OneDigital Investment Advisors LLC Acquires Shares of 19,365 American Express Company $AXP

OneDigital Investment Advisors LLC acquired a new position in shares of American Express Company (NYSE:AXP) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 19,365 shares of the payment services company’s stock, valued at approximately $6,550,000.

Other institutional investors have also modified their holdings of the company. Evolution Wealth Management Inc. raised its stake in shares of American Express by 6,600.0% during 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 during the last quarter. Joseph Group Capital Management purchased a new position in American Express in the 4th quarter valued at $26,000. Sfam LLC purchased a new position in American Express in the 4th quarter valued at $26,000. Caitong International Asset Management Co. Ltd acquired a new position in American Express in the 4th quarter valued at $28,000. Finally, Wilkerson Advisory Group LLC acquired a new position in American Express in the 4th quarter valued at $29,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Stock Performance

Shares of AXP stock opened at $342.27 on Monday. The stock has a fifty day moving average price of $341.33 and a 200 day moving average price of $327.33. The stock has a market cap of $231.14 billion, a PE ratio of 20.77, a P/E/G ratio of 1.38 and a beta of 1.04. American Express Company has a 1 year low of $290.97 and a 1 year high of $387.49. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.54 and a current ratio of 1.55.

American Express (NYSE:AXP) last posted 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 company had revenue of $14.99 billion for the quarter, compared to the consensus estimate of $19.70 billion. American Express had a return on equity of 34.12% and a net margin of 15.07%.American Express’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same period in the previous year, the business earned $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts forecast that American Express Company will post 17.67 earnings per share for the current fiscal year.

American Express Dividend Announcement

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

American Express News Roundup

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

• Positive Sentiment: Expanded virtual-card capabilities: AXP is making American Express Virtual Cards available through its @ Work platform for U.S. corporate customers. The products offer adjustable spending limits, enhanced fraud protection and easier expense management, potentially increasing commercial-payment volumes and customer retention. American Express expands virtual cards for US commercial customers
• Positive Sentiment: Premium travel ecosystem strengthened: American Express added 350 luxury hotels across 116 countries to the Platinum Card travel program. More curated booking options could improve the value proposition of its premium cards, support spending and help justify annual fees. American Express adds 350 luxury hotels to Platinum Card travel program
• Positive Sentiment: Evidence of loyalty-driven spending: United Airlines’ results highlighted how American Express perks can help capture premium travel spending, even without a United co-branded card. The example supports AXP’s broader strategy of using travel benefits and partnerships to attract affluent customers. Popular legacy airline captures premium spend because of American Express perks
• Positive Sentiment: Constructive analyst outlook: Piper Sandler forecast meaningful appreciation potential for AXP shares, providing a positive signal following the company’s recent earnings beat and continued revenue growth. Piper Sandler Forecasts Strong Price Appreciation for American Express Stock
• Neutral Sentiment: Capital structure update: AXP issued Series E preferred shares and announced full redemption of Series D preferred shares. The move may improve funding flexibility, but it also adds preferred financing obligations and has limited direct impact on common-share earnings. American Express Issues New Series E Preferred Shares
• Neutral Sentiment: Mixed analyst sentiment: Coverage of AXP showed differing views, suggesting valuation and expectations remain areas of debate despite the company’s strong operating trends. Analysts Have Conflicting Sentiments on American Express

Analyst Upgrades and Downgrades

AXP has been the subject of several recent analyst reports. Guggenheim assumed coverage on shares of American Express in a research note on Monday, July 13th. They issued a “buy” rating for the company. BTIG Research dropped their price target on shares of American Express from $324.00 to $315.00 and set a “sell” rating on the stock in a research note on Monday, July 27th. Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 14th. Royal Bank Of Canada downgraded shares of American Express from a “moderate buy” rating to a “hold” rating in a research report on Monday, July 13th. Finally, DZ Bank raised American Express from a “hold” rating to a “buy” rating and set a $375.00 price objective on the stock in a report on Thursday, June 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $373.32.

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.