American Express Company $AXP Stock Holdings Raised by Capital Investment Advisors LLC

Capital Investment Advisors LLC raised its holdings in American Express Company (NYSE:AXP) by 5.3% during the third quarter, Holdings Channel.com reports. The firm owned 183,587 shares of the payment services company’s stock after purchasing an additional 9,178 shares during the quarter. Capital Investment Advisors LLC’s holdings in American Express were worth $55,829,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Archer Investment Corp purchased a new position in American Express in the 2nd quarter valued at about $25,000. Elevation Wealth Partners LLC boosted its position in American Express by 78.8% during the third quarter. Elevation Wealth Partners LLC now owns 93 shares of the payment services company’s stock worth $28,000 after acquiring an additional 41 shares during the last quarter. Frazier Financial Advisors LLC raised its holdings in American Express by 66.7% in the 1st quarter. Frazier Financial Advisors LLC now owns 100 shares of the payment services company’s stock valued at $30,000 after acquiring an additional 40 shares during the last quarter. Evolution Wealth Management Inc. boosted its stake in American Express by 58.2% in the 1st quarter. Evolution Wealth Management Inc. now owns 106 shares of the payment services company’s stock worth $32,000 after buying an additional 39 shares during the last quarter. Finally, Whipplewood Advisors LLC boosted its position in shares of American Express by 2,550.0% in the first quarter. Whipplewood Advisors LLC now owns 106 shares of the payment services company’s stock worth $32,000 after acquiring an additional 102 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on AXP shares. JPMorgan Chase & Co. cut their price target on shares of American Express from $400.00 to $360.00 and set an “overweight” rating on the stock in a report on Monday, October 12th. Morgan Stanley cut their target price on shares of American Express from $382.00 to $380.00 and set an “equal weight” rating on the stock in a research note on Monday, October 12th. BTIG Research reduced their price objective on American Express from $315.00 to $230.00 and set a “sell” rating on the stock in a research note on Monday, September 7th. HSBC lifted their price target on shares of American Express from $312.00 to $329.00 and gave the stock a “hold” rating in a research note on Monday, July 13th. Finally, Piper Sandler boosted their price objective on American Express from $396.00 to $405.00 and gave the company an “overweight” rating in a report on Wednesday, August 12th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $364.89.

American Express Stock Down 3.7%

AXP opened at $313.10 on Friday. 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 Company has a twelve month low of $290.97 and a twelve month high of $387.49. The business has a 50 day moving average price of $318.84 and a 200 day moving average price of $325.94. The firm has a market cap of $211.44 billion, a P/E ratio of 19.00, a price-to-earnings-growth ratio of 1.38 and a beta of 1.08.

American Express (NYSE:AXP) last announced its quarterly earnings data on Friday, October 23rd. The payment services company reported $4.68 earnings per share for the quarter, topping the consensus estimate of $4.50 by $0.18. American Express had a return on equity of 34.12% and a net margin of 15.07%. The company had revenue of $20.06 billion for the quarter, compared to analyst estimates of $20.12 billion. During the same quarter last year, the firm earned $4.14 EPS. American Express’s revenue for the quarter was up 8.9% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.600-17.900 EPS. Research analysts forecast that American Express Company will post 17.65 EPS for the current year.

American Express Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Investors of record on Friday, October 9th will be given a $0.95 dividend. The ex-dividend date is Friday, October 9th. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. American Express’s payout ratio is currently 23.06%.

Trending Headlines about American Express

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

• Positive Sentiment: Strong third-quarter results: American Express reported adjusted EPS of $4.68, above the $4.50 consensus estimate, while revenue rose 8.9% year over year to approximately $20.1 billion. Billed business increased 8% to $454 billion, supported by higher card spending, fees and interest income. American Express Q3 Earnings Beat Estimates on Strong Card Fees
• Positive Sentiment: Profit outlook increased: Management raised its 2026 adjusted EPS forecast to $17.60–$17.90, while reported coverage cited GAAP EPS guidance of $18.30–$18.60. Lower credit-loss provisions and continued spending by affluent customers supported the improved outlook. American Express raises 2026 profit forecast as affluent customers keep spending
• Positive Sentiment: Customer engagement initiatives: American Express is expanding its travel ecosystem by adding Airbnb listings and rewards to Amex Travel, potentially strengthening premium-card retention and spending. American Express brings Airbnb bookings and rewards to Amex Travel platform
• Neutral Sentiment: Premium-card benefit changes: Updates to the Platinum Card’s hotel and airport perks, including a revised $600 hotel credit beginning in 2027, could improve the value proposition for some members but may also introduce additional restrictions. Amex Platinum benefits updates
• Negative Sentiment: AI-related layoffs overshadowed the earnings beat: American Express plans to eliminate about 5% of its global workforce—roughly 3,500 to 4,000 positions—and will record a $336 million restructuring charge. Investors may view the move as evidence of rising costs and execution risk, even though it could generate longer-term efficiency gains. American Express is cutting 5% of its workforce
• Negative Sentiment: Revenue and network-volume performance were only broadly in line with expectations: This limited the positive impact of the earnings and guidance improvements, particularly amid a broader market decline and investor concerns about consumer resilience outside American Express’s affluent customer base. American Express Q3 earnings beat as network volume disappoints

American Express Company Profile

American Express Company is a global financial services company that provides payment, lending, travel and expense management products and services. Its offerings include consumer and small-business charge and credit cards, corporate payment programs, business financing solutions, deposit products and digital payment services.

The company operates an integrated payments network that connects card members, merchants and financial institutions. American Express also provides merchant acquisition and payment processing services, data and analytics, fraud prevention tools, and customer loyalty programs.