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

American Express Company (NYSE:AXP) issued an update on its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 17.300-17.900 for the period, compared to the consensus 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.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Truist Financial upped their target price on American Express from $360.00 to $375.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Evercore initiated coverage on shares of American Express in a research note on Monday, July 13th. They issued a “neutral” rating on the stock. Morgan Stanley upgraded shares of American Express from a “positive” rating to an “overweight” rating in a research note on Monday, July 13th. Royal Bank Of Canada cut shares of American Express from a “moderate buy” rating to a “hold” rating in a research note on Monday, July 13th. Finally, Jefferies Financial Group upgraded shares of American Express from a “hold” rating to a “buy” rating in a research report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, American Express currently has an average rating of “Moderate Buy” and an average price target of $374.11.

American Express Price Performance

Shares of NYSE AXP traded down $20.07 during mid-day trading on Friday, reaching $320.77. 1,328,016 shares of the company were exchanged, compared to its average volume of 3,354,594. American Express Company has a 52 week low of $288.34 and a 52 week high of $387.49. The company’s 50 day moving average price is $332.26 and its 200 day moving average price is $330.36. The stock has a market capitalization of $218.87 billion, a PE ratio of 20.02, a PEG ratio of 1.41 and a beta of 1.04. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.41 by $0.12. The firm had revenue of $14.99 billion during the quarter, compared to analyst estimates of $19.70 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.The company’s revenue was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts forecast that American Express Company will post 17.67 earnings per share for the current fiscal year.

American Express Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Investors of record on Thursday, July 2nd will be issued a dividend of $0.95 per share. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. American Express’s dividend payout ratio (DPR) is currently 23.71%.

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express reported stronger-than-expected second-quarter EPS of $4.53, topping estimates, while cardholder spending remained resilient, especially in travel and dining. American Express Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: The company raised its full-year 2026 revenue growth outlook, signaling confidence that affluent cardholders will keep spending despite economic uncertainty. AmEx raises 2026 revenue growth forecast as affluent cardholders keep spending
• Neutral Sentiment: Market commentary noted the stock’s move was influenced by a mixed earnings release and broader market caution, with investors weighing the earnings beat against revenue details and broader sell-off fears. 5 Things To Know Before the Stock Market Opens
• Negative Sentiment: Revenue came in below the Wall Street estimate cited in the reports, which likely tempered enthusiasm and contributed to the stock’s weakness after the announcement. AmEx raises 2026 revenue growth forecast as affluent cardholders keep spending

Hedge Funds Weigh In On American Express

Hedge funds have recently modified their holdings of the company. Invenio Wealth Partners LLC grew its stake in American Express by 3.9% in the 3rd quarter. Invenio Wealth Partners LLC now owns 776 shares of the payment services company’s stock valued at $258,000 after acquiring an additional 29 shares during the period. Graney & King LLC boosted its position in American Express by 12.7% during the second quarter. Graney & King LLC now owns 292 shares of the payment services company’s stock worth $93,000 after acquiring an additional 33 shares during the last quarter. Moneta Group Investment Advisors LLC lifted its stake in American Express by 0.3% in the 3rd quarter. Moneta Group Investment Advisors LLC now owns 10,184 shares of the payment services company’s stock worth $3,383,000 after purchasing an additional 35 shares in the last quarter. Vista Investment Management lifted its position in American Express by 3.9% during the fourth quarter. Vista Investment Management now owns 1,003 shares of the payment services company’s stock worth $371,000 after buying an additional 38 shares in the last quarter. Finally, Tradewinds LLC. increased its stake in shares of American Express by 4.1% in the 4th quarter. Tradewinds LLC. now owns 1,048 shares of the payment services company’s stock worth $388,000 after acquiring an additional 41 shares during the last quarter. 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.