American Express（AXP）株式概要
アメリカン・エキスプレス・カンパニーは、その子会社とともに、米国、欧州、中東・アフリカ、アジア太平洋地域、オーストラリア、ニュージーランド、中南米、カナダ、カリブ海諸国、および国際的な総合決済企業として事業を展開している。 詳細
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American Express Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$325.44 |
| 52週高値 | US$387.49 |
| 52週安値 | US$286.15 |
| ベータ | 1.06 |
| 1ヶ月の変化 | 5.11% |
| 3ヶ月変化 | 8.49% |
| 1年変化 | 13.08% |
| 3年間の変化 | 88.98% |
| 5年間の変化 | 105.75% |
| IPOからの変化 | 8,208.90% |
最新ニュース
ナラティブの更新 • Jun 09
AXP: Premium Franchise Strength And Competition Will Shape Returns Going Forward
Analysts kept the American Express fair value estimate steady at $285.00 while slightly adjusting the discount rate and revenue growth assumptions. This reflects mixed but generally constructive recent research that includes higher price targets from firms citing resilient spending trends, alongside more cautious updates from others focused on competition and valuation pressures.Seeking Alpha • May 28
American Express Keeps Buy Rating After Stellar Q1, Despite Clouds Over Consumer Confidence
Summary American Express is reaffirmed as a buy, driven by robust fundamentals, margin recovery, and strong dividend growth despite recent technical bearishness. AXP posted 10% FX-adjusted revenue growth in Q1 and maintains 9–10% annual revenue growth guidance through 2026, supported by new card and volume growth. Balance sheet risk remains conservative, with A-level credit ratings, stable credit metrics, and a low payout ratio supporting steady dividend growth. Despite premium valuation and technical sell signals, I see a 14.3% upside to $355 by Dec. 2027, with risks mitigated by diversified income streams. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Jun 09
AXP: Premium Franchise Strength And Competition Will Shape Returns Going Forward
Analysts kept the American Express fair value estimate steady at $285.00 while slightly adjusting the discount rate and revenue growth assumptions. This reflects mixed but generally constructive recent research that includes higher price targets from firms citing resilient spending trends, alongside more cautious updates from others focused on competition and valuation pressures.Seeking Alpha • May 28
American Express Keeps Buy Rating After Stellar Q1, Despite Clouds Over Consumer Confidence
Summary American Express is reaffirmed as a buy, driven by robust fundamentals, margin recovery, and strong dividend growth despite recent technical bearishness. AXP posted 10% FX-adjusted revenue growth in Q1 and maintains 9–10% annual revenue growth guidance through 2026, supported by new card and volume growth. Balance sheet risk remains conservative, with A-level credit ratings, stable credit metrics, and a low payout ratio supporting steady dividend growth. Despite premium valuation and technical sell signals, I see a 14.3% upside to $355 by Dec. 2027, with risks mitigated by diversified income streams. Read the full article on Seeking Alpha
ナラティブの更新 • May 26
AXP: Affluent Spend Resilience And AI Layoff Fears Will Support Higher P/E
Analyst pricing on American Express has been trimmed modestly, with the fair value estimate moving lower by about $3 to $440.45, as analysts balance a slightly softer revenue growth and profit margin outlook against fresh Buy initiations and raised price targets that highlight confidence in the stock's broader client base and resilience to AI related job losses. Analyst Commentary Recent research has highlighted a split view on American Express, with some firms trimming price targets while others are leaning into the stock with fresh Buy calls.ナラティブの更新 • May 03
AXP: Premium Customer Erosion And Lower P E Will Pressure Returns
Analysts have trimmed the American Express price target slightly to $285, reflecting modestly lower revenue growth and profit margin assumptions along with a reduced future P/E of about 16.3x. Analyst Commentary Street research on American Express has turned more mixed, with several firms cutting price targets over the past few months even as a few higher targets remain in place.ナラティブの更新 • Apr 19
AXP: Affluent Credit Stability And AI Selloff May Support Higher Future P/E
American Express' updated analyst price target reflects a reduction of $14.89, as analysts factor in revised assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following a series of target cuts across the Street. Analyst Commentary Recent Street research on American Express has been dominated by lower price targets, but the tone is not uniformly bearish.ナラティブの更新 • Apr 05
AXP: Premium Margins And Rate Cap Threat Will Shape Forward P E
Analysts have made a modest upward adjustment to the American Express price target, with fair value moving by about $3 to $286.99 as they balance softer margin assumptions against slightly higher revenue growth expectations and a small uptick in the future P/E. Analyst Commentary Recent research on American Express reflects a split view, with some firms highlighting long term growth potential and others flagging risks around competition, regulation, and macro sensitivity.ナラティブの更新 • Mar 21
AXP: Affluent Credit Stability And Buybacks Should Support Higher Future P E
Narrative Update: American Express American Express's analyst price target has been revised slightly lower, with fair value moving from about $462.00 to $458.63 as analysts factor in modestly higher revenue growth and profit margins, a slightly lower discount rate, and a reduced future P/E assumption. Analyst Commentary Recent Street research on American Express shows a split tape, with some firms trimming price targets and others lifting them.
ナラティブの更新 • Mar 07
AXP: Future Returns Will Reflect 2026 Guide Versus Credit Policy Risk
The analyst price target for American Express has been trimmed by about $1 to $378.94, as analysts balance slightly higher profit margin and discount rate assumptions with mixed sentiment around consumer finance, concerns about AI-driven unemployment, and recent volatility in the shares. Analyst Commentary Recent research on American Express reflects a split tape, with some firms highlighting opportunity after the recent pullback and others flagging policy and credit risks that could cap upside.ナラティブの更新 • Feb 21
AXP: Future Performance Will Reflect 2026 Guide And Regulatory Risk Balancing
American Express's analyst fair value estimate has been revised higher to $379.60 from $354.83, as analysts factor in slightly lower discount rates, a modestly higher assumed future P/E multiple, and updated views on revenue growth and margins following a mix of recent price target hikes and trims across the Street. Analyst Commentary Recent Street research on American Express shows a split view, with several firms lifting price targets and a few trimming them or keeping more cautious stances.ナラティブの更新 • Feb 07
AXP: Elevated P E Multiples Will Face Potential Credit Card Rate Cap Shock
Analysts have refined their view on American Express, raising their fair value estimate modestly to about $284. This update reflects slightly lower assumed discount rates, more measured expectations for revenue growth and margins, a minor adjustment to future P/E assumptions, and recent price target changes on the Street that are mixed but generally supportive.ナラティブの更新 • Jan 24
AXP: Elevated P E Multiples Will Face Regulatory Credit Card Rate Cap Test
Analysts have raised their implied fair value for American Express from about US$230 to roughly US$280, reflecting updated price targets that apply higher future P/E multiples and slightly stronger assumptions for revenue growth and profit margins. Analyst Commentary Across recent research, most price target changes for American Express have been upward, but the tone is not uniformly optimistic.ナラティブの更新 • Jan 09
AXP: Higher P/E Multiple Could Reward Solid Loan And Earnings Momentum
Analysts have lifted their blended price expectations for American Express, with the modelled fair value rising from about US$366.63 to US$462.00 as they factor in higher sector multiples, including a future P/E assumption of 26.66, as well as updated views on growth, margins and discount rates informed by recent price target increases across the specialty finance group. Analyst Commentary Recent Street research around American Express shows a cluster of higher price targets and rating moves that feed into the richer blended fair value used in the updated model.ナラティブの更新 • Dec 14
AXP: Future Performance Will Reflect Execution On Premium Card Refresh Amid Mixed Sentiment
The analyst price target for American Express has been raised modestly, as analysts factor in a roughly $3 uptick in fair value to about $355 per share. This is supported by stronger billings growth, resilient credit trends, and confidence in the earnings impact of the Platinum refresh, despite mixed near term guidance.ナラティブの更新 • Nov 30
AXP: Future Results Will Reflect Execution Strength Amid Mixed Market Sentiment
American Express's analyst price target has been modestly increased by $1 to $351.87. Analysts cite stronger-than-expected revenue expansion, higher profit margins, and improved growth trends, supported by recent upgrades and positive financial results.ナラティブの更新 • Nov 16
AXP: Future Results Will Balance Margin Strength With Competitive Pressures
American Express's analyst price target has been raised slightly, with the updated fair value estimate increasing from $349.41 to $350.87. Analysts cite continued robust operating performance, improved revenue and profit margin trends, and tempered expense forecasts following strong recent results.ナラティブの更新 • Nov 01
AXP: Premium Card Momentum And Buybacks Will Shape Performance Amid Balanced Risks
American Express's analyst price target has increased modestly by $11 to $349, as analysts cite resilient operating results, improved profit margins, and continued confidence in growth, even though revenue guidance has been tempered. Analyst Commentary Following American Express's latest quarterly results, Wall Street analysts have shared a range of perspectives on the company's outlook and valuation.ナラティブの更新 • Oct 18
Personalized Experiences And Global Expansion Will Drive Future Value
The analyst price target for American Express has increased from approximately $329.62 to $338.24. Analysts cite improving loan growth trends, stable credit quality, and expectations for accelerating revenue from upcoming product initiatives.ナラティブの更新 • Oct 04
Personalized Experiences And Global Expansion Will Drive Future Value
American Express has seen its analyst price target increase notably from $311 to $362, as analysts cite stable credit trends, a premium valuation based on strong credit quality, and updated financial models that reflect improved outlooks for the consumer finance sector. Analyst Commentary Analysts remain divided on the prospects for American Express, with recent research highlighting both constructive and cautious viewpoints.Seeking Alpha • Apr 23
American Express: Solid Q1 Results Fuel Long-Term Optimism
Summary American Express shows solid top-line growth with 7.3% revenue increase and 20% card fee revenue growth, indicating strong customer value perception. Operating expenses grew by 10%, but disciplined spending on S&G and G&A ensures long-term customer satisfaction and company success. Capital returns to shareholders are robust, with a 17% dividend increase and consistent stock buybacks, enhancing shareholder value. Premium customer base and strong Gen-Z and Millennial acquisition highlight Amex's effective portfolio management and future growth potential. Read the full article on Seeking Alpha新しいナラティブ • Apr 08
US Card Refresh And Global Merchant Expansion Will Unlock Opportunities
Expansion efforts, including product refreshes and merchant network growth, target Millennials and Gen Z, aiming to boost transaction volume and revenue.新しいナラティブ • Apr 07
Expanding Merchant Network And Millennial Focus Will Succeed
Focus on global merchant network expansion and targeting of younger generations drives revenue growth through increased transaction volumes and premium product adoption.Seeking Alpha • Mar 14
American Express: Too Soon To Buy The Dip Given Travel Exposure
Summary American Express faces challenges with a 20% stock drop from its high, driven by economic uncertainty and reduced travel & entertainment spending. Despite strong brand equity and growth in high-income consumers, AXP's revenue growth is likely set to slow, with marketing expenses pressuring margins. Small business spending remains uncertain due to economic policies, though AXP's higher-income focus may mitigate credit downturn risks. Maintaining a "hold" rating, I suggest waiting for a pullback below $240 or 16x earnings before considering adding AXP shares. Read the full article on Seeking AlphaSeeking Alpha • Feb 28
American Express: A Better Entry Point Is Coming
Summary American Express is a solid blue-chip stock with a 143% total return over five years, driven by its closed-loop network, brand power, and affluent customer base. The company's strong financials, including a TTM ROE of 34.3% and consistent revenue and EPS growth, highlight its robust business model. Despite its strengths, AXP's current valuation is elevated and so is its chart; a better entry point may arise with a 10-20% dip in stock price. Read the full article on Seeking AlphaSeeking Alpha • Feb 09
American Express Is A Fantastic Long-Term Investment
Summary American Express shows strong financial health with $17 billion in revenue, 25% YoY EPS growth, and a P/E ratio of ~23x, indicating substantial shareholder returns. The company maintains robust credit quality, with lower delinquency and write-off rates, ensuring a stable balance sheet and reduced provisions. Shareholder returns are bolstered by aggressive share buybacks, a nearly 1% dividend yield, and a long-term focus on double-digit revenue and EPS growth. Despite competition, American Express' consistent investment in its portfolio and customer base positions it as a valuable long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
American Express Keeps The Premium Charges Going With Gen Z
Summary American Express Company has shown strong financial performance with a 12-month rally of nearly 60%, record Q4 results, and robust earnings growth. The company is benefiting from increased spending by Millennials and Gen Z, who prioritize experiences over possessions, driving demand for premium products. Operationally, Amex boasts a 35% ROE and plans to increase its quarterly dividend by 17%, while maintaining controlled costs and investing in market opportunities. Despite facing rising customer acquisition costs and competition, Amex's solid financials, international expansion, and premium customer base make it a "Buy" with growth potential. Read the full article on Seeking Alpha株主還元
| AXP | US Consumer Finance | US 市場 | |
|---|---|---|---|
| 7D | 4.8% | 3.5% | 0.8% |
| 1Y | 13.1% | 7.4% | 24.2% |
業界別リターン: AXP過去 1 年間で7.4 % の収益を上げたUS Consumer Finance業界を上回りました。
リターン対市場: AXPは、過去 1 年間で24.2 % のリターンを上げたUS市場を下回りました。
価格変動
| AXP volatility | |
|---|---|
| AXP Average Weekly Movement | 3.3% |
| Consumer Finance Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AXP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AXPの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1850 | 76,800 | Steve Squeri | www.americanexpress.com |
アメリカン・エキスプレス・カンパニーは、その子会社とともに、米国、欧州、中東・アフリカ、アジア太平洋地域、オーストラリア、ニュージーランド、中南米、カナダ、カリブ海諸国、および国際的な総合決済企業として事業を展開している。4つのセグメントを通じて事業を展開している：米国コンシューマー・サービス、コマーシャル・サービス、インターナショナル・カード・サービス、グローバル・マーチャント＆ネットワーク・サービス。同社はクレジットカード、チャージカード、旅行、飲食、ライフスタイル、経費管理商品・サービスを含む補完的商品・サービス、預金、カード以外の融資を含む銀行業務、その他の決済、融資商品・サービスを提供している。また、加盟店獲得・処理、サービシング・決済、不正防止、POSマーケティング・情報商品・サービス、ネットワーク・サービスも提供している。モバイルやオンライン・アプリケーション、アフィリエイト・マーケティング、顧客紹介プログラム、第三者サービス・プロバイダーやビジネス・パートナー、社内営業チーム、ダイレクトメール、電話、ダイレクト・レスポンス広告などを通じて、消費者、中小企業、中堅企業、大企業に商品やサービスを提供している。アメリカン・エキスプレス・カンパニーは1850年に設立され、ニューヨーク州ニューヨークに本社を置く。
American Express Company 基礎のまとめ
| AXP 基礎統計学 | |
|---|---|
| 時価総額 | US$217.31b |
| 収益（TTM） | US$11.09b |
| 売上高(TTM) | US$68.81b |
20.0x
PER（株価収益率3.2x
P/SレシオAXP は割高か？
公正価値と評価分析を参照収益と収入
| AXP 損益計算書（TTM） | |
|---|---|
| 収益 | US$68.81b |
| 売上原価 | US$25.63b |
| 売上総利益 | US$43.19b |
| その他の費用 | US$32.10b |
| 収益 | US$11.09b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 24, 2026
| 一株当たり利益（EPS） | 16.25 |
| グロス・マージン | 62.76% |
| 純利益率 | 16.11% |
| 有利子負債／自己資本比率 | 177.8% |
AXP の長期的なパフォーマンスは？
過去の実績と比較を見る| American Express 配当日 | |
|---|---|
| 配当落ち日 | Jul 02 2026 |
| 配当支払日 | Aug 10 2026 |
| 配当落ちまでの日数 | 18 days |
| 配当支払日までの日数 | 57 days |
AXP 配当は確実ですか？
AXP 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/12 18:19 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
American Express Company 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52
| アナリスト | 機関 |
|---|---|
| Stephen Biggar | Argus Research Company |
| David George | Baird |
| Bruce Harting | Barclays |