Silicon Valley Capital Partners Sells 1,835 Shares of American Express Company $AXP

Silicon Valley Capital Partners decreased its holdings in shares of American Express Company (NYSE:AXP) by 4.8% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 36,115 shares of the payment services company’s stock after selling 1,835 shares during the period. American Express accounts for 1.1% of Silicon Valley Capital Partners’ portfolio, making the stock its 24th largest position. Silicon Valley Capital Partners’ holdings in American Express were worth $10,924,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in AXP. Evolution Wealth Management Inc. boosted its holdings in 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 in the last quarter. Joseph Group Capital Management bought a new position in shares of American Express during the fourth quarter valued at $26,000. Sfam LLC purchased a new position in shares of American Express in the 4th quarter worth about $26,000. Caitong International Asset Management Co. Ltd bought a new position in American Express in the 4th quarter worth about $28,000. Finally, Wilkerson Advisory Group LLC bought a new position in American Express in the 4th quarter worth about $29,000. 84.33% of the stock is owned by institutional investors.

Analysts Set New Price Targets

AXP has been the subject of a number of analyst reports. BTIG Research reduced their price objective on shares of American Express from $324.00 to $315.00 and set a “sell” rating for the company in a research note on Monday. JPMorgan Chase & Co. raised shares of American Express from a “neutral” rating to an “overweight” rating and raised their price target for the company from $328.00 to $400.00 in a research report on Monday, July 13th. Truist Financial boosted their price objective on shares of American Express from $360.00 to $375.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Morgan Stanley cut their target price on American Express from $385.00 to $382.00 and set an “equal weight” rating on the stock in a research note on Monday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of American Express in a report on Monday, July 13th. One equities research 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. Based on data from MarketBeat, American Express currently has a consensus rating of “Moderate Buy” and an average price target of $372.95.

American Express Stock Up 1.8%

AXP opened at $337.50 on Friday. The company has a quick ratio of 1.62, a current ratio of 1.55 and a debt-to-equity ratio of 1.66. The firm has a 50 day moving average price of $334.47 and a 200-day moving average price of $328.71. American Express Company has a twelve month low of $288.34 and a twelve month high of $387.49. The stock has a market capitalization of $227.92 billion, a price-to-earnings ratio of 20.48, a PEG ratio of 1.34 and a beta of 1.04.

American Express (NYSE:AXP) last issued its earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.41 by $0.12. American Express had a net margin of 15.07% and a return on equity of 34.12%. The company had revenue of $14.99 billion for the quarter, compared to analysts’ expectations of $19.70 billion. During the same quarter last year, the company posted $4.08 earnings per share. The firm’s quarterly revenue was up 10.0% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts forecast that American Express Company will post 17.67 earnings per share 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 issued a $0.95 dividend. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. American Express’s payout ratio is presently 23.06%.

Key American Express News

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

• Positive Sentiment: Strong earnings and guidance support sentiment: American Express exceeded second-quarter EPS expectations, with earnings of $4.53 versus the $4.41 consensus estimate. Revenue increased 10% year over year, and the company raised its full-year revenue outlook, reinforcing expectations for continued growth. Jim Cramer says this post-earnings sell-off is a golden buying opportunity
• Positive Sentiment: Analysts and investors see a buying opportunity: Jim Cramer characterized the recent post-earnings weakness as an opportunity, while other coverage highlights AmEx’s premium customer base, spending resilience and long-term growth potential. Jim Cramer says American Express post-earnings sell-off is a buying opportunity
• Positive Sentiment: Durable competitive advantages remain a key thesis: Articles point to AmEx’s ability to attract and retain card members across generations, its premium lending model and its “moat” in payments—factors that could support pricing power, customer spending and recurring fee revenue. Does This Top Warren Buffett Stock Have the Widest Moat in Payments?
• Positive Sentiment: Strategic partnerships and technology add growth opportunities: AmEx’s long-running Delta partnership generates significant revenue for the airline, while American Express Global Business Travel launched an AI connector allowing Claude users to book and manage compliant corporate travel. These initiatives could deepen customer engagement and expand travel-related volume. Amex GBT Empowers Claude to Book Corporate Travel
• Neutral Sentiment: Industry results provide a mixed read-through: Mastercard’s strong cross-border volume and services growth suggest healthy payments demand, although Mastercard’s performance does not directly change American Express’s results. Mastercard Beats Q2 Earnings on Solid Cross-Border Volume Growth
• Negative Sentiment: BTIG lowered its American Express price target to $315: The target reduction may weigh on sentiment and signals that valuation or near-term risks remain concerns, even though the target still reflects the firm’s updated view rather than a change to the company’s operating results. BTIG Research Lowers American Express Price Target to $315.00

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.