Capital International Ltd. CA Takes $3.81 Million Position in American Express Company $AXP

Capital International Ltd. CA acquired a new stake in shares of American Express Company (NYSE:AXP) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 10,305 shares of the payment services company’s stock, valued at approximately $3,812,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AXP. Brighton Jones LLC boosted its stake in shares of American Express by 24.4% during the fourth 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 in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of American Express by 13.0% during the second 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 in the last quarter. Schnieders Capital Management LLC. bought a new position in shares of American Express during the second quarter valued at approximately $428,000. Howland Capital Management LLC boosted its stake in shares of American Express by 4.2% during the second 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 in the last quarter. Finally, HUB Investment Partners LLC boosted its stake in shares of American Express by 19.9% during the second 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 in the last quarter. 84.33% of the stock is currently owned by institutional investors.

Key American Express News

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

American Express Trading Down 0.1%

NYSE:AXP opened at $310.48 on Monday. American Express Company has a 12 month low of $286.15 and a 12 month high of $387.49. The firm has a fifty day simple moving average of $313.91 and a 200-day simple moving average of $336.89. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73. The company has a market capitalization of $211.85 billion, a P/E ratio of 19.37, a PEG ratio of 1.26 and a beta of 1.06.

American Express (NYSE:AXP) last posted its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping the consensus estimate of $4.01 by $0.27. American Express had a net margin of 15.13% and a return on equity of 33.95%. The business had revenue of $14.22 billion during the quarter, compared to the consensus estimate of $18.60 billion. During the same period in the previous year, the firm posted $3.64 earnings per share. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities research analysts anticipate that American Express Company will post 17.59 earnings per share for the current year.

American Express Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Thursday, July 2nd will be paid a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Thursday, July 2nd. American Express’s payout ratio is presently 23.71%.

Analyst Upgrades and Downgrades

AXP has been the topic of a number of recent research reports. Barclays dropped their price objective on shares of American Express from $323.00 to $322.00 and set an “equal weight” rating on the stock in a research note on Friday, April 24th. The Goldman Sachs Group raised their target price on shares of American Express from $360.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, April 28th. JPMorgan Chase & Co. lowered their target price on shares of American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Bank of America raised their target price on shares of American Express from $381.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, April 24th. Finally, Weiss Ratings downgraded shares of American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $359.05.

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.