Silicon Valley Capital Partners Sells 1,835 Shares of American Express Company $AXP

Silicon Valley Capital Partners lessened its holdings in shares of American Express Company (NYSE:AXP) by 4.8% during the 1st quarter, HoldingsChannel reports. The fund owned 36,115 shares of the payment services company’s stock after selling 1,835 shares during the quarter. American Express comprises approximately 1.1% of Silicon Valley Capital Partners’ portfolio, making the stock its 24th biggest holding. Silicon Valley Capital Partners’ holdings in American Express were worth $10,924,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Norges Bank bought a new position in American Express in the 4th quarter worth $2,464,215,000. Capital World Investors lifted its position in American Express by 46.7% during the fourth 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 in the last quarter. Healthcare of Ontario Pension Plan Trust Fund grew its holdings in American Express by 350.0% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,236,438 shares of the payment services company’s stock valued at $373,998,000 after purchasing an additional 961,698 shares during the period. Pictet Asset Management Holding SA grew its holdings in American Express by 73.8% during the first quarter. Pictet Asset Management Holding SA now owns 1,451,606 shares of the payment services company’s stock valued at $438,975,000 after purchasing an additional 616,498 shares during the period. Finally, Bank of America Corp DE increased its position 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. Institutional investors own 84.33% of the company’s stock.

Key American Express News

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

• Positive Sentiment: Strong earnings and guidance support sentiment: American Express exceeded second-quarter EPS expectations, with earnings of $4.53 versus the $4.41 consensus estimate. Revenue increased 10% year over year, and the company raised its full-year revenue outlook, reinforcing expectations for continued growth. Jim Cramer says this post-earnings sell-off is a golden buying opportunity
• Positive Sentiment: Analysts and investors see a buying opportunity: Jim Cramer characterized the recent post-earnings weakness as an opportunity, while other coverage highlights AmEx’s premium customer base, spending resilience and long-term growth potential. Jim Cramer says American Express post-earnings sell-off is a buying opportunity
• Positive Sentiment: Durable competitive advantages remain a key thesis: Articles point to AmEx’s ability to attract and retain card members across generations, its premium lending model and its “moat” in payments—factors that could support pricing power, customer spending and recurring fee revenue. Does This Top Warren Buffett Stock Have the Widest Moat in Payments?
• Positive Sentiment: Strategic partnerships and technology add growth opportunities: AmEx’s long-running Delta partnership generates significant revenue for the airline, while American Express Global Business Travel launched an AI connector allowing Claude users to book and manage compliant corporate travel. These initiatives could deepen customer engagement and expand travel-related volume. Amex GBT Empowers Claude to Book Corporate Travel
• Neutral Sentiment: Industry results provide a mixed read-through: Mastercard’s strong cross-border volume and services growth suggest healthy payments demand, although Mastercard’s performance does not directly change American Express’s results. Mastercard Beats Q2 Earnings on Solid Cross-Border Volume Growth
• Negative Sentiment: BTIG lowered its American Express price target to $315: The target reduction may weigh on sentiment and signals that valuation or near-term risks remain concerns, even though the target still reflects the firm’s updated view rather than a change to the company’s operating results. BTIG Research Lowers American Express Price Target to $315.00

American Express Price Performance

Shares of American Express stock opened at $337.50 on Friday. The company has a market capitalization of $227.92 billion, a price-to-earnings ratio of 20.48, a PEG ratio of 1.34 and a beta of 1.04. The company has a quick ratio of 1.62, a current ratio of 1.55 and a debt-to-equity ratio of 1.66. The stock’s 50-day simple moving average is $334.47 and its 200-day simple moving average is $328.71. American Express Company has a 52 week low of $288.34 and a 52 week high of $387.49.

American Express (NYSE:AXP) last released its earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.41 by $0.12. The firm had revenue of $14.99 billion during the quarter, compared to analysts’ expectations of $19.70 billion. American Express had a return on equity of 34.12% and a net margin of 15.07%.The firm’s revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the business posted $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, analysts expect that American Express Company will post 17.67 earnings per share for the current fiscal year.

American Express Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Shareholders 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 1.1%. The ex-dividend date of this dividend is Thursday, July 2nd. American Express’s dividend payout ratio (DPR) is 23.06%.

Wall Street Analysts Forecast Growth

AXP has been the topic of a number of analyst reports. Freedom Capital raised American Express from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 14th. 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 report on Monday. Bank of America raised their target price on shares of American Express from $387.00 to $391.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Loop Capital assumed coverage on shares of American Express in a report on Thursday, May 21st. They set a “buy” rating and a $389.00 price target on the stock. Finally, Barclays upped 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 report on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $372.95.

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.