American Express Company (NYSE:AXP) Receives Consensus Recommendation of “Hold” from Analysts

Shares of American Express Company (NYSE:AXP) have received an average recommendation of “Hold” from the twenty-three ratings firms that are covering the firm, MarketBeat reports. One analyst has rated the stock with a sell recommendation, thirteen have given a hold recommendation and nine have given a buy recommendation to the company. The average 1 year price target among brokerages that have issued a report on the stock in the last year is $352.9524.

A number of equities analysts have recently weighed in on the stock. Wells Fargo & Company upped their price target on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Wolfe Research initiated coverage on American Express in a research note on Monday, December 8th. They issued a “peer perform” rating on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $420.00 target price on shares of American Express in a research report on Tuesday, January 6th. TD Cowen reaffirmed a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Finally, Weiss Ratings upgraded American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th.

More American Express News

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

• Positive Sentiment: AXP is pushing new product and technology initiatives — the company rolled out a 2% cash-back Graphite card and is expanding AI-driven tools aimed at deepening engagement with business customers, which could support spend and revenue growth over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: Investor-focused coverage highlights sustained demand for premium cards and membership services, which supports higher-margin revenue streams and customer loyalty—one of the reasons long-term thesis holders remain constructive. 3 Things Every American Express Investor Needs to Know
• Neutral Sentiment: Analysis argues AXP is not materially threatened by rapid AI disintermediation of commerce today — management and analysts point to AmEx’s network, data, and premium customer base as defenses vs. “agentic AI” threats. This is more a reassurance than a near-term catalyst. Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse
• Neutral Sentiment: Industry moves and competitor developments (Bread Financial, Clear Secure, travel rental players) are shaping the competitive and travel-spend backdrop; these stories can shift relative sentiment toward card issuers but are not direct AXP catalysts. BFH Stock Near 52-Week High: A Signal for Investors to Hold Tight? Hertz Stock and Other Shutdown Winners Slump as TSA Funding Truce Signals End to Travel Chaos
• Negative Sentiment: Market headlines note AXP declined more than the broader market today; short-term price pressure appears driven by recent share-price weakness and investor rotation away from higher-beta financials. Why American Express (AXP) Dipped More Than Broader Market Today
• Negative Sentiment: Investors remain sensitive to recent fundamental signals — AXP’s latest quarter showed only a very small EPS miss and management set FY‑2026 EPS guidance that the market will closely scrutinize; lingering valuation concerns and the stock’s YTD weakness keep downside risk elevated. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?

Insider Buying and Selling at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction that occurred on 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 transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider owned 9,433 shares in the company, valued at approximately $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. Over the last ninety days, insiders sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is currently owned by insiders.

Hedge Funds Weigh In On American Express

Several institutional investors have recently bought and sold shares of AXP. Trajan Wealth LLC raised its stake in shares of American Express by 30.9% in the third quarter. Trajan Wealth LLC now owns 24,901 shares of the payment services company’s stock valued at $8,271,000 after purchasing an additional 5,881 shares in the last quarter. Hillsdale Investment Management Inc. boosted its stake in American Express by 218.7% during the third quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock worth $2,837,000 after buying an additional 5,860 shares in the last quarter. ZEGA Investments LLC acquired a new stake in American Express during the third quarter worth $1,080,000. Sumitomo Mitsui Financial Group Inc. increased its holdings in American Express by 11.7% in the 3rd quarter. Sumitomo Mitsui Financial Group Inc. now owns 82,863 shares of the payment services company’s stock valued at $27,524,000 after buying an additional 8,651 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. raised its stake in shares of American Express by 0.3% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,598,743 shares of the payment services company’s stock valued at $531,038,000 after buying an additional 4,080 shares in the last quarter. 84.33% of the stock is currently owned by institutional investors.

American Express Stock Performance

Shares of AXP opened at $292.40 on Friday. The company’s 50 day moving average price is $329.61 and its 200 day moving average price is $346.71. American Express has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a market capitalization of $200.52 billion, a PE ratio of 19.00, a PEG ratio of 1.27 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59.

American Express (NYSE:AXP) last released its 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 analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The firm’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research 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 given a dividend of $0.95 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This is a boost from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.3%. American Express’s payout ratio is 21.31%.

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.