American Express (NYSE:AXP) Stock Price Expected to Rise, Bank of America Analyst Says

American Express (NYSE:AXP) had its price objective increased by analysts at Bank of America from $381.00 to $387.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the payment services company’s stock. Bank of America‘s price target points to a potential upside of 23.22% from the stock’s previous close.

Other analysts have also recently issued research reports about the company. Evercore set a $393.00 price target on American Express in a research report on Tuesday, February 10th. Royal Bank Of Canada set a $415.00 price objective on American Express in a research report on Friday, April 10th. Truist Financial cut their price objective on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research note on Monday, March 23rd. TD Cowen reissued a “hold” rating on shares of American Express in a report on Thursday, January 8th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $420.00 price target on shares of American Express in a report on Tuesday, January 6th. Eight equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $361.05.

American Express Trading Down 1.4%

Shares of American Express stock opened at $314.08 on Friday. American Express has a 1-year low of $257.21 and a 1-year high of $387.49. The company’s fifty day simple moving average is $313.64 and its 200-day simple moving average is $344.37. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.65 and a quick ratio of 1.58. The stock has a market capitalization of $215.39 billion, a PE ratio of 19.59, a P/E/G ratio of 1.34 and a beta of 1.13.

American Express (NYSE:AXP) last posted its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping the consensus estimate of $4.01 by $0.27. American Express had a return on equity of 33.95% and a net margin of 15.13%.The firm had revenue of $14.22 billion during the quarter, compared to analyst estimates of $18.60 billion. During the same period in the prior year, the business posted $3.64 EPS. American Express’s revenue was up 11.4% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities analysts anticipate that American Express will post 17.54 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the sale, the insider owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. This trade represents a 57.35% decrease in their position. The sale 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 business’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 value of $5,348,700.00. Following the completion of the transaction, the insider directly owned 8,945 shares in the company, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 73,944 shares of company stock worth $26,114,366. Company insiders own 0.14% of the company’s stock.

Hedge Funds Weigh In On American Express

A number of hedge funds and other institutional investors have recently modified their holdings of AXP. Trajan Wealth LLC lifted its stake in shares of American Express by 30.9% in 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 last quarter. Hillsdale Investment Management Inc. increased its position in shares of American Express by 218.7% during the 3rd quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock valued at $2,837,000 after purchasing an additional 5,860 shares during the last quarter. Sumitomo Mitsui Financial Group Inc. increased its position in shares of American Express by 11.7% during 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 purchasing an additional 8,651 shares during the last quarter. ZEGA Investments LLC purchased a new stake in American Express during the 3rd quarter valued at $1,080,000. Finally, Sumitomo Mitsui Trust Group Inc. raised its holdings in American Express by 0.3% during 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 during the period. Institutional investors own 84.33% of the company’s stock.

American Express News Summary

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

• Positive Sentiment: Q1 beat on profit and revenue — AXP reported EPS of $4.28, above estimates, and revenue roughly $18.9B with cardmember spending the strongest in three years; these fundamentals underpin long-term earnings power. American Express beats profit estimates (Reuters)
• Positive Sentiment: Premium customer strength — Amex is seeing accelerated luxury and travel spending from affluent and younger cardholders, supporting fee income and premium-product growth. Cardholder spending picks up (MarketWatch)
• Positive Sentiment: Strategic commercial wins — New partnerships (including the NFL deal) and product expansion are cited as drivers of revenue growth and customer engagement. NFL deal boosts revenue (Benzinga)
• Positive Sentiment: Bullish analyst move — Bank of America raised its price target to $387 and kept a buy rating, signaling upside from current levels for longer-term holders. BofA raises AXP PT (Benzinga)
• Neutral Sentiment: AI/product tie-ups — Amex is embedding Resy into Anthropic’s Claude in a product partnership that could enhance customer experience but is not an immediate earnings driver. Resy-Anthropic pact (Seeking Alpha)
• Neutral Sentiment: Mixed analyst commentary — Several outlets note AXP as a quality core holding (RBC) even as some firms debate relative upside vs. growth-oriented payments names; this leaves consensus views split. RBC view (Yahoo Finance)
• Negative Sentiment: Cautious FY2026 outlook — Management set EPS guidance of $17.30–$17.90, slightly below consensus, which traders interpreted as guidance conservatism and capped upside. Q1 beat but cautious outlook (Benzinga)
• Negative Sentiment: Higher investment and expense plans — Management flagged increased strategic spending (technology, marketing), which pressured near-term margins and contributed to the weak market reaction. Spending plans raise concern (Proactive Investors)
• Negative Sentiment: Bearish analyst moves — BTIG reaffirmed a sell rating with a $285 PT and JPMorgan previously trimmed its target; these calls add downward pressure and reduce near-term conviction. BTIG sell, JPMorgan cut (Benzinga/InsiderMonkey)
• Negative Sentiment: Macro/geopolitical caution — Middle East tensions and softer futures dampened overall market appetite for cyclicals, amplifying the stock’s decline despite good quarter-level results. Geopolitics weigh on markets (Zacks)

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.