Epoch Investment Partners Inc. Sells 141,639 Shares of American Express Company $AXP

Epoch Investment Partners Inc. reduced its holdings in American Express Company (NYSE:AXP) by 28.9% during the 1st quarter, HoldingsChannel reports. The firm owned 349,126 shares of the payment services company’s stock after selling 141,639 shares during the quarter. Epoch Investment Partners Inc.’s holdings in American Express were worth $105,604,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the business. Keybank National Association OH increased its position in American Express by 3.0% during the fourth quarter. Keybank National Association OH now owns 359,261 shares of the payment services company’s stock worth $132,909,000 after acquiring an additional 10,495 shares during the period. Swiss Life Asset Management Ltd grew its position in American Express by 34.1% in 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 grew its position in American Express by 14.0% in 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 increased its holdings in shares of American Express by 6.2% during 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 position in shares of American Express by 189.6% during the fourth quarter. Thames Capital Management LLC now owns 80,463 shares of the payment services company’s stock valued at $29,767,000 after buying an additional 52,679 shares during the last quarter. 84.33% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms recently weighed in on AXP. Loop Capital began coverage on American Express in a research report on Thursday, May 21st. They set a “buy” rating and a $389.00 target price on the stock. Truist Financial raised their price objective on American Express from $360.00 to $375.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Royal Bank Of Canada lowered American Express from a “moderate buy” rating to a “hold” rating in a report on Monday, July 13th. Freedom Capital upgraded American Express from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 14th. Finally, DZ Bank upgraded American Express from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a research note on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $374.11.

American Express News Roundup

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

• Positive Sentiment: American Express beat Q2 EPS estimates with $4.53 per share and reported 10% year-over-year revenue growth, showing resilient demand from cardmembers. AmEx raises 2026 revenue growth forecast as affluent cardholders keep spending
• Positive Sentiment: The company raised its 2026 revenue growth forecast and guided full-year EPS to $17.30-$17.90, signaling confidence that premium card spending on travel and dining remains strong. American Express Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Management said cardmember spending stayed healthy, with strong travel and entertainment demand and continued strength among affluent customers, which supports revenue momentum. American Express Sales, Profit Rise on Higher Card Member Spending
• Neutral Sentiment: Analysts and market commentary suggest the stock reaction is being driven by an earnings-quality debate: investors liked the beat, but the market is questioning whether growth can continue while expenses rise. Why American Express Stock Fell 6.5% Friday Morning
• Negative Sentiment: Revenue came in below some Wall Street expectations, and reports highlighted softer net interest income and rising operating costs, which helped trigger selling despite the profit beat. American Express shares slip despite earnings beat as revenue falls short of forecasts

American Express Stock Performance

NYSE:AXP opened at $325.86 on Friday. The firm has a market capitalization of $222.34 billion, a PE ratio of 20.33, a price-to-earnings-growth ratio of 1.37 and a beta of 1.04. 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 Company has a 12-month low of $288.34 and a 12-month high of $387.49. The firm has a 50-day moving average price of $332.50 and a 200 day moving average price of $330.33.

American Express (NYSE:AXP) last released its quarterly earnings data on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, beating analysts’ consensus estimates of $4.41 by $0.12. American Express had a return on equity of 33.95% and a net margin of 15.13%.The company had revenue of $14.99 billion for the quarter, compared to the consensus estimate of $19.70 billion. During the same period in the previous year, the business earned $4.08 earnings per share. The company’s quarterly revenue was up 10.0% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts anticipate that American Express Company will post 17.67 earnings per share 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. Investors of record on Thursday, July 2nd will be paid a $0.95 dividend. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $3.80 annualized dividend and a yield of 1.2%. American Express’s payout ratio is currently 23.71%.

About American Express

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.