American Express Company (NYSE:AXP) Receives $353.05 Consensus PT from Analysts

Shares of American Express Company (NYSE:AXP) have been assigned a consensus recommendation of “Hold” from the twenty-five research firms that are presently covering the stock, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation, fifteen have issued a hold recommendation and nine have assigned a buy recommendation to the company. The average twelve-month target price among brokers that have issued a report on the stock in the last year is $353.0455.

A number of equities research analysts recently commented on AXP shares. BTIG Research reaffirmed a “sell” rating and set a $328.00 price objective on shares of American Express in a research note on Monday, February 2nd. Truist Financial decreased their target price on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Wolfe Research started coverage on American Express in a research note on Monday, December 8th. They issued a “peer perform” rating for the company. Evercore set a $400.00 price objective on shares of American Express in a research note on Tuesday, January 6th. Finally, Compass Point restated a “neutral” rating and set a $324.00 price objective on shares of American Express in a report on Monday, October 20th.

American Express Trading Up 1.3%

AXP opened at $359.26 on Friday. The firm has a 50 day simple moving average of $368.52 and a 200 day simple moving average of $345.67. American Express has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The company has a market cap of $247.48 billion, a price-to-earnings ratio of 23.34, a price-to-earnings-growth ratio of 1.52 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.68 and a quick ratio of 1.66.

American Express (NYSE:AXP) last announced its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). The business had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. American Express’s revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the business posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, sell-side analysts anticipate that American Express will post 15.33 earnings per share for the current year.

American Express Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 2nd will be given a $0.82 dividend. The ex-dividend date is Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. American Express’s dividend payout ratio is currently 21.31%.

Insider Buying and Selling at American Express

In other American Express news, insider Denise Pickett sold 23,385 shares of the business’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the completion of the transaction, the insider directly owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $350.01, for a total value of $9,599,024.25. Following the sale, the insider directly owned 20,394 shares in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.20% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Valley Wealth Managers Inc. increased its holdings in American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after purchasing an additional 46 shares in the last quarter. Briaud Financial Planning Inc acquired a new position in shares of American Express during the second quarter worth about $26,000. Access Investment Management LLC bought a new position in shares of American Express during the second quarter worth about $26,000. Joseph Group Capital Management acquired a new stake in American Express in the 4th quarter valued at approximately $26,000. Finally, Manning & Napier Advisors LLC bought a new stake in American Express in the 3rd quarter valued at approximately $27,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: Truist reaffirmed a Buy on AXP, citing the company’s underlying growth despite rising costs after Q4 — this supports upside expectations from analysts who focus on AmEx’s margin and card‑member trends. Truist Maintains Buy Rating on American Express
• Positive Sentiment: AmEx launched a Flexible Payment Option for small businesses (instant line of credit), which can expand payment volume and merchant relationships — a growth catalyst for loan receivables and fees. AmEx Debuts Flexible Payments for Small Businesses
• Positive Sentiment: Analysts and commentators are reassessing AXP’s valuation after double‑digit revenue and earnings growth in the latest quarter and a FY‑2026 EPS guide that implies upside vs. some street estimates. That narrative supports the current uptick. Assessing American Express (AXP) Valuation After Strong Double Digit Revenue And Earnings Growth
• Neutral Sentiment: Multiple news services report that brokerages’ consensus rating is Hold, reflecting mixed views — steady fundamentals but limited near‑term upside per some firms. American Express Company (NYSE:AXP) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Robert W. Baird and other outlets reiterate cautious/hold stances; analysts remain broadly optimistic on long‑term cash flows but cautious on near‑term multiples. Robert W. Baird Keeps Their Hold Rating on American Express (AXP)
• Neutral Sentiment: Market commentary and comparisons (e.g., GBOOY vs AXP) keep AXP on investors’ radar for relative value, but don’t shift consensus decisively. GBOOY or AXP: Which Is the Better Value Stock Right Now?
• Negative Sentiment: A Fool.com piece questions whether AXP is a buy given recent underperformance versus the broader market, a narrative that can cap enthusiasm and limit multiple expansion. Is American Express a Buy, Sell, or Hold in 2026?

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.