American Express Company (NYSE:AXP) Receives Consensus Rating of “Hold” from Brokerages

American Express Company (NYSE:AXP) has been assigned a consensus rating of “Hold” from the twenty-five research firms that are covering the company, Marketbeat.com reports. One equities research analyst has rated the stock with a sell rating, fifteen have issued a hold rating and nine have given a buy rating to the company. The average 1 year target price among brokerages that have issued ratings on the stock in the last year is $353.0455.

Several brokerages have commented on AXP. Morgan Stanley set a $395.00 price objective on American Express in a research report on Tuesday, January 20th. 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. Credit Suisse Group set a $328.00 price target on shares of American Express in a research note on Monday, January 12th. BTIG Research reiterated a “sell” rating and set a $328.00 price objective on shares of American Express in a report on Monday. Finally, Barclays boosted their price objective on shares of American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 6th.

American Express Stock Performance

American Express stock opened at $354.50 on Friday. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.68 and a quick ratio of 1.66. The firm has a market capitalization of $244.20 billion, a P/E ratio of 23.03, a price-to-earnings-growth ratio of 1.49 and a beta of 1.14. American Express has a 1-year low of $220.43 and a 1-year high of $387.49. The company’s 50-day moving average is $368.66 and its 200 day moving average is $344.74.

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

American Express Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 2nd will be paid a $0.82 dividend. The ex-dividend date of this dividend is Friday, January 2nd. This represents a $3.28 annualized dividend and a yield of 0.9%. American Express’s dividend payout ratio is 21.31%.

American Express News Roundup

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

• Positive Sentiment: AmEx launched a Flexible Payment Option (instant line of credit) for small businesses — a revenue‑and‑engagement driver in a high‑margin business line that can boost spending and receivables growth. AmEx Debuts Flexible Payments for Small Businesses
• Positive Sentiment: Q4 showed double‑digit revenue and earnings growth, prompting valuation discussions that support a constructive medium‑term outlook if growth persists. This underpins investor interest despite a tiny EPS miss. Assessing American Express (AXP) Valuation After Strong Double Digit Revenue And Earnings Growth
• Positive Sentiment: Several bullish/opinion pieces argue AXP remains a long‑term compounder, highlighting brand, premium card economics, and return on equity as reasons to own. Could Buying American Express (AXP) Today Set You Up for Life?
• Neutral Sentiment: Zacks notes heightened investor attention to AXP and summarizes factors to watch (growth, margins, guidance) — useful monitoring signals rather than immediate catalysts. American Express Company (AXP) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Robert W. Baird reaffirmed a Hold on AXP, reflecting analyst caution despite solid fundamentals — supports muted near‑term moves. Robert W. Baird Keeps Their Hold Rating on American Express (AXP)
• Neutral Sentiment: Analyst roundups highlight that while AXP underperformed the market over the past year, many analysts remain cautiously optimistic — mixed signals for momentum traders. Do Wall Street Analysts Like American Express Stock?
• Negative Sentiment: BTIG issued a Sell rating, adding downward pressure by increasing perceived near‑term risk vs. reward. American Express (NYSE:AXP) Earns “Sell” Rating from BTIG Research
• Negative Sentiment: JPMorgan published a pessimistic forecast for AXP’s share price, feeding short‑term negativity among institutional investors. JPMorgan Chase & Co. Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Truist trimmed its price target to $400 — a reduction that signals tempered upside expectations and may limit bullish analyst momentum. Truist Financial Lowers American Express (NYSE:AXP) Price Target to $400.00
• Negative Sentiment: Some market commentary questions whether AXP can regain momentum after recent underperformance, adding caution to near‑term positioning. Is American Express a Buy, Sell, or Hold in 2026?

Institutional Investors Weigh In On American Express

A number of institutional investors and hedge funds have recently bought and sold shares of AXP. Joseph Group Capital Management purchased a new position in shares of American Express during the fourth quarter valued at $26,000. Valley Wealth Managers Inc. grew its holdings 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. Manning & Napier Advisors LLC purchased a new position in American Express during the 3rd quarter valued at about $27,000. Access Investment Management LLC bought a new stake in shares of American Express in the 2nd quarter valued at about $26,000. Finally, Briaud Financial Planning Inc purchased a new stake in shares of American Express in the 2nd quarter worth approximately $26,000. 84.33% of the stock is owned by institutional investors.

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.