Cerity Partners LLC Raises Holdings in American Express Company $AXP

Cerity Partners LLC raised its holdings in shares of American Express Company (NYSE:AXP) by 6.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 198,900 shares of the payment services company’s stock after purchasing an additional 12,565 shares during the period. Cerity Partners LLC’s holdings in American Express were worth $73,583,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Fisher Asset Management LLC boosted its stake in American Express by 1.6% during the 4th quarter. Fisher Asset Management LLC now owns 9,023,482 shares of the payment services company’s stock valued at $3,338,238,000 after purchasing an additional 141,936 shares during the last quarter. Capital World Investors boosted its stake in American Express by 46.7% during the 4th quarter. Capital World Investors now owns 7,515,675 shares of the payment services company’s stock valued at $2,780,424,000 after purchasing an additional 2,393,340 shares during the last quarter. Norges Bank purchased a new stake in American Express during the 4th quarter valued at $2,464,215,000. Capital Research Global Investors boosted its stake in American Express by 0.3% during the 4th quarter. Capital Research Global Investors now owns 4,467,637 shares of the payment services company’s stock valued at $1,652,810,000 after purchasing an additional 14,977 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in American Express by 0.7% during the 4th quarter. Bank of New York Mellon Corp now owns 3,971,263 shares of the payment services company’s stock valued at $1,469,169,000 after purchasing an additional 27,039 shares during the last quarter. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

More American Express News

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

• Positive Sentiment: American Express management said card fee revenue is expected to accelerate in the second half of 2026, signaling stronger recurring revenue and better earnings visibility. American Express CFO sees card fee revenue picking up for remainder of 2026
• Positive Sentiment: Delta’s new SkyMiles card perks may support American Express’s co-branded card ecosystem by improving cardholder value, loyalty, and spending on AmEx-linked travel products. Delta Unveils New SkyMiles Card Perks to Boost Traveler Value
• Positive Sentiment: Recent commentary on American Express’s premium brand and appeal to millennials and Gen Z reinforces the company’s pricing power and long-term customer retention strategy. The American Express CEO defied haters who said he’d never have the top job—winning with millennials and Gen Z and trouncing the competition
• Neutral Sentiment: Several articles this week were conference transcripts or valuation/earnings roundups, which add context but do not appear to introduce a major new catalyst for the stock. American Express Company (AXP) Presents at Morgan Stanley US Financials Conference 2026 Transcript
• Neutral Sentiment: Analyst and valuation pieces suggest investors are still reassessing American Express after a recent pullback, but they do not point to a clear negative shock. A Look At American Express (AXP) Valuation After Recent Share Price Pullback And Mixed Returns

Analysts Set New Price Targets

Several analysts have commented on AXP shares. Loop Capital started coverage on American Express in a research note on Thursday, May 21st. They set a “buy” rating and a $389.00 target price on the stock. Morgan Stanley dropped their price target on American Express from $395.00 to $385.00 and set an “equal weight” rating on the stock in a research note on Thursday, April 16th. BTIG Research restated a “sell” rating and issued a $285.00 price target on shares of American Express in a research note on Friday, April 24th. Barclays dropped their price target on 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. Finally, Wells Fargo & Company dropped their price target on American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research note on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, American Express has an average rating of “Hold” and a consensus price target of $359.05.

American Express Price Performance

Shares of American Express stock opened at $318.81 on Wednesday. American Express Company has a one year low of $286.15 and a one year high of $387.49. The stock’s fifty day moving average is $314.70 and its 200 day moving average is $336.51. The stock has a market cap of $217.53 billion, a P/E ratio of 19.89, a P/E/G ratio of 1.27 and a beta of 1.06. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.56 and a current ratio of 1.57.

American Express (NYSE:AXP) last announced its earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. American Express had a return on equity of 33.95% and a net margin of 15.13%.The company had revenue of $14.22 billion for the quarter, compared to analysts’ expectations of $18.60 billion. During the same period last year, the firm earned $3.64 EPS. American Express’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. Sell-side 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 announced a quarterly dividend, which will be paid on Monday, August 10th. Investors of record on Thursday, July 2nd will be issued a $0.95 dividend. 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 dividend payout ratio (DPR) is currently 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.