American Express (AXP)
NYSEFinancialsCredit ServicesSnapshot 2026-07-07
$349.59-1.81%
Close 2026-07-07 · 1-day change
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Track AXP free→American Express aims for 9-10% revenue growth in 2026. EPS is guided between $17.30 and $17.90 for 2026. The company raised its quarterly dividend to $0.95 per share. New deals and Apple Pay rewards support growth.
Security breaches and legal issues may hurt customer trust. Competition from Mastercard could slow revenue growth. The recent guidance cut shows some challenges ahead.
The price is about 28% above our fair value near $274. Analysts expect 19% revenue growth, which is priced in. Our fair value is below the Street median of $387.
Breaks if: Loss of key partnerships or decline in customer engagement
Breaks if: Dividend falls below $0.90 per share in FY26
American Express plans to increase its quarterly dividend to $0.95 per share.
Stated in 2 of last 2 quarters. Dividend per share increased from $0.82 in 2025-Q3 to $0.95 in 2026-Q1, reflecting the planned increase. The trajectory is delivering on the dividend increase commitment.
Breaks if: EPS falls below $16.5 in FY26
American Express targets EPS in the range of $17.30 to $17.90 for the full year 2026.
Stated in 3 of last 3 quarters. Diluted EPS was $4.28 in 2026-Q1, up from $4.14 in 2025-Q3, showing progress towards the EPS target. The trajectory is delivering against the guidance range of $17.30 to $17.90 for 2026.
Breaks if: YoY revenue growth falls below 7% in FY26
American Express aims for 9-10% revenue growth for the full year 2026.
Stated in 3 of last 3 quarters. Revenue was $10.52B in 2026-Q1, down from $10.94B in 2025-Q4, indicating a decline. Despite the reaffirmation of 9-10% growth guidance, the trajectory shows limited progress this quarter.
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“Announcing an increase in the quarterly dividend on its common shares to $0.95 per common share.”
“We plan to increase our quarterly common stock dividend by approximately 16 percent.”
“We’re reaffirming our full-year 2026 guidance for EPS of $17.30 to $17.90.”
“Company expects FY 2026 EPS in the range of $17.30 to $17.90.”
“We are raising our full-year guidance to EPS of $15.20 to $15.50.”
“We’re reaffirming our full-year 2026 guidance for 9 to 10 percent revenue growth.”
“Company expects FY 2026 revenue growth of 9% to 10%.”
“We are raising our full-year guidance to revenue growth of 9 to 10 percent.”