare, with no annual or foreign transaction fees. Both card networks are deepening their presence in crypto payments, supporting products that let users earn digital assets through everyday spending.
By enabling crypto rewards cards, American Express and Mastercard are helping traditional payments converge with the growing demand for digital currency use and adoption.
<h2 class="wp-block-heading">Trump Policies</h2>
On June 19, analysts warned the GENIUS Act <a target="_blank" href="https://www.benzinga.com/markets/equities/25/06/46017534/as-trump-says-get-it-to-my-desk-for-genius-stablecoin-bill-analysts-warn-of-disruption-to-payment-giants-visa-and-mastercard" rel="noreferrer noopener">could intensify competition</a> for Visa and Mastercard as it lays the groundwork for regulated stablecoin payments in the U.S.
Mark Hines of Herrick Lake Investments said companies like Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Stripe could quickly adopt stablecoins, bypassing traditional card networks and offering lower transaction fees. Hines predicted that Visa and Mastercard may face slower growth and fee pressure as stablecoins emerge as viable alternatives for online payments. Despite Trump's push for swift House approval, some analysts, like Rebound Capital, believe stablecoins still have a long runway before materially disrupting major payment processors.
With Visa, Mastercard, and American Express handling $28 trillion in annual volume, any shift toward stablecoin adoption could eventually impact their dominance, especially if the market grows to the projected $3.7 trillion by the decade's end.
<h2 class="wp-block-heading">Other Macroeconomic Events</h2>
On June 24, Bank of America Securities analysts flagged <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/46081860/visa-mastercard-exposed-as-more-travelers-cut-back-on-overseas-plans" rel="noreferrer noopener">rising price sensitivity</a> and macro concerns as potential headwinds for Visa and Mastercard's cross-border volumes. Both stocks declined 4% in the last 30 days.
The analysts found that 47% of global travelers plan to alter their travel plans over the next year, up from 44% in April, posing risks to international spending.
Analysts estimate that about 10% of travelers may cancel or switch to domestic trips, which could impact Visa and Mastercard's high-margin cross-border revenue.
While both companies still report stable trends, analysts caution that prolonged weakness in global travel—especially U.S. inbound—could pressure future growth.
Price Actions:&nbsp;At the last check on Friday, MA stock was down 0.54% at $560.50, and V is down 0.53%.
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Visa And Mastercard Remain Top Picks, But One May Outpace Growth

In a market increasingly defined by innovation and shifting consumer preferences, the recent recommendations from financial guru Jim Cramer on CNBC reflect broader <a href="https://www.benzinga.com/topic/jim-cramer">trends in technology and finance.</a>
On Thurday&#8217;s &#8220;Mad Money Lightning Round,&#8221; Cramer recommended buying SoFi Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>).
SoFi Technologies shares rose on Tuesday following a report suggesting it will allow retail clients to invest in companies including SpaceX, <a href="https://www.benzinga.com/quote/SOFI">OpenAI and Epic Games</a>.
Cramer said although he likes Okta, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>), but he would rather own CrowdStrike Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>).
Okta, on May 27, reported first-quarter revenue of $688 million, beating analyst estimates of $680.25 million. The company reported adjusted earnings of 86 cents per share, beating analyst estimates of 77 cents per share.
American Express Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) goes &#8220;higher,&#8221; Cramer said.
Supporting his view, Keefe, Bruyette &amp; Woods analyst Sanjay Sakhrani, on Wednesday, maintained American Express with an Outperform rating and raised the price target from $360 to $371, while Truist Securities maintained the stock with a Buy and raised the price target from $335 to $340.
When asked about Fair Isaac Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>), he said. &#8220;I'm going to stick my neck out and say that I think FICO is ok here.&#8221;
Lending support to his choice, BMO Capital analyst Ryan Griffin, on Thursday, initiated coverage on Fair Isaac with an Outperform rating and announced a price target of $2,000.
Cramer recommended waiting for a pullback in Lincoln Electric Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LECO#NASDAQ">LECO</a>) shares.
On the earnings front, Lincoln Electric will release its second quarter results on Thursday, July 31, before the opening bell.
&#8220;I think you're fine to be able to buy some,&#8221; Cramer said when asked about The Campbell&#8217;s Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>).
Supporting his view, Campbell's Company posted better-than-expected third-quarter results on June 2.
Price Action:
<ul class="wp-block-list">
<li>SoFi shares gained 3.7% to settle at $20.97 on Thursday.</li>
<li>Okta shares fell 4.8% to close at $94.41.</li>
<li>Campbell's shares slipped 0.8% to settle at $30.49 on Thursday.</li>
<li>American Express shares gained 2.5% to close at $325.24.</li>
<li>Fair Isaac shares fell 0.5% to settle at $1,584.38 on Thursday.</li>
<li>Lincoln Electric shares rose 1.4% to close at $223.47.</li>
</ul>
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In the latest quarter, 14 analysts provided ratings for American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), showcasing a mix of bullish and bearish perspectives.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">3</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $302.43, a high estimate of $371.00, and a low estimate of $240.00. This upward trend is evident, with the current average reflecting a 1.56% increase from the previous average price target of $297.79.
<img src="https://www.benzinga.com/files/images/story/2025/1752170434_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The standing of American Express among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$311.00</td>
<td>$250.00</td>
</tr>
<tr>
<td>Sanjay Sakhrani</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$371.00</td>
<td>$360.00</td>
</tr>
<tr>
<td>Brian Foran</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$340.00</td>
<td>$335.00</td>
</tr>
<tr>
<td>Terry Ma</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$297.00</td>
<td>$249.00</td>
</tr>
<tr>
<td>Keith Horowitz</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$327.00</td>
<td>$300.00</td>
</tr>
<tr>
<td>Brian Foran</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$335.00</td>
<td>$315.00</td>
</tr>
<tr>
<td>John Pancari</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>In-Line</td>
<td>$288.00</td>
<td>$300.00</td>
</tr>
<tr>
<td>Harry Bartlett</td>
<td>Redburn Atlantic</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$255.00</td>
<td>$270.00</td>
</tr>
<tr>
<td>Brian Foran</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$315.00</td>
<td>$340.00</td>
</tr>
<tr>
<td>Ryan Gilbert</td>
<td>BTIG</td>
<td>Lowers</td>
<td>Sell</td>
<td>$240.00</td>
<td>$272.00</td>
</tr>
<tr>
<td>Jon Arfstrom</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$310.00</td>
<td>$310.00</td>
</tr>
<tr>
<td>Richard Shane</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$260.00</td>
<td>$244.00</td>
</tr>
<tr>
<td>Kenneth Bruce</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$275.00</td>
<td>$274.00</td>
</tr>
<tr>
<td>Jon Arfstrom</td>
<td>RBC Capital</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$310.00</td>
<td>$350.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to American Express. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of American Express compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for American Express's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
To gain a panoramic view of American Express's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/AXP/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on American Express analyst ratings.</a>
<h2>Delving into American Express's Background</h2>
American Express is a global financial institution, operating in about 130 countries, that provides consumers and businesses charge and credit card payment products. The company also operates a highly profitable merchant payment network. The firm operates in four segments: US consumer services, US commercial services, international card services, and global merchant and network services. In addition to payment products, the company's commercial business offers expense management tools, consulting services, and business loans.
<h3>American Express: Delving into Financials</h3>
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Revenue Growth: American Express's remarkable performance in 3M is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 7.38%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: American Express's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 15.04%, the company may face hurdles in effective cost management.
Return on Equity (ROE): American Express's ROE excels beyond industry benchmarks, reaching 8.3%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): American Express's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 0.92%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: With a below-average debt-to-equity ratio of 1.69, American Express adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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Analyst Ratings

Breaking Down American Express: 14 Analysts Share Their Views

Morgan Stanley analyst Betsy Graseck maintains American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) with a Equal-Weight and raises the price target from $250 to $311.

Price Target

Morgan Stanley Maintains Equal-Weight on American Express, Raises Price Target to $311

Delta Air Lines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) shares rose in premarket trading Thursday after the Atlanta-based carrier posted stronger-than-expected <a href="https://www.benzinga.com/pressreleases/25/07/n46338489/delta-air-lines-announces-june-quarter-2025-financial-results" target="_blank" rel="noreferrer noopener">second-quarter results</a> and reinstated its full-year 2025 guidance.
Operating revenue for the quarter was $16.65 billion, flat from a year ago but above the <a href="https://www.benzinga.com/earnings">consensus estimate</a> of $16.18 billion. Adjusted operating revenue rose 1% year over year to $15.51 billion.
Delta credited its June-quarter revenue, a 1% year-over-year increase, to continued strength in high-margin segments. Premium cabin sales rose 5%, loyalty revenue climbed 8%, American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) remuneration increased 10% to $2 billion, while adjusted unit revenue declined 3% amid 4% capacity growth.
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Adjusted earnings per share were $2.10, down 11% from the year-ago period but topping expectations of $2.05. The airline&#8217;s adjusted average fuel price fell to $2.26 per gallon, compared with $2.64 last year.
Passenger revenue surged 26% to $13.88 billion, while cargo revenue rose 7% to $212 million. Other revenue declined 2% to $2.57 billion.
Delta reported adjusted operating income of $2.05 billion, down from $2.27 billion a year earlier. Adjusted operating margin narrowed to 13.2% from 14.7%.
Adjusted operating cash flow totaled $1.84 billion, a 25% decline year over year, while free cash flow stood at $733 million.
As of the end of the June quarter, Delta reported adjusted net debt of $16.32 billion, down $1.7 billion from the end of 2024. Total liquidity was $6.4 billion, including $3.1 billion in undrawn revolver capacity.
The passenger load factor declined to 86% from 87% a year ago. Air traffic liability stood at $8.9 billion.
During the quarter, Delta announced new or expanded partnerships with WestJet, LATAM, IndiGo, and Virgin Atlantic, strengthening its global network and international connectivity.
&#8220;As we look to the second half of our centennial year, we remain focused on executing our strategic priorities and managing the levers within our control to deliver strong earnings and cash flow.&nbsp; Reflecting our confidence in the business, we are restoring financial&nbsp;guidance&nbsp;with an expectation for earnings per share of&nbsp;$5.25&nbsp;to&nbsp;$6.25&nbsp;and free cash flow of&nbsp;$3&nbsp;to&nbsp;$4 billion, consistent with our long-term free cash flow targets,&#8221; commented Ed Bastian, Delta&#8217;s chief executive officer.
Delta President Glen Hauenstein noted, &#8220;Through the quarter, demand trends stabilized at levels that are flat to last year and we continued to see resilience in our diverse, high-margin revenue streams.&#8221;
In June, DAL <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/n46013647/delta-air-lines-declares-quarterly-dividend" rel="noreferrer noopener">announced</a> a 25% increase to its quarterly dividend, raising it to $0.1875 per share. The payout is set for Aug. 21 to shareholders of record as of July 31.
<h2 class="wp-block-heading">2025 Outlook</h2>
Delta reinstated its full-year 2025 guidance, projecting earnings per share of $5.25 to $6.25, compared to the consensus estimate of $5.42. The airline also expects free cash flow of $3 billion to $4 billion.
&#8220;For the September quarter, we expect total revenue to be flat to up 4% compared to the prior year, with unit revenue trends expected to improve through the second half of the year as we continue to adjust capacity and the industry further rationalizes supply,&#8221; commented Glen Hauenstein, Delta&#8217;s president.
<h2 class="wp-block-heading">Third-Quarter 2025 Outlook</h2>
Delta forecasts total revenue to rise 0% to 4% year over year, with an operating margin between 9% and 11%. Adjusted earnings per share are projected to range from $1.25 to $1.75, versus a consensus estimate of $1.34.
Delta expects the September quarter to deliver its strongest non-fuel unit cost performance of the year, with costs projected to remain flat or decline slightly compared to 2024.
Price Action: DAL shares were trading higher by 12.03% to $56.76 premarket at last check Thursday.
Read Next:
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</ul>
Photo by Angel DiBilio via Shutterstock

Earnings

Guidance

Movers

Delta Air Lines CEO Confident In Stronger 2025 As Demand Holds Steady

Keefe, Bruyette &amp; Woods analyst Sanjay Sakhrani maintains American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) with a Outperform and raises the price target from $360 to $371.

Keefe, Bruyette & Woods Maintains Outperform on American Express, Raises Price Target to $371

Truist Securities analyst Brian Foran maintains American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) with a Buy and raises the price target from $335 to $340.

Truist Securities Maintains Buy on American Express, Raises Price Target to $340

Market veteran Warren Buffett, famous for his value investing, is indirectly invested in high-dividend yield stocks via Berkshire Hathaway Inc.&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRA#NYSE">BRA</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) subsidiary New England Asset Management.
What Happened: In 1998, Berkshire Hathaway acquired General Re Corp., which in turn owned New England Asset Management (NEAM).
Therefore, NEAM is a wholly owned subsidiary of Berkshire Hathaway. While Buffett doesn&#8217;t directly oversee NEAM&#8217;s investment decisions, the portfolio managed by NEAM is considered part of Berkshire Hathaway&#8217;s overall holdings.
Thus, according to its 13F filings, NEAM holds at least nine stocks that have a dividend yield ranging from 5% to 10.5%.
While most of these nine stocks constitute less than 1% of NEAM&#8217;s 122 holdings as of the end of the first quarter of 2025, only Kraft Heinz Co. is common between Berkshire and NEAM&#8217;s portfolio.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Company</td>
<td>Value (as of March 31)</td>
<td>% Of Holdings (as of March 31)</td>
<td>Number Of Shares</td>
<td>Change From Dec. 31, 2024 (in %)</td>
</tr>
<tr>
<td>Kraft Heinz Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>)</td>
<td>$2.215 million</td>
<td>0.40%</td>
<td>72,810</td>
<td>1%</td>
</tr>
<tr>
<td>Golub Capital BDC Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GBDC#NASDAQ">GBDC</a>)</td>
<td>$3.525 million</td>
<td>0.60%</td>
<td>232,876</td>
<td>0%</td>
</tr>
<tr>
<td>Ares Capital Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCC#NASDAQ">ARCC</a>)</td>
<td>$5.005 million</td>
<td>0.80%</td>
<td>225,900</td>
<td>0%</td>
</tr>
<tr>
<td>Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)</td>
<td>$3.939 million</td>
<td>0.60%</td>
<td>155,448</td>
<td>1%</td>
</tr>
<tr>
<td>Bristol-Myers Squibb Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)</td>
<td>$2.407 million</td>
<td>0.40%</td>
<td>39,476</td>
<td>1%</td>
</tr>
<tr>
<td>Campbell&#8217;s Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>)</td>
<td>$2.582 million</td>
<td>0.40%</td>
<td>64,690</td>
<td>1%</td>
</tr>
<tr>
<td>Realty Income Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/O#NYSE">O</a>)</td>
<td>$3.198 million</td>
<td>0.50%</td>
<td>55,140</td>
<td>NEW</td>
</tr>
<tr>
<td>Lamar Advertising Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LAMR#NASDAQ">LAMR</a>)</td>
<td>$6.577 million</td>
<td>1.10%</td>
<td>57,805</td>
<td>1%</td>
</tr>
<tr>
<td>Verizon Communications Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>)</td>
<td>$8.926 million</td>
<td>1.40%</td>
<td>196,795</td>
<td>9%</td>
</tr>
</tbody>
</table>
</figure>
Meanwhile, these stocks have not performed well on a year-to-date basis, but their high dividend yields are what make them lucrative, as per <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
These yields are considered high when compared to the SPDR S&amp;P 500 ETF Trust&#8217;s 1.2% dividend yield as of March 21, highlights <a href="https://www.benzinga.com/quote/SPY/dividends">Benzinga</a>.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Company</td>
<td>Dividend Yield</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>Kraft Heinz Co. </td>
<td>6.10%</td>
<td>-14.10%</td>
<td>-17.23%</td>
</tr>
<tr>
<td>Golub Capital BDC Inc. </td>
<td>10.50%</td>
<td>-2.75%</td>
<td>-5.29%</td>
</tr>
<tr>
<td>Ares Capital Corp. </td>
<td>8.60%</td>
<td>0.95%</td>
<td>6.46%</td>
</tr>
<tr>
<td>Pfizer Inc. </td>
<td>6.70%</td>
<td>-3.72%</td>
<td>-7.58%</td>
</tr>
<tr>
<td>Bristol-Myers Squibb Co. </td>
<td>5.30%</td>
<td>-17.17%</td>
<td>15.12%</td>
</tr>
<tr>
<td>Campbell&#8217;s Co. </td>
<td>5.00%</td>
<td>-26.15%</td>
<td>-31.60%</td>
</tr>
<tr>
<td>Realty Income Corp.</td>
<td>5.60%</td>
<td>9.30%</td>
<td>8.97%</td>
</tr>
<tr>
<td>Lamar Advertising Co. </td>
<td>5.00%</td>
<td>2.12%</td>
<td>4.26%</td>
</tr>
<tr>
<td>Verizon Communications Inc.</td>
<td>6.30%</td>
<td>7.09%</td>
<td>4.26%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46293440/tom-lee-loves-ethereum-but-is-solana-quietly-taking-over-this-expert-says-sol-will-outperform-eth-heres-more">Tom Lee Loves Ethereum, But Is Solana Quietly Taking Over? This Expert Says SOL Will &#8216;Outperform&#8217; ETH — Here&#8217;s More</a>
Why It Matters: Investors keenly follow the trades of the &#8216;Oracle of Omaha&#8217; &#8211; Buffett, for a deeper insight into his expertise.
His direct and indirect investments through Berkshire or other subsidiaries or holding companies influence the decisions of several investors.
Berkshire&#8217;s top holdings as of the first quarter 13F filings include Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), American Express Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), Bank of America Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>), and Chevron Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>).
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose slightly in premarket on Wednesday. The SPY was up 0.011% at $620.41, while the QQQ advanced 0.049% to $552.61, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46269226/stocks-just-hit-rare-golden-cross-for-1st-time-since-2023-heres-what-it-means-for-investors">Stocks Just Hit Rare Golden Cross For 1st Time Since 2023 — Here&#8217;s What It Means For Investors</a></li>
</ul>
Photo courtesy: mark reinstein / Shutterstock.com

Equities

ARCC

GBDC

LAMR

Warren Buffett's Quiet Dividend Play: 9 High-Yield Stocks Held By A Berkshire Subsidiary

Barclays analyst Terry Ma maintains American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) with a Equal-Weight and raises the price target from $249 to $297.

Barclays Maintains Equal-Weight on American Express, Raises Price Target to $297

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>HOOD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$90.00</td>
<td>$86.9K</td>
<td>12.7K</td>
<td>4.9K</td>
</tr>
<tr>
<td>COIN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$400.00</td>
<td>$91.3K</td>
<td>8.4K</td>
<td>2.1K</td>
</tr>
<tr>
<td>SOFI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$14.50</td>
<td>$206.8K</td>
<td>1.1K</td>
<td>636</td>
</tr>
<tr>
<td>V</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/11/25</td>
<td>$357.50</td>
<td>$30.0K</td>
<td>171</td>
<td>345</td>
</tr>
<tr>
<td>WFC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$90.00</td>
<td>$51.0K</td>
<td>16</td>
<td>257</td>
</tr>
<tr>
<td>BULL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$10.00</td>
<td>$44.5K</td>
<td>2.7K</td>
<td>236</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$330.00</td>
<td>$36.9K</td>
<td>1.1K</td>
<td>195</td>
</tr>
<tr>
<td>MA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$585.00</td>
<td>$94.0K</td>
<td>100</td>
<td>137</td>
</tr>
<tr>
<td>AFRM</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$70.00</td>
<td>$100.4K</td>
<td>678</td>
<td>80</td>
</tr>
<tr>
<td>JPM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/17/27</td>
<td>$380.00</td>
<td>$31.0K</td>
<td>40</td>
<td>16</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For HOOD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>), we notice a call option trade that happens to be bearish, expiring in 1 day(s) on July 3, 2025. This event was a transfer of 200 contract(s) at a $90.00 strike. The total cost received by the writing party (or parties) was $86.9K, with a price of $435.0 per contract. There were 12759 open contracts at this strike prior to today, and today 4928 contract(s) were bought and sold. 
• For COIN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>), we notice a call option sweep that happens to be neutral, expiring in 42 day(s) on August 15, 2025. This event was a transfer of 54 contract(s) at a $400.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $91.3K, with a price of $1692.0 per contract. There were 8492 open contracts at this strike prior to today, and today 2187 contract(s) were bought and sold. 
• Regarding SOFI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>), we observe a call option trade with bearish sentiment. It expires in 21 day(s) on July 25, 2025. Parties traded 507 contract(s) at a $14.50 strike. The total cost received by the writing party (or parties) was $206.8K, with a price of $408.0 per contract. There were 1196 open contracts at this strike prior to today, and today 636 contract(s) were bought and sold. 
• For V (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), we notice a call option trade that happens to be neutral, expiring in 7 day(s) on July 11, 2025. This event was a transfer of 68 contract(s) at a $357.50 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $442.5 per contract. There were 171 open contracts at this strike prior to today, and today 345 contract(s) were bought and sold. 
• Regarding WFC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>), we observe a put option sweep with bearish sentiment. It expires in 77 day(s) on September 19, 2025. Parties traded 65 contract(s) at a $90.00 strike. This particular put needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $51.0K, with a price of $785.0 per contract. There were 16 open contracts at this strike prior to today, and today 257 contract(s) were bought and sold. 
• For BULL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BULL#NASDAQ">BULL</a>), we notice a call option trade that happens to be bearish, expiring in 77 day(s) on September 19, 2025. This event was a transfer of 100 contract(s) at a $10.00 strike. The total cost received by the writing party (or parties) was $44.5K, with a price of $445.0 per contract. There were 2769 open contracts at this strike prior to today, and today 236 contract(s) were bought and sold. 
• Regarding AXP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), we observe a call option sweep with neutral sentiment. It expires in 14 day(s) on July 18, 2025. Parties traded 44 contract(s) at a $330.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $36.9K, with a price of $840.0 per contract. There were 1142 open contracts at this strike prior to today, and today 195 contract(s) were bought and sold. 
• For MA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>), we notice a put option sweep that happens to be bullish, expiring in 77 day(s) on September 19, 2025. This event was a transfer of 33 contract(s) at a $585.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $94.0K, with a price of $2850.0 per contract. There were 100 open contracts at this strike prior to today, and today 137 contract(s) were bought and sold. 
• For AFRM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>), we notice a put option trade that happens to be neutral, expiring in 196 day(s) on January 16, 2026. This event was a transfer of 80 contract(s) at a $70.00 strike. The total cost received by the writing party (or parties) was $100.4K, with a price of $1255.0 per contract. There were 678 open contracts at this strike prior to today, and today 80 contract(s) were bought and sold. 
• Regarding JPM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), we observe a call option sweep with bearish sentiment. It expires in 896 day(s) on December 17, 2027. Parties traded 16 contract(s) at a $380.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $1937.0 per contract. There were 40 open contracts at this strike prior to today, and today 16 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AFRM

BULL

HOOD

10 Financials Stocks Whale Activity In Today's Session

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>HOOD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$90.00</td>
<td>$86.9K</td>
<td>12.7K</td>
<td>4.9K</td>
</tr>
<tr>
<td>COIN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$400.00</td>
<td>$91.3K</td>
<td>8.4K</td>
<td>2.1K</td>
</tr>
<tr>
<td>SOFI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$14.50</td>
<td>$206.8K</td>
<td>1.1K</td>
<td>636</td>
</tr>
<tr>
<td>V</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/11/25</td>
<td>$357.50</td>
<td>$30.0K</td>
<td>171</td>
<td>345</td>
</tr>
<tr>
<td>WFC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$90.00</td>
<td>$51.0K</td>
<td>16</td>
<td>257</td>
</tr>
<tr>
<td>BULL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$10.00</td>
<td>$44.5K</td>
<td>2.7K</td>
<td>236</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$330.00</td>
<td>$36.9K</td>
<td>1.1K</td>
<td>195</td>
</tr>
<tr>
<td>MA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$585.00</td>
<td>$94.0K</td>
<td>100</td>
<td>137</td>
</tr>
<tr>
<td>AFRM</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$70.00</td>
<td>$100.4K</td>
<td>678</td>
<td>80</td>
</tr>
<tr>
<td>JPM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/17/27</td>
<td>$380.00</td>
<td>$31.0K</td>
<td>40</td>
<td>16</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For HOOD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>), we notice a call option trade that happens to be bearish, is expiring today. Parties traded 200 contract(s) at a $90.00 strike. The total cost received by the writing party (or parties) was $86.9K, with a price of $435.0 per contract. There were 12759 open contracts at this strike prior to today, and today 4928 contract(s) were bought and sold. 
• For COIN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>), we notice a call option sweep that happens to be neutral, expiring in 43 day(s) on August 15, 2025. This event was a transfer of 54 contract(s) at a $400.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $91.3K, with a price of $1692.0 per contract. There were 8492 open contracts at this strike prior to today, and today 2187 contract(s) were bought and sold. 
• Regarding SOFI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>), we observe a call option trade with bearish sentiment. It expires in 22 day(s) on July 25, 2025. Parties traded 507 contract(s) at a $14.50 strike. The total cost received by the writing party (or parties) was $206.8K, with a price of $408.0 per contract. There were 1196 open contracts at this strike prior to today, and today 636 contract(s) were bought and sold. 
• For V (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), we notice a call option trade that happens to be neutral, expiring in 8 day(s) on July 11, 2025. This event was a transfer of 68 contract(s) at a $357.50 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $442.5 per contract. There were 171 open contracts at this strike prior to today, and today 345 contract(s) were bought and sold. 
• Regarding WFC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>), we observe a put option sweep with bearish sentiment. It expires in 78 day(s) on September 19, 2025. Parties traded 65 contract(s) at a $90.00 strike. This particular put needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $51.0K, with a price of $785.0 per contract. There were 16 open contracts at this strike prior to today, and today 257 contract(s) were bought and sold. 
• For BULL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BULL#NASDAQ">BULL</a>), we notice a call option trade that happens to be bearish, expiring in 78 day(s) on September 19, 2025. This event was a transfer of 100 contract(s) at a $10.00 strike. The total cost received by the writing party (or parties) was $44.5K, with a price of $445.0 per contract. There were 2769 open contracts at this strike prior to today, and today 236 contract(s) were bought and sold. 
• For AXP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), we notice a call option sweep that happens to be neutral, expiring in 15 day(s) on July 18, 2025. This event was a transfer of 44 contract(s) at a $330.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $36.9K, with a price of $840.0 per contract. There were 1142 open contracts at this strike prior to today, and today 195 contract(s) were bought and sold. 
• Regarding MA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>), we observe a put option sweep with bullish sentiment. It expires in 78 day(s) on September 19, 2025. Parties traded 33 contract(s) at a $585.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $94.0K, with a price of $2850.0 per contract. There were 100 open contracts at this strike prior to today, and today 137 contract(s) were bought and sold. 
• For AFRM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>), we notice a put option trade that happens to be neutral, expiring in 197 day(s) on January 16, 2026. This event was a transfer of 80 contract(s) at a $70.00 strike. The total cost received by the writing party (or parties) was $100.4K, with a price of $1255.0 per contract. There were 678 open contracts at this strike prior to today, and today 80 contract(s) were bought and sold. 
• For JPM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), we notice a call option sweep that happens to be bearish, expiring in 897 day(s) on December 17, 2027. This event was a transfer of 16 contract(s) at a $380.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $1937.0 per contract. There were 40 open contracts at this strike prior to today, and today 16 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

10 Financials Stocks With Whale Alerts In Today's Session

American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) has outperformed the market over the past 5 years by 13.76% on an annualized basis producing an average annual return of 28.32%. Currently, American Express has a market capitalization of $226.70 billion. 
Buying $100 In AXP: If an investor had bought $100 of AXP stock 5 years ago, it would be worth $335.04 today based on a price of $323.58 for AXP at the time of writing.
<h3>American Express's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751474888_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In American Express 5 Years Ago Would Be Worth This Much Today

Citigroup analyst Keith Horowitz maintains American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) with a Neutral and raises the price target from $300 to $327.

Citigroup Maintains Neutral on American Express, Raises Price Target to $327

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/07/01/final-trades-amazon-american-express-citigroup-and-chipotle.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said Mark Mahaney took his target on Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) to $280. &#8220;I think he is going<a href="https://www.benzinga.com/quote/AMZN"> to be right,&#8221; he added</a>.
Amazon's 11th Prime Day event will commence on July 8 and run for four days, concluding on July 11. This marks a significant expansion, doubling the duration of last year's two-day event. As in previous years, early access promotions will be available.
Joseph M. Terranova, senior managing director for Virtus Investment Partners, named American Express Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) as his final trade.
On the earnings front, American Express will host a live audio webcast of its earnings conference call on Friday, July 18, to discuss the company&#8217;s second-quarter financial results.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a> 
Jim Lebenthal of Cerity Partners picked Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), saying, "13% more until it gets to tangible book value."
Lending support to his choice, B of A Securities analyst Ebrahim Poonawala, on June 26, maintained Citigroup with a Buy and raised the price target from $89 to $100.
Stephanie Link, chief investment strategist and portfolio manager at Hightower, named Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>) as her final trade.
Supporting her view, Barclays analyst Jeffrey Bernstein raised the price target from $52 to $54 on June 26.
Price Action:
<ul class="wp-block-list">
<li>Amazon.com shares rose 0.5% to close at $220.46 on Tuesday.</li>
<li>American Express rose 1.1% to settle at $322.53 during the session.</li>
<li>Citigroup shares gained 1.4% to settle at $86.27 on Tuesday.</li>
<li>Chipotle shares rose 3.7% to close at $58.24 on Tuesday.</li>
</ul>
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</ul>
Image created using artificial intelligence via Midjourney.

Amazon, Chipotle, Citigroup And A Credit Card Stock On CNBC's 'Final Trades'

American Express Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) today announced that the Federal Reserve set the company's preliminary Stress Capital Buffer ("SCB") requirement at 2.5 percent, effective October 1, 2025 through September 30, 2026, based on the results of the 2025 Comprehensive Capital Analysis and Review process. This is the minimum SCB requirement under the applicable regulations and is consistent with American Express' previously disclosed SCB in effect through September 30, 2025.

American Express's Preliminary Stress Capital Buffer Set At 2.5%

Bank of America Securities analyst Mihir Bhatia noted on Monday that&nbsp;American Express Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) and Capital One Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>) <a target="_blank" href="https://www.benzinga.com/topic/stress-test" rel="noreferrer noopener">both passed the</a> Federal Reserve Board&#8217;s 2025 Dodd-Frank Supervisory Stress Test (DFAST), the results of which were released after market close on Friday.
The Federal Reserve&#8217;s annual stress test evaluates if banks can withstand severe economic downturns, like a recession, and still operate normally. 
It checks their financial strength by estimating potential losses, revenues, and expenses under hypothetical bad conditions. The test results help the Fed set a Stress Capital Buffer (SCB), a key requirement that ensures banks have enough capital to absorb losses and continue lending.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/equities/25/06/46158087/big-banks-pass-feds-2025-stress-test-with-ease-but-some-say-it-was-too-easy" rel="noreferrer noopener">Big Banks Pass Fed&#8217;s 2025 Stress Test With Ease—But Some Say It Was Too Easy</a>
While not seeing the recent stress test results as a major catalyst, Bhatia views them as an &#8220;incremental positive&#8221; for Capital One. This is particularly relevant given Bhatia&#8217;s capital return bull thesis for the financial giant.
Bhatia notes that while the successful stress test outcome for Capital One was largely expected, it nonetheless &#8220;clears a bar.&#8221; Crucially, the lower SCB for Capital One is highlighted as a significant positive for the company&#8217;s prospective capital returns to shareholders.
Bhatia reiterated Buy ratings on both American Express and Capital One following the stress test results.
The analyst said Capital One&#8217;s SCB was down to 4.5% from 5.5% last year, and American Express&#8217;s was unchanged at 2.5% (the minimum).
Capital One&#8217;s results did not surprise him, given a less severe downturn in the 2025 scenario compared to 2024. Bhatia said better results were driven by better revenue performance in the 2025 test.
According to the analyst, under the severely adverse scenario, which assumes a 10% unemployment rate, American Express still produces positive earnings before taxes over the stress test period. Capital One would have negative earnings, he noted.
Bhatia noted that the Federal Reserve estimates that American Express and Capital One&#8217;s company-wide loss rates would be 11.8% and 16.4%, respectively, above last year&#8217;s results of 12.3% and 16.5%.
As per the analyst, the pure-play card issuers have first-quarter 2025 CET1 (Common equity tier 1) ratios +350bps above their minimum regulatory requirements and strong capital positions.
It&#8217;s important to note that these stress test results do not include Discover Financial Services. Capital One recently completed its acquisition of Discover Financial Services on May 18, 2025.
The company is in the process of completing internal stress tests to form its view of its medium-term capital targets, previously around 11%, Bhatia said.
With the closing of this acquisition, Capital One is no longer required to obtain prior approval for its capital choices. The company expects to complete internal stress testing in the second half of 2025, after which Bhatia anticipates a ramp-up in capital returns.
He suggests that Capital One will likely operate with a buffer to its new target during the integration process, implying elevated capital returns for some time rather than a single substantial payout.
For American Express (AXP), currently priced at $317.9, Bhatia forecasts a target price of $353. This projection is based on a 20.5x price-to-earnings (PE) multiple applied to the company&#8217;s anticipated 2026 earnings per share (EPS).
Bhatia justifies this multiple by stating it aligns with the broader market&#8217;s valuation and is further supported by AXP&#8217;s historical valuation trends and a growing confidence in the stability and resilience of its earnings.
Regarding Capital One (COF), which is currently trading at $211.01, Bhatia has set a price forecast of $233. This forecast is calculated using a 10x PE multiple applied to its 2027 EPS forecast, with the valuation then discounted back by one year.
While acknowledging that this 10x PE multiple sits at the higher end of Capital One&#8217;s historical range (which typically fluctuates between 7x and 12x), Bhatia believes it is appropriate.
The justification for this higher multiple stems from anticipated synergy realization from recent acquisitions, an optimistic outlook on credit quality, and the strength of Capital One&#8217;s cardholder base.
Price Actions: AXP stock is up 0.37% at $318.48 at last check Monday. COF is up 1.15%.
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Photo via Shutterstock

Analyst Color

Reiteration

American Express, Capital One Pass Fed's Stress Test

Trevor Wells, growth marketing manager at cryptocurrency exchange Gemini, highlighted on Thursday various rewards the firm&#8217;s Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) credit card offers, which co-founder Cameron Winklevoss described as &#8220;insane.&#8221;
What Happened: Wells shared his calculations on X, breaking down the potential returns from a Bitcoin credit card offer. 
He stated that if one spends $3,000 within the first 90 days, they&#8217;ll get $200 in BTC back. If they sign up using a referral link (like from a friend), they get an extra $50, and they also earn 1% back on a minimum purchase of $30.
Adding it all up, it amounted to $280 back when a user spends $3,000, which is about 9.3% back in Bitcoin.
The numbers cheered Winklevoss, who stated, &#8220;insane in the membrane.&#8221; <a href="https://twitter.com/chev0r/status/1938384317341974901?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1938384762973847682%7Ctwgr%5Ef4a70ac8a813a51537b78fd7cbb9edce2377a42b%7Ctwcon%5Es3_&amp;ref_url=https%3A%2F%2Feditorial.benzinga.com%2Fwp-admin%2Fpost.php%3Fpost%3D964242action%3Dedit" target="_blank" rel="noreferrer noopener"></a>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">insane in the membrane <a href="https://t.co/R3xVmnbx05">https://t.co/R3xVmnbx05</a>
&mdash; Cameron Winklevoss (@cameron) <a href="https://twitter.com/cameron/status/1938384762973847682?ref_src=twsrc%5Etfw">June 26, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/24/12/42514226/shiba-inu-burn-rate-surges-3609-as-dogecoin-whales-move-5-8-billion-doge-what-is-going-on" target="_blank" rel="noreferrer noopener">Shiba Inu Burn Rate Surges 3,609% As Dogecoin Whales Move 5.8 Billion DOGE: What Is Going On?</a>
Why It Matters:&nbsp;Gemini launched the Mastercard Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45512252/want-a-tesla-cybertruck-geminis-new-bitcoin-credit-card-could-be-your-ticket">powered card last month</a>, offering no annual fees and no fees on foreign purchases. That said, selling or converting crypto rewards would entail fees.
The card is not without its drawbacks. The crypto rewards cannot be used to pay off the credit card balance, <a href="https://www.cnbc.com/select/gemini-credit-card-review/">according </a>to a CNBC report.
Moreover, the card cannot be directly used to buy cryptocurrency on the Gemini exchange, <a href="https://www.bitdegree.org/crypto/gemini-credit-card-review#:~:text=Certain%20transactions%20are%20not%20eligible,on%20the%20Gemini%20exchange%20itself.">according </a>to a review done by the Web3 learning platform BitDegree.
The market has begun to heat up, with fellow cryptocurrency exchange Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) launching its own credit card earlier this month, which also <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45919626/coinbase-ceo-brian-armstrong-teases-crypto-credit-card-powered-by-american-express-bitcoin-cashbacks-offered-but-heres-the-catch">promised cashback rewards</a> in Bitcoin.
Earlier in March, Zebec Network, a payments protocol based on Solana (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/sol/usd">SOL</a>), <a href="https://www.benzinga.com/content/44528207/solana-based-zebec-network-launches-crypto-debit-card-with-mastercard">launched its crypto debit card</a>, Zebec Carbon, in collaboration with Mastercard.
Price Action:&nbsp; At the time of writing, Bitcoin was exchanging hands at $107,460.21, down 0.34% in the last 24 hours, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA..">data from Benzinga Pro</a>.
As of this writing, the Coinbase stock ranked high on the Growth and Momentum metrics, but lagged in Value. To find similar details about the top cryptocurrency-related equities on Wall Street, head to <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Benzinga Edge Stock Rankings</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="557" height="407" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/27012957/image-420.png" alt="" class="wp-image-964304" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/27012957/image-420.png 557w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/27012957/image-420-300x219.png 300w" sizes="(max-width: 557px) 100vw, 557px" /></a></figure>
 Photo: Wirestock Creators on Shutterstock.com
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Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$BTC

$SOL

Cameron Winklevoss Is Touting 'Insane In The Membrane' Gemini Card Offers, But The Bitcoin Rewards Game Is Still In Its Infancy

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/06/25/final-trades-taiwan-semi-american-express-and-advanced-micro.html">Halftime Report Final Trades</a>,&#8221; Odyssey Capital Advisors&#8217; Chief Investment Officer Jason Snipe said he likes Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>). NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), he says, is not the only game in town.
The semiconductor giant, on Tuesday, announced a strategic alliance with HCLTech, a leading global technology company. The collaboration is set to accelerate enterprise digital transformation by leveraging AMD's high-performance computing and AI capabilities.
Melius Research analyst Ben Reitzes also upgraded AMD from Hold to Buy. He also raised the price target from $110 to $175.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Stephen Weiss, managing partner of Short Hills Capital Partners, picked Taiwan Semiconductor Manufacturing Company Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), saying the <a href="https://www.benzinga.com/quote/TSM">&#8220;future is extremely bright.&#8221;</a>
As per the recent news, TSMC Global Ltd. is preparing to raise $10 billion by issuing new shares to manage currency volatility and maintain capital flexibility.
Kari Firestone, co-founder of Aureus Asset Management, said American Express Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) is breaking out above its 100-day moving average, with strength in consumer spending and travel.
On the earnings front, American Express will host a live audio webcast of its earnings conference call on Friday, July 18, to discuss the company&#8217;s second-quarter financial results. Analysts expect the company to report quarterly earnings at $3.86 per share, down from $4.15 per share in the year-ago period. The company projects to report quarterly revenue of $17.7 billion, compared to $16.33 billion a year earlier.
Price Action:
<ul class="wp-block-list">
<li>Taiwan Semiconductor Manufacturing shares gained 1.2% to close at $222.74 on Wednesday.</li>
<li>American Express rose 0.1% to settle at $308.59 during the session.</li>
<li>AMD shares gained 3.6% to close at $143.40 on Wednesday.</li>
</ul>
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</ul>
Image: Shutterstock

NVDA

AMD, Taiwan Semiconductor And A Financial Stock On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Taiwan Semiconductor Manufacturing, Advanced Micro Devices, American Express

In the current session, the stock is trading at $308.38, after a 2.92% increase. Over the past month, American Express Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) stock increased by 4.98%, and in the past year, by 33.68%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2025/1750798826_0.png" alt="Past Year Chart" />

<h3>How Does American Express P/E Compare to Other Companies?</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of 18.26 in the Consumer Finance industry, American Express Inc. has a higher P/E ratio of 20.92. Shareholders might be inclined to think that American Express Inc. might perform better than its industry group. It's also possible that the stock is overvalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1750798826_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

A Look Into American Express Inc's Price Over Earnings

Press Releases

American Express to Participate in Upcoming Investor Conferences

American Express Renews Support for Local Restaurants with 2025 Grant Program

American Express Ranks No. 1 in the J.D. Power U.S. Credit Card Mobile App and Online Satisfaction Studies

American Express Introduces Maison Amex: An Exclusive Venue during Canadian Grand Prix Weekend in Montreal

American Express Ranks No. 1 in Canada for Credit Card Mobile App Satisfaction for Third Year in a Row

American Express Announces Major Updates Coming to U.S. Consumer and Business Platinum Cards® Later This Year

American Express Declares Regular Quarterly Dividend

American Express Plans Live Audio Webcast of Second-Quarter 2025 Earnings Conference Call

American Express Announces 2025 Preliminary Stress Capital Buffer Requirement

American Express Leadership Academy Returns to London with Dior Creative Director Jonathan Anderson

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