American Express (AXP) Expected to Announce Earnings on Thursday

Key Points

• Q1 2026 earnings are due before the market opens on April 23, with analysts forecasting $4.01 EPS and $18.596 billion in revenue, and the company guiding FY2026 EPS to a range of $17.30–$17.90.
• American Express raised its quarterly dividend to $0.95 (from $0.82), implying a $3.80 annual payout (~1.2% yield); the ex-dividend date is April 2 and the payment date is May 8.
• Amex rolled out an Agentic Commerce Experiences (ACE) developer kit and Agent Purchase Protection to support AI-driven purchases and boost card usage, though competitive moves from Visa may pressure some emerging payment flows.

American Express (NYSE:AXP - Get Free Report) will likely be posting its Q1 2026 results before the market opens on Thursday, April 23rd. Analysts expect American Express to post earnings of $4.01 per share and revenue of $18.5963 billion for the quarter. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Individuals may visit the the company's upcoming Q1 2026 earning results page for the latest details on the call scheduled for Thursday, April 23, 2026 at 8:30 AM ET.

American Express (NYSE:AXP - Get Free Report) last posted its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing the consensus estimate 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 during the quarter, compared to analysts' expectations of $18.91 billion. During the same period in the previous year, the business posted $3.04 EPS. The company's revenue for the quarter was up 10.5% compared to the same quarter last year. On average, analysts expect American Express to post $15 EPS for the current fiscal year and $18 EPS for the next fiscal year.

American Express Trading Up 0.7%

NYSE AXP opened at $329.31 on Thursday. American Express has a one year low of $239.27 and a one year high of $387.49. The firm has a 50 day simple moving average of $317.40 and a 200-day simple moving average of $344.66. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. The firm has a market cap of $225.83 billion, a price-to-earnings ratio of 21.40, a PEG ratio of 1.38 and a beta of 1.13.

American Express Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a $0.95 dividend. This is an increase from American Express's previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Thursday, April 2nd. American Express's payout ratio is presently 24.69%.

Analyst Ratings Changes

A number of research analysts recently issued reports on AXP shares. Credit Suisse Group set a $328.00 price target on shares of American Express in a research note on Monday, January 12th. Wells Fargo & Company decreased their price target on shares of American Express from $425.00 to $415.00 and set an "overweight" rating for the company in a research note on Thursday, April 9th. UBS Group reiterated a "neutral" rating and issued a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. TD Cowen reiterated a "hold" rating on shares of American Express in a research note on Thursday, January 8th. Finally, Royal Bank Of Canada set a $415.00 price target on shares of American Express in a research note on Friday, April 10th. Eight investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $351.20.

Insider Activity at American Express

In other American Express news, insider Howard Grosfield sold 8,134 shares of the firm's stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the sale, the insider owned 9,433 shares of the company's stock, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm's stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the sale, the insider directly owned 8,945 shares in the company, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock worth $26,114,366 in the last ninety days. Company insiders own 0.14% of the company's stock.

Institutional Trading of American Express

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its holdings in shares of American Express by 24.4% in the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company's stock valued at $1,924,000 after acquiring an additional 1,273 shares during the period. Schnieders Capital Management LLC. acquired a new position in shares of American Express in the 2nd quarter valued at $428,000. Graney & King LLC increased its holdings in shares of American Express by 12.7% in the 2nd quarter. Graney & King LLC now owns 292 shares of the payment services company's stock valued at $93,000 after acquiring an additional 33 shares during the period. Mcguire Capital Advisors Inc. acquired a new position in shares of American Express in the 4th quarter valued at $92,000. Finally, Wiser Advisor Group LLC acquired a new position in shares of American Express in the 3rd quarter valued at $88,000. Institutional investors and hedge funds own 84.33% of the company's stock.

Key Stories Impacting American Express

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

• Positive Sentiment: Amex launched its Agentic Commerce Experiences (ACE) developer kit and announced Amex Agent Purchase Protection for purchases made by registered AI agents — a move intended to build trust for AI-driven transactions and encourage card use by reducing friction and perceived risk. American Express Debuts Agentic Commerce Experiences (ACE)™ Developer Kit and Announces Industry-First Protection for Registered Agent Purchases
• Positive Sentiment: Amex says it will explicitly back purchases made by customers’ AI agents (Amex Agent Purchase Protection), addressing a key barrier to agent-led spend and positioning the card as the safe default for automated purchasing. This can support higher spend-per-card and stickiness. American Express to Back Purchases Made by Customers’ AI Agents
• Positive Sentiment: AXP is backing Palm to build a portable business identity network aimed at simplifying onboarding and compliance for business customers — a strategic move that could speed B2B adoption and reduce friction for commercial card usage. Can American Express' Bet on Palm Redefine Business Identity Rails?
• Neutral Sentiment: Analysts and trade press are discussing whether these AI protections will translate into durable revenue uplift; pieces highlight opportunity but note execution and adoption risks remain. Can American Express Build Trust in the Age of AI Commerce?
• Neutral Sentiment: Longer-term bull case coverage reiterates Amex’s durable economics and dividend/return profile, which supports investor interest but is not a new near-term catalyst. American Express Stock: 2 Reasons this 175-Year-Old Giant Still Has Room to Grow
• Negative Sentiment: Competitive moves by Visa — including a Tempo blockchain validator node and partnerships embedding insurance/medical services into cards — signal intensifying infrastructure and product competition that could pressure Amex’s share of some emerging payments flows. Visa Expands Blockchain Payment With Tempo Validator Node Launch

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.

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