Kepler Cheuvreux Suisse SA Takes Position in American Express Company $AXP

Kepler Cheuvreux Suisse SA acquired a new stake in shares of American Express Company (NYSE:AXP) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 7,004 shares of the payment services company’s stock, valued at approximately $2,591,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in AXP. Brighton Jones LLC boosted its holdings in shares of American Express by 24.4% in the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after buying an additional 1,273 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of American Express by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after buying an additional 200 shares during the period. Schnieders Capital Management LLC. acquired a new position in shares of American Express in the second quarter worth about $428,000. Howland Capital Management LLC boosted its holdings in shares of American Express by 4.2% in the second quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock worth $707,000 after buying an additional 90 shares during the period. Finally, HUB Investment Partners LLC boosted its holdings in shares of American Express by 19.9% in the second quarter. HUB Investment Partners LLC now owns 2,898 shares of the payment services company’s stock worth $924,000 after buying an additional 481 shares during the period. 84.33% of the stock is currently owned by institutional investors and hedge funds.

American Express News Summary

Here are the key news stories impacting American Express this week:

• Positive Sentiment: Warren Buffett publicly praised Greg Abel, reinforcing the market’s view that Berkshire’s leadership remains constructive on high-quality financial names like American Express. Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”
• Positive Sentiment: Multiple articles highlighted American Express as a Berkshire favorite and one of Buffett’s best value ideas for 2026, which can support sentiment around AXP as a durable, cash-generating franchise. American Express (AXP) – Among the 10 Best Value Stocks to Buy in 2026 According to Warren Buffett
• Positive Sentiment: American Express’ move to sell its remaining stake in American Express Global Business Travel for about $1.5 billion was described as helping the company refocus on its core card business, which investors often view favorably. American Express Exit From GBT Refocuses Capital On Core Card Engine
• Positive Sentiment: American Express also launched an AI upskilling initiative for small businesses, a potentially positive long-term move that could deepen customer relationships and strengthen its small-business ecosystem. American Express Uses AI Upskilling To Deepen Small Business Relationships
• Neutral Sentiment: Shareholders reaffirmed the board, executive pay, and auditor at the annual meeting, removing a potential governance overhang but likely not a major near-term stock catalyst. American Express Shareholders Reaffirm Board, Pay and Auditor
• Neutral Sentiment: Articles comparing AXP with other value stocks or peers are generally informational and do not appear to be driving the move on their own. INTR vs. AXP: Which Stock Should Value Investors Buy Now?

Analysts Set New Price Targets

Several research analysts have commented on the stock. UBS Group reiterated a “neutral” rating and issued a $395.00 target price on shares of American Express in a report on Wednesday, February 4th. The Goldman Sachs Group increased their price target on shares of American Express from $360.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. Barclays cut their price objective on shares of American Express from $323.00 to $322.00 and set an “equal weight” rating on the stock in a research report on Friday, April 24th. Weiss Ratings lowered shares of American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 15th. Finally, Truist Financial cut their price objective on shares of American Express from $400.00 to $360.00 and set a “buy” rating on the stock in a research report on Monday, March 23rd. Eight equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, American Express presently has a consensus rating of “Hold” and a consensus target price of $357.47.

American Express Trading Down 0.1%

NYSE:AXP opened at $315.79 on Monday. American Express Company has a 12 month low of $281.46 and a 12 month high of $387.49. The firm has a market cap of $215.47 billion, a price-to-earnings ratio of 19.70, a P/E/G ratio of 1.29 and a beta of 1.08. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73. The company’s 50 day moving average is $311.10 and its 200-day moving average is $344.05.

American Express (NYSE:AXP) last released its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, beating analysts’ consensus estimates of $4.01 by $0.27. American Express had a net margin of 15.13% and a return on equity of 33.95%. The company had revenue of $14.22 billion for the quarter, compared to analyst estimates of $18.60 billion. During the same quarter last year, the firm posted $3.64 earnings per share. The company’s quarterly revenue was up 11.4% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts anticipate that American Express Company will post 17.59 EPS for the current year.

American Express Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 8th. Stockholders of record on Friday, April 3rd were given a $0.95 dividend. This is a positive change from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Thursday, April 2nd. American Express’s payout ratio is 23.71%.

Insider Activity at American Express

In other news, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the sale, the insider owned 9,433 shares in the company, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 0.14% of the stock is currently owned by corporate insiders.

American Express Company Profile

American Express is a global financial services company primarily known for its payment card products, travel services and merchant network. Founded in 1850 as an express mail business, the company evolved through the 20th century into a payments and travel-focused organization. Its core activities include issuing consumer and commercial charge and credit cards, operating a global card acceptance and processing network, and providing travel-related services and customer loyalty programs.

American Express issues a range of products for individuals, small businesses and large corporations, including personal cards, business and corporate cards, and co‑brand partnerships with airlines, hotels and retailers.