Strategic Investment Advisors MI Boosts Stock Position in American Express Company $AXP

Strategic Investment Advisors MI raised its holdings in American Express Company (NYSE:AXP) by 80.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,856 shares of the payment services company’s stock after purchasing an additional 2,614 shares during the quarter. Strategic Investment Advisors MI’s holdings in American Express were worth $1,777,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Keybank National Association OH boosted its stake in American Express by 3.0% in the fourth quarter. Keybank National Association OH now owns 359,261 shares of the payment services company’s stock valued at $132,909,000 after acquiring an additional 10,495 shares during the last quarter. Swiss Life Asset Management Ltd increased its stake in shares of American Express by 34.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 139,887 shares of the payment services company’s stock worth $51,751,000 after purchasing an additional 35,533 shares during the last quarter. Country Trust Bank increased its stake in shares of American Express by 14.0% during the 4th quarter. Country Trust Bank now owns 121,774 shares of the payment services company’s stock worth $45,050,000 after purchasing an additional 14,931 shares during the last quarter. Peapack Gladstone Financial Corp raised its holdings in shares of American Express by 6.2% in the 4th quarter. Peapack Gladstone Financial Corp now owns 65,997 shares of the payment services company’s stock worth $24,416,000 after purchasing an additional 3,855 shares during the period. Finally, Thames Capital Management LLC raised its holdings in shares of American Express by 189.6% in the 4th quarter. Thames Capital Management LLC now owns 80,463 shares of the payment services company’s stock worth $29,767,000 after purchasing an additional 52,679 shares during the period. 84.33% of the stock is currently owned by institutional investors.

Key Stories Impacting American Express

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

• Positive Sentiment: Jim Cramer characterized the post-earnings decline as a potential buying opportunity, pointing to American Express’ earnings beat, upgraded revenue guidance and continued business momentum. Jim Cramer says American Express’ post-earnings sell-off is a buying opportunity
• Positive Sentiment: American Express reported quarterly EPS of $4.53, above the $4.41 consensus, while revenue increased 10% year over year. Management’s full-year guidance and accelerating card spending support the outlook for continued fee and revenue growth. American Express lifts revenue guidance as card spending accelerates
• Positive Sentiment: KBW and Deutsche Bank maintained bullish views with Buy ratings, while valuation analysis from Yahoo Finance argued that AXP may still trade below its intrinsic value despite its strong long-term performance. American Express receives a Buy from KBW
• Neutral Sentiment: Analysts and financial comparisons present a mixed picture: American Express benefits from a premium customer base, strong returns and durable card-member retention, but its concentrated lending model carries more credit exposure than diversified financial companies such as Berkshire Hathaway. American Express versus Berkshire Hathaway
• Negative Sentiment: BTIG Research lowered its AXP price target to $315, and Jefferies retained a Hold rating. These cautious calls suggest limited near-term upside after the stock’s substantial multiyear gains and recent earnings-related volatility. BTIG lowers American Express price target
• Negative Sentiment: Investors remain concerned that premium valuation, potential changes in consumer credit quality and the possibility that growth expectations are already embedded in the share price could weigh on AXP, explaining the negative market reaction despite solid results. Bank of America versus American Express

American Express Stock Performance

NYSE:AXP opened at $330.73 on Thursday. The stock has a market cap of $223.35 billion, a P/E ratio of 20.07, a PEG ratio of 1.36 and a beta of 1.04. The company has a quick ratio of 1.62, a current ratio of 1.55 and a debt-to-equity ratio of 1.66. The business’s 50-day moving average price is $333.92 and its two-hundred day moving average price is $328.98. American Express Company has a twelve month low of $288.34 and a twelve month high of $387.49.

American Express (NYSE:AXP) last issued its quarterly earnings data on Friday, July 24th. The payment services company reported $4.53 EPS for the quarter, topping the consensus estimate of $4.41 by $0.12. The company had revenue of $14.99 billion during the quarter, compared to analyst estimates of $19.70 billion. American Express had a return on equity of 34.12% and a net margin of 15.07%.American Express’s revenue was up 10.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities analysts predict that American Express Company will post 17.66 EPS for the current fiscal year.

American Express Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd will be paid a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, July 2nd. American Express’s payout ratio is currently 23.06%.

Analysts Set New Price Targets

AXP has been the subject of several research reports. Barclays increased their price objective on American Express from $322.00 to $364.00 and gave the company an “equal weight” rating in a report on Tuesday, July 7th. Weiss Ratings restated a “hold (c+)” rating on shares of American Express in a research note on Monday, July 13th. UBS Group upped their price target on American Express from $340.00 to $386.00 and gave the company a “neutral” rating in a research report on Tuesday, July 7th. Jefferies Financial Group raised American Express from a “hold” rating to a “buy” rating in a report on Monday, July 13th. Finally, HSBC boosted their price objective on American Express from $312.00 to $329.00 and gave the company a “hold” rating in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.95.

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.