Banque Cantonale Vaudoise Sells 3,616 Shares of American Express Company $AXP

Banque Cantonale Vaudoise cut its stake in shares of American Express Company (NYSE:AXP) by 16.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,414 shares of the payment services company’s stock after selling 3,616 shares during the period. Banque Cantonale Vaudoise’s holdings in American Express were worth $6,811,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of AXP. Valley Wealth Managers Inc. increased its holdings 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 acquiring an additional 46 shares during the period. Joseph Group Capital Management bought a new stake in shares of American Express during the 4th quarter worth $26,000. Guerra Advisors Inc purchased a new position in shares of American Express in the 3rd quarter worth about $28,000. Measured Wealth Private Client Group LLC purchased a new stake in American Express in the third quarter worth approximately $28,000. Finally, Torren Management LLC bought a new position in American Express during the fourth quarter valued at approximately $32,000. 84.33% of the stock is currently owned by institutional investors.

American Express News Roundup

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

• Positive Sentiment: Freedom Broker raised its view on American Express to Buy from Hold and lifted its price target to $370 from $325, signaling confidence in the company’s earnings power and valuation. American Express (AXP) Gets Price Target Hike from Freedom Broker despite Unchanged Outlook
• Positive Sentiment: American Express Canada launched a new Chef in Residence program to expand Platinum dining experiences, reinforcing the company’s premium-card positioning and member engagement strategy. American Express Canada Expands Platinum Dining Experiences with New American Express Chef in Residence Program
• Neutral Sentiment: Barclays initiated or maintained a Hold-type stance on American Express, suggesting analysts see limited near-term upside after the latest results rather than a strong catalyst. American Express (AXP) Gets a Hold from Barclays
• Neutral Sentiment: A consumer-loan satisfaction report showed non-bank lenders closing the gap with banks, which is relevant to American Express because it highlights rising competition in consumer finance, but it does not directly change AXP’s outlook on its own. Non-Bank Lenders Close Satisfaction Gap with Banks as Consumer Loan Satisfaction Remains Flat, JD Power Finds
• Negative Sentiment: Investor reaction to American Express’s first-quarter earnings was described as lukewarm, and a portfolio update from Artisan Select Equity Fund listed AXP among its worst contributors, suggesting sentiment around the stock has cooled despite solid fundamentals. Is American Express Stock Still Worth Buying After Earnings? Artisan Select Equity Fund Q1 2026 Portfolio Update

American Express Price Performance

Shares of American Express stock opened at $309.42 on Wednesday. The business has a 50 day moving average of $311.01 and a 200 day moving average of $341.59. American Express Company has a 52 week low of $281.46 and a 52 week high of $387.49. The company has a market cap of $211.13 billion, a PE ratio of 19.30, a P/E/G ratio of 1.27 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.

American Express (NYSE:AXP) last issued its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.01 by $0.27. The company had revenue of $14.22 billion during the quarter, compared to analysts’ expectations 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 was up 11.4% on a year-over-year basis. During the same period last year, the company posted $3.64 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities research analysts forecast that American Express Company will post 17.59 earnings per share for the current 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 issued a $0.95 dividend. 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 dividend on an annualized basis and a dividend yield of 1.2%. American Express’s payout ratio is 23.71%.

Analyst Ratings Changes

Several research firms have commented on AXP. UBS Group reissued a “neutral” rating and set a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. Royal Bank Of Canada set a $415.00 target price on shares of American Express in a report on Friday, April 10th. JPMorgan Chase & Co. lowered their price target on shares of American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Barclays reduced their price objective on American Express from $323.00 to $322.00 and set an “equal weight” rating on the stock in a research note on Friday, April 24th. Finally, Bank of America boosted their target price on American Express from $381.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, April 24th. 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 data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $357.47.

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.