American Express (NYSE:AXP) Given New $315.00 Price Target at BTIG Research

American Express (NYSE:AXP) had its price target lowered by BTIG Research from $324.00 to $315.00 in a research report sent to investors on Monday, MarketBeat Ratings reports. The brokerage currently has a sell rating on the payment services company’s stock.

A number of other equities research analysts have also issued reports on the company. DZ Bank upgraded American Express from a “hold” rating to a “buy” rating and set a $375.00 price target for the company in a research note on Thursday, June 18th. Wells Fargo & Company lowered their price objective on American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Loop Capital assumed coverage on American Express in a research note on Thursday, May 21st. They issued a “buy” rating and a $389.00 price objective for the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of American Express in a research report on Monday, July 13th. Finally, Bank of America lifted their target price on American Express from $387.00 to $391.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, American Express currently has a consensus rating of “Moderate Buy” and a consensus price target of $372.95.

American Express Price Performance

Shares of NYSE:AXP opened at $335.63 on Monday. The company has a market capitalization of $229.01 billion, a P/E ratio of 20.37, a P/E/G ratio of 1.31 and a beta of 1.04. American Express has a 1-year low of $288.34 and a 1-year high of $387.49. The firm’s 50 day simple moving average is $332.96 and its two-hundred day simple moving average is $329.64. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.63 and a quick ratio of 1.62.

American Express (NYSE:AXP) last announced its quarterly earnings data on Friday, July 24th. The payment services company reported $4.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.41 by $0.12. The firm had revenue of $14.99 billion during the quarter, compared to analysts’ expectations of $19.70 billion. American Express had a net margin of 15.07% and a return on equity of 34.12%. The company’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the prior year, the company posted $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts expect that American Express will post 17.68 EPS for the current fiscal year.

American Express Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd will be paid a $0.95 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $3.80 annualized dividend and a yield of 1.1%. American Express’s payout ratio is presently 23.71%.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Norges Bank bought a new position in American Express during the fourth quarter valued at approximately $2,464,215,000. Capital World Investors increased its stake in American Express by 46.7% in the 4th quarter. Capital World Investors now owns 7,515,675 shares of the payment services company’s stock worth $2,780,424,000 after acquiring an additional 2,393,340 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund raised its holdings in shares of American Express by 350.0% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,236,438 shares of the payment services company’s stock worth $373,998,000 after acquiring an additional 961,698 shares in the last quarter. Pictet Asset Management Holding SA raised its holdings in shares of American Express by 73.8% during the 1st quarter. Pictet Asset Management Holding SA now owns 1,451,606 shares of the payment services company’s stock worth $438,975,000 after acquiring an additional 616,498 shares in the last quarter. Finally, Bank of America Corp DE boosted its position in shares of American Express by 7.7% during the 4th quarter. Bank of America Corp DE now owns 7,850,298 shares of the payment services company’s stock valued at $2,904,218,000 after acquiring an additional 558,533 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express reported second-quarter adjusted earnings of $4.53 per share, ahead of the $4.41 consensus estimate, while revenue increased 10% year over year. Management maintained its 2026 earnings outlook of $17.30–$17.90 per share. American Express Just Reported Its Second Quarter
• Positive Sentiment: Management raised or reaffirmed its 2026 revenue-growth outlook at approximately 10%, with analysts viewing planned investment in customers, technology and strategic capabilities as constructive for sustaining long-term growth. One analyst retained a $415 price target. AXP Q2 Earnings Call Highlights Reinvestment Strategy
• Positive Sentiment: Strong card-fee performance and spending by premium customers suggest American Express continues to benefit from affluent borrowers, supporting its differentiated business model. Warren Buffett’s long-term ownership was also highlighted as a sign of the company’s compounding potential. Meet the Dividend Growth Stock That Warren Buffett Held for Decades
• Neutral Sentiment: Several research reports describe AXP as a high-quality franchise with durable revenue momentum, but valuation has become a key consideration after the stock’s strong performance. American Express: A Strong Business Model That Delivers
• Negative Sentiment: Investors were concerned that operating expenses are rising as American Express reinvests for growth. Although earnings exceeded expectations, reported sales of roughly $14.99 billion were below consensus, and analysts trimmed forecasts after the quarter. Analysts Cut Forecasts Following Q2 Earnings
• Negative Sentiment: BTIG Research lowered its price target from $324 to $315 and assigned a sell rating, reinforcing concerns that the shares may be fully valued and that near-term expense growth could weigh on earnings.

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.