Portfolio Design Labs LLC Buys Shares of 4,052 American Express Company $AXP

Portfolio Design Labs LLC purchased a new position in American Express Company (NYSE:AXP) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,052 shares of the payment services company’s stock, valued at approximately $1,371,000.

A number of other hedge funds also recently modified their holdings of the business. Evolution Wealth Management Inc. grew its position in shares of American Express by 6,600.0% in the 4th quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company’s stock valued at $25,000 after purchasing an additional 66 shares during the period. Joseph Group Capital Management acquired a new stake in American Express during the 4th quarter worth approximately $26,000. Sfam LLC bought a new position in American Express in the fourth quarter valued at approximately $26,000. Caitong International Asset Management Co. Ltd bought a new position in American Express in the fourth quarter valued at approximately $28,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in shares of American Express in the third quarter valued at approximately $28,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Price Performance

NYSE AXP opened at $331.99 on Friday. The company has a quick ratio of 1.54, a current ratio of 1.55 and a debt-to-equity ratio of 1.66. American Express Company has a 12-month low of $290.97 and a 12-month high of $387.49. The company has a market capitalization of $224.20 billion, a PE ratio of 20.15, a price-to-earnings-growth ratio of 1.37 and a beta of 1.04. The firm’s 50 day moving average is $342.98 and its 200-day moving average is $326.77.

American Express (NYSE:AXP) last announced its earnings results on Friday, July 24th. The payment services company reported $4.53 EPS for the quarter, topping the consensus estimate of $4.41 by $0.12. The business had revenue of $19.64 billion during the quarter, compared to analysts’ expectations of $19.70 billion. American Express had a net margin of 15.07% and a return on equity of 34.12%. The firm’s revenue was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts anticipate that American Express Company will post 17.67 earnings per share for the current fiscal year.

American Express Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd were given a dividend of $0.95 per share. The ex-dividend date of this dividend was Thursday, July 2nd. This represents a $3.80 annualized dividend and a yield of 1.1%. American Express’s payout ratio is 23.06%.

Key American Express News

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

• Positive Sentiment: American Express expanded its virtual-card capabilities for U.S. commercial customers through its @ Work platform and Conferma. The initiative could strengthen AXP’s position in corporate payments by improving security, spending controls, and integration with business and travel workflows. Is American Express’ Expanded Virtual Cards Strategy Deepening Its Corporate Moat in Premium Payments?
• Positive Sentiment: AXP became the official payments partner of St Andrews Links, expanding its premium sports and lifestyle partnership portfolio. The agreement may support international brand awareness, card-member engagement, and premium-card acquisition, although the near-term financial impact is likely limited. American Express and St Andrews Links Trust Announce Partnership
• Positive Sentiment: A recent profile highlighted CEO Steve Squeri’s strategy of attracting younger customers with premium products such as the Platinum Card. The company’s success with millennials and Gen Z supports the long-term value of its premium-card model. The American Express CEO Defied Haters
• Neutral Sentiment: Analyst opinions on American Express are mixed, indicating limited consensus on the stock’s valuation and outlook. Management is scheduled to participate in the Barclays Global Financial Services Conference on September 16, which could provide additional commentary on spending trends, credit quality, and guidance. Analysts’ Opinions Are Mixed on American Express American Express to Participate in Barclays Global Financial Services Conference
• Negative Sentiment: A 2026 Long Angle survey of more than 9,000 high-net-worth individuals found that Amex and Chase lagged other providers in loyalty, while Fidelity and Schwab ranked better in banking-related categories. The findings raise concerns about customer retention and competitive pressure in an important premium segment. Long Angle High-Net-Worth Study

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. The Goldman Sachs Group increased their price objective on shares of American Express from $360.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. BTIG Research reduced their target price on shares of American Express from $324.00 to $315.00 and set a “sell” rating for the company in a research note on Monday, July 27th. Truist Financial upped their target price on shares of American Express from $360.00 to $375.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Barclays lifted their price target on American Express from $322.00 to $364.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 7th. Finally, Jefferies Financial Group upgraded American Express from a “hold” rating to a “buy” rating in a report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $373.32.

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.