American Express Company $AXP Shares Purchased by Americana Partners LLC

Americana Partners LLC increased its position in shares of American Express Company (NYSE:AXP) by 41.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,168 shares of the payment services company’s stock after purchasing an additional 4,122 shares during the quarter. Americana Partners LLC’s holdings in American Express were worth $5,241,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Joseph Group Capital Management acquired a new stake in shares of American Express during the fourth quarter worth about $26,000. Valley Wealth Managers Inc. lifted its holdings in shares of American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after purchasing an additional 46 shares during the period. Measured Wealth Private Client Group LLC acquired a new stake in shares of American Express during the third quarter worth about $28,000. Guerra Advisors Inc acquired a new stake in shares of American Express during the third quarter worth about $28,000. Finally, Torren Management LLC acquired a new position in shares of American Express in the 4th quarter valued at about $32,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Royal Bank Of Canada set a $415.00 target price on American Express in a report on Friday, April 10th. Freedom Capital raised American Express from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 14th. The Goldman Sachs Group raised their target price on American Express from $360.00 to $400.00 and gave the stock a “buy” rating in a report on Tuesday, April 28th. BTIG Research reaffirmed a “sell” rating and set a $285.00 target price on shares of American Express in a report on Friday, April 24th. Finally, Loop Capital assumed coverage on American Express in a report on Thursday. They set a “buy” rating and a $389.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $359.05.

American Express Price Performance

AXP stock opened at $311.98 on Friday. The firm has a market capitalization of $212.87 billion, a PE ratio of 19.46, a price-to-earnings-growth ratio of 1.26 and a beta of 1.08. American Express Company has a 1 year low of $281.46 and a 1 year high of $387.49. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. The business has a 50 day simple moving average of $311.35 and a 200-day simple moving average of $340.69.

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

American Express Increases Dividend

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

Key American Express News

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

• Positive Sentiment: Analysts highlighted American Express’s resilient premium spending, strong earnings growth, and expanding lifestyle ecosystem as reasons it may have more upside than PayPal. American Express vs. PayPal: Which Fintech Stock Has More Upside?
• Positive Sentiment: American Express expanded its sports-commerce strategy through a Fanatics tie-up, adding a co-branded card and rewards integration that could support card usage and customer engagement. AmEx Expands Sports Commerce Strategy With Fanatics Tie-Up
• Positive Sentiment: American Express was also mentioned as one of Warren Buffett’s long-term “forever” holdings, reinforcing investor confidence in the company’s durable business model and cash-generating ability. Warren Buffett’s favorite stocks to buy and hold forever
• Neutral Sentiment: Other articles simply reiterated American Express’s status as a Buffett-backed dividend and quality financial stock, which supports the investment case but does not represent a new catalyst. 2 Warren Buffett Stocks That Pay You a Passive Income
• Neutral Sentiment: A broader market piece said weakness in American Express is drawing attention to S&P 500 value stocks, which is more of a commentary on relative valuation than a direct negative company-specific development. American Express Weakness Puts S&P 500 Value In Focus
• Neutral Sentiment: Promotional news about new Hilton and Marriott card offers may support future card sign-ups, but it appears to be routine marketing rather than a major earnings-moving event. New Hilton and Marriott credit card offers — earn up to 175,000 points

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.