American Express (NYSE:AXP) Releases FY 2026 Earnings Guidance

American Express Company (NYSE:AXP) updated its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 17.300-17.900 for the period, compared to the consensus earnings per share estimate of 17.690. The company issued revenue guidance of $79.5 billion-$79.5 billion, compared to the consensus revenue estimate of $79.4 billion.

American Express Trading Down 4.4%

Shares of NYSE:AXP opened at $325.86 on Friday. The firm has a market capitalization of $222.34 billion, a P/E ratio of 19.77, a P/E/G ratio of 1.31 and a beta of 1.04. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. American Express Company has a 1 year low of $288.34 and a 1 year high of $387.49. The business’s 50-day moving average is $332.50 and its 200 day moving average is $330.33.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 EPS for the quarter, topping analysts’ consensus estimates of $4.41 by $0.12. American Express had a return on equity of 33.95% and a net margin of 15.13%.The company had revenue of $14.99 billion during the quarter, compared to analysts’ expectations of $19.70 billion. During the same quarter in the previous year, the firm posted $4.08 EPS. The firm’s revenue was up 10.0% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, research analysts predict that American Express Company will post 17.68 earnings per share for the current fiscal year.

American Express Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd will be given a $0.95 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. American Express’s dividend payout ratio is 23.71%.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. HSBC increased their price objective on shares of American Express from $312.00 to $329.00 and gave the company a “hold” rating in a report on Monday, July 13th. Truist Financial raised their price target on American Express from $360.00 to $375.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Loop Capital began coverage on American Express in a report on Thursday, May 21st. They set a “buy” rating and a $389.00 price target on the stock. Bank of America upped their price objective on American Express from $387.00 to $391.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Finally, BTIG Research lifted their price target on shares of American Express from $285.00 to $324.00 and gave the stock a “sell” rating in a research note on Tuesday, June 30th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, American Express presently has an average rating of “Moderate Buy” and an average target price of $374.11.

Trending Headlines about American Express

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

• Positive Sentiment: American Express beat Q2 EPS estimates with $4.53 per share and reported 10% year-over-year revenue growth, showing resilient demand from cardmembers. AmEx raises 2026 revenue growth forecast as affluent cardholders keep spending
• Positive Sentiment: The company raised its 2026 revenue growth forecast and guided full-year EPS to $17.30-$17.90, signaling confidence that premium card spending on travel and dining remains strong. American Express Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Management said cardmember spending stayed healthy, with strong travel and entertainment demand and continued strength among affluent customers, which supports revenue momentum. American Express Sales, Profit Rise on Higher Card Member Spending
• Neutral Sentiment: Analysts and market commentary suggest the stock reaction is being driven by an earnings-quality debate: investors liked the beat, but the market is questioning whether growth can continue while expenses rise. Why American Express Stock Fell 6.5% Friday Morning
• Negative Sentiment: Revenue came in below some Wall Street expectations, and reports highlighted softer net interest income and rising operating costs, which helped trigger selling despite the profit beat. American Express shares slip despite earnings beat as revenue falls short of forecasts

Institutional Trading of American Express

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Invenio Wealth Partners LLC lifted its position in American Express by 3.9% in the third quarter. Invenio Wealth Partners LLC now owns 776 shares of the payment services company’s stock valued at $258,000 after purchasing an additional 29 shares during the period. Graney & King LLC lifted its holdings in shares of American Express by 12.7% in the 2nd quarter. Graney & King LLC now owns 292 shares of the payment services company’s stock valued at $93,000 after buying an additional 33 shares during the period. Moneta Group Investment Advisors LLC boosted its stake in shares of American Express by 0.3% in the third quarter. Moneta Group Investment Advisors LLC now owns 10,184 shares of the payment services company’s stock valued at $3,383,000 after buying an additional 35 shares in the last quarter. Vista Investment Management raised its position in American Express by 3.9% in the fourth quarter. Vista Investment Management now owns 1,003 shares of the payment services company’s stock worth $371,000 after acquiring an additional 38 shares in the last quarter. Finally, Tradewinds LLC. lifted its holdings in American Express by 4.1% in the fourth quarter. Tradewinds LLC. now owns 1,048 shares of the payment services company’s stock valued at $388,000 after acquiring an additional 41 shares during the period. Hedge funds and other institutional investors own 84.33% of the company’s stock.

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.