Brokerages Set American Express Company (NYSE:AXP) PT at $352.95

Shares of American Express Company (NYSE:AXP) have received an average rating of “Hold” from the twenty-three analysts that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, thirteen have assigned a hold rating and nine have assigned a buy rating to the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $352.9524.

Several equities research analysts recently weighed in on the stock. Barclays upped their target price on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of American Express in a research report on Friday, March 27th. Wells Fargo & Company boosted their price target on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Evercore set a $393.00 price objective on American Express in a research report on Tuesday, February 10th. Finally, Truist Financial decreased their target price on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a report on Monday, March 23rd.

Key American Express News

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

• Positive Sentiment: Named the NFL’s Official Payments Partner — a multi‑year global deal that should boost brand visibility, card penetration and co‑brand spending opportunities over time. American Express named official payments partner of NFL
• Positive Sentiment: Expanded business card lineup with the Graphite Business Cash Unlimited Card to target SMB spend and deposit/transaction growth — a product push that can support revenue and payment volume. American Express Company (AXP) Expands Business Card Lineup
• Positive Sentiment: Zacks highlights finance stocks that could beat earnings using its Earnings ESP tool, flagging the potential for upside to AXP around upcoming results. These 2 Finance Stocks Could Beat Earnings
• Neutral Sentiment: Analyst/market previews expect a steady, single‑digit rise in Q1 earnings — results could move the stock either way depending on guidance and charge/loan trends. What to Expect From American Express’ Next Quarterly Earnings Report
• Neutral Sentiment: Market writeups reporting recent intraday moves and company profile coverage — useful context but not primary drivers. American Express Company (CNN Markets)
• Negative Sentiment: TD Cowen cut its price target to $330 (from $375) and kept a Hold — analyst downgrades/target cuts can pressure the stock and reflect more cautious near‑term expectations. TD Cowen Lowers American Express (AXP) Price Target to $330
• Negative Sentiment: Warren Buffett flagged banking fragility and spillover risks to the broader financial system — rising credit‑market stress and interconnectedness could weigh on cards/lending exposure and investor sentiment for financials including AXP. Buffett Flags Banking Fragility as Risks Spread Across Financial System

Insider Buying and Selling

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the sale, the insider owned 8,945 shares of the company’s stock, valued at $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the completion of the transaction, the insider owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This represents a 46.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 73,944 shares of company stock worth $26,114,366. 0.20% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On American Express

A number of large investors have recently modified their holdings of AXP. Norges Bank acquired a new position in shares of American Express during the fourth quarter worth $2,464,215,000. Capital World Investors raised its stake in American Express by 46.7% in the fourth quarter. Capital World Investors now owns 7,515,675 shares of the payment services company’s stock valued at $2,780,424,000 after buying an additional 2,393,340 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in American Express by 27.0% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock worth $1,310,515,000 after buying an additional 845,283 shares during the last quarter. Bank of America Corp DE lifted its holdings in American Express by 7.7% during the 4th quarter. Bank of America Corp DE now owns 7,850,298 shares of the payment services company’s stock worth $2,904,218,000 after buying an additional 558,533 shares during the last quarter. Finally, 1832 Asset Management L.P. boosted its position in shares of American Express by 46,746.2% during the 2nd quarter. 1832 Asset Management L.P. now owns 542,479 shares of the payment services company’s stock worth $173,040,000 after acquiring an additional 541,321 shares in the last quarter. 84.33% of the stock is owned by hedge funds and other institutional investors.

American Express Trading Down 0.2%

AXP opened at $301.84 on Friday. American Express has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The business has a fifty day simple moving average of $326.11 and a 200-day simple moving average of $346.33. The firm has a market cap of $207.00 billion, a P/E ratio of 19.61, a P/E/G ratio of 1.28 and a beta of 1.13.

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

American Express Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a $0.95 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. This is an increase from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is 21.31%.

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.