Unio Capital LLC Grows Stock Position in American Express Company $AXP

Unio Capital LLC raised its position in shares of American Express Company (NYSE:AXP) by 71.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 83,643 shares of the payment services company’s stock after purchasing an additional 34,918 shares during the period. American Express makes up approximately 5.4% of Unio Capital LLC’s holdings, making the stock its 10th largest holding. Unio Capital LLC’s holdings in American Express were worth $25,300,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AXP. Norges Bank bought a new position in shares of American Express during the 4th quarter valued at about $2,464,215,000. Capital World Investors lifted its position in American Express by 46.7% in the 4th quarter. Capital World Investors now owns 7,515,675 shares of the payment services company’s stock worth $2,780,424,000 after buying an additional 2,393,340 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund lifted its position in American Express by 350.0% in the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,236,438 shares of the payment services company’s stock worth $373,998,000 after buying an additional 961,698 shares during the last quarter. Pictet Asset Management Holding SA boosted its stake in American Express by 73.8% in the first quarter. Pictet Asset Management Holding SA now owns 1,451,606 shares of the payment services company’s stock worth $438,975,000 after buying an additional 616,498 shares in the last quarter. Finally, Bank of America Corp DE boosted its stake in American Express by 7.7% in the fourth quarter. Bank of America Corp DE now owns 7,850,298 shares of the payment services company’s stock worth $2,904,218,000 after buying an additional 558,533 shares in the last quarter. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts have commented on AXP shares. Barclays lifted their price target on shares of American Express from $322.00 to $364.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 7th. Wells Fargo & Company cut their price objective 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. HSBC increased their target price on shares of American Express from $312.00 to $329.00 and gave the company a “hold” rating in a report on Monday, July 13th. Guggenheim assumed coverage on shares of American Express in a research report on Monday, July 13th. They issued a “buy” rating on the stock. Finally, Morgan Stanley raised shares of American Express from a “positive” rating to an “overweight” rating in a research note on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $374.11.

American Express Price Performance

Shares of American Express stock opened at $325.86 on Friday. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. The business’s 50 day simple moving average is $332.50 and its two-hundred day simple moving average is $330.33. The stock has a market capitalization of $222.34 billion, a P/E ratio of 19.77, a price-to-earnings-growth ratio of 1.31 and a beta of 1.04. American Express Company has a one year low of $288.34 and a one year high of $387.49.

American Express (NYSE:AXP) last announced its quarterly earnings data on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, beating the consensus estimate of $4.41 by $0.12. The firm had revenue of $14.99 billion during the quarter, compared to the consensus estimate of $19.70 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.The business’s revenue was up 10.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts forecast that American Express Company will post 17.68 EPS for the current year.

American Express Announces Dividend

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

Trending Headlines about American Express

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

• Positive Sentiment: American Express beat Q2 EPS estimates with $4.53 per share and reported 10% year-over-year revenue growth, showing resilient demand from cardmembers. AmEx raises 2026 revenue growth forecast as affluent cardholders keep spending
• Positive Sentiment: The company raised its 2026 revenue growth forecast and guided full-year EPS to $17.30-$17.90, signaling confidence that premium card spending on travel and dining remains strong. American Express Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Management said cardmember spending stayed healthy, with strong travel and entertainment demand and continued strength among affluent customers, which supports revenue momentum. American Express Sales, Profit Rise on Higher Card Member Spending
• Neutral Sentiment: Analysts and market commentary suggest the stock reaction is being driven by an earnings-quality debate: investors liked the beat, but the market is questioning whether growth can continue while expenses rise. Why American Express Stock Fell 6.5% Friday Morning
• Negative Sentiment: Revenue came in below some Wall Street expectations, and reports highlighted softer net interest income and rising operating costs, which helped trigger selling despite the profit beat. American Express shares slip despite earnings beat as revenue falls short of forecasts

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.