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加拿大皇家银行称,美国运通被视为优质核心持股,增长前景“稳健”。

-- 加拿大皇家银行资本市场(RBC Capital Markets)在一份报告中指出,美国运通(AXP)第一季度业绩表现良好,账单和收入增长势头强劲,新卡发行量也保持稳健,使其成为优质核心持仓,且对账单、收入和每股收益前景持“稳健”看法。 该券商周四在一份报告中表示,管理层对中期前景保持乐观,并对美国运通推动强劲增长和盈利的能力充满信心。 该公司在高端和付费客户类别中通过产品更新和新客户拓展取得了成功,加拿大皇家银行预计白金卡的更新将继续带来利好。 该投资公司表示,美国运通的客户群保持了强劲的韧性,表现良好,尤其是在年轻的高端客户群体中。 管理层预计2026年每股收益为17.30美元至17.90美元,收入增长9%至10%。该公司的目标是长期年收入增长超过10%,年每股收益增长达到15%左右。根据报告,RBC维持对美国运通2026年每股收益17.80美元和2027年每股收益20.50美元的预期。 RBC对美国运通的评级为“跑赢大盘”,目标价为415美元。

Price: $313.19, Change: $-5.36, Percent Change: -1.68%

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