에 대한 최신 뉴스 American Express (NYSE:AXP) 주식

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. Since 2018, it has operated in three segments: global consumer services, global commercial 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.

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토요일에 버크셔 해서웨이(NYSE:BRK)가 보험 인수 부문의 약세로 3분기 영업 이익이 감소했다고 발표했다. 오마하에 본사를 둔 이 회사의 분기별 영업 이익은 100억 9천만 달러로 전년 동기 107억 6천 1백만 달러에서 6% 이상 하락했다.

버크셔 해서웨이가 3분 영업 이익 감소 보고, 애플 지분 추가 매각

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미국 시장은 목요일에 혼조세를 보였다. 다우존스 산업 평균은 0.4% 상승하여 43,239.05로 마감했고, S&amp;P 500은 5,841.47로 보합세를 유지했으며, 나스닥은 0.04% 상승하여 18,373.61로 마감했다.

목요일 주목받은 주식 5종목: 넷플릭스, TSMC, 아메리칸 익스프레스, 모더나 및 테슬라

버크셔 해서웨이: 2분기 영업 이익 15% 이상 증가, 애플 지분 매각에 현금 보유 $2,770억 증가

American Express Co

AXPR

AXIS PETROLEUM CO CAP by Axis Petroleum Co.

AXION POWER INTL INC by Axion Power International, Inc.

Axion Power International Inc

AXP Energy Ltd

Investors with a lot of money to spend have taken a bullish stance on American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AXP, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 14 uncommon options trades for American Express.
This isn't normal.
The overall sentiment of these big-money traders is split between 71% bullish and 14%, bearish.
Out of all of the special options we uncovered, 10 are puts, for a total amount of $777,328, and 4 are calls, for a total amount of $179,700.
<h3>Expected Price Movements</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $150.0 to $350.0 for American Express during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of American Express stands at 733.71, with a total volume reaching 5,366.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in American Express, situated within the strike price corridor from $150.0 to $350.0, throughout the last 30 days.
<h3>American Express Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734714944_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AXP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$5.45</td>
<td>$5.0</td>
<td>$5.0</td>
<td>$300.00</td>
<td>$237.5K</td>
<td>1.8K</td>
<td>1.3K</td>
</tr>
<tr>
<td>AXP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$5.55</td>
<td>$5.0</td>
<td>$5.0</td>
<td>$300.00</td>
<td>$102.5K</td>
<td>1.8K</td>
<td>846</td>
</tr>
<tr>
<td>AXP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$6.85</td>
<td>$6.4</td>
<td>$6.4</td>
<td>$300.00</td>
<td>$89.3K</td>
<td>1.8K</td>
<td>474</td>
</tr>
<tr>
<td>AXP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$7.2</td>
<td>$6.45</td>
<td>$6.45</td>
<td>$300.00</td>
<td>$70.1K</td>
<td>1.8K</td>
<td>9</td>
</tr>
<tr>
<td>AXP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$7.15</td>
<td>$6.45</td>
<td>$6.45</td>
<td>$300.00</td>
<td>$60.4K</td>
<td>1.8K</td>
<td>247</td>
</tr>
</tbody>
</table>

<h3>About American Express</h3>
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. Since 2018, it has operated in three segments: global consumer services, global commercial 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>Present Market Standing of American Express</h3>
<ul>
<li>With a trading volume of 1,386,975, the price of AXP is up by 2.89%, reaching $301.56.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 35 days from now.</li>
</ul>
<h3>What The Experts Say On American Express</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $328.2.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Compass Point has decided to maintain their Neutral rating on American Express, which currently sits at a price target of $315. 
&#x2A; Consistent in their evaluation, an analyst from JP Morgan keeps a Neutral rating on American Express with a target price of $301. 
&#x2A; An analyst from Compass Point has decided to maintain their Neutral rating on American Express, which currently sits at a price target of $325. 
&#x2A; Consistent in their evaluation, an analyst from Keefe, Bruyette &amp; Woods keeps a Outperform rating on American Express with a target price of $350. 
&#x2A; An analyst from Keefe, Bruyette &amp; Woods persists with their Outperform rating on American Express, maintaining a target price of $350. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for American Express with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Options

A Closer Look at American Express's Options Market Dynamics

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 $252 to $305.

Price Target

Analyst Ratings

Morgan Stanley Maintains Equal-Weight on American Express, Raises Price Target to $305

Compass Point analyst David Rochester 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 $315 to $325.

Compass Point Maintains Neutral on American Express, Raises Price Target to $325

WIIM

ALLY

ARES

Bakkt Holdings, Inc. Class A Common Stock

BKKT

CMTG

DAVE

ERIE

HLNE

HOOD

KNSL

KSPI

LMND

QFIN

SCHW

SEIC

SOFI

STEP

TIGR

TRUP

UPST

Shares of financial companies are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

Investors with a lot of money to spend have taken a bullish stance on American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AXP, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 8 uncommon options trades for American Express.
This isn't normal.
The overall sentiment of these big-money traders is split between 50% bullish and 25%, bearish.
Out of all of the special options we uncovered, 2 are puts, for a total amount of $54,200, and 6 are calls, for a total amount of $449,370.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $240.0 to $350.0 for American Express over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for American Express options trades today is 1054.86 with a total volume of 112.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for American Express's big money trades within a strike price range of $240.0 to $350.0 over the last 30 days.
<h3>American Express Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734552629_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$27.9</td>
<td>$26.9</td>
<td>$27.2</td>
<td>$300.00</td>
<td>$133.2K</td>
<td>579</td>
<td align="right">51</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$59.1</td>
<td>$57.55</td>
<td>$59.15</td>
<td>$270.00</td>
<td>$130.1K</td>
<td>1.3K</td>
<td align="right">22</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$53.5</td>
<td>$52.45</td>
<td>$52.91</td>
<td>$260.00</td>
<td>$68.7K</td>
<td>3.5K</td>
<td align="right">13</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$64.0</td>
<td>$62.8</td>
<td>$62.8</td>
<td>$240.00</td>
<td>$62.8K</td>
<td>248</td>
<td align="right">10</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$29.6</td>
<td>$29.25</td>
<td>$29.25</td>
<td>$280.00</td>
<td>$29.2K</td>
<td>83</td>
<td align="right">10</td>
</tr>
</tbody>
</table>

<h3>About American Express</h3>
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. Since 2018, it has operated in three segments: global consumer services, global commercial 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.
Following our analysis of the options activities associated with American Express, we pivot to a closer look at the company's own performance.
<h3>Where Is American Express Standing Right Now?</h3>
<ul>
<li>With a volume of 1,212,434, the price of AXP is down -1.51% at $296.79. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 37 days.</li>
</ul>
<h3>What Analysts Are Saying About American Express</h3>
4 market experts have recently issued ratings for this stock, with a consensus target price of $329.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Keefe, Bruyette &amp; Woods keeps a Outperform rating on American Express with a target price of $350. 
&#x2A; An analyst from Keefe, Bruyette &amp; Woods persists with their Outperform rating on American Express, maintaining a target price of $350. 
&#x2A; An analyst from JP Morgan persists with their Neutral rating on American Express, maintaining a target price of $301. 
&#x2A; Maintaining their stance, an analyst from Compass Point continues to hold a Neutral rating for American Express, targeting a price of $315. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for American Express, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

American Express Options Trading: A Deep Dive into Market Sentiment

On Wednesday, the Consumer Financial Protection Bureau (CFPB) announced significant measures to protect consumers from deceptive <a target="_blank" href="https://www.benzinga.com/topic/credit-cards" rel="noreferrer noopener">credit card</a> practices and help them save money on interest and fees.
These efforts include issuing a circular to law enforcement agencies, publishing new research on retail credit cards, and launching a comparison tool to aid consumers in navigating the <a target="_blank" href="https://www.consumerfinance.gov/about-us/newsroom/cfpb-takes-action-on-bait-and-switch-credit-card-rewards-tactics/" rel="noreferrer noopener">credit card market</a>.
Investors will closely watch credit card companies, including Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), Mastercard Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>), American Express Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), Affirm Holdings, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>), Corpay, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPAY#NYSE">CPAY</a>), Global Payments Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPN#NYSE">GPN</a>) and Shift4 Payments, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FOUR#NYSE">FOUR</a>).
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42553094/jabil-q1-earnings-tops-expectations-cloud-and-data-center-growth-outlook" rel="noreferrer noopener">Jabil Q1 Earnings: Revenue And EPS Beat, Cloud and Data Center Growth, Raises Annual Outlook</a>
According to the CFPB, some credit card issuers may be engaging in illegal practices such as devaluing rewards points or miles, making it difficult for consumers to redeem promised benefits.
The agency highlighted that companies could face penalties if they fail to deliver advertised rewards, mislead users with hidden terms, or revoke rewards through unclear policies.
The circular aims to deter companies from engaging in bait-and-switch tactics and to encourage fair competition within the credit card industry.
As part of its ongoing research, the CFPB discovered that retail credit cards often charge higher interest rates than general-purpose cards. According to the study, more than 90% of retail cards carry a maximum annual percentage rate (APR) above 30%, compared to just 38% for non-retail cards.
Retail cards, frequently promoted during peak shopping seasons, also account for a disproportionate share of late fees, highlighting potential consumer risks.
The CFPB unveiled its &#8220;Explore Credit Cards&#8221; tool to address these concerns, designed to provide unbiased information about over 500 credit cards. Unlike traditional comparison sites, this platform enables users to compare cards based on interest rates, fees, and rewards without pay-to-play promotions.
Earlier this year, the CFPB revealed that larger credit card issuers charge significantly higher interest rates than smaller banks and credit unions. By making average interest rate data publicly accessible, the CFPB aims to empower consumers to make informed decisions and find the best rates tailored to their needs.
The CFPB plans to continue monitoring the credit card market and welcomes voluntary data contributions from additional issuers to enhance its comparison tool further.
In October, the CFPB ordered Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Goldman Sachs Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) to pay <a target="_blank" href="https://www.benzinga.com/government/24/10/41501333/apple-goldman-sachs-fined-89-million-over-apple-card-missteps-government-watchdog-orders-victim-comp" rel="noreferrer noopener">$89 million in fines</a> for deceptive practices regarding the Apple Card.
In December, Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) Wealth Management agreed to pay a <a target="_blank" href="https://www.benzinga.com/24/12/42405341/morgan-stanley-agrees-to-pay-15m-penalty-to-settle-sec-charges-over-advisors-stealing-client-funds" rel="noreferrer noopener">$15 million fine</a> after the SEC found the firm failed to prevent financial advisors from using client funds to cover personal credit card bills. The SEC investigation uncovered gaps in supervisory practices between 2015 and 2022, allowing unauthorized Automated Clearing House (ACH) transfers to advisors&#8217; accounts.
Also Read:
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<li><a href="https://www.benzinga.com/markets/emerging-markets/24/12/42552200/sony-semiconductor-hits-20-billion-image-sensor-shipments-plans-expansion" target="_blank" rel="noreferrer noopener">Sony Semiconductor Hits 20 Billion Image Sensor Shipments, Plans Expansion</a></li>
</ul>
Photo via Shutterstock

Government

Regulations

AFRM

CPAY

FOUR

Consumer Finance Watchdog Cracks Down on Credit Card Sneaky Fees and False Promises

American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) has outperformed the market over the past 15 years by 2.29% on an annualized basis producing an average annual return of 14.18%. Currently, American Express has a market capitalization of $212.28 billion. 
Buying $1000 In AXP: If an investor had bought $1000 of AXP stock 15 years ago, it would be worth $7,275.23 today based on a price of $301.34 for AXP at the time of writing.
<h3>American Express's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734471907_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.

Trading Ideas

Here's How Much You Would Have Made Owning American Express Stock In The Last 15 Years

Editor&#8217;s Note: The story has been updated with additional bank executives in paragraph 5
The New York Police Department has issued a warning about escalating threats to healthcare executives, according to a report on Wednesday. This follows the murder of UnitedHealth Group Inc&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) insurance unit UnitedHealthcare CEO Brian Thompson. The NYPD&#8217;s bulletin highlights the circulation of online posts listing the names and salaries of several health insurance executives, raising security concerns.
What Happened: The NYPD&#8217;s bulletin, as <a href="https://abcnews.go.com/US/executive-hit-lists-wanted-posters-nypd-warns-threats/story?id=116662519">reported</a> by&nbsp;ABC News, reveals that &#8220;Wanted&#8221;&nbsp;signs featuring corporate executives have&nbsp;appeared across Manhattan. Social media users have been celebrating Thompson&#8217;s death, and the suspect, Luigi Mangione, is being viewed by some as a &#8220;martyr&#8221; who could inspire extremist actions.
The bulletin warns that Mangione&#8217;s actions could incite violence from extremist groups. Companies are urged to enhance security measures for their executives. Mangione was apprehended in Pennsylvania on&nbsp;Monday and faces charges in&nbsp;New York, including second-degree murder.
Additionally, some online users have&nbsp;reacted positively to the killing,&nbsp;encouraged further&nbsp;targeting of similar executives, and&nbsp;spread conspiracy theories about the incident. Viral posts have emphasized a &#8220;hitlist&#8221; of health insurance CEOs, suggesting they should be fearful.
Bloomberg <a href="https://www.bloomberg.com/news/articles/2024-12-11/cops-investigate-wanted-posters-of-executives-around-nyc">noted</a> that the posters in New York featured the images of insurance executives including the image of the Thompson, and several financial executives from American Express Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), Goldman Sachs Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>), Bank of America Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>), and JP Morgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>). Thompson&#8217;s posters were marked with a red X.
See Also:&nbsp;<a href="https://www.benzinga.com/news/24/12/42404540/whats-going-on-with-dogecoin-rival-shiba-inu-shib-2?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">What&#8217;s Going On With Dogecoin Rival Shiba Inu (SHIB)?</a>
Why It Matters: The murder of&nbsp;UnitedHealthcare&nbsp;CEO Thompson last week, outside the New York Hilton Midtown, has sent shockwaves through the healthcare industry. The targeted <a href="https://www.benzinga.com/general/health-care/24/12/42316904/unitedhealthcare-ceo-brian-thompson-fatally-shot-outside-nyc-hotel">attack occurred</a> during an investor day event, raising questions about the safety of corporate executives.&nbsp;
Details about the suspect, Mangione, reveal a complex background, including chronic pain and a fascination with the Unabomber. This has added layers to the investigation.&nbsp;Mangione was <a href="https://www.benzinga.com/news/legal/24/12/42418763/unitedhealthcare-ceo-murder-suspect-chronic-pain-unabomber-fascination-isolation-details-emerge">arrested</a> in Pennsylvania&nbsp;with a ghost gun and silencer, matching the suspect&#8217;s description.&nbsp;
The incident has also <a href="https://www.benzinga.com/24/12/42365853/unitedhealthcare-faces-tough-questions-following-insurance-business-ceos-tragic-death">intensified scrutiny</a> on&nbsp;UnitedHealthcare&nbsp;and the broader insurance industry. Bullet casings found at the crime scene bore inscriptions like &#8220;deny&#8221; and &#8220;delay,&#8221; terms often associated with insurance claim practices. 
Price Action: On Wednesday UnitedHealth Group shares ended the day 5.6% lower at $533.53 and fell another 0.1% in the after-hours trading, according to <a href="http://pro.benzinga.com/">data from Benzinga Pro</a>.
Photo via Shutterstock
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CNBC Halftime Report Final Trades: Amazon, Organon & Co., American Express

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 maintains $350 price target.

Keefe, Bruyette & Woods Maintains Outperform on American Express, Maintains $350 Price Target

American Express shares are trading higher after Compass Point raised its price target on the stock from $260 to $315.

Providing a diverse range of perspectives from bullish to bearish, 15 analysts have published ratings on American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) in the last three months.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding 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">2</td>
<td align="right">2</td>
<td align="right">10</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">0</td>
<td align="right">1</td>
<td align="right">1</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">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $280.8, a high estimate of $350.00, and a low estimate of $230.00. Witnessing a positive shift, the current average has risen by 6.13% from the previous average price target of $264.57.
<img src="https://www.benzinga.com/files/images/story/2024/1733850052_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The standing of American Express among financial experts is revealed through an in-depth exploration 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>David Rochester</td>
<td>Compass Point</td>
<td>Raises</td>
<td>Neutral</td>
<td>$315.00</td>
<td>$260.00</td>
</tr>
<tr>
<td>Richard Shane</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$301.00</td>
<td>$286.00</td>
</tr>
<tr>
<td>Sanjay Sakhrani</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$350.00</td>
<td>$325.00</td>
</tr>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$252.00</td>
<td>$248.00</td>
</tr>
<tr>
<td>Moshe Orenbuch</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Hold</td>
<td>$268.00</td>
<td>$260.00</td>
</tr>
<tr>
<td>Terry Ma</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$257.00</td>
<td>$250.00</td>
</tr>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$248.00</td>
<td>$226.00</td>
</tr>
<tr>
<td>Gus Gala</td>
<td>Monness, Crespi, Hardt</td>
<td>Raises</td>
<td>Buy</td>
<td>$300.00</td>
<td>$265.00</td>
</tr>
<tr>
<td>Terry Ma</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$250.00</td>
<td>$223.00</td>
</tr>
<tr>
<td>Vincent Caintic</td>
<td>BTIG</td>
<td>Announces</td>
<td>Sell</td>
<td>$230.00</td>
<td>-</td>
</tr>
<tr>
<td>John Pancari</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$290.00</td>
<td>$275.00</td>
</tr>
<tr>
<td>Ryan Nash</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$300.00</td>
<td>$270.00</td>
</tr>
<tr>
<td>Richard Shane</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$286.00</td>
<td>$268.00</td>
</tr>
<tr>
<td>Donald Fandetti</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$300.00</td>
<td>$285.00</td>
</tr>
<tr>
<td>Kenneth Bruce</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Neutral</td>
<td>$265.00</td>
<td>$263.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to American Express. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of American Express compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of American Express's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
For valuable insights into American Express's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/AXP/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on American Express analyst ratings.</a>
<h2>Unveiling the Story Behind American Express</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. Since 2018, it has operated in three segments: global consumer services, global commercial 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>A Deep Dive into American Express's Financials</h3>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Revenue Growth: Over the 3 months period, American Express showcased positive performance, achieving a revenue growth rate of 8.16% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: American Express's net margin excels beyond industry benchmarks, reaching 14.87%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): American Express's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 8.35% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): American Express's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.91% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: With a below-average debt-to-equity ratio of 1.85, American Express adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>How Are Analyst Ratings Determined?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Assessing American Express: Insights From 15 Financial Analysts

High-rolling investors have positioned themselves bearish on American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in AXP often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 8 options trades for American Express. This is not a typical pattern.
The sentiment among these major traders is split, with 12% bullish and 62% bearish. Among all the options we identified, there was one put, amounting to $35,770, and 7 calls, totaling $388,523.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $280.0 to $340.0 for American Express during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in American Express's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to American Express's substantial trades, within a strike price spectrum from $280.0 to $340.0 over the preceding 30 days.
<h3>American Express Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1733845549_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$17.25</td>
<td>$17.05</td>
<td>$17.05</td>
<td>$300.00</td>
<td>$102.3K</td>
<td>1.5K</td>
<td>120</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$11.05</td>
<td>$10.7</td>
<td>$10.7</td>
<td>$300.00</td>
<td>$87.7K</td>
<td>5.8K</td>
<td>431</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$9.6</td>
<td>$9.55</td>
<td>$9.55</td>
<td>$340.00</td>
<td>$62.0K</td>
<td>297</td>
<td>65</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$6.35</td>
<td>$6.1</td>
<td>$6.1</td>
<td>$310.00</td>
<td>$50.6K</td>
<td>2.2K</td>
<td>178</td>
</tr>
<tr>
<td>AXP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/13/24</td>
<td>$1.03</td>
<td>$0.64</td>
<td>$0.7</td>
<td>$295.00</td>
<td>$35.7K</td>
<td>2.1K</td>
<td>1.9K</td>
</tr>
</tbody>
</table>

<h3>About American Express</h3>
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. Since 2018, it has operated in three segments: global consumer services, global commercial 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.
In light of the recent options history for American Express, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>American Express's Current Market Status</h3>
<ul>
<li>Trading volume stands at 594,132, with AXP's price up by 1.75%, positioned at $301.91.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 45 days.</li>
</ul>
<h3>What The Experts Say On American Express</h3>
In the last month, 3 experts released ratings on this stock with an average target price of $322.0.
Unusual Options Activity Detected: Smart Money on the Move
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&#x2A; An analyst from JP Morgan has decided to maintain their Neutral rating on American Express, which currently sits at a price target of $301. 
&#x2A; An analyst from Compass Point persists with their Neutral rating on American Express, maintaining a target price of $315. 
&#x2A; An analyst from Keefe, Bruyette &amp; Woods has decided to maintain their Outperform rating on American Express, which currently sits at a price target of $350. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for American Express, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Smart Money Is Betting Big In AXP Options

Compass Point analyst David Rochester 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 $260 to $315.

Compass Point Maintains Neutral on American Express, Raises Price Target to $315

JP Morgan analyst Richard Shane 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 $286 to $301.

JP Morgan Maintains Neutral on American Express, Raises Price Target to $301

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 $325 to $350.

Keefe, Bruyette & Woods Maintains Outperform on American Express, Raises Price Target to $350

Financial giants have made a conspicuous bearish move on American Express. Our analysis of options history for American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) revealed 10 unusual trades.
Delving into the details, we found 30% of traders were bullish, while 50% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $241,929, and 5 were calls, valued at $403,684.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $250.0 to $340.0 for American Express over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for American Express's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of American Express's whale trades within a strike price range from $250.0 to $340.0 in the last 30 days. 
<h3>American Express Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1733334387_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$16.15</td>
<td>$16.0</td>
<td>$16.0</td>
<td>$300.00</td>
<td>$172.4K</td>
<td align="right">69</td>
<td align="right">204</td>
</tr>
<tr>
<td>AXP</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/13/24</td>
<td>$3.2</td>
<td>$3.0</td>
<td>$3.1</td>
<td>$300.00</td>
<td>$105.7K</td>
<td align="right">165</td>
<td align="right">583</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>03/21/25</td>
<td>$40.3</td>
<td>$39.7</td>
<td>$40.0</td>
<td>$270.00</td>
<td>$95.9K</td>
<td align="right">430</td>
<td align="right">24</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$16.15</td>
<td>$15.9</td>
<td>$15.9</td>
<td>$300.00</td>
<td>$71.5K</td>
<td align="right">69</td>
<td align="right">74</td>
</tr>
<tr>
<td>AXP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/13/24</td>
<td>$3.7</td>
<td>$3.4</td>
<td>$3.4</td>
<td>$300.00</td>
<td>$42.5K</td>
<td align="right">165</td>
<td align="right">819</td>
</tr>
</tbody>
</table>

<h3>About American Express</h3>
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. Since 2018, it has operated in three segments: global consumer services, global commercial 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>Where Is American Express Standing Right Now?</h3>
<ul>
<li>With a volume of 481,528, the price of AXP is down -0.37% at $301.0. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 51 days.</li>
</ul>
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American Express Unusual Options Activity For December 04

Deep-pocketed investors have adopted a bearish approach towards American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in AXP usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 14 extraordinary options activities for American Express. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 28% leaning bullish and 42% bearish. Among these notable options, 3 are puts, totaling $313,083, and 11 are calls, amounting to $515,858.
<h3>What's The Price Target?</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $220.0 and $370.0 for American Express, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for American Express's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of American Express's whale trades within a strike price range from $220.0 to $370.0 in the last 30 days. 
<h3>American Express Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732904173_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AXP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$65.45</td>
<td>$63.7</td>
<td>$63.7</td>
<td>$370.00</td>
<td>$248.4K</td>
<td>0</td>
<td align="right">40</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$34.1</td>
<td>$33.9</td>
<td>$33.9</td>
<td>$320.00</td>
<td>$81.3K</td>
<td>34.7K</td>
<td align="right">30</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>11/29/24</td>
<td>$86.85</td>
<td>$83.9</td>
<td>$85.38</td>
<td>$220.00</td>
<td>$68.3K</td>
<td>15</td>
<td align="right">15</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/29/24</td>
<td>$16.5</td>
<td>$16.05</td>
<td>$16.5</td>
<td>$290.00</td>
<td>$59.4K</td>
<td>186</td>
<td align="right">47</td>
</tr>
<tr>
<td>AXP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$15.0</td>
<td>$14.4</td>
<td>$14.56</td>
<td>$300.00</td>
<td>$58.2K</td>
<td>5.0K</td>
<td align="right">60</td>
</tr>
</tbody>
</table>

<h3>About American Express</h3>
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. Since 2018, it has operated in three segments: global consumer services, global commercial 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.
In light of the recent options history for American Express, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of American Express</h3>
<ul>
<li>Currently trading with a volume of 1,197,271, the AXP's price is up by 0.14%, now at $304.68. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 56 days.</li>
</ul>
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Market Whales and Their Recent Bets on AXP Options

In the current market session, American Express Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) stock price is at $303.27, after a 0.64% decrease. However, over the past month, the company's stock went up by 12.03%, and in the past year, by 80.94%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2024/1732635909_0.png" alt="Past Year Chart" />

<h3>Evaluating American Express P/E in Comparison to Its Peers</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
American Express has a lower P/E than the aggregate P/E of 36.34 of the Consumer Finance industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2024/1732635909_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

P/E Ratio Insights for American Express

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 6.56% on an annualized basis producing an average annual return of 20.19%. Currently, American Express has a market capitalization of $214.67 billion. 
Buying $1000 In AXP: If an investor had bought $1000 of AXP stock 5 years ago, it would be worth $2,508.33 today based on a price of $304.74 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/2024/1732543281_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.

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토요일에 버크셔 해서웨이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)가 보험 인수 부문의 약세로 <a href="https://www.businesswire.com/news/home/20241102654212/en/Berkshire-Hathaway-Inc.-News-Release" target="_blank" rel="noreferrer noopener">3분기</a> 영업 이익이 감소했다고 발표했다.
오마하에 본사를 둔 이 회사의 분기별 <a href="https://www.berkshirehathaway.com/qtrly/3rdqtr24.pdf" target="_blank" rel="noreferrer noopener">영업 이익</a>은 100억 9천만 달러로 전년 동기 107억 6천 1백만 달러에서 6% 이상 하락했다.
2024년 9월 말 기준으로 전체 공정 가치의 약 70%가 다섯 개의 회사들에 집중되어 있었다:
<ul>
<li>아메리칸 익스프레스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>)  – 411억 달러</li>
<li>애플 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) – 699억 달러</li>
<li>뱅크 오브 아메리카 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) – 317억 달러</li>
<li>코카콜라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) – 287억 달러</li>
<li>쉐브론 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) – 175억 달러</li>
</ul>
<a href="https://www.benzinga.com/topic/warren-buffett" target="_blank" rel="noopener" data-google-interstitial="false">워런 버핏</a>이 애플 지분의 상당 부분을 매각한 것으로 보이며, 이는 4분기 연속으로 버크셔 해서웨이의 가장 큰 주식 투자를 줄이고 있는 것이다.
지속적인 매각에도 불구하고 버크셔는 해당 기간 동안 자사주를 매입하지 않았다.
버크셔 해서웨이의 현금 보유액은 2024년 9월 말 기준으로 3,252억 달러로 사상 최고치를 경신했으며, 이는 2분기 2,769억 달러에서 증가한 수치이다. <a href="https://www.cnbc.com/2024/11/02/berkshire-hathaways-cash-fortress-tops-300-billion-as-buffett-sells-more-stock-freezes-buybacks.html" target="_blank" rel="noreferrer noopener">CNBC</a>의 보도에 따르면, 이는 워렌 버핏이 주식을 계속 매각한 결과이다. 버핏이 매각한 주식의 양은 대략 4분의 1에 해당하며, 보유 주식은 약 3억 주가 남아 있다. 전체적으로 CNBC는 그의 지분이 지난해 3분기 말 대비 67.2% 감소했다고 <a href="https://www.cnbc.com/2024/11/02/berkshire-hathaway-brk-earnings-q3-2024.html" target="_blank" rel="noreferrer noopener">보도</a>했다.
그는 2023년 4분기부터 이 아이폰 제조사에 대한 지분을 줄이기 시작했으며, 2분기에는 예상치 못하게 투자금의 거의 절반을 매각했다고 덧붙였다.
버크셔와 그 자회사들은 또한 특정 사업에 대해 지분법을 사용하여 투자하며, 크래프트 하인즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>)와 옥시덴탈 페트롤리엄(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>)의 보통주에 상당한 지분을 보유하고 있다.
2024년 9월 30일 기준으로, 이 회사는 크래프트 하인즈의 발행 주식 26.9%와 옥시덴탈의 발행 주식 28.2%를 소유하고 있다.
3분기 상세 내역
이 회사는 3분기 클래스 A 주당 평균 순이익 18,272달러로 전년 동기 주당 손실 8,824달러와 비교되었다.
이 회사는 클래스 B 주당 평균 순이익이 12.18달러로 전년 동기 주당 손실 5.88달러와 비교되었다.
3분기 보험 인수 부문에서 발생한 이익은 7억 5천만 달러로 작년 동기 24억 2천만 달러에서 69% 감소했다.
보험 투자 수익은 36억 6천 4백만 달러로 작년 동기 24억 7천만 달러보다 증가했다.
94세인 버핏은 세계에서 가장 잘 알려진 기본적 투자자 중 한 명이다. &#8216;오마하의 예언자&#8217;로 알려진 그는 <a href="https://www.forbes.com/profile/warren-buffett/?sh=2ee1b9a34639" target="_blank" rel="noreferrer noopener">포브스</a>에 따르면 현재 순자산이 1,422억 달러라고 한다.

다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/general/education/24/10/41418702/warren-buffetts-words-of-wisdom-benzinga-readers-pick-their-favorite-oracle-of-omaha-quote" target="_blank" rel="noreferrer noopener">워런 버핏의 지혜의 말: 벤징가 독자들이 좋아하는 오마하의 예언자 인용문을 선택</a></li>
</ul>
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

미국 시장은 목요일에 혼조세를 보였다. 다우존스 산업 평균은 0.4% 상승하여 43,239.05로 마감했고, S&amp;P 500은 5,841.47로 보합세를 유지했으며, 나스닥은 0.04% 상승하여 18,373.61로 마감했다.
소매 거래자들과 투자자들에게 주목을 받은 주요 주식들은 다음과 같다:
넷플릭스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)
넷플릭스 주식은 2.04% 하락하여 687.65달러로 마감했다. 이 스트리밍 거인은 <a href="https://kr.benzinga.com/news/usa/stocks/%EB%84%B7%ED%94%8C%EB%A6%AD%EC%8A%A4%EC%9D%98-%EC%A3%BC%EC%8B%9D%EC%9D%80-%EA%B0%95%EB%A0%A5%ED%95%9C-3%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81%EA%B3%BC-4%EB%B6%84%EA%B8%B0-%EC%A0%84%EB%A7%9D%EC%9C%BC/" target="_blank" rel="noopener">3분기 매출</a>이 98억 2,500만 달러로 전년 대비 15% 증가했으며, 시장 예상치를 초과했다고 발표했다. 스트리밍 서비스는 507만 명의 유료 구독자를 추가하여 총 2억 8,272만 명에 이르렀다. 주당 순이익도 예상치를 초과했으며, 광고 지원 플랜이 신규 가입자의 50% 이상을 차지했다. 이 회사는 4분기에도 매출 성장과 강력한 콘텐츠 출시를 예상하고 있다.
대만 반도체 제조 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)
TSMC의 주식은 9.79% 급등하여 205.84달러로 마감했다. 이 회사는 <a href="https://www.benzinga.com/news/earnings/24/10/41373163/nvidia-supplier-tsmc-reports-q3-revenue-earnings-beat-amid-rising-demand-for-ai-chips">3분기 연결 매출</a>이 759.69억 대만달러(235억 달러)로 전년 대비 39% 증가하여 시장 예상치를 초과했다고 보고했다. 인공지능(AI) 애플리케이션에 사용되는 고급 프로세서 노드 기술에 대한 <a href="https://www.benzinga.com/news/earnings/24/10/41373163/nvidia-supplier-tsmc-reports-q3-revenue-earnings-beat-amid-rising-demand-for-ai-chips">강력한 수요</a>가 이러한 인상적인 결과에 기여했다.
참고: <a href="https://www.benzinga.com/news/24/10/41354045/as-boeing-workers-enter-second-month-of-strike-rival-airbus-reportedly-plans-to-cut-2-500-jobs?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">보잉 노동자들이 파업 2개월에 접어들자, 경쟁사인 에어버스가 2,500명 감원 계획을 세웠다는 보도</a>
아메리칸 익스프레스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>)
아메리칸 익스프레스의 주식은 1.46% 상승하여 285.78달러로 마감했다. 이 회사는 10월 18일에 3분기 실적을 발표할 예정이며, 월스트리트는 주당 순이익이 3.80달러, 매출이 166억 7천만 달러에 이를 것으로 예상하고 있습니다. <a href="https://www.benzinga.com/news/earnings/24/10/41382894/american-express-shows-bullish-signals-ahead-of-q3-earnings-but-analysts-hold-back">주식은 지난 1년 동안 84.29% 상승</a>했으며, 올해 들어서는 51.1% 상승했다.
모더나 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>)
모더나의 주식은 4.59% 하락하여 54.82달러로 마감했다. 이 회사는 노스웨스턴 대학으로부터 특허 침해 소송을 당하고 있으며, 대학의 지질 나노입자(LNP) 기술을 무단으로 사용하여 COVID-19 백신을 개발했다고 주장하고 있다. 소송은 모더나의 COVID-19 백신 스파이크백스(Spikevax)의 개발이 노스웨스턴에서 이루어진 <a href="https://www.benzinga.com/general/biotech/24/10/41381861/moderna-hit-with-another-lawsuit-related-to-key-covid-19-vaccine-technology">핵심 기술 발전에 의존했다</a>고 주장하고 있다.
테슬라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
테슬라의 주식은 0.20% 하락하여 220.89달러로 마감했다. 이 회사는 최근 몇 주 동안 여러 임원들을 승진시켰다. 이에는 웨스 모릴(Wes Morrill), 밀란 코바크(Milan Kovac) 및 아쇽 엘루스와미(Ashok Elluswamy)가 포함되며, 오메드 아프샤르(Omead Afshar)는 <a href="https://www.benzinga.com/news/24/10/41378568/tesla-promotes-key-executives-and-gives-them-more-responsibilities-in-leadership-shuffle">판매 및 제조 책임 부사장</a>으로 승진하여 북미 및 유럽의 고위 임원들이 그에게 보고하도록 했다.
이미지 출처: Shutterstock
<a href="https://www.benzinga.com/markets/equities/24/10/41395226/netflix-tsmc-american-express-moderna-and-tesla-why-these-5-stocks-are-on-investors-radars-today" target="_blank" rel="noopener" data-google-interstitial="false">상위 프리마켓 동향 및 뉴스</a>와 함께 오늘의 거래를 준비하세요.
다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/10/41391989/exclusive-robinhoods-bitstamp-deal-will-drive-growth-exec-says-what-was-good-for-stocks-we">독점: 로빈후드의 비트스탬프 거래는 성장을 이끌 것이라고 임원은 말했다. &#8216;주식에 좋았던 것을 … 암호화폐에 가져왔다.&#8217;</a></li>
</ul>
이 콘텐츠는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>를 사용하여 생성되었고 <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>이 편집하였습니다.
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

워런 버핏이 이끄는 버크셔 해서웨이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)는 토요일 투자 이익 감소가 영업 이익 증가를 상쇄하는 것보다 많아 전년 동기 대비 감소한 2분기 순이익을 발표했다. 이 회사의 거대 기술 기업인 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)의 <a href="https://www.benzinga.com/markets/equities/24/05/38630421/warren-buffett-confidence-in-apple-wanes-berkshire-cuts-stake-by-18-amid-tech-giants-troubles" target="_blank" rel="noopener" data-google-interstitial="false">지분 매각</a>은 계속되었다.
버크셔의 2분기 핵심 지표: 2분기 순이익은 359억 1천만 달러에서 303억 5천만 달러로 전년 동기 대비 15.50% 감소했다. 자사의 포트폴리오 기업들이 창출한 소득을 나타내는 영업 이익은 15.48% 증가한 116억 달러를 기록했다. 반면, 자사의 투자 포트폴리오 이익은 27.52% 감소한 187억 5천만 달러를 기록했다.
이번 투자이익 감소는 불안한 시장 여건 속에서 발생했다. S&amp;P 500을 광범위한 시장 성과에 대한 지표로 삼았을 때, 주식 시장은 2분기에 3.92% 상승했다. 해당 분기 지수는 각각 5,523.64와 4,953.56의 최고치와 최저치 사이를 오갔다.
미국 10년 만기 국채 수익률은 4.188~4.638% 사이를 오가며 4%대를 유지했다.
클래스 A 주당 순이익은 2023년 2분기 24,775달러에서 2024년 2분기 21,122달러로 감소했다.
영업 이익 – 부문별 분석: 보험 및 보험 투자 이익은 각각 81.5%, 40.1% 증가한 22억 6천만 달러와 33억 2천만 달러를 기록했다.
화물 및 철도 운영업체인 BNSF의 영업 이익은 12억 3천만 달러로 소폭 감소했다. 버크셔 해서웨이 에너지 컴퍼니(Berkshire Hathaway Energy Company)의 이익과 기타 사업 부문의 영업 이익 기여도는 각각 16.6%, 3.51% 감소한 6억 5,500만 달러와 33억 8,000만 달러를 기록했다.
투자 보유: 주요 포트폴리오 보유에 관한 공개에 따르면 버크셔는 12월 분기 말에 핵심 보유를 전체 지분의 79%에서 72%로 줄였다. 이 회사 지분 투자의 적정 가치는 1분기 말 3,359억 달러에 비해 2,849억 달러였습니다.
5개 핵심 보유 지분의 총 적정 가치와 1분기 대비 지분 변화는 다음과 같다:
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td></td>
<td>2분기말</td>
<td>1분기말</td>
<td>변동 (%)</td>
</tr>
<tr>
<td>애플</td>
<td>842억달러</td>
<td>1,354억달러</td>
<td>-37.8%</td>
</tr>
<tr>
<td>뱅크 오브 아메리카 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>)</td>
<td>411억달러</td>
<td>392억달러</td>
<td>4.9%</td>
</tr>
<tr>
<td>아메리칸 익스프레스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>)</td>
<td>351억달러</td>
<td>345억달러</td>
<td>1.7%</td>
</tr>
<tr>
<td>코카콜라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>)</td>
<td>255억달러</td>
<td>245억달러</td>
<td>4.1%</td>
</tr>
<tr>
<td>쉐브론 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>)</td>
<td>186억달러</td>
<td>194억달러</td>
<td>-4.1%</td>
</tr>
</tbody>
</table>
</figure>
버크셔는 1분기부터 애플 지분을 축소하기 시작했고 버핏은 연례 주주총회에서 애플이 계속해서 최대 지분을 차지할 것이라고 말했다. 그는 이러한 지분 축소는 <a href="https://www.benzinga.com/markets/equities/24/05/38630421/warren-buffett-confidence-in-apple-wanes-berkshire-cuts-stake-by-18-amid-tech-giants-troubles" target="_blank" rel="noopener" data-google-interstitial="false">불확실한 경제 상황에서 현금을 조달하고 연방세를 충당하기 위한 것</a>이라고 말했다.
확정금리부증권, 또는 채권에 대한 투자의 적정 가치는 3월 분기 말 172억 달러에서 166억 달러로 소폭 하락했다.
현금 증가: 버크셔의 현금 및 현금 등가물은 1분기 말 약 1,890억 달러에서 2분기 말 2,769억 4천만 달러로 급증했다.
NYSE에 상장된 버크셔 클래스 A 주식은 S&amp;P 500 지수를 추적하는 상장지수펀드인 SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)의 12.83% 상승에 비해 올해 초부터 현재까지 18.21% 상승했다.<a href="https://benzinga.grsm.io/register174">벤징가 프로 데이터</a>에 따르면 금요일은 0.86% 하락한 641,435달러에 종료되었다.
다음 글: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/07/40030472/warren-buffetts-berkshire-trims-position-in-its-second-biggest-stock-holding-by-3-2b-this-month-">워렌 버핏의 버크셔, 이달 두 번째로 큰 주식 보유 자산에 대한 지분을 32억 달러로 줄여, 투자자에게 미치는 영향은?</a></li>
</ul>
사진: 셔터스톡
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

S&amp;P 500과 같은 광범위한 주식 시장 지수는 <a href="https://www.benzinga.com/markets/equities/24/06/39566020/s-p-500-ends-first-half-shy-of-all-time-highs-here-are-the-leaders-and-laggards-and-5-stocks-tha" target="_blank" rel="noopener" data-google-interstitial="false">2024년 상반기</a>에 사상 최고치를 기록했다.
다우존스 산업평균지수도 사상 최고치를 경신했지만, 올해 상반기에는 수익률이 더 낮았다. 다우존스 산업평균지수에서 가장 큰 상승세를 보인 종목과 부진 종목을 살펴보겠다.
어떤 일이 (What Happened): <a href="https://www.benzinga.com/topic/dow-jones-industrial-average">다우존스 산업평균지수</a>는 1896년 찰스 다우에 의해 창안되었으며 전체 주식 시장 건전성에 대한 가장 오래되고 가장 많이 추종되는 주가 지수 중 하나dl다. 다우존스 산업평균지수는 2024년 5월에 40,000이 넘는 <a href="https://www.benzinga.com/markets/equities/24/05/38902451/wall-street-jumps-back-to-record-highs-dow-hits-40-000-as-inflation-fears-recede-meme-stock-fren">역대 최고치</a>를 기록했다.
다우존스 산업평균지수는 가격 가중 기준으로 30개 주식으로 구성된다. 이 지수를 추적하는 다우존스 산업평균지수 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)는 가장 많이 투자되고 팔로우되는 ETF 중 하나이다.
2024년 상반기 다우존스 구성종목 중 18개 종목이 상승했고, 상반기에는 12개 종목이 하락했다.
2024년 상반기 상위 5개 상승주는 다음과 같다:
<ol>
<li>월마트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>): 28.9% 상승</li>
<li>아마존닷컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): 27.2% 상승</li>
<li>아메리칸 익스프레스 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>): 23.6% 상승</li>
<li>마이크로소프트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): 18.9% 상승</li>
<li>JP모건 체이스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>): 18.9% 상승</li>
</ol>
2024년 상반기 상위 5개 하락주는 다음과 같다:
<ol>
<li>인텔 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>): 38.4% 하락</li>
<li>나이키 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>): 30.6% 하락</li>
<li>보잉 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>): 30.2% 하락</li>
<li>맥도날드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>): 14.1% 하락</li>
<li>존슨앤드존슨 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>): 6.8% 하락</li>
</ol>
또한 읽기: <a href="https://kr.benzinga.com/news/%ec%9b%94%ea%b7%b8%eb%a6%b0%ec%8a%a4-%ec%9e%ac%ec%a0%95-%ec%96%b4%eb%a0%a4%ec%9b%80%ec%97%90-%eb%82%98%ec%8a%a4%eb%8b%a5-100-%ec%a0%9c%ec%99%b8-%ec%9c%84%ea%b8%b0-%ec%a7%81%eb%a9%b4-%ec%8a%88/" target="_blank" rel="noopener">월그린스, 재정 어려움에 나스닥 100 제외 위기 직면: 슈퍼 마이크로가 대체 후보로 지목</a>
중요한 이유 (Why It&#8217;s Important): 다우존스 산업평균지수 중 10개 종목은 올해 상반기에 두 자릿수 상승률을 보였다.
골드만삭스 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>), 머크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), 월트 디즈니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), 프록터 앤드 갬블(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) 및 캐터필러(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>)도 각각 두 자릿수 상승세로 연도를 시작했다.
마이크로소프트는 <a href="https://www.benzinga.com/news/24/01/36455419/5-biggest-winners-5-biggest-losers-from-dow-jones-industrial-average-in-2023" target="_blank" rel="noopener" data-google-interstitial="false">세 번째로 실적이 좋은</a> 다우존스 주식으로 2023년을 마감했으며, 올해도 그만큼의 성과를 내고 있다.
인텔은 2023년에는 최고 실적 기업 중 하나로 선정되었지만 2024년에는 하락했다. <a href="https://www.benzinga.com/top-stories/24/05/39011237/exclusive-nvidia-dow-jones-inclusion-a-matter-of-when-will-it-replace-intel" target="_blank" rel="noopener" data-google-interstitial="false">여러 전문가들</a>은 이 주식을 반도체 선두 기업인 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)에 자리를 내어줄 잠재적인 주식으로 언급했다.
다우존스 산업평균지수는 2023년에 총 14% 이상 상승했다. 이 지수는 2024년 현재까지 연초 대비 3.8% 상승했다.
2023년과 2024년 상반기 모두 상승세가 긍정적이지만, 이 지수는 S&amp;P 500과 같은 다른 주요 주식 시장 지수에 비해 뒤처져 있다. S&amp;P 500은 2023년에 24.2% 상승했고 2024년 초까지 14.5% 상승했다.
다우존스 산업평균지수의 성과도 2023년과 2024년 상반기 매그니피센트 7 주식의 성과에 가려졌다.
매그니피센트 7은 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), 아마존닷컴, 애플, 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), 마이크로소프트, 엔비디아 및 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)로 구성된다.
이들 주식을 추적하는 Roundhill Magnificent Seven ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#NASDAQ">MAGS</a>)는 2024년 상반기에 32% 이상 상승하여 다우존스 산업평균지수와 S&amp;P 500 지수를 모두 능가했다.
다우존스 산업평균지수와 기타 주식 시장 지수는 2<a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/23/12/36416440/why-buy-stocks-in-a-presidential-election-year-history-has-a-crazy-stat-for-you" target="_blank" rel="noreferrer noopener">2024년 대통령 선거</a>를 면밀히 모니터링할 수 있으며, 이로 인해 새해에도 지난 몇 년간처럼 상승세를 보일 수 있다. 다우존스 산업평균지수는 가장 최근 3개 대선 연도인 2020년 7.3%, 2016년 13.4%, 2012년 7.3% 상승했다. 지난 16번의 대선 연도의 이 지수 평균 수익률은 +5.4%다.
사진: 셔터스톡

MAGS

2024년 상반기 다우존스 산업평균지수의 가장 큰 상승주 5종목, 하락주 5종목

토요일 미국 증권거래위원회(SEC)에 제출한 <a href="https://www.benzinga.com/markets/equities/24/05/38629833/berkshire-hathaways-q1-operating-earnings-surged-39-heres-why">1분기 10-Q 보고서</a>에 따르면 워런 버핏의 버크셔 해서웨이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)는 핵심 보유 자산인 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)에서 포지션을 줄였다.
주식 투자 축소: 버크셔의 주식 투자는 2023년 1분기에 3,538.4억 달러에서 2024년 1분기에 3,358.6억 달러로 감소했다. 섹터별로는 이 기업은 상업, 산업과 기타 주식에 대한 지분을 늘리고, 은행, 보험 및 금융 그리고 소비재에 대한 노출을 감소시켰다.
버핏이 지분을 가진 주요 5개의 주식 중 애플, 뱅크 오브 아메리카(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>), 아메리칸 익스프레스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), 코카콜라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) 및 쉐브론(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>)의 지분은 지난해 동기의 79%에서 감소한 75%로 알려졌다.
지난해 동기 대비 비교
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td></td>
<td>지분 (1분기 &#8217;24)</td>
<td>지분 (1분기 &#8217;23)</td>
<td>변동</td>
</tr>
<tr>
<td>애플</td>
<td>1,354억달러</td>
<td>1,743억달러</td>
<td>(-22.32%)</td>
</tr>
<tr>
<td>뱅크 오브 아메리카</td>
<td>392억달러</td>
<td>348억달러</td>
<td>+12.64%</td>
</tr>
<tr>
<td>아메리칸 익스프레스</td>
<td>345억달러</td>
<td>284억달러</td>
<td>+21.48%</td>
</tr>
<tr>
<td>코카콜라</td>
<td>245억달러</td>
<td>236억달러</td>
<td>+3.81%</td>
</tr>
<tr>
<td>체브론</td>
<td>194억달러</td>
<td>188억달러</td>
<td>+3.19%</td>
</tr>
</tbody>
</table>
</figure>
참고 자료: <a href="https://www.benzinga.com/money/how-to-invest-in-startups">스타트업에 투자하는 방법</a>
애플 지분 계산: 올해 애플 주가는 연초 대비 4.63%, 1분기에는 10.82% 하락하며 저조한 실적을 기록했다. 이러한 하락세는 주요 중국 시장과 다른 지역에서 아이폰의 보급이 둔화되면서 이 회사의 펀더멘털이 악화될 것이라는 우려 속에 나온 것이다.
애플은 3월 분기에 소폭의 기대치를 충족했지만 전년도에 비해 매출과 이익이 감소했다고 보고했다. 이 회사는 우려만큼 나쁘지 않은 6월 분기 전망을 발표했다. 하지만 이 회사가 제품 개선에 적극적으로 나서지 않았기 때문에 투자자들은 여전히 ​​회의적이다. 분석가들은 올해 말 AI 지원 아이폰 16 출시와 이 회사의 늦은 AI 분야 진출로 반등에 대한 희망을 걸었다.
버핏이 1분기에 애플에 135.4달러에 대한 지분을 가지고 있음으로부터, 기업은 1분기 말에 7억 4,465만주의 주식을 보유하고 있다는 것을 시사했다. 이 데이터는 애플의 1분기 평균 주가 181.83달러에 기초해 계산됐다. 이는 4분기 말에 갖고 있던 9억 487만주의 주식보다 17.71% 감소한 수치이다.
버크셔가 보유하고 있는 정확한 애플 주식 수는 이 회사가 SEC에 1분기 13F 보고서를 제출할 때 알려질 것이다.
이는 이 회사가 2분기 연속 애플 지분을 삭감한 것을 의미한다. 4분기에 이 회사는 애플 지분을 <a href="https://www.benzinga.com/markets/equities/24/02/37151071/warren-buffetts-apple-appetite-waning-berkshire-trims-top-holding-ditches-big-homebuilder-bulks-">1,000만 주</a>만큼 줄였다.
버핏의 설명: 버핏은 연례 주주총회에서 애플의 비즈니스 경제학에 대한 그의 견해에 변화가 있었는지, 또는 그의 투자가치에 대한 이 회사의 매력에 변화가 있었는지를 물을 때, 버핏은 그렇지 않다고 답변했다.
"찰리 [멍거]와 나는 보통주나 유가증권을 사업으로 보았다. 그래서 우리가 데어리 퀸(Dairy Queen)을 소유하거나 무엇을 소유하더라도 그것을 사업으로 본다"고 그가 말했다.
&#8220;시장에서 특정 기업을 매수할 수 있다면 훌륭하겠지만, 사실 실제로는 그렇게 되지 않는다.&#8221;
버핏은 시장을 예측하는 것이나 주식을 선택하는 것은 하지 않는다고 밝혔다. 그는 이에 대해 벤저민 그레이엄(Benjamin Graham)의 &#8220;현명한 투자자(Intelligent Investor)&#8221;라는 책을 언급했는데, 그 책에는 &#8220;만약 당신이 주식을 기업으로 본다면, 시장은 당신에게 뭔가 알려주려고 있는 것이 아니라, 당신에게 봉사해주려고 존재한다&#8221;라는 말을 한다.
이는 차트를 작성하고 사람들이 이동 평균에 관해 이야기하는 것을 듣는 것보다 낫다고 그가 말했다.
버핏은 회사의 자본에 따라 접근 방식이 발전했지만 근본적인 원칙은 동일하다고 언급했다.
따라서 이 투자 전문가는 이것이 버크셔가 여전히 애플을 소유하고 있는 이유라고 밝혔다.
"특별한 일이 발생하지 않는 한 우리는 그렉 [아벨](Greg [Abel])이 이 자리를 맡을 때 애플, 아메리칸 익스프레스 및 코카콜라를 보유할 것&#8221;이라고 그가 말했다.
&#8220;자본 배분 전략을 실제로 바꾸는 극적인 일이 발생하지 않는 한 우리는 결국 애플을 최대 투자 대상으로 삼을 것이다.&#8221;
현재 상황에서 버핏은 주식 시장에서 이용할 수 있는 대안을 고려하여 현금 포지션을 구축하는 것을 꺼리지 않을 것이라고 말했다.
금요일 애플 종가는 183.38달러로 전일 대비 5.98% 상승했다. 이에 따라 애플의 주가는 183.38달러에 도달했다. <a href="https://benzinga.grsm.io/lxquj26b2sag">Benzinga</a> Pro 데이터에 따르면 버핏의 버크셔의 클래스 A 주식은 603,000달러로 0.56% 하락했다.
다음 읽기: <a href="https://www.benzinga.com/markets/equities/24/05/38615551/warren-buffetts-berkshire-to-rake-in-226m-passively-in-a-jiffy-thanks-to-its-core-holding-apple" target="_blank" rel="noopener">워렌 버핏의 버크셔는 핵심 보유 애플 덕분에 순식간에 2억 2600만 달러를 벌게 된다</a>
사진: 셔터스톡

Tech

이것이 버크셔가 1분기에 애플 보유 지분을 18% 축소한 이유? 버핏의 해명

버크셔 해서웨이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)는 토요일 보험 사업, 인수 및 투자 <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">수입</a> 모두에서의 강세에 힘입어 <a href="https://www.businesswire.com/news/home/20240504932623/en/Berkshire-Hathaway-Inc.-First-Quarter-2024-Earnings-Release" target="_blank" rel="noreferrer noopener">1분기</a> 영업 이익이 견고한 증가를 기록했다.
오마하에 본사를 둔 이 회사의 분기별 영업이익은 112억 2천만 달러로 전년 동기 80억 6천 5백만 달러보다 39% 이상 증가했다.
분기 말에 이 회사는 총 공정 가치의 약 75%가 <a href="https://www.berkshirehathaway.com/qtrly/1stqtr24.pdf" target="_blank" rel="noreferrer noopener">5개 회사</a>에 집중되었다고 밝혔다.
<ul>
<li>아메리칸 익스프레스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) &#8211; 345억 달러</li>
<li>애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) &#8211; 1,354억 달러</li>
<li>뱅크 오브 아메리카(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) &#8211; 392억 달러</li>
<li>코카콜라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>): &#8211; 245억 달러</li>
<li>쉐브론(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) &#8211; 194억 달러</li>
</ul>
3월 말 기준 이 회사의 현금 및 등가물은 288억 9,100만 달러이다.
1분기 순이익 상세 설명: 2024년 1분기에는 총 투자 손실이 약 97억 달러에 달했고, 2023년 같은 기간에는 이익이 약 234억 달러에 달했다.
이러한 손익은 주로 주식 증권 투자의 미실현 이익 변동으로 인해 발생했다.
또한, 투자 판매로 인한 세후 실현 이익은 검토 대상 분기에 112억 달러로 전년 동기의 17억 달러와 비교된다.
버크셔 주주에게 귀속되는 순이익은 지난해 <a href="https://www.benzinga.com/calendars/guidance" target="_blank" rel="noopener">355.04</a>억 달러 대비 127.02억 달러로 감소했다.
부문별 분석: 검토 중인 분기에 보험 인수는 전년 동기 대비 9억 1,100만 달러에 비해 25억 9천만 달러의 수익을 창출했다.
보험 투자 수입에서의 이익은 지난해 같은 기간보다 25.98억 달러로, 전년도 19.69억 달러에 비해 증가했다.
버크셔 해서웨이 에너지(Berkshire Hathaway Energy Company)의 1분기 이익은 7억 1,700만 달러로, 지난해 4억 1,600만 달러 대비 증가했다.
다른 계열 기업들의 1분기 수익은 총 30억 8,800만 달러로 2023년 1분기의 30억 6,500만 달러보다 높았다.
2024년 1분기 동안 클래스 A 및 클래스 B 보통주 매입에 약 26억 달러가 사용되었다.
3월 31일 기준 클래스 A 주식이 1,437,251주였다.  발행되었습니다. 보험 여유액(보험 계약에 따라 우리가 가정하는 순 부채)은 약 1,680억 달러였다.
93세의 워렌 버핏은 세계에서 가장 유명한 기본(fundamental) 투자자 중 한 명이다. &#8220;오마하의 오라클(현인)&#8221;로 알려진 그의 실시간 순자산은 1,317억 달러이다.
주가 움직임: 지난 금요일 BRK/B 주식은 0.07% 상승하여 400.87달러에 마감했으며, 시간외 거래에서 0.26% 상승했다.
다음 글: <a href="https://www.benzinga.com/top-stories/24/05/38596577/warren-buffetts-annual-secret-ber[%E2%80%A6]hathaway-movie-to-be-shown-publicly-for-first-time-could-thi">워렌 버핏의 버크셔 해서웨이 연례 비밀 영화, 첫 공개되는 이유는?</a>
사진: 셔터스톡

버크셔 해서웨이의 1분기 영업 이익 39% 증가

금요일 아침 미국 주식 선물이 하락세를 보이면서 오늘 투자자의 관심을 끌 수 있는 주식은 다음과 같다:
Benzinga Pro의 데이터에 따르면 월스트리트는 프록터 앤드 갬블(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/pg" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for PG">PG</a>)이 금요일 시장 개장 전에 분기별 이익을 주당 1.41달러, 매출 204억 1천만 달러로 보고할 것으로 예상하고 있다. 프록터 앤드 갬블의 주가는 시간 외 거래에서 0.22% 하락한 156.95달러에 거래되었다.
인튜이티브 서지컬(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/isrg" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for ISRG">ISRG</a>)는 목요일에 1분기에 예상보다 나은 결과를 보고했다. 인튜이티브 서지컬 주가는 시간 외 거래에서 3.48% 상승한 385.60달러에 거래되었다.
분석가들은 아메리칸 익스프레스 컴퍼니(아멕스)(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/axp" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for AXP">AXP</a>)가 157억 9천만 달러의 분기 매출과 이익을 주당 2.95달러로 기록할 것으로 예상하고 있다. 이 회사는 시장 개장 전에 실적을 발표할 예정이다. 아메리칸 익스프레스 주가는 시간외 거래에서 1.66% 하락한 213.88달러에 거래되었다.
<a href="https://www.benzinga.com/premarket/">여기에서 개장 전 시황 개요를 확인하세요</a>
넷플릭스(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/nflx" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for NFLX">NFLX</a>)가 1분기에 긍정적인 dl익과 매출 결과를 발표했다. 이 회사는 1분기 유료 순신규 가입자가 933만명을 추가해 총 2억 6,960만명을 기록했다.
넷플릭스는 더 이상 순 유료 가입자 증가에 대한 지침을 제공하지 않으며, 2025회계연도 1분기부터 분기별 멤버십 수치와 회원당 평균 수익 보고를 중단할 것이라고 밝혔다. 분석가들은 이 것이 약세 요인이었다고 했다. 넷플릭스 주가는 시간 외 거래에서 4.85% 하락한 581.49달러에 거래되었다.
분석가들은 슐룸버거(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/slb" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for SLB">SLB</a>)가 개장 전에 86억 9천만 달러의 매출과 주당 75센트의 분기 이익을 기록할 것으로 예상한다. SLB 주가는 시간 외 거래에서 1.24% 하락한 $50.31달러에 거래되었다.
Check This Out: <a href="https://www.benzinga.com/news/earnings/24/04/38285336/how-to-earn-500-a-month-from-intel-stock-ahead-of-q1-earnings">1분기 실적에 앞서 인텔 주식으로 한 달에 500달러를 버는 방법</a>

Pre-Market Outlook

ISRG

넷플릭스, 프록터 앤드 갬블과 함께 금요일 주목해야 할 3가지 주식

소비자들이 <a href="https://www.benzinga.com/topic/credit-cards">신용카드 청구서를</a> 지불하는 데 어려움을 겪고 있다.
현황 (What Happened): 필라델피아 연방준비은행(연준)의 최근 보고서에 따르면, 2023년 4분기 기준 신용카드 연체율이 사상 최고치에 도달했다.
이 기관은 2012년부터 신용카드 관련 데이터를 분석해 왔다. 그 이후 지난해 4분기는 신용카드 회사들에게는 최악의 결과를 가져왔다.
거의 3.5%의 신용 카드 사용자가 만기일로부터 30일이 지나도 잔액을 지불하지 않았으며, 60일 이상 및 90일 이상 범주에서도 기록적이었다.
일부 사용자들의 경우, 잔액이 걱정스러운 수치에 도달했다. 적어도 10%의 차입자들은 5,200달러 이상의 계좌 잔액을 가지고 있으며, 25%는 2,000달러 이상의 잔액을 가지고 있다.
참조: <a href="https://www.benzinga.com/money/best-credit-cards-for-cash-back">2024년 4월 최고의 캐시백 신용카드 상위 10개</a>
중요도 (Why It Matters): 신용카드 이용자들 중 하위 25%의 신용점수가 악화되고 있다. 이에 대응해 신용카드 발급사들은 새로나온 카드의 한도를 낮추고 있다.
2023년 내내 신용카드 새로 발급한 카드의 중위 한도는 3,368달러에서 3,000달러로 떨어졌다.
필라델피아 연은은 카드 사용자들 사이의 스트레스가 결제 행동으로 변화되었다고 밝혔다. 최소 결제액 회수의 비중이 0.34% 상승하여 기록된 데이터 중 새로운 최고치에 이르렀다.
2023년 4분기 신용카드 잔액도 명목상 최고치에 달했지만, 인플레이션 조정을 고려하면 2019년 4분기보다 낮은 수치로 유지되었다. 보통 신용카드 잔액은 연말에 휴가 구매 및 기타 지출로 인해 증가한다.
필라델피아 연은의 이번 보고서는 신용 카드 시장의 최신 동향과 일치한다. 신용카드 회사들이 수수료 구조에 대한 주요 변경 사항을 발표하면서 <a href="https://www.benzinga.com//node/38149540">대부분의 인구가 보다 엄격한 신용 카드 환경에 대비 중</a>이라는 사실도 재차 확인됐다.
지난주에는 마스터카드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>)가 <a href="https://www.benzinga.com/news/24/04/38090169/mastercard-set-to-increase-credit-card-fees-adding-millions-in-costs-for-retailers-after-visa-settle">신용카드 요금을 인상한다고 발표했다</a>. 이는 비자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>)와 함께 미국 상인들과의 <a href="https://www.benzinga.com/markets/equities/24/03/37939460/visa-and-mastercard-settle-historic-antitrust-suit-with-us-merchants-whats-on-the-cards" target="_blank" rel="noopener">과징금</a>에 따른 손실 보상을 위한 노력의 일환이다.
연체율 상승에 가장 큰 영향을 받을 가능성이 높은 것은 바로 신용카드 발급사들이다.
머니긱(MoneyGeek)에서 <a href="https://www.moneygeek.com/credit-cards/analysis/largest-credit-card-issuers/" target="_blank" rel="noopener">인용한</a> 닐슨(Nilson) 보고서에 따르면 JP모건 체이스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)는 거의 1억 5천만 명에 달하는 카드 소지자 수를 보유한 최대 발행사이다.
그 뒤로는 캐피털 원 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>), 씨티그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), 디스커버 파이낸셜 서비스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>), 뱅크 오브 아메리카 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) 및 아메리칸 익스프레스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>)가 뒤를 따른다.
지난 2월에는 캐피털 원이 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/02/37218624/why-capital-one-discover-merger-is-a-threat-to-visa-mastercard-creation-of-new-cred">디스커버를 350억 달러에 인수하기로 하는 것을 발표했다</a>. 만약 이 합의가 이루어진다면, 이 합병된 기업은 1억 7천만명의 카드 소지자를 보유한 국내 최대의 신용카드 회사가 될 것이다.
이번 주 초, 미 상원 원내대표인 척 슈머 (Chuck Schumer)는 이번 합병에 대한 <a href="https://www.benzinga.com/m-a/24/02/37230472/democrats-slam-capital-one-discover-merger-this-wall-street-deal-is-dangerous-and-will-harm-working">다른 민주당 의원들의 발언을 반복해 이번 합병이 일반 사용자들에게 미칠 영향에 대해 우려를 표했다</a>.
&#8220;신용카드 시장에서 경쟁력이 줄어들면 카드 소유자에게는 더 높은 이자율, 더 높은 수수료, 더 높은 벌금 및 그 이상이 의미될 수 있다&#8221;고 슈머가 말했다.
iShares US Financial Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYG#NYSE">IYG</a>)는 JP모건 체이스, 마스터카드, 비자, 뱅크 오브 어메리카, 웰스 파고 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>)를 포함한 신용카드 기업들과 발급사들에 대한 가장 큰 노출을 지닌 ETF 중 하나다.
Financial Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>)는 동일한 기업에 대한 노출이 큰 비슷한 포트폴리오를 가지고 있다.
Unsplash의 <a href="https://unsplash.com/photos/white-and-blue-magnetic-card-RJQE64NmC_o?utm_content=creditCopyText&amp;utm_medium=referral&amp;utm_source=unsplash">이미지</a>는 여기를 클릭하세요.

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