Capital International Sarl Grows Position in American Express Company $AXP

Capital International Sarl increased its holdings in American Express Company (NYSE:AXP) by 217.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 23,642 shares of the payment services company’s stock after acquiring an additional 16,187 shares during the quarter. Capital International Sarl’s holdings in American Express were worth $8,746,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. lifted its stake in American Express by 6,600.0% in the fourth quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company’s stock worth $25,000 after acquiring an additional 66 shares during the period. Joseph Group Capital Management purchased a new stake in American Express in the fourth quarter worth about $26,000. Measured Wealth Private Client Group LLC purchased a new stake in American Express in the third quarter worth about $28,000. Torren Management LLC purchased a new stake in American Express in the fourth quarter worth about $32,000. Finally, Entrust Financial LLC purchased a new stake in American Express in the fourth quarter worth about $41,000. 84.33% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

AXP has been the subject of a number of research reports. Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 14th. BTIG Research reiterated a “sell” rating and issued a $285.00 target price on shares of American Express in a report on Friday, April 24th. Loop Capital initiated coverage on shares of American Express in a report on Thursday, May 21st. They issued a “buy” rating and a $389.00 target price for the company. JPMorgan Chase & Co. reduced their target price on shares of American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a report on Thursday, April 9th. Finally, Bank of America boosted their target price on shares of American Express from $381.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, April 24th. 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 assigned a Sell rating to the stock. Based on data from MarketBeat, American Express has an average rating of “Hold” and a consensus price target of $359.05.

American Express Stock Performance

Shares of American Express stock opened at $310.48 on Monday. American Express Company has a one year low of $286.15 and a one year high of $387.49. The company has a market capitalization of $211.85 billion, a PE ratio of 19.37, a P/E/G ratio of 1.26 and a beta of 1.06. 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 50-day simple moving average of $313.91 and a two-hundred day simple moving average of $336.89.

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

American Express Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Thursday, July 2nd will be paid a dividend of $0.95 per share. The ex-dividend date is Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. American Express’s payout ratio is presently 23.71%.

Key Stories Impacting American Express

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

• Positive Sentiment: American Express announced a quarterly dividend of $0.95 per share, reinforcing its shareholder-return profile. The dividend is payable on August 10 to holders of record on July 2. Article Title
• Positive Sentiment: A broader market rally boosted financial stocks, which can help sentiment around American Express as part of the sector. Article Title
• Neutral Sentiment: One article highlighted Navan’s AI-powered travel and expense platform as a challenger to entrenched providers including American Express, but this is more of a competitive backdrop than a direct near-term catalyst. Article Title
• Neutral Sentiment: Coverage also noted that American Express card spending is growing at its fastest pace in three years, which supports the long-term consumer-spending story, though investors remain focused on whether affluent demand can hold up. Article Title
• Negative Sentiment: Several market recaps emphasized that AXP has been trending lower recently, with shares down year to date and trading below key moving averages, suggesting ongoing valuation and momentum pressure. Article Title

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.