Analysts Set American Express Company (NYSE:AXP) PT at $343.95

American Express Company (NYSE:AXP) has earned a consensus recommendation of “Hold” from the twenty-seven brokerages that are covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell rating, seventeen have assigned a hold rating and nine have assigned a buy rating to the company. The average 1-year price objective among brokerages that have issued a report on the stock in the last year is $352.8182.

A number of research analysts have commented on the company. Compass Point reaffirmed a “neutral” rating and set a $324.00 target price on shares of American Express in a report on Monday, October 20th. Credit Suisse Group set a $328.00 price target on American Express in a research report on Monday. TD Cowen raised their price objective on American Express from $350.00 to $375.00 and gave the stock a “hold” rating in a research note on Thursday, January 8th. Wall Street Zen lowered shares of American Express from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Finally, Truist Financial raised their price target on shares of American Express from $395.00 to $420.00 and gave the stock a “buy” rating in a research report on Monday, December 22nd.

Insider Activity

In other news, insider Douglas Tabish sold 2,515 shares of the stock in a transaction that occurred on Thursday, October 23rd. The stock was sold at an average price of $355.61, for a total transaction of $894,359.15. Following the sale, the insider directly owned 2,515 shares in the company, valued at approximately $894,359.15. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CMO Elizabeth Rutledge sold 50,000 shares of the business’s stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $360.21, for a total value of $18,010,500.00. Following the transaction, the chief marketing officer owned 85,577 shares of the company’s stock, valued at $30,825,691.17. This represents a 36.88% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 57,515 shares of company stock valued at $20,658,509. 0.20% of the stock is currently owned by insiders.

Hedge Funds Weigh In On American Express

Several institutional investors have recently modified their holdings of the company. Brighton Jones LLC grew its position in American Express by 24.4% in the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after purchasing an additional 1,273 shares during the last quarter. Modern Wealth Management LLC boosted its position in shares of American Express by 0.7% during the first quarter. Modern Wealth Management LLC now owns 4,921 shares of the payment services company’s stock worth $1,324,000 after buying an additional 35 shares during the period. Voya Investment Management LLC boosted its position in shares of American Express by 10.9% during the first quarter. Voya Investment Management LLC now owns 175,154 shares of the payment services company’s stock worth $47,125,000 after buying an additional 17,265 shares during the period. City Center Advisors LLC bought a new position in American Express in the 2nd quarter worth approximately $206,000. Finally, TrueWealth Advisors LLC acquired a new stake in American Express in the 2nd quarter valued at approximately $242,000. Institutional investors own 84.33% of the company’s stock.

American Express Trading Down 0.1%

NYSE AXP opened at $357.72 on Monday. The company has a market capitalization of $246.42 billion, a price-to-earnings ratio of 24.01, a price-to-earnings-growth ratio of 1.50 and a beta of 1.15. The company has a debt-to-equity ratio of 1.78, a current ratio of 1.61 and a quick ratio of 1.59. American Express has a 12 month low of $220.43 and a 12 month high of $387.49. The company’s fifty day moving average price is $368.79 and its two-hundred day moving average price is $340.62.

American Express (NYSE:AXP) last issued its earnings results on Friday, January 30th. The payment services company reported ($11.85) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.56 by ($15.41). The company had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. American Express had a net margin of 14.97% and a return on equity of 33.41%. As a group, research analysts predict that American Express will post 15.33 earnings per share for the current fiscal year.

American Express Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd will be paid a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s payout ratio is presently 22.01%.

Trending Headlines about American Express

Here are the key news stories impacting American Express this week:

• Positive Sentiment: Analysts see upside for AXP based on fundamentals and valuation — a recent report forecasts strong price appreciation for American Express. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for American Express
• Positive Sentiment: Market commentators and some experts recommend buying credit‑card stocks despite the political noise, arguing the industry can absorb regulatory shifts and AXP’s brand/merchant network is a durable advantage. These Experts Say Buy Credit Card Stocks Despite Trump’s Threats
• Positive Sentiment: Analysis pieces argue American Express is well‑positioned to weather a rate cap because of diversified revenue streams and premium customer base. American Express stock well-positioned to weather Trump’s credit-card cap
• Neutral Sentiment: Comparisons with peers (e.g., Burford Capital) and value screens are prompting investors to reassess AXP’s valuation versus alternatives — useful for longer‑term positioning but less immediate market moving. BUR vs. AXP: Which Stock Should Value Investors Buy Now?
• Neutral Sentiment: Coverage asking whether the dip is a buying opportunity highlights volatility-driven entry points; useful to investors weighing risk/reward but not a direct catalyst. American Express Stock Dips. Time to Buy?
• Negative Sentiment: Wall Street bankers publicly blasted the proposal, saying a 10% cap would upend card economics; that political risk sent banking and card stocks lower. More top Wall Street bankers blast Trump’s proposal to cap interest on credit card payments
• Negative Sentiment: Bank executives warn a 10% cap would freeze lending and reduce access for many consumers, implying potential volume declines and margin pressure for card issuers like AXP. Wall Street Vs. White House: CEOs Warn Trump’s 10% Credit Card Rate Cap Would Freeze Lending
• Negative Sentiment: Coverage highlights the industry pushback — JPMorgan and other banks say they’d consider legal/political fights; heightened regulatory uncertainty is a near‑term headwind for AXP’s stock. JPMorgan Chase says banks could fight Trump credit card rate cap
• Negative Sentiment: Reports warn a cap could eliminate access for millions, pressuring consumer spending and card volumes — a material risk to card issuers’ growth outlook. Trump’s proposed credit card interest rate cap could curb access for millions Americans

American Express Company Profile

American Express is a global financial services company primarily known for its payment card products, travel services and merchant network. Founded in 1850 as an express mail business, the company evolved through the 20th century into a payments and travel-focused organization. Its core activities include issuing consumer and commercial charge and credit cards, operating a global card acceptance and processing network, and providing travel-related services and customer loyalty programs.

American Express issues a range of products for individuals, small businesses and large corporations, including personal cards, business and corporate cards, and co‑brand partnerships with airlines, hotels and retailers.