American Express (NYSE:AXP) Price Target Raised to $375.00

Posted by Joseph Casey on Jan 11th, 2026

American Express (NYSE:AXP) had its target price lifted by TD Cowen from $350.00 to $375.00 in a research report report published on Thursday,Benzinga reports. The firm currently has a hold rating on the payment services company’s stock.

Other equities analysts have also recently issued reports about the company. Compass Point reiterated a “neutral” rating and set a $324.00 price target on shares of American Express in a research report on Monday, October 20th. Barclays boosted their price target on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research report on Tuesday. BTIG Research raised their price objective on shares of American Express from $277.00 to $307.00 and gave the company a “sell” rating in a research report on Friday, October 17th. Evercore ISI set a $400.00 target price on shares of American Express in a report on Tuesday. Finally, Truist Financial raised their target price on shares of American Express from $395.00 to $420.00 and gave the stock a “buy” rating in a report on Monday, December 22nd. Nine equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, American Express currently has a consensus rating of “Hold” and a consensus price target of $343.95.

Get Our Latest Stock Report on AXP

American Express Stock Down 1.9%

AXP stock opened at $375.79 on Thursday. American Express has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a market capitalization of $258.86 billion, a price-to-earnings ratio of 25.22, a price-to-earnings-growth ratio of 1.57 and a beta of 1.15. The firm’s 50-day moving average is $369.05 and its two-hundred day moving average is $339.67. The company has a current ratio of 1.61, a quick ratio of 1.59 and a debt-to-equity ratio of 1.78.

American Express (NYSE:AXP – Get Free Report) last posted its quarterly earnings data on Friday, January 30th. The payment services company reported ($11.85) earnings per share (EPS) for the quarter, missing the consensus estimate of $3.56 by ($15.41). American Express had a net margin of 14.97% and a return on equity of 33.41%. The company had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. On average, analysts forecast that American Express will post 15.33 earnings per share for the current fiscal year.

American Express Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 2nd will be given a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio is 22.01%.

Insider Buying and Selling

In other American Express news, insider Douglas Tabish sold 2,515 shares of American Express stock in a transaction that occurred on Thursday, October 23rd. The shares were sold at an average price of $355.61, for a total transaction of $894,359.15. Following the transaction, the insider directly owned 2,515 shares in the company, valued at approximately $894,359.15. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CMO Elizabeth Rutledge sold 50,000 shares of the stock in a transaction on Friday, October 31st. The shares were sold at an average price of $360.21, for a total value of $18,010,500.00. Following the completion of the sale, the chief marketing officer owned 85,577 shares of the company’s stock, valued at $30,825,691.17. The trade was a 36.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 57,515 shares of company stock valued at $20,658,509. Company insiders own 0.20% of the company’s stock.

Hedge Funds Weigh In On American Express

Several institutional investors and hedge funds have recently bought and sold shares of the business. Gratus Wealth Advisors LLC grew its position in American Express by 0.8% during the third quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock valued at $1,233,000 after purchasing an additional 28 shares in the last quarter. Murphy & Mullick Capital Management Corp grew its stake in American Express by 10.0% in the third quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock valued at $105,000 after purchasing an additional 28 shares in the last quarter. Capital Asset Advisory Services LLC increased its position in American Express by 2.4% in the 4th quarter. Capital Asset Advisory Services LLC now owns 1,214 shares of the payment services company’s stock worth $465,000 after purchasing an additional 28 shares during the last quarter. McGlone Suttner Wealth Management Inc. raised its stake in shares of American Express by 1.0% during the 3rd quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock worth $967,000 after purchasing an additional 29 shares in the last quarter. Finally, Walkner Condon Financial Advisors LLC lifted its holdings in shares of American Express by 2.1% during the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 1,378 shares of the payment services company’s stock valued at $458,000 after buying an additional 29 shares during the last quarter. Hedge funds and other institutional investors 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: American Express confirmed management will participate in the UBS Financial Services Conference on Feb. 10 — gives investors direct access to management for questions on margins, lending trends and guidance. American Express to Participate in UBS Financial Services Conference
Positive Sentiment: TD Cowen raised its price target to $375 (maintaining a Hold), a modest vote of confidence that suggests limited near-term downside from their view. Benzinga
Positive Sentiment: Analysis pieces highlight product momentum and strength with younger premium cardholders, which supports the longer-term card-spend and customer-retention bull case for AXP. Does AXP’s Younger Premium Cardholders and Product Momentum Change The Bull Case For American Express?
Neutral Sentiment: Coverage and analyst views remain mixed — some outlets list American Express among names with divergent analyst opinions, reflecting varied views on growth vs. credit/lending risks. Analysts’ Opinions Are Mixed on These Financial Stocks
Neutral Sentiment: Benzinga and other aggregator pieces compile multiple analyst viewpoints (9 experts) — useful for context but not a single clear catalyst. The Analyst Verdict: American Express In The Eyes Of 9 Experts
Neutral Sentiment: Broader market narratives (e.g., lists of largest stable holdings after Berkshire’s leadership change) may affect investor appetite for big-cap financials, but impacts on AXP are indirect and uncertain. 74% of the $317B Portfolio … 8 Unstoppable Stocks
Negative Sentiment: President Trump called for a one-year 10% cap on credit-card interest rates starting Jan. 20 — he provided no implementation details, but the proposal elevates regulatory and political risk for card issuers and is cited by the market as a key reason for selling in AXP today. Trump calls for a one-year 10% cap on credit card interest in a Truth Social post Trump calls one year cap on credit card interest rates at 10%

American Express Company Profile

(Get Free Report)

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.