Invesco Ltd. Has $1.18 Billion Holdings in American Express Company $AXP

Invesco Ltd. raised its position in shares of American Express Company (NYSE:AXP) by 3.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,196,484 shares of the payment services company’s stock after buying an additional 110,784 shares during the period. Invesco Ltd.’s holdings in American Express were worth $1,182,539,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of AXP. Evolution Wealth Management Inc. boosted 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 worth $25,000 after purchasing an additional 66 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of American Express in the fourth quarter valued at $26,000. Sfam LLC acquired a new stake in shares of American Express in the fourth quarter valued at $26,000. Caitong International Asset Management Co. Ltd bought a new position in shares of American Express in the fourth quarter valued at about $28,000. Finally, Wilkerson Advisory Group LLC bought a new position in shares of American Express in the fourth quarter valued at about $29,000. Institutional investors own 84.33% of the company’s stock.

Wall Street Analysts Forecast Growth

AXP has been the topic of a number of research analyst reports. Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 14th. Wells Fargo & Company dropped their target price on shares of American Express from $425.00 to $415.00 and set an “overweight” rating for the company in a research note on Thursday, April 9th. Loop Capital assumed coverage on shares of American Express in a research report on Thursday, May 21st. They set a “buy” rating and a $389.00 target price on the stock. Weiss Ratings cut shares of American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 15th. Finally, Morgan Stanley lowered their price target on shares of American Express from $395.00 to $385.00 and set an “equal weight” rating for the company in a report on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $360.80.

American Express Price Performance

American Express stock opened at $338.86 on Friday. The business’s 50-day simple moving average is $318.70 and its 200 day simple moving average is $335.13. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73. The stock has a market cap of $231.22 billion, a price-to-earnings ratio of 21.14, a P/E/G ratio of 1.40 and a beta of 1.06. American Express Company has a 12-month low of $288.34 and a 12-month high of $387.49.

American Express (NYSE:AXP) last announced its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 earnings per share for the quarter, topping the consensus estimate of $4.01 by $0.27. American Express had a return on equity of 33.95% and a net margin of 15.13%.The firm had revenue of $14.21 billion during the quarter, compared to analysts’ expectations of $18.60 billion. During the same period in the previous year, the business posted $3.64 EPS. The company’s quarterly revenue 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. As a group, research analysts anticipate that American Express Company will post 17.65 earnings per share for the current year.

American Express Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Investors of record on Thursday, July 2nd will be paid a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, July 2nd. American Express’s payout ratio is 23.71%.

Key Stories Impacting American Express

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

• Positive Sentiment: DZ Bank upgraded American Express from hold to buy and set a $375 price target, implying meaningful upside from recent levels. Finviz
• Positive Sentiment: One market note says AXP is breaking out through technical resistance, which can attract momentum traders and support the stock. American Express Stock Is Powering the Financial Sector to a Fresh Breakout
• Positive Sentiment: Recent coverage also highlights American Express as an attractive long-term investment and suggests the company still has room to benefit from continued demand in digital payments and premium spending. What Makes American Express Company (AXP) an Attractive Bet?
• Neutral Sentiment: Several articles compare AXP with peers like Mastercard and ask whether the stock still has upside after a strong multi-year run, reflecting ongoing debate over valuation rather than a clear new catalyst. American Express (AXP) Stock After 5-Year 118% Gain Is There Still Upside Potential
• Neutral Sentiment: Analyst roundups show mixed sentiment on AXP, which may limit conviction even as the stock trades near recent highs. Analysts Conflicted on These Financial Names: Suncorp Group (OtherSNMYF), Westpac Banking (OtherWEBNF) and American Express (AXP)
• Negative Sentiment: Some commentary suggests Mastercard may offer more upside than American Express, which could weigh on AXP by comparison as investors rotate toward faster-growing payments names. Mastercard vs. American Express: Which Stock Has More Upside Now?

American Express Company 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.