Barclays Cuts American Express (NYSE:AXP) Price Target to $323.00

American Express (NYSE:AXP) had its price target lowered by Barclays from $367.00 to $323.00 in a research report report published on Monday,Benzinga reports. The firm currently has an equal weight rating on the payment services company’s stock.

A number of other equities research analysts have also recently commented on the stock. Wolfe Research began coverage on shares of American Express in a research report on Monday, December 8th. They set a “peer perform” rating for the company. Credit Suisse Group set a $328.00 target price on shares of American Express in a research report on Monday, January 12th. TD Cowen reissued a “hold” rating on shares of American Express in a research report on Thursday, January 8th. Morgan Stanley set a $395.00 target price on American Express in a research note on Tuesday, January 20th. Finally, BTIG Research decreased their price target on American Express from $328.00 to $285.00 and set a “sell” rating for the company in a research note on Monday, March 16th. Nine investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $350.86.

American Express Stock Up 3.1%

Shares of American Express stock opened at $316.54 on Monday. American Express has a 1 year low of $226.26 and a 1 year high of $387.49. The stock has a market cap of $217.08 billion, a price-to-earnings ratio of 20.57, a PEG ratio of 1.27 and a beta of 1.13. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The firm’s 50-day moving average is $320.50 and its two-hundred day moving average is $345.32.

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

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be issued a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. 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. American Express’s dividend payout ratio is presently 24.69%.

Insider Transactions at American Express

In related news, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction 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 $2,767,480.14. This represents a 75.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total value 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 trade represents a 46.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 73,944 shares of company stock valued at $26,114,366 in the last quarter. Insiders own 0.20% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Gratus Wealth Advisors LLC raised its position in American Express by 0.8% during the 3rd quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock worth $1,233,000 after buying an additional 28 shares during the last quarter. Murphy & Mullick Capital Management Corp raised its position in American Express by 10.0% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock worth $105,000 after buying an additional 28 shares during the last quarter. Capital Asset Advisory Services LLC raised its position in American Express by 2.4% during the 4th quarter. Capital Asset Advisory Services LLC now owns 1,214 shares of the payment services company’s stock worth $465,000 after buying an additional 28 shares during the last quarter. Lantz Financial LLC raised its position in American Express by 3.6% during the 4th quarter. Lantz Financial LLC now owns 808 shares of the payment services company’s stock worth $299,000 after buying an additional 28 shares during the last quarter. Finally, McGlone Suttner Wealth Management Inc. raised its position in American Express by 1.0% during the 3rd quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock worth $967,000 after buying an additional 29 shares during the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

Key American Express News

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

• Positive Sentiment: Platinum Card refresh appears to be boosting cardholder engagement and spend, supporting revenue growth — a direct positive for loyalty-driven fee and interchange revenue, though Zacks/Market commentary notes cost pressure from richer perks. Is AXP’s Platinum Refresh Delivering Stronger Engagement and Spend?
• Positive Sentiment: Analyst/market write-ups (TipRanks, MarketBeat) argue AXP is building a wider competitive moat and remains attractively positioned after the recent pullback — narrative that can support multiple buy-side interest. American Express (AXP) Continues to Build a Wider Moat than the Market Realizes
• Positive Sentiment: Coverage noting AXP as a value/buy candidate after analyst reiterations — Truist kept a Buy rating while adjusting estimates, keeping institutional support for the stock. Is American Express Company (AXP) a Ridiculously Cheap Stocks to Buy According to Wall Street?
• Neutral Sentiment: New multi‑year partnerships across NFL, dining and lifestyle raise brand/engagement visibility — important for long‑term card economics but benefits are gradual and already priced in by some investors. Assessing American Express (NYSE:AXP) Valuation After New NFL And Dining Partnerships Attract Investor Attention
• Neutral Sentiment: Broader payments sector signals: Visa’s forward P/E compression to ~22x could indicate valuation re-rating across peers — a mixed signal for AXP depending on investor preference for growth vs. safety. Visa Slides to 22X P/E: Opportunity Knocking or False Signal?
• Neutral Sentiment: Media/commentary (e.g., Jim Cramer) continues to spotlight AXP’s brand strength and consumer relevance, which can help sentiment but rarely drives sustained moves alone. Jim Cramer Thinks American Express (AXP) Being Linked To Gasoline Is Interesting
• Negative Sentiment: Barclays has lowered expectations for AXP’s stock price, a direct analyst downgrade that can pressure sentiment and limit near‑term upside. Barclays Has Lowered Expectations for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Competitive risk: fintech challengers and new entrants like Aspire expanding to the U.S. increase competition for business banking and corporate cards — potential long‑term margin and share pressure. Aspire built a financial stack used by 50,000 firms. Now it’s coming to the U.S. to take on Ramp and Mercury

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.