American Express Company $AXP Position Cut by Metis Global Partners LLC

Metis Global Partners LLC trimmed its stake in American Express Company (NYSE:AXP) by 10.2% during the fourth quarter, according to its most recent disclosure with the SEC. The fund 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 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 valued at $25,000 after buying an additional 66 shares during the last quarter. Joseph Group Capital Management bought a new stake in American Express in the fourth quarter valued at $26,000. Measured Wealth Private Client Group LLC bought a new stake in American Express in the third quarter valued at $28,000. Torren Management LLC bought a new stake in American Express in the fourth quarter valued at $32,000. Finally, Entrust Financial LLC bought a new stake in American Express in the fourth quarter valued at $41,000. 84.33% of the stock is currently owned by institutional investors.

More American Express News

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on AXP shares. Bank of America raised their price target on American Express from $381.00 to $387.00 and gave the company a “buy” rating in a report on Friday, April 24th. BTIG Research reissued a “sell” rating and set a $285.00 price target on shares of American Express in a report on Friday, April 24th. Evercore set a $345.00 price target on American Express in a report on Wednesday, April 29th. Truist Financial lowered their price target on American Express from $400.00 to $360.00 and set a “buy” rating on the stock in a report on Monday, March 23rd. Finally, JPMorgan Chase & Co. lowered their price target on American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a report on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $359.05.

American Express Price Performance

NYSE:AXP opened at $313.76 on Thursday. The business’s 50-day moving average price is $315.03 and its 200 day moving average price is $336.30. The firm has a market cap of $214.09 billion, a P/E ratio of 19.57, a PEG ratio of 1.29 and a beta of 1.06. American Express Company has a 52-week low of $286.15 and a 52-week high of $387.49. 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 released its earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. The firm had revenue of $14.22 billion for the quarter, compared to analyst estimates of $18.60 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.American Express’s revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the company earned $3.64 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, sell-side analysts predict that American Express Company will post 17.59 earnings per share for the current fiscal year.

American Express Announces Dividend

The company 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 dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, July 2nd. American Express’s payout ratio is presently 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.