American Express Company (NYSE:AXP) has been given a consensus recommendation of “Hold” by the twenty-five ratings firms that are covering the stock, Marketbeat reports. One investment analyst has rated the stock with a sell rating, fifteen have assigned a hold rating and nine have assigned a buy rating to the company. The average 1-year target price among brokerages that have updated their coverage on the stock in the last year is $354.7826.
Several research analysts have recently weighed in on the stock. Credit Suisse Group set a $328.00 price target on shares of American Express in a research report on Monday, January 12th. Morgan Stanley set a $395.00 target price on shares of American Express in a report on Tuesday, January 20th. UBS Group reissued a “neutral” rating and issued a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. Wall Street Zen lowered shares of American Express from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Finally, DZ Bank upgraded American Express from a “sell” rating to a “hold” rating and set a $340.00 price objective for the company in a research report on Tuesday, October 21st.
View Our Latest Report on American Express
American Express Trading Up 0.9%
American Express (NYSE:AXP – Get Free Report) last announced its quarterly earnings data 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 company had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The business’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts predict that American Express will post 15.33 EPS for the current fiscal year.
American Express Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were issued a dividend of $0.82 per share. The ex-dividend date was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. American Express’s dividend payout ratio is currently 21.31%.
Insider Activity
In other American Express news, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the transaction, the insider owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This represents a 75.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Anna Marrs sold 27,425 shares of the business’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 transaction of $9,599,024.25. Following the completion of the sale, 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. 0.20% of the stock is currently owned by insiders.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently modified their holdings of the company. Valley Wealth Managers Inc. lifted its stake in American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after acquiring an additional 46 shares in the last quarter. Evolution Wealth Management Inc. increased its stake in American Express by 6,600.0% during the fourth quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company’s stock worth $25,000 after purchasing an additional 66 shares during the period. Briaud Financial Planning Inc purchased a new stake in American Express during the second quarter worth about $26,000. Access Investment Management LLC acquired a new stake in shares of American Express during the second quarter worth about $26,000. Finally, Joseph Group Capital Management purchased a new position in shares of American Express in the fourth quarter valued at approximately $26,000. 84.33% of the stock is currently owned by hedge funds and other institutional investors.
More American Express News
Here are the key news stories impacting American Express this week:
- Positive Sentiment: Multiyear extension with the NBA expands AmEx’s leaguewide branding and experiential offers, which can drive premium-card acquisition and cardholder spend. NBA, American Express announce multiyear partnership extension
- Positive Sentiment: Coverage highlights the company’s push to court “experience-focused” cardholders via expanded NBA ties — a strategy that supports higher-margin spending patterns for premium cards. American Express Expands NBA Ties As It Courts Experience Focused Cardholders
- Positive Sentiment: Market articles point to the NBA deal as a near-term sentiment catalyst for the stock’s move higher, reinforcing investor interest in AmEx’s brand-driven growth initiatives. Why is American Express stock trading higher Tuesday?
- Neutral Sentiment: Management presented at the UBS Financial Services Conference; the transcript provides detail on strategy and metrics but contains no obvious surprise that would materially change near‑term consensus. Useful for analysts updating models. American Express Company (AXP) Presents at UBS Financial Services Conference 2026 Transcript
- Neutral Sentiment: Evercore ISI kept an In‑Line rating on AXP but trimmed its price target from $400 to $393 — a modest downgrade in target that partially offsets positive marketing headlines. Why Is American Express Stock Tuesday?
- Positive Sentiment: Longer-term bullish commentary (e.g., The Motley Fool coverage) reiterates AmEx’s durable competitive advantages and growth investments, which supports investor conviction beyond the headline cycle. This Buffett Stock Has Crushed the Market During the Past 5 Years. Here’s Why It’s Still a Buy Today.
- Negative Sentiment: Insider selling reported: an executive sale of roughly $9.6M in AXP stock — can be viewed as a cautionary signal for some investors about near‑term insider conviction. Insider Selling: American Express (NYSE:AXP) Insider Sells $9,599,024.25 in Stock
- Negative Sentiment: Another insider sale reported (~$8.35M) adds to the selling narrative and may temper enthusiasm among short‑term traders. Insider Selling: American Express (NYSE:AXP) Insider Sells $8,346,340.35 in Stock
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.
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