Analysts Set American Express Company (NYSE:AXP) Target Price at $354.16

American Express Company (NYSE:AXP) has received a consensus rating of “Hold” from the twenty-two brokerages that are covering the stock, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, thirteen have issued a hold recommendation and eight have given a buy recommendation to the company. The average 12-month price objective among brokers that have issued ratings on the stock in the last year is $360.00.

Several equities analysts recently issued reports on AXP shares. JPMorgan Chase & Co. lowered their price objective on American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. Evercore set a $393.00 price objective on American Express in a research report on Tuesday, February 10th. The Goldman Sachs Group upped their price objective on American Express from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday. UBS Group reaffirmed a “neutral” rating and issued a $395.00 price objective on shares of American Express in a research report on Wednesday, February 4th. Finally, Weiss Ratings cut American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 15th.

American Express Stock Performance

American Express stock opened at $316.21 on Wednesday. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73. The company has a market capitalization of $215.76 billion, a P/E ratio of 19.73, a PEG ratio of 1.30 and a beta of 1.13. The stock’s 50 day moving average is $312.70 and its 200 day moving average is $344.48. American Express has a twelve month low of $257.21 and a twelve month high of $387.49.

American Express (NYSE:AXP) last posted its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share for the quarter, topping the consensus estimate of $4.01 by $0.27. The company had revenue of $14.22 billion for the quarter, compared to the consensus estimate of $18.60 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.64 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities research analysts predict that American Express will post 17.59 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be given a $0.95 dividend. This is a boost from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 annualized dividend and a yield of 1.2%. American Express’s payout ratio is currently 23.71%.

Key Stories Impacting American Express

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

• Positive Sentiment: Q1 earnings and FY?2026 guide support fundamentals — AXP’s recent results showed an EPS beat and management set FY?26 EPS guidance (17.3–17.9), reinforcing steady profit growth and underpinning buy-side interest. American Express: Earnings Show Steady Growth, Maintain Buy
• Positive Sentiment: CEO remarks about consumer resilience — CEO Stephen Squeri says Amex cardholders aren’t deterred by high gas prices, signaling durable consumer spending on premium cards, which supports revenue mix and margins. Why American Express’ CEO Believes the Company May Do Well Even If Oil Prices Remain High
• Positive Sentiment: Sector tailwinds from peer results — Visa’s better?than?expected quarter highlights ongoing consumer card spending globally; that peer beat can be read as supportive for AXP’s industry outlook. Visa Beats Expectations. What It Means for the Stock.
• Positive Sentiment: Analyst/upside narratives remain — recent pieces from The Motley Fool and Zacks highlight AXP as a bargain or momentum/value pick after pullbacks, which may attract long?term investors. The Best Blue Chip Stock to Buy After This Year’s Market Pullback Why American Express (AXP) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: ESG / PR activity — Amex will speak at Sustainability LIVE during London Climate Action Week; reputational/ESG activity is positive for brand but not an immediate stock mover. Sustainability LIVE Confirms Speakers from Jaguar Land Rover, Virgin and American Express for London Climate Action Week
• Neutral Sentiment: Valuation debate continues — multiple articles ask whether current levels still offer value after recent swings; this keeps both buyers and sellers active but offers no immediate catalyst. Is It Too Late To Consider American Express (AXP) After Its Recent Share Price Swings?
• Negative Sentiment: YTD and short?term weakness / sector down?draft — coverage notes AXP is down double digits YTD alongside Visa and Mastercard, raising concerns about cyclical pressure on transaction volumes and prompting some profit?taking. Visa, Mastercard, American Express Are Down by Double Digits in 2026: Buying Opportunity or Trap?

Insiders Place Their Bets

In related news, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction that occurred on 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 transaction, the insider directly owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Anna Marrs sold 27,425 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the transaction, the insider directly owned 20,394 shares in the company, valued at $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 73,944 shares of company stock valued at $26,114,366. Insiders own 0.14% of the company’s stock.

Hedge Funds Weigh In On American Express

Several hedge funds and other institutional investors have recently modified their holdings of the company. Shelton Wealth Management LLC bought a new position in shares of American Express during the 1st quarter valued at $816,000. Baxter Bros Inc. lifted its holdings in shares of American Express by 2.1% during the 1st quarter. Baxter Bros Inc. now owns 79,992 shares of the payment services company’s stock valued at $24,196,000 after buying an additional 1,619 shares during the period. Greatmark Investment Partners Inc. lifted its holdings in shares of American Express by 6.7% during the 1st quarter. Greatmark Investment Partners Inc. now owns 116,949 shares of the payment services company’s stock valued at $35,375,000 after buying an additional 7,365 shares during the period. Kiley Juergens Wealth Management LLC bought a new position in shares of American Express during the 1st quarter valued at $317,000. Finally, Canvas Wealth Advisors LLC lifted its holdings in shares of American Express by 35.3% during the 1st quarter. Canvas Wealth Advisors LLC now owns 1,116 shares of the payment services company’s stock valued at $338,000 after buying an additional 291 shares during the period. 84.33% of the stock is owned by institutional investors.

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.