Analyst Price Target Cuts: Social media discussions spotlight recent analyst adjustments for American Express, such as Barclays lowering its price target to $323 from $367. Amid a 17% year-to-date decline, users underscore the firm's robust pricing power, with average fees per card increased every quarter for nearly a decade. This contrast has traders weighing short-term pressures against enduring strengths.
Bull Case on Fraud and Brand: Conversations highlight American Express's potential upside from surging AI-related fraud, positioning it as a vital buffer alongside peers like Visa and Mastercard. Its status in Warren Buffett's top holdings and appeal to high-spending consumers bolster long-term optimism. Many view current levels as a discount relative to growth prospects.
Technical Breakout Potential: Chart watchers note $AXP forming support on daily timeframes, with a break above $310 targeting $325 and beyond. Ahead of earnings, options strategies focus on volatility around spending data and de-ratings. Sentiment mixes caution with bullish conviction on premium positioning.
Note: This discussion summary was generated from an AI condensation of post data.
American Express Insider Trading Activity
American Express insiders have traded $AXP stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $AXP stock by insiders over the last 6 months:
- ELIZABETH RUTLEDGE (Chief Marketing Officer) has made 0 purchases and 6 sales selling 50,000 shares for an estimated $18,010,684.
- DENISE PICKETT (Pres., Enterprise Shared Serv.) has made 0 purchases and 2 sales selling 28,385 shares for an estimated $10,099,990.
- ANNA MARRS (Group Pres., GMNS) sold 27,425 shares for an estimated $9,599,024
- RAYMOND JOABAR (Grp. Pres., Global Comm. Serv.) has made 0 purchases and 7 sales selling 15,440 shares for an estimated $5,320,554.
- HOWARD GROSFIELD (Group Pres., U.S. Cons. Serv.) sold 8,134 shares for an estimated $2,820,301
- QUINN JESSICA LIEBERMAN (EVP - Controller) sold 3,032 shares for an estimated $909,660
- DOUGLAS TABISH (Chief Risk Officer) sold 2,515 shares for an estimated $894,359
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
American Express Revenue
American Express had revenues of $17.6B in Q4 2025. This is an increase of 10.57% from the same period in the prior year.
You can track AXP financials on Quiver Quantitative's AXP stock page.
American Express Congressional Stock Trading
Members of Congress have traded $AXP stock 10 times in the past 6 months. Of those trades, 6 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AXP stock by members of Congress over the last 6 months:
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 03/11.
- SENATOR MARKWAYNE MULLIN purchased up to $15,000 on 12/29.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
American Express Hedge Fund Activity
We have seen 1,270 institutional investors add shares of American Express stock to their portfolio, and 1,201 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 14,087,330 shares (-74.6%) from their portfolio in Q4 2025, for an estimated $5,211,607,733
- WELLINGTON MANAGEMENT GROUP LLP removed 5,006,656 shares (-38.6%) from their portfolio in Q4 2025, for an estimated $1,852,212,387
- CAPITAL WORLD INVESTORS added 2,393,340 shares (+46.7%) to their portfolio in Q4 2025, for an estimated $885,416,133
- JPMORGAN CHASE & CO removed 1,154,291 shares (-5.2%) from their portfolio in Q4 2025, for an estimated $427,029,955
- SG AMERICAS SECURITIES, LLC added 1,075,019 shares (+894.9%) to their portfolio in Q4 2025, for an estimated $397,703,279
- LAZARD ASSET MANAGEMENT LLC removed 859,393 shares (-76.7%) from their portfolio in Q4 2025, for an estimated $317,932,440
- BARCLAYS PLC removed 813,990 shares (-28.9%) from their portfolio in Q4 2025, for an estimated $301,135,600
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
American Express Price Targets
Multiple analysts have issued price targets for $AXP recently. We have seen 8 analysts offer price targets for $AXP in the last 6 months, with a median target of $345.0.
Here are some recent targets:
- Terry Ma from Barclays set a target price of $323.0 on 04/06/2026
- John Pancari from Evercore ISI Group set a target price of $330.0 on 04/06/2026
- Brian Foran from Truist Securities set a target price of $360.0 on 03/23/2026
- Vincent Caintic from BTIG set a target price of $285.0 on 03/16/2026
- Richard Shane from JP Morgan set a target price of $375.0 on 02/02/2026
- Moshe Orenbuch from TD Cowen set a target price of $375.0 on 01/08/2026
- Donald Fandetti from Wells Fargo set a target price of $425.0 on 12/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
