American Express (NYSE:AXP) Price Target Cut to $285.00 by Analysts at BTIG Research

American Express (NYSE:AXP) had its target price cut by BTIG Research from $328.00 to $285.00 in a report issued on Monday morning,Benzinga reports. They currently have a sell rating on the payment services company’s stock.

A number of other analysts also recently issued reports on the company. Wolfe Research initiated coverage on American Express in a research report on Monday, December 8th. They set a “peer perform” rating for the company. Credit Suisse Group set a $328.00 price objective on shares of American Express in a research report on Monday, January 12th. TD Cowen reaffirmed a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Barclays lifted their target price 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. Finally, Wells Fargo & Company increased their price target on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Nine investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, American Express presently has a consensus rating of “Hold” and an average target price of $354.86.

American Express Trading Down 0.6%

American Express stock opened at $298.05 on Monday. 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 has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The stock has a market cap of $204.64 billion, a P/E ratio of 19.37, a PEG ratio of 1.27 and a beta of 1.15. The firm’s fifty day moving average price is $342.37 and its 200-day moving average price is $348.92.

American Express (NYSE:AXP) last posted its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share (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 for the quarter, compared to the consensus estimate of $18.91 billion. During the same period in the prior year, the business posted $3.04 EPS. American Express’s quarterly revenue was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts forecast that American Express will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be given a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is presently 21.31%.

Insider Transactions at American Express

In other American Express news, insider Anna Marrs sold 27,425 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the sale, the insider owned 20,394 shares of the company’s stock, valued at $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. 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 the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the transaction, the insider owned 7,754 shares in the company, valued at $2,767,480.14. The trade was a 75.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 73,944 shares of company stock worth $26,114,366 in the last three months. Corporate insiders own 0.20% of the company’s stock.

Hedge Funds Weigh In On American Express

A number of large investors have recently added to or reduced their stakes in the business. Trajan Wealth LLC increased its holdings in American Express by 30.9% during the 3rd 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 during the period. Hillsdale Investment Management Inc. lifted its holdings in American Express by 218.7% in the 3rd 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 during the period. ZEGA Investments LLC bought a new stake in shares of American Express in the 3rd quarter worth approximately $1,080,000. Sumitomo Mitsui Trust Group Inc. grew its position 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 worth $531,038,000 after buying an additional 4,080 shares during the last quarter. Finally, Sumitomo Mitsui Financial Group Inc. increased its stake in shares of American Express by 11.7% during the third 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. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: Company expanding cardmember benefits and partnerships in key markets (NY/NJ, Atlanta), supporting engagement and card spend trends which underpin revenue growth. American Express Expands Card Member Benefits
• Positive Sentiment: Longer-term demand signals: coverage pieces note younger consumer sign-ups and management’s mid-teens EPS growth target, reinforcing the company’s franchise strength and customer-acquisition pipeline. Is American Express Stock a Millionaire Maker?
• Neutral Sentiment: Valuation debate continues — AXP trades above industry multiples but below its own five‑year median; analysts differ on whether the premium is justified by durable spending and earnings growth. Is American Express a Buy Now Despite its Premium Valuation?
• Neutral Sentiment: Deeper valuation analysis: Zacks highlights AXP’s forward P/E well above peers but near its historical median, keeping the narrative mixed for value-focused investors. Zacks Valuation Analysis
• Neutral Sentiment: Credit metrics update: American Express reported largely stable credit metrics with some modest declines, suggesting asset-quality remains manageable but monitoring is warranted. TipRanks Credit Metrics Update
• Negative Sentiment: Unusually large put activity: traders bought ~43,272 put options today (≈+140% vs. average), signaling heightened bearish hedging/speculation that can amplify near-term downside.
• Negative Sentiment: Analyst cut: BTIG lowered its price target to $285 and moved to a “sell” rating, adding downward pressure by creating renewed sell-side skepticism. BTIG Price Target Cut (Benzinga)
• Negative Sentiment: Competitive threat: Robinhood’s planned platinum credit card rollout raises competitive concerns around customer acquisition and fee/rewards dynamics, which may worry investors focused on share gains and margin pressure. Robinhood Card Competitive Threat

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.