American Express Company $AXP Stake Trimmed by Metis Global Partners LLC

Metis Global Partners LLC lowered its stake in American Express Company (NYSE:AXP) by 10.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,119 shares of the payment services company’s stock after selling 3,073 shares during the quarter. Metis Global Partners LLC’s holdings in American Express were worth $10,033,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the business. Murphy & Mullick Capital Management Corp boosted its position in American Express by 10.0% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock worth $105,000 after acquiring an additional 28 shares during the period. Capital Asset Advisory Services LLC boosted its position in American Express by 2.4% during the 4th quarter. Capital Asset Advisory Services LLC now owns 1,214 shares of the payment services company’s stock worth $465,000 after acquiring an additional 28 shares during the period. Lantz Financial LLC boosted its position in American Express by 3.6% during the 4th quarter. Lantz Financial LLC now owns 808 shares of the payment services company’s stock worth $299,000 after acquiring an additional 28 shares during the period. Financial Management Network Inc. increased its stake in shares of American Express by 0.8% in the fourth quarter. Financial Management Network Inc. now owns 3,740 shares of the payment services company’s stock worth $1,394,000 after acquiring an additional 29 shares during the last quarter. Finally, Central Bank & Trust Co. increased its stake in shares of American Express by 1.1% in the fourth quarter. Central Bank & Trust Co. now owns 2,620 shares of the payment services company’s stock worth $969,000 after acquiring an additional 29 shares during the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting American Express

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

• Positive Sentiment: Zacks said American Express looks like a stock to watch because of its earnings growth and relative price strength, reinforcing the idea that investors are rewarding its fundamentals. Earnings Growth & Price Strength Make American Express (AXP) a Stock to Watch
• Positive Sentiment: American Express CFO said card fee revenue should pick up for the rest of 2026, a sign that an important revenue stream may improve as the year goes on. American Express CFO sees card fee revenue picking up for remainder of 2026
• Positive Sentiment: Delta is adding new SkyMiles card perks, which could help strengthen the American Express co-branded card franchise by boosting traveler value, loyalty, and spending. Delta Unveils New SkyMiles Card Perks to Boost Traveler Value
• Neutral Sentiment: Coverage of American Express’s Morgan Stanley conference presentation and Q1 earnings recap did not point to a major new catalyst, but they kept investors focused on the company’s operating trends and outlook. American Express Company (AXP) Presents at Morgan Stanley US Financials Conference 2026 Transcript Reflecting on credit card stocks’ Q1 earnings: American Express (NYSE: AXP)
• Negative Sentiment: Analyst commentary was mixed, and a valuation-focused article noted that AXP still trades below its 200-day average and has been under pressure year to date, which can temper enthusiasm despite recent gains. A Look At American Express (AXP) Valuation After Recent Share Price Pullback And Mixed Returns

American Express Price Performance

Shares of AXP opened at $313.76 on Thursday. The firm has a market cap of $214.09 billion, a PE ratio of 19.57, a PEG ratio of 1.29 and a beta of 1.06. The firm’s 50 day moving average price is $315.03 and its 200 day moving average price is $336.30. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.56 and a current ratio of 1.57. American Express Company has a twelve month low of $286.15 and a twelve month high of $387.49.

American Express (NYSE:AXP) last posted its earnings results 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. American Express had a return on equity of 33.95% and a net margin of 15.13%.The firm had revenue of $14.22 billion during the quarter, compared to analyst estimates of $18.60 billion. During the same period in the previous year, the company earned $3.64 EPS. The company’s revenue for the quarter was up 11.4% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts expect that American Express Company will post 17.59 EPS for the current fiscal year.

American Express Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Investors of record on Thursday, July 2nd will be issued a $0.95 dividend. This represents a $3.80 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, July 2nd. American Express’s payout ratio is 23.71%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on AXP. Evercore set a $345.00 price target on American Express in a report on Wednesday, April 29th. Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 14th. Royal Bank Of Canada set a $415.00 price objective on shares of American Express in a research report on Friday, April 10th. Wells Fargo & Company cut their price objective on shares of American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Finally, The Goldman Sachs Group raised their price objective on shares of American Express from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, American Express currently has a consensus rating of “Hold” and a consensus target price of $359.05.

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.