Brokerages Set American Express Company (NYSE:AXP) Target Price at $352.73

Shares of American Express Company (NYSE:AXP) have earned a consensus rating of “Hold” from the twenty-five ratings firms that are covering the stock, Marketbeat reports. One analyst has rated the stock with a sell recommendation, fifteen have issued a hold recommendation and nine have issued a buy recommendation on the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is $352.7273.

AXP has been the subject of several research analyst reports. Royal Bank Of Canada restated an “outperform” rating and set a $425.00 price target on shares of American Express in a research report on Monday, January 12th. Evercore set a $393.00 target price on American Express in a report on Tuesday, February 10th. Wall Street Zen lowered American Express from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Credit Suisse Group set a $328.00 price objective on American Express in a research note on Monday, January 12th. Finally, Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th.

Key American Express News

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

• Positive Sentiment: Board boosted the quarterly dividend ~16% to $0.95/share (ex-div Apr 2, payable May 8), signaling strong cash flow and a shareholder-friendly capital allocation stance that can support the stock’s valuation. American Express Announces 16% Increase in Quarterly Dividend
• Positive Sentiment: Major sports/venue partnerships (MetLife Stadium, NY Giants/Jets, Mercedes‑Benz Stadium/Atlanta Falcons, Atlanta United, new NWSL team) expand AmEx’s premium-card member experiences — a direct strategy to drive card usage and spend frequency in big metro markets. American Express Expands Global Sports and Entertainment Footprint with New Stadium and NFL Team Partnerships
• Positive Sentiment: Company pursuing tech initiatives — including an AI partnership to improve site reliability engineering — intended to reduce costs/interruptions and complement the sports partnerships to convert event attendance into incremental card swipes. These moves support revenue/engagement execution. American Express Taps AI And Sports Deals As Stock Trades Below Targets
• Neutral Sentiment: Management updated the Q1 earnings date and will host a live audio webcast of the annual meeting — routine governance items but relevant for timing of new disclosure and investor Q&A. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
• Neutral Sentiment: Coverage pieces and bull-case writeups highlight long-term franchise strengths (brand, premium card demand, Buffett interest) — supportive for sentiment but not immediate catalysts. This investor loves American Express right now
• Neutral Sentiment: Market commentary points to strong demand for AmEx’s Platinum product and promotional pushes tied to sports partnerships that could lift premium-card spend over time. American Express Company (AXP) Gained from Demand for Its Platinum Card
• Neutral Sentiment: Unusual options activity has been observed around AXP — this can indicate trader positioning and short-term volatility but is not a fundamental change. Monitor open interest and strike concentrations. 2AXP : Looking At American Express’s Recent Unusual Options Activity
• Negative Sentiment: Competitive risk: Robinhood’s new $695 Platinum card targets the same high‑end premium segment that is highly profitable for AmEx — Bank of America flagged this as a potential threat to AmEx’s premium franchise, which could weigh on future fee/revenue growth if it gains traction. Robinhood’s $695 Platinum Card Targets American Express’s Most Profitable Franchise, BofA Warns
• Negative Sentiment: Market anxiety around AI-driven disruption and related cost/layoff chatter has created cross‑currents; some coverage frames this as a risk even as AmEx increases dividends, which may explain mixed near‑term sentiment. AmEx Turns on the Cash Tap: Dividends Boom Amid AI Concerns

Insider Buying and Selling at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction on Monday, February 9th. The stock was 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 in the company, valued at $3,189,608.10. This represents a 62.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Denise Pickett sold 23,385 shares of American Express 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 owned 7,754 shares in the company, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 73,944 shares of company stock valued at $26,114,366. Company insiders own 0.20% of the company’s stock.

Institutional Trading of American Express

Hedge funds have recently made changes to their positions in the company. Brighton Jones LLC raised its position in American Express by 24.4% in the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after purchasing an additional 1,273 shares during the period. Sivia Capital Partners LLC lifted its position in American Express by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after buying an additional 200 shares during the last quarter. Schnieders Capital Management LLC. purchased a new position in American Express during the second quarter worth about $428,000. Hantz Financial Services Inc. lifted its holdings in shares of American Express by 133.2% in the 2nd quarter. Hantz Financial Services Inc. now owns 977 shares of the payment services company’s stock worth $312,000 after acquiring an additional 558 shares during the last quarter. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its holdings in shares of American Express by 10.0% in the 2nd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 1,529 shares of the payment services company’s stock worth $488,000 after acquiring an additional 139 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

American Express Stock Performance

Shares of AXP stock opened at $307.03 on Tuesday. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The company has a market capitalization of $210.81 billion, a P/E ratio of 19.95, a P/E/G ratio of 1.32 and a beta of 1.14. The business’s 50 day moving average is $352.51 and its two-hundred day moving average is $349.07. American Express has a 12-month low of $220.43 and a 12-month high of $387.49.

American Express (NYSE:AXP) last released its quarterly earnings results 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). The company had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. American Express’s revenue was up 10.5% compared to the same quarter last year. During the same period in the prior year, the business posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts expect that American Express will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a dividend of $0.95 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 annualized dividend and a yield of 1.2%. This is a boost from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is currently 24.69%.

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.