AXPFinancial Services · Credit ServicesThe 29 Wall Street analysts covering American Express Co. hold a median 12-month price target of $382 — +25.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 65 of 100 as at 6 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores American Express Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (88): The share count has been shrinking and the company is not leaning on new borrowing.
Accruals (31): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AXP, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +25.4% from it.
Of the 20 most recent actions, 3 moved their price target up and 10 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Oct 2026 | TD Cowen | Maintains | Hold | $338 → $335 |
| 5 Oct 2026 | Barclays | Maintains | Equal-Weight | $364 → $342 |
| 5 Oct 2026 | UBS | Maintains | Neutral | $384 → $345 |
| 1 Oct 2026 | Evercore ISI Group | Maintains | In-Line | $370 → $320 |
| 30 Sept 2026 | Citigroup | Maintains | Neutral | $355 → $340 |
| 23 Sept 2026 | Truist Securities | Maintains | Buy | $375 → $370 |
| 23 Sept 2026 | Truist Securities | Maintains | Buy | — |
| 12 Aug 2026 | Piper Sandler | Maintains | Overweight | $396 → $405 |
| 12 Aug 2026 | Piper Sandler | Maintains | Overweight | — |
| 3 Aug 2026 | UBS | Maintains | Neutral | — |
| 3 Aug 2026 | UBS | Maintains | Neutral | $386 → $384 |
| 27 July 2026 | BTIG | Maintains | Sell | — |
| 27 July 2026 | BTIG | Maintains | Sell | $324 → $315 |
| 27 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 27 July 2026 | Evercore ISI Group | Maintains | In-Line | $380 → $370 |
| 27 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $385 → $382 |
| 27 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 13 July 2026 | HSBC | Maintains | Hold | $312 → $329 |
| 13 July 2026 | HSBC | Maintains | Hold | — |
| 13 July 2026 | JP Morgan | Upgrade | Overweight | $328 → $400 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AXP appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 6 Oct 2026, American Express Co. returned −7.3% against +17.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 40% of US stocks
Cheaper than 42% of US stocks
Cheaper than 17% of US stocks
Higher than 58% of US stocks
Higher than 45% of US stocks
Higher than 79% of US stocks
Higher than 79% of US stocks
Higher than 89% of US stocks
Higher than 70% of US stocks
Higher than 73% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
American Express Co. has a market value of $205.7B and an enterprise value of $219.0B.
Revenue in the twelve months to 30 June 2026: $76.0B. The latest quarter grew 12.8% year on year.
Net income over the same four quarters: $11.4B, a 15.1% net margin.
Diluted earnings per share, trailing twelve months: $16.48.
Free cash flow in the twelve months to 30 June 2026: $15.1B, after $3.4B of capital spending.
American Express Co. spent $7.5B on share buybacks and $2.4B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 18.5×; forward P/E: 15.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.25%, paying out 21% of earnings.
American Express Co. employs 76,800 people — $989K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own American Express Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
A Seeking Alpha article highlights American Express’ double-digit revenue and EPS growth, premium card-fee growth, and shareholder returns, including dividends and share repurchases.
Why it matters — The article points to growth, customer relationships, and capital returns as factors relevant to investors following AXP.
Amex GBT announced a planned transition in its chief executive officer role. The excerpt provides no further details about the transition.
Why it matters — An AXP watcher may note the leadership announcement at Amex GBT, though the excerpt does not describe any connection to AXP.
American Express released the Amex Business Playbook for Agentic Commerce, offering research-backed insights and practical steps to help businesses prepare for AI's growing role in how customers search, evaluate, and buy. The company cites its closed-loop network and relationships with merchants and card members as a perspective on these changes.
Why it matters — The guide reflects American Express's engagement with how AI-driven changes in commerce may affect businesses and their customers.
The Motley Fool article identifies American Express as the last remaining credit card stock in Berkshire Hathaway’s portfolio, alongside a note that The New York Times Company is bucking the struggling newspaper-industry trend.
Why it matters — AXP watchers may note the article’s focus on the company’s place in Berkshire Hathaway’s portfolio.
Seeking Alpha discusses American Express as a promising buy after a recent share-price pullback, noting its forward P/E of 17.15 sits just below historical norms. The article highlights AXP's closed-loop model, premium customer base, growing global merchant acceptance, Platinum card adoption, traction among younger demographics, and agentic commerce initiatives as drivers of durable growth.
Why it matters — AXP watchers would care because the article points to the company's structural advantages and several growth catalysts that could support strong long-term earnings growth.
The 29 Wall Street analysts covering American Express Co. have a median 12-month price target of $382, with estimates ranging from $320 to $450. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 29 analysts covering American Express Co., 15 rate it a Buy, 14 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks American Express Co. 65 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, American Express Co. ranks 65 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (88 of 100).
No one can know that. What the data says: the median 12-month target from 29 analysts implies +25.4% from the last close, and Ticker Nerd's factor model ranks American Express Co. 65 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering American Express Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AXP are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $320 to $450 over the next 12 months.
American Express Co. returned -7.3% over the 12 months to 6 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
American Express Company is a global payments and financial services company that provides credit and charge cards, merchant acquiring, network services, and banking products. American Express Company serves consumers, small businesses, mid-sized companies, and large corporations through its U.S.
The most recent item we track (Seeking Alpha, 7 Oct 2026): "American Express' Weakness Is Our Opportunity". A Seeking Alpha article highlights American Express’ double-digit revenue and EPS growth, premium card-fee growth, and shareholder returns, including dividends and share repurchases.
American Express Company is a global payments and financial services company that provides credit and charge cards, merchant acquiring, network services, and banking products. American Express Company serves consumers, small businesses, mid-sized companies, and large corporations through its U.S. Consumer Services, Commercial Services, International Card Services, and Global Merchant and Network Services segments. Its offerings include card-based payment solutions, expense management tools, travel and lifestyle services, deposits, and non-card lending, along with merchant processing, fraud prevention, and point-of-sale marketing services. The company operates across major international markets and plays a central role in enabling payment acceptance, customer spending, and commercial transactions within the broader financial ecosystem.
CEO Mr. Stephen Joseph Squeri · 76,800 employees · United States · https://www.americanexpress.com
