Capital Research Global Investors Has $1.65 Billion Holdings in American Express Company $AXP

Capital Research Global Investors increased its stake in American Express Company (NYSE:AXP) by 0.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,467,637 shares of the payment services company’s stock after buying an additional 14,977 shares during the quarter. Capital Research Global Investors’ holdings in American Express were worth $1,652,810,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in AXP. Brighton Jones LLC lifted its holdings in American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after purchasing an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after purchasing an additional 200 shares during the last quarter. Schnieders Capital Management LLC. acquired a new stake in American Express during the 2nd quarter valued at $428,000. Howland Capital Management LLC lifted its holdings in American Express by 4.2% during the 2nd quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock valued at $707,000 after purchasing an additional 90 shares during the last quarter. Finally, HUB Investment Partners LLC lifted its holdings in American Express by 19.9% during the 2nd quarter. HUB Investment Partners LLC now owns 2,898 shares of the payment services company’s stock valued at $924,000 after purchasing an additional 481 shares during the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Stock Down 0.7%

AXP stock opened at $310.48 on Friday. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. The stock has a market capitalization of $211.85 billion, a price-to-earnings ratio of 19.37, a PEG ratio of 1.26 and a beta of 1.06. The business’s fifty day moving average price is $313.91 and its two-hundred day moving average price is $336.92. American Express Company has a fifty-two week low of $286.15 and a fifty-two week high of $387.49.

American Express (NYSE:AXP) last posted its quarterly earnings data 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. The firm had revenue of $14.22 billion for the quarter, compared to analysts’ expectations of $18.60 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.The company’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same quarter last year, the business earned $3.64 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities analysts anticipate that American Express Company will post 17.59 earnings per share for the current year.

American Express Announces Dividend

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 given a $0.95 dividend. 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 dividend payout ratio (DPR) is presently 23.71%.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. BTIG Research reaffirmed a “sell” rating and set a $285.00 price target on shares of American Express in a report on Friday, April 24th. Barclays cut their price target on American Express from $323.00 to $322.00 and set an “equal weight” rating for the company in a report on Friday, April 24th. Weiss Ratings cut American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 15th. Wells Fargo & Company lowered their price objective on 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, Royal Bank Of Canada set a $415.00 price objective on American Express in a research report on Friday, April 10th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $359.05.

Key Headlines 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

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.