The 2024 Q3 earnings season has kicked into a much higher gear with the release of the big banks’ results last Friday. The period looks to be constructive, with earnings growth expected to be positive again despite recent downward revisions that have contrasted with recent periods.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Let’s take a closer look at a few key companies – Taiwan Semiconductor Manufacturing (TSM) , Netflix (NFLX) , and American Express (AXP) – that are on the re ...

American Express (AXP) ended the recent trading session at $276.52, demonstrating a +0.13% swing from the preceding day's closing price. This move lagged the S&P 500's daily gain of 0.77%. At the same time, the Dow added 0.47%, and the tech-heavy Nasdaq gained 0.87%.The the stock of credit card issuer and global payments company has risen by 6.63% in the past month, leading the Finance sector's loss of 2.93% and the S&P 500's gain of 4.87%.Analysts and investors alike will be keeping a close eye on the perf ...

文章核心观点 - 巴菲特旗下伯克希尔·哈撒韦公司(Berkshire Hathaway)持有的三大核心股票-可口可乐(Coca-Cola)、美国运通(American Express)和穆迪(Moody's),分别为公司带来了60%、33%和34%的高额股息收益率[1][3][7][9] - 这三家公司都是巴菲特长期持有的优质公司,凭借其稳定的业务模式和持续的现金流,为伯克希尔·哈撒韦公司创造了可观的股息收益[4][7][9] 可口可乐 - 可口可乐是伯克希尔·哈撒韦公司持有时间最长的股票,自1988年以来一直持有[4] - 可口可乐作为一家消费必需品公司,其产品需求不受经济周期波动影响,现金流稳定可预测[5] - 可口可乐在全球几乎所有国家都有业务,地域多元化使其收益更加稳定[5] - 可口可乐连续12年被评为全球最受欢迎的品牌,是一家久经考验的优质公司[6] 美国运通 - 美国运通是伯克希尔·哈撒韦公司自1991年就一直持有的金融股[7] - 作为第三大信用卡支付处理商,美国运通既从商户收取手续费,又作为发卡方获得年费和利息收入[8] - 美国运通的高端客户群体消费习惯相对稳定,不易受经济波动影响[8] 穆迪 - 穆迪是伯克希尔·哈撒韦公司自2000年就持有的评级机构[9] - 长期低利率环境下,穆迪的评级业务一直保持繁荣[9] - 随着利率上升,穆迪的风险管理和合规解决方案业务正在成为新的增长点[10]

Wall Street expects a year-over-year decline in earnings on higher revenues when American Express (AXP) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 18, 2024, might help the stock move higher if these key numbers are better t ...

American Express (AXP, Financial) experienced a decline of 1.53% today, closing the day at $269.59. This movement comes in the wake of downgrades by analysts, with HSBC moving the rating from 'buy' to 'hold' and BTIG shifting from 'neutral' to 'sell'.American Express (AXP, Financial) is currently trading at a price-to-earnings (PE) ratio of 20.12, which positions it as a relatively expensive option in the financial services sector. The company's valuation concerns are underscored by its Price-to-Book (PB) r ...

These two Buffett stocks are too good to pass up for patient, long-term investors.Want to help your portfolio? Watch what Warren Buffett is buying. His stock picks have, on average, crushed the market over the long term. And right now, two of his top holdings look too good to pass up.This is a company you can buy and hold foreverGreat companies can figure out how to generate impressive returns for shareholders without resorting to taking on excess debt. For decades, American Express (AXP -0.18%) has done a ...

Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.One of our most popular services, Zacks Premium offers daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter. All are useful tools to find what stocks to buy, what to sell, and what are today's hottest industries.It a ...

文章核心观点 - 民主党总统候选人、美国副总统卡马拉·哈里斯的亲密盟友在私营部门发起了一场新的竞选活动,试图将哈里斯描绘为最适合企业的候选人,并与共和党前总统唐纳德·特朗普形成对比 [1][2] - 这个名为"企业领袖支持哈里斯"的项目是由共和党问责PAC发起的,这是一个进步的政治行动委员会 [3] - 这个PAC已经在本选举周期内从霍夫曼那里获得了600万美元的捐款,从哈斯廷斯那里获得了700万美元的捐款 [3] - 除了捐款,霍夫曼还主持了一个新的"企业领袖支持哈里斯"播客,第一集中他与库班和哈斯廷斯进行了交谈 [3] 公司总结 - 达拉斯小牛队老板马克·库班、领英联合创始人里德·霍夫曼、网飞联合创始人里德·哈斯廷斯和Box公司CEO亚伦·莱文都为哈里斯录制了短视频 [1] - 前美国运通CEO肯·钱纳尔特和前默克CEO肯·弗雷泽也贡献了视频片段 [1] - 哈斯廷斯认为哈里斯会比现任总统拜登更有利于企业 [2] - 哈斯廷斯是今年夏天少数几个呼吁拜登退出竞选的民主党捐赠者之一 [2] 行业总结 - 这个项目旨在将哈里斯描绘为最适合企业的候选人,并与特朗普形成对比 [1][2] - 一些CEO表示,他们强烈认为哈里斯对企业更有利,但由于担心影响员工、股东和客户,所以不敢公开表态 [3]

文章核心观点 - 美国银行(Bank of America)是巴菲特最喜欢的股票之一,目前仍占其投资组合的10%,是第三大持股[1] - 但近期巴菲特减持了部分美国银行股票,导致美国运通(American Express)超越其成为其投资组合的第二大持股,占比13.1%[2] - 美国运通不仅是一家信用卡公司,还是一家银行,并且主要提供在线金融服务,针对年轻用户群体[3] - 美国运通采用闭环信用卡网络模式,自行为信用卡提供资金,这带来了一些优势,如现金充裕、业务控制力强、收入来源多元化[4] 行业分析 - 美国运通不仅是一家银行,还有其他业务,如小企业解决方案和商户服务,收入来源更加多元化[3] - 美国运通的业务模式使其能从消费支出中获益,且各业务部门能相互抵消压力,具有一定抗风险能力[5] - 美国运通主要面向富裕客户群,能收取较高的年费,获得较高的利润[5] 公司表现 - 尽管在当前经济环境下增加了损失准备金,但美国运通仍保持了较强的盈利能力,二季度净利润同比增长44%(剔除出售收益后为21%)[6] - 美国运通正在加大营销投入,但仍有足够的利润来提高全年每股收益指引[6] - 美国运通虽然不是市场表现最佳的股票,但作为一家银行股而言,它是一只稳健可靠、长期增长的选择,同时还有0.96%的股息收益率[7]

文章核心观点 - 美国运通(AXP)是一家信用卡发行商和全球支付公司,属于金融-杂项服务行业 [1] - 该公司在过去两个季度中连续超出了盈利预期,平均超出10.25% [1] - 最近一个季度,该公司实际盈利3.49美元/股,超出预期8.39% [1] - 前一个季度,实际盈利3.33美元/股,超出预期12.12% [1] 根据相关目录分别进行总结 盈利预期 - 美国运通最近的盈利预测值有了有利的变化 [2] - 该公司目前的盈利意外预测值(Earnings ESP)为正,这是超出预期的良好信号 [2] - 研究显示,具有正的盈利意外预测值和2级(持有)或更好级别的股票,有70%的可能性会超出预期 [2] 未来展望 - 美国运通的下一个财报预计将于2024年10月18日发布 [3]