American Express (AXP) Projected to Post Earnings on Thursday

American Express (NYSE:AXP) is expected to be releasing its Q1 2026 results before the market opens on Thursday, April 23rd. Analysts expect American Express to post earnings of $4.01 per share and revenue of $18.5963 billion for the quarter. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Interested persons are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Thursday, April 23, 2026 at 8:30 AM ET.

American Express (NYSE:AXP) last announced 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 return on equity of 33.49% and a net margin of 15.00%.The firm had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. During the same period in the previous year, the business earned $3.04 EPS. The firm’s revenue for the quarter was up 10.5% on a year-over-year basis. On average, analysts expect American Express to post $18 EPS for the current fiscal year and $20 EPS for the next fiscal year.

American Express Stock Performance

American Express stock opened at $329.71 on Wednesday. The company has a 50 day moving average price of $315.01 and a 200-day moving average price of $344.64. 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 $246.37 and a fifty-two week high of $387.49. The company has a market capitalization of $226.11 billion, a PE ratio of 21.42, a P/E/G ratio of 1.39 and a beta of 1.13.

American Express Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be paid a dividend of $0.95 per share. This is a boost from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, April 2nd. American Express’s payout ratio is presently 24.69%.

Key Stories Impacting American Express

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

• Positive Sentiment: AmEx acquired Hypercard to expand AI-driven expense automation and commercial services — this strengthens its enterprise product set and could boost fee revenue and client retention over time. How Will AmEx’s Hyper Acquisition Expand Its AI Capabilities?
• Positive Sentiment: Coverage highlights AmEx’s new “agentic commerce” AI platform as potentially redefining its premium moat — a product differentiation story that could support higher margins if adoption scales. Does Amex’s New AI Agentic Commerce Platform Redefine the Premium Moat Around AXP?
• Positive Sentiment: Brand and talent recognition: Newsweek named American Express among winners in workplace/industry lists — a modest positive for reputation, recruiting and customer trust. Newsweek Names Integrity One of America’s Greatest Workplaces for Culture, Belonging & Community
• Neutral Sentiment: Several previews and analyst-roundups ahead of AmEx’s Q1 earnings (reporting April 23) emphasize key metrics investors will watch — spending trends, loan losses/credit quality, and commercial services growth — creating potential for short-term volatility around the print. Exploring Analyst Estimates for American Express (AXP) Q1 Earnings, Beyond Revenue and EPS
• Neutral Sentiment: Market pieces debate timing: some suggest waiting until after Q1 to add shares given limited near-term catalysts despite solid fundamentals — this keeps buy-side conviction mixed. American Express (AXP) Stock: Should You Buy Before or After Q1 Earnings?
• Negative Sentiment: Some analyst commentary labels AXP a “hold” despite being fundamentally solid, citing lack of a clear catalyst for upside and therefore limited short-term appreciation potential. That cautious tone can weigh on the stock ahead of results. American Express (AXP) Looks Solid Ahead of Q1 Earnings. Why Is It Still a Hold?
• Positive Sentiment: Independent investor interest: a recent Seeking Alpha piece discloses a new position in AXP, signaling some buy-side conviction among value/long-term investors. American Express: Why We Established A New Position

Insider Activity

In other American Express news, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the transaction, the insider directly owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction on Monday, February 9th. The stock was sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the completion of the transaction, the insider directly owned 8,945 shares in the company, valued at $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock valued at $26,114,366 over the last three months. Company insiders own 0.14% of the company’s stock.

Hedge Funds Weigh In On American Express

Institutional investors and hedge funds have recently bought and sold shares of the company. Sfam LLC purchased a new position in American Express in the fourth quarter worth $26,000. Caitong International Asset Management Co. Ltd purchased a new position in American Express in the fourth quarter worth $28,000. Wilkerson Advisory Group LLC purchased a new position in American Express in the fourth quarter worth $29,000. Measured Wealth Private Client Group LLC purchased a new position in American Express in the third quarter worth $28,000. Finally, Swiss RE Ltd. purchased a new position in American Express in the fourth quarter worth $39,000. 84.33% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. JPMorgan Chase & Co. decreased their price target on shares of American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Evercore set a $393.00 price target on shares of American Express in a research note on Tuesday, February 10th. BTIG Research decreased their price target on shares of American Express from $328.00 to $285.00 and set a “sell” rating for the company in a research note on Monday, March 16th. Wells Fargo & Company decreased their price target on shares of American Express from $425.00 to $415.00 and set an “overweight” rating for the company in a research note on Thursday, April 9th. Finally, TD Cowen reaffirmed a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Seven research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $354.16.

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.