American Express (NYSE:AXP) Price Target Lowered to $325.00 at JPMorgan Chase & Co.

American Express (NYSE:AXP) had its price objective reduced by investment analysts at JPMorgan Chase & Co. from $375.00 to $325.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the payment services company’s stock. JPMorgan Chase & Co.‘s target price indicates a potential upside of 2.41% from the stock’s previous close.

Other equities research analysts have also recently issued reports about the company. TD Cowen reissued a “hold” rating on shares of American Express in a research report on Thursday, January 8th. Evercore set a $393.00 target price on American Express in a research note on Tuesday, February 10th. Credit Suisse Group set a $328.00 target price on American Express in a research note on Monday, January 12th. BTIG Research cut their target price on American Express from $328.00 to $285.00 and set a “sell” rating for the company in a research note on Monday, March 16th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $420.00 target price on shares of American Express in a research note on Tuesday, January 6th. Nine analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, American Express presently has a consensus rating of “Hold” and an average target price of $348.00.

American Express Stock Performance

American Express stock traded up $1.01 during trading hours on Thursday, reaching $317.35. 843,664 shares of the company were exchanged, compared to its average volume of 3,602,243. The firm has a market cap of $217.63 billion, a price-to-earnings ratio of 20.62, a PEG ratio of 1.27 and a beta of 1.13. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The stock has a 50-day moving average of $320.50 and a 200 day moving average of $345.32. American Express has a 12 month low of $238.52 and a 12 month high of $387.49.

American Express (NYSE:AXP) last announced its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). American Express had a return on equity of 33.49% and a net margin of 15.00%.The company 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 previous year, the company earned $3.04 EPS. The firm’s revenue for the quarter was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts anticipate that American Express will post 15.33 earnings per share for the current year.

Insiders Place Their Bets

In other news, insider Anna Marrs sold 27,425 shares of the stock in a transaction 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 in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Denise Pickett sold 23,385 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the insider owned 7,754 shares in the company, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 over the last ninety days. Company insiders own 0.20% of the company’s stock.

Hedge Funds Weigh In On American Express

Hedge funds have recently added to or reduced their stakes in the company. Valley Wealth Managers Inc. boosted its holdings in American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after buying an additional 46 shares during the last quarter. Evolution Wealth Management Inc. raised its position in shares of American Express by 6,600.0% in the 4th quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company’s stock valued at $25,000 after acquiring an additional 66 shares during the period. Joseph Group Capital Management acquired a new stake in shares of American Express in the 4th quarter valued at approximately $26,000. Sfam LLC acquired a new stake in shares of American Express in the 4th quarter valued at approximately $26,000. Finally, Manning & Napier Advisors LLC acquired a new stake in shares of American Express in the 3rd quarter valued at approximately $27,000. Institutional investors own 84.33% of the company’s stock.

Key American Express News

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

• Positive Sentiment: Historical seasonality study suggests a reliable spring rally for AXP (mid‑April to early June), where the stock has risen ~80% of the time and averaged a ~7.3% gain — a potential short‑term technical tailwind for momentum buyers. American Express Has A Spring Pattern: History Says April 14 Is The Buy Signal
• Positive Sentiment: Market commentary highlighting beaten‑down financial stocks includes contrarian picks in the sector — this can support interest in large, well‑known names like AXP as value/rotation themes attract buyers. 3 Sectors to Buy While They’re Down and 1 to Walk Away From
• Neutral Sentiment: Product update: AXP’s Platinum card refresh is boosting engagement and spend — good for revenue growth — but richer perks and higher marketing/fulfillment costs are pressuring margins, creating a near‑term tradeoff investors should monitor. Is AXP’s Platinum Refresh Delivering Stronger Engagement and Spend?
• Neutral Sentiment: Broader financial and payments sector notes (analyst recap, Visa valuation discussion, Delta results) provide context: peer P/E moves and airline spending trends can influence AXP sentiment, but these are indirect. Analysts Offer Insights on Financial Companies: MSCI (MSCI) and American Express (AXP) Visa Slides to 22X P/E: Opportunity Knocking or False Signal? Delta Air Lines Inc (DAL) Q1 2026 Earnings Call Highlights
• Negative Sentiment: Wells Fargo trimmed its price target on AXP from $425 to $415 — the cut reduces modeled upside and can weigh on sentiment even though the firm remains overweight. American Express Price Target Lowered by Wells Fargo
• Negative Sentiment: Truist lowered its target (from $400 to $360) while keeping a Buy rating; similarly, Barclays has reduced expectations — multiple downward revisions increase near‑term downside risk and compress consensus upside. Is American Express Company (AXP) a Ridiculously Cheap Stocks to Buy According to Wall Street? Barclays Has Lowered Expectations for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Competitive pressure: fintechs expanding into corporate and SMB financial stacks (e.g., Aspire entering U.S. market) represent a long‑term competitive threat to parts of AXP’s business. Aspire built a financial stack used by 50,000 firms. Now it’s coming to the U.S. to take on Ramp and Mercury

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.