Talon Private Wealth LLC Makes New $923,000 Investment in American Express Company $AXP

Talon Private Wealth LLC acquired a new stake in shares of American Express Company (NYSE:AXP) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 3,051 shares of the payment services company’s stock, valued at approximately $923,000.

A number of other institutional investors have also recently made changes to their positions in the company. Keybank National Association OH boosted its stake in American Express by 3.0% during the fourth quarter. Keybank National Association OH now owns 359,261 shares of the payment services company’s stock worth $132,909,000 after buying an additional 10,495 shares during the period. Swiss Life Asset Management Ltd raised its stake in shares of American Express by 34.1% in the fourth quarter. Swiss Life Asset Management Ltd now owns 139,887 shares of the payment services company’s stock valued at $51,751,000 after acquiring an additional 35,533 shares during the period. Country Trust Bank raised its stake in shares of American Express by 14.0% in the fourth quarter. Country Trust Bank now owns 121,774 shares of the payment services company’s stock valued at $45,050,000 after acquiring an additional 14,931 shares during the period. Peapack Gladstone Financial Corp lifted its holdings in shares of American Express by 6.2% in the 4th quarter. Peapack Gladstone Financial Corp now owns 65,997 shares of the payment services company’s stock worth $24,416,000 after acquiring an additional 3,855 shares during the last quarter. Finally, Thames Capital Management LLC lifted its holdings in shares of American Express by 189.6% in the 4th quarter. Thames Capital Management LLC now owns 80,463 shares of the payment services company’s stock worth $29,767,000 after acquiring an additional 52,679 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

American Express Trading Up 0.3%

Shares of AXP opened at $336.51 on Wednesday. The firm has a market capitalization of $227.25 billion, a price-to-earnings ratio of 20.42, a PEG ratio of 1.35 and a beta of 1.04. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.55 and a quick ratio of 1.62. American Express Company has a 1-year low of $288.34 and a 1-year high of $387.49. The company has a 50-day moving average of $333.51 and a 200 day moving average of $329.35.

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

American Express Announces Dividend

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

American Express News Roundup

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

• Positive Sentiment: Analyst support is improving. KBW and Deutsche Bank both assigned Buy ratings to AXP, helping reinforce the view that the recent pullback has created an attractive entry point. American Express Receives a Buy from KBW American Express Gets a Buy from Deutsche Bank
• Positive Sentiment: Card spending and revenue momentum remain healthy. American Express raised its 2026 revenue-growth outlook to 10%, citing continued spending strength. Management plans to reinvest operating gains in customers, technology and strategic capabilities, which analysts view as supportive of longer-term growth. AXP Q2 Earnings Call Highlights Reinvestment Strategy
• Positive Sentiment: Quarterly earnings exceeded expectations. AXP reported quarterly EPS of $4.53 versus the $4.41 consensus, while revenue increased 10% year over year. Analysts also highlighted resilient spending among premium cardholders and maintained optimistic long-term views. American Express Revenue Momentum Could Drive Higher Reinvestment
• Neutral Sentiment: Valuation opinions are mixed. One analysis found meaningful upside using an excess-returns model, supported by product changes and partnerships, but noted that AXP’s strong five-year performance has already priced in much of its business strength. Jefferies continues to rate the shares Hold. American Express Stock Still Looks Below Fair Value Today
• Negative Sentiment: Expenses and guidance quality remain concerns. Although earnings beat estimates, analysts cited weaker-than-expected sales and 2026 sales guidance slightly below consensus. Higher reinvestment and operating costs could limit near-term margin expansion. Analysts Cut Forecasts Following Q2 Earnings
• Negative Sentiment: Some analysts remain cautious. BTIG downgraded AXP to Sell and lowered its price target to $315, while separate commentary argued investors should wait for a better entry point. BTIG American Express Rating Update

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Benchmark started coverage on shares of American Express in a report on Monday, July 13th. They set a “buy” rating on the stock. Evercore set a $370.00 price objective on shares of American Express in a research note on Monday. Morgan Stanley decreased their price objective on shares of American Express from $385.00 to $382.00 and set an “equal weight” rating for the company in a research note on Monday. DZ Bank raised American Express from a “hold” rating to a “buy” rating and set a $375.00 target price on the stock in a research note on Thursday, June 18th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of American Express in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, eleven have given 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 has an average rating of “Moderate Buy” and a consensus target price of $372.95.

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.