American Express Company $AXP Position Trimmed by Profund Advisors LLC

Profund Advisors LLC trimmed its holdings in shares of American Express Company (NYSE:AXP) by 14.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 10,067 shares of the payment services company’s stock after selling 1,741 shares during the quarter. Profund Advisors LLC’s holdings in American Express were worth $3,724,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Valley Wealth Managers Inc. boosted its holdings in American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after buying an additional 46 shares in the last quarter. Joseph Group Capital Management purchased a new stake in shares of American Express in the 4th quarter valued at approximately $26,000. Guerra Advisors Inc purchased a new stake in shares of American Express in the 3rd quarter valued at approximately $28,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of American Express in the 3rd quarter valued at approximately $28,000. Finally, Torren Management LLC purchased a new stake in shares of American Express in the 4th quarter valued at approximately $32,000. 84.33% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

AXP has been the subject of several research analyst reports. Bank of America upped their price target on shares of American Express from $381.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Barclays reduced their price target on shares of American Express from $323.00 to $322.00 and set an “equal weight” rating for the company in a research report on Friday, April 24th. Freedom Capital upgraded shares of American Express from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 14th. Wells Fargo & Company reduced their price target on shares of American Express from $425.00 to $415.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. Finally, The Goldman Sachs Group upped their price target on shares of American Express from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, American Express currently has a consensus rating of “Hold” and an average target price of $357.47.

Key Headlines Impacting American Express

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 Stock Down 0.9%

American Express stock opened at $309.42 on Wednesday. The company has a market capitalization of $211.13 billion, a P/E ratio of 19.30, a P/E/G ratio of 1.27 and a beta of 1.08. The firm’s fifty day simple moving average is $311.01 and its 200-day simple moving average is $341.59. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73. American Express Company has a 1-year low of $281.46 and a 1-year high of $387.49.

American Express (NYSE:AXP) last released its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share for the quarter, beating analysts’ consensus estimates of $4.01 by $0.27. The business had revenue of $14.22 billion for the quarter, compared to the consensus estimate 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 for the quarter was up 11.4% on a year-over-year basis. During the same quarter last year, the firm earned $3.64 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts forecast that American Express Company will post 17.59 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 8th. Stockholders of record on Friday, April 3rd were issued a dividend of $0.95 per share. The ex-dividend date was Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from American Express’s previous quarterly dividend of $0.82. American Express’s payout ratio is 23.71%.

American Express 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.