American Express Company $AXP Shares Acquired by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. lifted its holdings in shares of American Express Company (NYSE:AXP) by 136.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,064 shares of the payment services company’s stock after buying an additional 12,173 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in American Express were worth $7,789,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AXP. Valley Wealth Managers Inc. boosted its stake in American Express by 153.3% during the 3rd 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 last quarter. Joseph Group Capital Management purchased a new position in shares of American Express during the 4th quarter worth approximately $26,000. Guerra Advisors Inc purchased a new position in American Express during the 3rd quarter valued at about $28,000. Measured Wealth Private Client Group LLC purchased a new position in American Express during the 3rd quarter valued at about $28,000. Finally, Torren Management LLC acquired a new position in shares of American Express in the fourth quarter worth $32,000. 84.33% of the stock is owned by hedge funds and other institutional investors.

Key American Express News

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

• Positive Sentiment: American Express and Fanatics announced a multifaceted partnership that makes Amex the official payments partner across select Fanatics locations, adds exclusive fan experiences, and launches a new co-branded Fanatics American Express card. The move could help Amex deepen customer engagement, strengthen spending volume, and expand its premium rewards ecosystem. Business Wire article
• Positive Sentiment: American Express and Main Street America said they awarded more than $10 million in Shop Small grants to over 500 small businesses. The initiative supports Amex’s small-business brand positioning and reinforces its image as a partner to merchants, which can support long-term card acceptance and loyalty. Yahoo Finance article
• Neutral Sentiment: Several articles focused on whether American Express stock remains attractive after its recent share-price pullback and after a lukewarm reaction to first-quarter earnings. These pieces reflect ongoing investor debate rather than a fresh operational catalyst, but they may be contributing to some near-term caution. Motley Fool article
• Neutral Sentiment: Barclays reportedly reiterated a Hold view on AXP, which suggests analysts are not seeing a major near-term re-rating catalyst despite the company’s strong franchise and new marketing initiatives.

American Express Trading Up 0.2%

Shares of American Express stock opened at $309.92 on Thursday. 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 quick ratio of 1.56 and a current ratio of 1.57. The company has a market capitalization of $211.47 billion, a P/E ratio of 19.33, a PEG ratio of 1.26 and a beta of 1.08. The company’s fifty day moving average is $311.10 and its two-hundred day moving average is $341.25.

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

American Express Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 8th. Shareholders of record on Friday, April 3rd were given a dividend of $0.95 per share. The ex-dividend date of this dividend 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 23.71%.

Wall Street Analysts Forecast Growth

AXP has been the topic of a number of recent research reports. Evercore set a $345.00 target price on shares of American Express in a research note on Wednesday, April 29th. Freedom Capital upgraded American Express from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 14th. Morgan Stanley cut their price target on American Express from $395.00 to $385.00 and set an “equal weight” rating on the stock in a research note on Thursday, April 16th. UBS Group restated a “neutral” rating and issued a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. Finally, Weiss Ratings cut American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $357.47.

American Express 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.