American Express Company NYSE:AXP Price, Chart, News & Insight

American Express Slips Despite Analyst Upgrade to Buy

American Express (NYSE: AXP) fell 0.75% despite receiving an analyst upgrade from DZ Bank, which raised its rating on the stock from Hold to Buy and set a $375 price target.

The upgrade reflects confidence in American Express's ability to benefit from resilient consumer spending, strong credit quality, and continued growth among higher-income customers. The company has consistently outperformed many peers by focusing on affluent consumers and business clients, segments that have remained relatively resilient despite economic uncertainty.

American Express also continues to benefit from healthy spending volumes across its payments network and a growing base of premium cardholders. These trends have supported revenue growth through increased transaction activity, annual fees, and interest income.

Despite the positive analyst action, shares moved lower alongside broader market fluctuations, suggesting investors may have engaged in profit-taking following the stock's strong performance this year. The decline does not appear to reflect any company-specific negative developments.

DZ Bank's upgrade highlights continued optimism surrounding American Express's earnings outlook and business model. With a strong brand, loyal customer base, and exposure to travel and entertainment spending, the company remains well positioned to benefit from stable consumer demand and ongoing economic growth.

While short-term market movements weighed on the stock, the analyst's more bullish stance suggests Wall Street remains constructive on American Express's long-term prospects.

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The Investor 06-19-26

American Express reported strong first-quarter 2026 results, with revenue rising 11% year-over-year to $18.9 billion and net income increasing to $3.0 billion. Earnings per share grew 18% to $4.28, supported by robust card member spending, which recorded its fastest growth in three years.

The company highlighted continued momentum in its premium customer segment, along with solid credit performance and increased engagement across its products. American Express also reaffirmed its full-year 2026 guidance, expecting revenue growth of 9–10% and EPS in the range of $17.30 to $17.90, while continuing to invest in marketing, technology, and AI-driven initiatives.

Source: American Express

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Global Finance News 04-24-26

American Express highlights strong 2025 results and AI-driven future strategy

March 25, 2026 — American Express reported a strong 2025 performance in its annual chairman’s letter, with record revenues of $72 billion, up 10% year-over-year, and earnings per share rising 15%.

The company added 12.5 million new cards during the year, with younger customers driving growth, while global card spending increased 7% and international operations remained the fastest-growing segment.

Looking ahead, American Express emphasized the transformative potential of artificial intelligence, particularly “agentic commerce,” where AI systems can autonomously make purchasing decisions and complete transactions. The company said it is developing tools and partnerships to integrate its payment capabilities into emerging AI ecosystems.

American Express plans to launch new AI-driven features in 2026, including enhanced travel and dining services, automated expense management tools, and real-time spending insights, while continuing to invest in fraud prevention, customer service, and operational efficiency.

The company said its closed-loop network and premium customer base position it strongly for long-term growth in an increasingly AI-driven payments landscape.

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WS Investor 03-25-26

American Express Company (NYSE: AXP) today has announced that it has adjusted the date of its first-quarter 2026 earnings release and conference call to Thursday, April 23, 2026, from Friday, April 24, 2026, previously.

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Global Finance News 03-06-26

American Express Company (NYSE: AXP) has approved a 16% increase in its quarterly dividend.

The board raised the dividend by $0.13 to $0.95 per common share, up from $0.82 previously. The dividend will be payable on May 8, 2026, to shareholders of record as of April 3, 2026.

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The Investor 03-03-26

American Express reported a strong set of full-year and fourth-quarter 2025 results, supported by solid Card Member spending and continued growth in fee and interest income.

Full-year 2025 revenues rose 10% year over year to $72.2 billion, while net income increased to $10.8 billion. Earnings per share reached $15.38, up 10% from 2024, or 15% excluding the prior-year transaction gain. In the fourth quarter, Card Member spending grew 9% year over year, or 8% on an FX-adjusted basis, with total revenues rising 10% to $19.0 billion. Credit quality remained stable, with a full-year net write-off rate of 2.0%.

Looking ahead, the company guided for 2026 revenue growth of 9% to 10% and EPS in the range of $17.30 to $17.90, and announced plans to increase its quarterly dividend by about 16% to $0.95 per share.

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Global Finance News 01-30-26

American Express announced updated credit performance data for its U.S. Consumer and U.S. Small Business card portfolios for November 2025. Total U.S. Consumer card loans rose to $97.7 billion, with 30-day delinquency unchanged at 1.4%, while the net write-off rate eased to 2.1% from 2.2% in October. U.S. Small Business card loans increased to $31.4 billion, with delinquencies steady at 1.6% and the net write-off rate ticking up to 2.7% from 2.6%. In total, U.S. Consumer and Small Business card loans held for investment reached $129.1 billion at the end of November. Separately, the American Express Credit Account Master Trust reported an annualized default rate of 1.2% for November, down slightly from 1.3% in the prior two months.

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European Investor 12-15-25

American Express Declares Quarterly Dividend on Preferred Shares

American Express Company (NYSE: AXP) announced that its Board of Directors has declared a quarterly dividend of $8,973.61 per share on the company’s 3.550% Fixed Rate Reset Noncumulative Preferred Shares, Series D. This equates to $8.97361 per related Depositary Share. The dividend will be payable on December 15, 2025, to shareholders of record as of December 1, 2025.

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The Investor 10-27-25

American Express Issues $2 Billion Fixed-to-Floating Notes Due 2036

American Express Company (NYSE: AXP) announced the issuance of $2 billion aggregate principal amount of 4.804% Fixed-to-Floating Rate Notes due October 24, 2036. The offering, completed on October 24, 2025, was made under a Prospectus Supplement dated October 20, 2025, to the Prospectus dated February 9, 2024, as part of the company’s Registration Statement on Form S-3. The notes were issued under the senior indenture with The Bank of New York Mellon as trustee, originally dated August 1, 2007, and supplemented in 2021 and 2023.

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WS Investor 10-24-25

American Express (NYSE: AXP) announced on September 18, 2025, major enhancements to its U.S. Consumer and Business Platinum Cards, each now offering over \$3,500 in annual value alongside a new limited-edition mirror design. The updates expand lifestyle, travel, and business benefits, including new credits with Resy, lululemon, Uber One, Dell, and Adobe, as well as enhanced hotel and digital entertainment perks. Both cards continue to provide access to the world’s largest lounge network, premium dining and hotel programs, and exclusive Amex Offers, with the annual fee set at \$895 effective late 2025 and early 2026 depending on card type.

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European Investor 09-18-25

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