American Express Company (NYSE:AXP) Stock Has Average Price Target of $365.22 According to Brokerages

Key Points

• Analysts rate American Express “Moderate Buy” overall: Among 32 firms, 17 recommend buying, 13 rate it a hold, and two recommend selling or strong buying; the average 12-month price target is $365.22.
• Recent quarterly earnings were $4.68 per share, above estimates of $4.50, while revenue of $20.06 billion came in just below expectations. Revenue rose 8.9% year over year, and the company set 2026 EPS guidance of $17.60–$17.90.
• Insiders sold 414,171 shares worth about $137.1 million over the past 90 days, including substantial sales by CEO Stephen Squeri and insider Anna Marrs.

Shares of American Express Company (NYSE:AXP - Get Free Report) have been given a consensus rating of "Moderate Buy" by the thirty-two research firms that are presently covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, thirteen have issued a hold recommendation, seventeen have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month target price among analysts that have covered the stock in the last year is $365.22.

Several research firms recently commented on AXP. BTIG Research dropped their target price on American Express from $315.00 to $230.00 and set a "sell" rating for the company in a research note on Monday, September 7th. Citigroup cut their price target on shares of American Express from $340.00 to $335.00 and set a "neutral" rating on the stock in a research note on Tuesday, October 27th. President Capital lifted their price target on shares of American Express from $359.00 to $400.00 and gave the company a "buy" rating in a report on Wednesday, August 19th. Loop Capital decreased their price target on shares of American Express from $389.00 to $386.00 and set a "buy" rating on the stock in a report on Monday, July 27th. Finally, Guggenheim started coverage on American Express in a research report on Monday, July 13th. They set a "buy" rating for the company.

More American Express News

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

• Positive Sentiment: American Express has reduced its share count by 27% since 2016, while diluted earnings per share increased 352% from Q3 2016 to the latest quarter. The article credits its premium brand and network advantages—long-term strengths that have helped shareholders, rather than a new near-term development. Article: American Express Has Cut Its Share Count by 27% Since 2016
• Positive Sentiment: ETFs recorded $41.8 million in net purchases of AXP shares on Nov. 4, providing a modest signal of institutional demand. Article: American Express Sees $41.8 Million in Net ETF Buying
• Negative Sentiment: A report says American Express insider Laureen Seeger sold 69,860 shares. Insider sales can weigh on sentiment, although the provided report does not give context for the transaction. Article: Insider Laureen Seeger Sells 69,860 Shares
• Negative Sentiment: AXP also had a notable decline in the prior session, but the cited coverage does not specify what drove the move. This recent weakness may be weighing on near-term sentiment. Article: American Express Drops 3.5%

Insider Activity

In other news, insider Anna Marrs sold 44,910 shares of the firm's stock in a transaction on Monday, November 2nd. The shares were sold at an average price of $327.20, for a total value of $14,694,552.00. Following the transaction, the insider owned 20,509 shares of the company's stock, valued at approximately $6,710,544.80. This trade represents a 68.65% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Stephen Squeri sold 299,401 shares of the business's stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $332.16, for a total value of $99,449,036.16. Following the transaction, the chief executive officer owned 60,567 shares in the company, valued at approximately $20,117,934.72. This represents a 83.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 414,171 shares of company stock valued at $137,069,544. Company insiders own 0.14% of the company's stock.

Institutional Investors Weigh In On American Express

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Riverbend Wealth Management LLC grew its position in American Express by 0.8% during the third quarter. Riverbend Wealth Management LLC now owns 4,534 shares of the payment services company's stock worth $1,379,000 after buying an additional 34 shares in the last quarter. Everest Financial Group LLC grew its holdings in shares of American Express by 1.8% during the 3rd quarter. Everest Financial Group LLC now owns 1,920 shares of the payment services company's stock worth $584,000 after purchasing an additional 34 shares in the last quarter. Valmark Advisers Inc. increased its position in shares of American Express by 1.9% during the first quarter. Valmark Advisers Inc. now owns 1,878 shares of the payment services company's stock valued at $568,000 after purchasing an additional 35 shares during the period. Cedar Mountain Advisors LLC increased its position in shares of American Express by 58.3% during the second quarter. Cedar Mountain Advisors LLC now owns 95 shares of the payment services company's stock valued at $32,000 after purchasing an additional 35 shares during the period. Finally, Consilium Wealth Advisory LLC boosted its stake in American Express by 4.6% during the third quarter. Consilium Wealth Advisory LLC now owns 793 shares of the payment services company's stock worth $241,000 after buying an additional 35 shares in the last quarter. Hedge funds and other institutional investors own 84.33% of the company's stock.

American Express Trading Down 1.2%

Shares of AXP opened at $321.02 on Friday. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.58 and a quick ratio of 1.58. The firm has a 50 day simple moving average of $316.22 and a 200-day simple moving average of $325.65. American Express has a 1-year low of $290.97 and a 1-year high of $387.49. The stock has a market cap of $215.26 billion, a price-to-earnings ratio of 18.08, a price-to-earnings-growth ratio of 1.35 and a beta of 1.09.

American Express (NYSE:AXP - Get Free Report) last released its quarterly earnings results on Friday, October 23rd. The payment services company reported $4.68 earnings per share for the quarter, topping analysts' consensus estimates of $4.50 by $0.18. The company had revenue of $20.06 billion during the quarter, compared to analysts' expectations of $20.12 billion. American Express had a return on equity of 34.19% and a net margin of 15.80%. The business's revenue for the quarter was up 8.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.14 earnings per share. American Express has set its FY 2026 guidance at 17.600-17.900 EPS. Equities analysts forecast that American Express will post 17.98 EPS for the current fiscal year.

American Express Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Investors of record on Friday, October 9th will be given a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Friday, October 9th. American Express's dividend payout ratio is 21.40%.

American Express Company Profile

American Express Company is a global payments and financial services company that operates a card-issuing business and a payments network. Its products and services include consumer, small-business and corporate cards, payment processing, lending, travel services and expense-management solutions.

Founded in 1850 as an express mail business, the company expanded into financial services and became known for its charge cards and travel-related services. Today, it serves cardholders and businesses in the United States and markets around the world, connecting customers, merchants and financial institutions through its network.

Stephen J.

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