American Express (NYSE:AXP) Issues FY 2026 Earnings Guidance

American Express Company (NYSE:AXP) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 17.300-17.900 for the period, compared to the consensus estimate of 17.690. The company issued revenue guidance of $79.5 billion-$79.5 billion, compared to the consensus revenue estimate of $79.4 billion.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on AXP. HSBC lifted their price target on shares of American Express from $312.00 to $329.00 and gave the stock a “hold” rating in a report on Monday, July 13th. Guggenheim began coverage on shares of American Express in a research note on Monday, July 13th. They set a “buy” rating on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of American Express in a research report on Monday, July 13th. JPMorgan Chase & Co. raised shares of American Express from a “neutral” rating to an “overweight” rating and lifted their target price for the stock from $328.00 to $400.00 in a research note on Monday, July 13th. Finally, Jefferies Financial Group upgraded American Express from a “hold” rating to a “buy” rating in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $374.11.

American Express Stock Performance

NYSE:AXP opened at $340.61 on Friday. The company has a market cap of $232.41 billion, a P/E ratio of 21.25, a P/E/G ratio of 1.41 and a beta of 1.04. The firm’s 50 day moving average is $332.26 and its two-hundred day moving average is $330.36. American Express Company has a fifty-two week low of $288.34 and a fifty-two week high of $387.49. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73.

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, beating the consensus estimate of $4.39 by $0.14. The company had revenue of $14.99 billion during the quarter, compared to analysts’ expectations of $19.70 billion. American Express had a net margin of 15.13% and a return on equity of 33.95%. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts expect that American Express Company will post 17.67 EPS for the current year.

American Express Dividend Announcement

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

Key American Express News

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

• Positive Sentiment: American Express announced a new global partnership with ALL Accor that expands membership benefits, including elite status matching and the ability for eligible cardholders to transfer Membership Rewards points, which could support customer engagement and loyalty. American Express and ALL Accor Expand the Power of Membership with New Global Partnership
• Positive Sentiment: American Express also expanded its B2B payments tools and automation capabilities, reinforcing growth beyond consumer card spending and potentially improving the company’s commercial payments mix. Here’s How AXP Strengthens Its B2B Payments Beyond the Platinum Card
• Neutral Sentiment: Options traders are pricing in a large post-earnings move, suggesting heightened volatility but no clear consensus on direction ahead of the results. What American Express (AXP) Options Traders Are Expecting Ahead of Earnings
• Neutral Sentiment: Analyst previews and market commentary ahead of the report mostly centered on expectations and stock reaction scenarios, adding to event-driven uncertainty rather than providing a clear catalyst. Top Wall Street Forecasters Revamp American Express Expectations Ahead Of Q2 Earnings
• Negative Sentiment: The stock is facing pressure from the risk that strong earnings may not be enough to offset softer revenue trends or elevated expectations going into the report. American Express Reports Second-Quarter 2026 Financial Results

Hedge Funds Weigh In On American Express

Hedge funds and other institutional investors have recently modified their holdings of the company. Sfam LLC purchased a new stake in shares of American Express during the 4th quarter worth about $26,000. Measured Wealth Private Client Group LLC acquired a new stake in American Express during the 3rd quarter worth approximately $28,000. Caitong International Asset Management Co. Ltd purchased a new position in American Express in the fourth quarter valued at approximately $28,000. Wilkerson Advisory Group LLC purchased a new position in American Express in the fourth quarter valued at approximately $29,000. Finally, Swiss RE Ltd. acquired a new position in American Express during the fourth quarter valued at approximately $39,000. 84.33% of the stock is owned by institutional investors and hedge funds.

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.