Deutsche Bank AG trimmed its position in American Express Company (NYSE:AXP) by 1.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,037,014 shares of the payment services company’s stock after selling 59,295 shares during the period. Deutsche Bank AG’s holdings in American Express were worth $1,123,543,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Murphy & Mullick Capital Management Corp increased its stake in shares of American Express by 10.0% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock valued at $105,000 after acquiring an additional 28 shares during the last quarter. Capital Asset Advisory Services LLC increased its stake in shares of American Express by 2.4% during the 4th quarter. Capital Asset Advisory Services LLC now owns 1,214 shares of the payment services company’s stock valued at $465,000 after acquiring an additional 28 shares during the last quarter. Lantz Financial LLC increased its stake in shares of American Express by 3.6% during the 4th quarter. Lantz Financial LLC now owns 808 shares of the payment services company’s stock valued at $299,000 after acquiring an additional 28 shares during the last quarter. Financial Management Network Inc. increased its stake in shares of American Express by 0.8% during the 4th quarter. Financial Management Network Inc. now owns 3,740 shares of the payment services company’s stock valued at $1,394,000 after acquiring an additional 29 shares during the last quarter. Finally, Central Bank & Trust Co. increased its stake in shares of American Express by 1.1% during the 4th quarter. Central Bank & Trust Co. now owns 2,620 shares of the payment services company’s stock valued at $969,000 after acquiring an additional 29 shares during the last quarter. 84.33% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
A number of research analysts have recently commented on AXP shares. Evercore set a $345.00 price objective on shares of American Express in a research note on Wednesday, April 29th. Wells Fargo & Company dropped their price objective on shares of American Express from $425.00 to $415.00 and set an “overweight” rating for the company in a research note on Thursday, April 9th. BTIG Research reaffirmed a “sell” rating and set a $285.00 price objective on shares of American Express in a research note on Friday, April 24th. Barclays dropped their price objective on shares of American Express from $323.00 to $322.00 and set an “equal weight” rating for the company in a research note on Friday, April 24th. Finally, Bank of America upped their price objective on shares of American Express from $381.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, American Express has an average rating of “Hold” and a consensus target price of $359.05.
American Express Stock Up 2.1%
Shares of NYSE:AXP opened at $318.81 on Wednesday. The company has a market capitalization of $217.53 billion, a price-to-earnings ratio of 19.89, a price-to-earnings-growth ratio of 1.27 and a beta of 1.06. The company has a 50 day moving average of $314.70 and a two-hundred day moving average of $336.51. American Express Company has a 52-week low of $286.15 and a 52-week high of $387.49. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73.
American Express (NYSE:AXP – Get Free Report) last posted its earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. The business had revenue of $14.22 billion for the quarter, compared to analysts’ expectations of $18.60 billion. American Express had a net margin of 15.13% and a return on equity of 33.95%. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period in the previous year, the company posted $3.64 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, analysts forecast that American Express Company will post 17.59 earnings per share for the current fiscal year.
American Express Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd will be issued a $0.95 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. American Express’s payout ratio is currently 23.71%.
Key American Express News
Here are the key news stories impacting American Express this week:
- Positive Sentiment: American Express management said card fee revenue is expected to accelerate in the second half of 2026, signaling stronger recurring revenue and better earnings visibility. American Express CFO sees card fee revenue picking up for remainder of 2026
- Positive Sentiment: Delta’s new SkyMiles card perks may support American Express’s co-branded card ecosystem by improving cardholder value, loyalty, and spending on AmEx-linked travel products. Delta Unveils New SkyMiles Card Perks to Boost Traveler Value
- Positive Sentiment: Recent commentary on American Express’s premium brand and appeal to millennials and Gen Z reinforces the company’s pricing power and long-term customer retention strategy. The American Express CEO defied haters who said he’d never have the top job—winning with millennials and Gen Z and trouncing the competition
- Neutral Sentiment: Several articles this week were conference transcripts or valuation/earnings roundups, which add context but do not appear to introduce a major new catalyst for the stock. American Express Company (AXP) Presents at Morgan Stanley US Financials Conference 2026 Transcript
- Neutral Sentiment: Analyst and valuation pieces suggest investors are still reassessing American Express after a recent pullback, but they do not point to a clear negative shock. A Look At American Express (AXP) Valuation After Recent Share Price Pullback And Mixed Returns
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.
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