First National Bank of Omaha Acquires New Position in American Express Company $AXP

First National Bank of Omaha purchased a new stake in American Express Company (NYSE:AXP) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 1,826 shares of the payment services company’s stock, valued at approximately $618,000.

Other institutional investors have also added to or reduced their stakes in the company. Cornerstone Advisory LLC increased its holdings in American Express by 2.9% in the 4th quarter. Cornerstone Advisory LLC now owns 1,017 shares of the payment services company’s stock worth $376,000 after purchasing an additional 29 shares in the last quarter. Total Clarity Wealth Management Inc. raised its holdings in American Express by 3.4% during the 4th quarter. Total Clarity Wealth Management Inc. now owns 874 shares of the payment services company’s stock worth $323,000 after purchasing an additional 29 shares during the last quarter. Dover Advisors LLC raised its stake in American Express by 0.4% during the fourth quarter. Dover Advisors LLC now owns 7,977 shares of the payment services company’s stock worth $2,951,000 after buying an additional 29 shares during the last quarter. Invenio Wealth Partners LLC raised its position in shares of American Express by 3.9% in the 3rd quarter. Invenio Wealth Partners LLC now owns 776 shares of the payment services company’s stock worth $258,000 after acquiring an additional 29 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its stake in American Express by 1.0% in the fourth quarter. Geneos Wealth Management Inc. now owns 3,167 shares of the payment services company’s stock valued at $1,172,000 after buying an additional 30 shares during the period. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Guggenheim began coverage on shares of American Express in a report on Monday, July 13th. They set a “buy” rating on the stock. JPMorgan Chase & Co. upgraded American Express from a “neutral” rating to an “overweight” rating and raised their price objective for the company from $328.00 to $400.00 in a research note on Monday, July 13th. The Goldman Sachs Group lifted their target price on shares of American Express from $360.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 14th. Finally, BTIG Research reduced their price objective on American Express from $324.00 to $315.00 and set a “sell” rating for the company in a report on Monday, July 27th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $373.32.

American Express News Roundup

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

• Positive Sentiment: American Express is expanding its premium lifestyle and sports partnerships by naming St Andrews Links its Official Payments Partner. The agreement could increase global brand visibility, card-member engagement and spending among affluent travelers and golf fans. American Express and St Andrews Links Trust partnership
• Positive Sentiment: AXP has expanded virtual-card capabilities for U.S. commercial customers through its @ Work platform and Conferma. The move embeds American Express more deeply into corporate payment and travel workflows, potentially improving retention, security and business-spending volumes. American Express expanded virtual cards strategy
• Positive Sentiment: A profile of CEO Steve Squeri highlights American Express’s successful focus on millennials and Gen Z customers, including the willingness of younger consumers to pay premium annual fees for differentiated benefits. The narrative reinforces the company’s premium-card strategy and customer growth potential. American Express CEO and premium card strategy
• Neutral Sentiment: Management will participate in the Barclays Global Financial Services Conference on September 16. The event may provide updates on spending trends, credit quality and 2026 guidance, but no new financial outlook was announced. American Express Barclays conference announcement
• Neutral Sentiment: American Express is among the holdings in US Financial 15 Split Corp., which declared a monthly preferred-share distribution. The announcement has no direct impact on AXP’s earnings or capital allocation. US Financial 15 preferred dividend announcement

American Express Stock Up 0.4%

Shares of NYSE:AXP opened at $339.90 on Thursday. American Express Company has a one year low of $290.97 and a one year high of $387.49. The firm has a fifty day moving average price of $342.72 and a two-hundred day moving average price of $326.91. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.55 and a quick ratio of 1.54. The company has a market cap of $229.54 billion, a price-to-earnings ratio of 20.62, a PEG ratio of 1.36 and a beta of 1.04.

American Express (NYSE:AXP) last announced its earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, topping analysts’ consensus estimates of $4.41 by $0.12. The business had revenue of $19.64 billion for the quarter, compared to analyst estimates of $19.70 billion. American Express had a return on equity of 34.12% and a net margin of 15.07%.The company’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same period in the prior year, the company earned $4.08 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts anticipate that American Express Company will post 17.67 EPS for the current fiscal year.

American Express Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Thursday, July 2nd were paid a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Thursday, July 2nd. American Express’s dividend payout ratio is currently 23.06%.

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.