American Express Company $AXP Stake Increased by O Shaughnessy Asset Management LLC

O Shaughnessy Asset Management LLC lifted its stake in American Express Company (NYSE:AXP) by 9.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 118,992 shares of the payment services company’s stock after acquiring an additional 10,265 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in American Express were worth $44,021,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of AXP. Evolution Wealth Management Inc. increased its stake in shares of American Express by 6,600.0% in the fourth quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company’s stock worth $25,000 after acquiring an additional 66 shares during the last quarter. Joseph Group Capital Management acquired a new position in shares of American Express in the fourth quarter worth $26,000. Measured Wealth Private Client Group LLC acquired a new position in shares of American Express in the third quarter worth $28,000. Torren Management LLC acquired a new position in shares of American Express in the fourth quarter worth $32,000. Finally, Entrust Financial LLC acquired a new position in shares of American Express in the fourth quarter worth $41,000. 84.33% of the stock is owned by institutional investors and hedge funds.

American Express Trading Down 0.1%

American Express stock opened at $310.48 on Monday. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. The company has a market capitalization of $211.85 billion, a price-to-earnings ratio of 19.37, a PEG ratio of 1.26 and a beta of 1.06. American Express Company has a one year low of $286.15 and a one year high of $387.49. The company’s fifty day moving average price is $313.91 and its two-hundred day moving average price is $336.89.

American Express (NYSE:AXP) last posted its earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping the consensus estimate of $4.01 by $0.27. The firm had revenue of $14.22 billion for the quarter, compared to the consensus estimate of $18.60 billion. American Express had a net margin of 15.13% and a return on equity of 33.95%. The business’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period in the prior year, the business posted $3.64 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, analysts forecast that American Express Company will post 17.59 earnings per share for the current fiscal year.

American Express Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd will be given a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, July 2nd. American Express’s dividend payout ratio is presently 23.71%.

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express announced a quarterly dividend of $0.95 per share, reinforcing its shareholder-return profile. The dividend is payable on August 10 to holders of record on July 2. Article Title
• Positive Sentiment: A broader market rally boosted financial stocks, which can help sentiment around American Express as part of the sector. Article Title
• Neutral Sentiment: One article highlighted Navan’s AI-powered travel and expense platform as a challenger to entrenched providers including American Express, but this is more of a competitive backdrop than a direct near-term catalyst. Article Title
• Neutral Sentiment: Coverage also noted that American Express card spending is growing at its fastest pace in three years, which supports the long-term consumer-spending story, though investors remain focused on whether affluent demand can hold up. Article Title
• Negative Sentiment: Several market recaps emphasized that AXP has been trending lower recently, with shares down year to date and trading below key moving averages, suggesting ongoing valuation and momentum pressure. Article Title

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the stock. Royal Bank Of Canada set a $415.00 price target on shares of American Express in a research note on Friday, April 10th. Weiss Ratings downgraded shares of American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 15th. Barclays dropped their price target on shares of American Express from $323.00 to $322.00 and set an “equal weight” rating on the stock in a research note on Friday, April 24th. Bank of America upped their price target on shares of American Express from $381.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. Finally, BTIG Research reaffirmed a “sell” rating and issued a $285.00 price target on shares of American Express in a research note on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $359.05.

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.