Analysts Set American Express Company (NYSE:AXP) Price Target at $353.05

American Express Company (NYSE:AXP) has earned an average recommendation of “Hold” from the twenty-five analysts that are covering the firm, Marketbeat.com reports. One investment analyst has rated the stock with a sell rating, fifteen have issued a hold rating and nine have assigned a buy rating to the company. The average 1 year target price among brokers that have covered the stock in the last year is $354.7826.

Several research analysts have recently weighed in on the company. The Goldman Sachs Group reissued a “buy” rating and issued a $420.00 price objective on shares of American Express in a research report on Tuesday, January 6th. Barclays raised their target price on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Credit Suisse Group set a $328.00 price target on American Express in a research note on Monday, January 12th. Truist Financial cut their price target on American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Finally, BTIG Research reaffirmed a “sell” rating and set a $328.00 price objective on shares of American Express in a research report on Monday, February 2nd.

Insider Buying and Selling at American Express

In other news, insider Denise Pickett sold 23,385 shares of the firm’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 sale, the insider directly owned 7,754 shares in the company, valued at $2,767,480.14. This trade represents a 75.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction dated 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 completion of the sale, the insider directly owned 8,945 shares of the company’s stock, valued at $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 65,810 shares of company stock valued at $23,294,065. Corporate insiders own 0.20% of the company’s stock.

Institutional Investors Weigh In On American Express

A number of hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in American Express by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock valued at $14,808,730,000 after purchasing an additional 581,369 shares during the period. Geode Capital Management LLC lifted its stake in shares of American Express by 11.1% in the second quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock valued at $4,282,984,000 after buying an additional 1,349,746 shares in the last quarter. Fisher Asset Management LLC lifted its stake in shares of American Express by 1.6% in the fourth quarter. Fisher Asset Management LLC now owns 9,023,482 shares of the payment services company’s stock valued at $3,338,238,000 after buying an additional 141,936 shares in the last quarter. Capital World Investors grew its holdings in shares of American Express by 46.7% during 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 during the last quarter. Finally, Norges Bank bought a new stake in shares of American Express during the fourth quarter worth about $2,464,215,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Trading Down 3.2%

NYSE:AXP opened at $342.62 on Friday. American Express has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.66 and a current ratio of 1.59. The firm’s fifty day moving average is $367.70 and its 200-day moving average is $346.43. The firm has a market cap of $235.24 billion, a P/E ratio of 22.26, a P/E/G ratio of 1.50 and a beta of 1.14.

American Express (NYSE:AXP) last announced its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share 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 the consensus estimate of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.American Express’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period in the prior year, the business earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts expect that American Express will post 15.33 earnings per share for the current year.

American Express Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd were issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Friday, January 2nd. American Express’s dividend payout ratio (DPR) is presently 21.31%.

American Express News Roundup

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

• Positive Sentiment: Company set 2026 EPS guidance of $17.30–$17.90 (midpoint above Street), and management flagged 9–10% revenue growth — supports forward earnings expectations and helps justify valuation. Article: AXP anticipates a strong 2026 profit
• Positive Sentiment: Premium/affluent card spending remains a key growth driver; analysts and outlets emphasize resilient credit trends and durable premium travel/experience demand that underpin revenue and fee income. Article: AXP anticipates strong 2026 profit (Yahoo)
• Positive Sentiment: Expanded NBA partnership and marketing push aimed at experience-focused, higher‑spend cardholders — a strategic move to drive new premium activations and engagement. Article: American Express expands NBA ties
• Neutral Sentiment: Management’s UBS conference presentation provided additional disclosure on strategy and metrics — useful for modelling but not an immediate catalyst by itself. Article: AXP presents at UBS conference
• Neutral Sentiment: Company boosted funding with new debt issuances — improves liquidity and funding flexibility but increases leverage/interest‑cost exposure; investor impact depends on terms. Article: American Express boosts funding with new debt issuances
• Negative Sentiment: Insider selling: a senior insider sold 15,000 shares (~$5.35M) on Feb 9 — large insider sales can raise short‑term concern about insider conviction even if not uncommon at large firms. Article: AXP insider sells $5.35M
• Negative Sentiment: Analyst/market pressure: a few firms trimmed targets or left neutral ratings and MarketWatch noted AXP underperformed peers — analyst downgrades/PT cuts and relative weakness can trigger short‑term selling. Article: AXP underperforms peers

About American Express

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.