3,693 Shares of American Express Company $AXP Bought by Stableford Capital II LLC

Key Points

• Stableford Capital II LLC initiated a position in American Express by purchasing 3,693 shares valued at approximately $1.12 million. Institutional investors collectively own 84.33% of AXP’s outstanding stock.
• American Express reported quarterly EPS of $4.53, exceeding the $4.41 consensus estimate, while revenue increased 10% year over year. The company issued fiscal 2026 EPS guidance of $17.30–$17.90.
• American Express declared a quarterly dividend of $0.95 per share, equivalent to an annualized $3.80 payout and a 1.2% yield. Analysts remain mixed, with a consensus “Hold” rating and an average price target of $365.07.

Stableford Capital II LLC purchased a new stake in shares of American Express Company (NYSE:AXP) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 3,693 shares of the payment services company's stock, valued at approximately $1,123,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Mn Services Vermogensbeheer B.V. raised its holdings in American Express by 50.2% during the third quarter. Mn Services Vermogensbeheer B.V. now owns 232,681 shares of the payment services company's stock valued at $70,758,000 after buying an additional 77,800 shares in the last quarter. Acropolis Investment Management LLC increased its holdings in shares of American Express by 3.0% during the 3rd quarter. Acropolis Investment Management LLC now owns 5,688 shares of the payment services company's stock valued at $1,730,000 after acquiring an additional 166 shares during the last quarter. Allen Mooney & Barnes Investment Advisors LLC raised its stake in shares of American Express by 1.2% in the 3rd quarter. Allen Mooney & Barnes Investment Advisors LLC now owns 49,897 shares of the payment services company's stock valued at $15,174,000 after acquiring an additional 571 shares in the last quarter. Galvin Gaustad & Stein LLC lifted its holdings in American Express by 49.2% in the 3rd quarter. Galvin Gaustad & Stein LLC now owns 59,384 shares of the payment services company's stock worth $18,059,000 after purchasing an additional 19,587 shares during the last quarter. Finally, Grove Bank & Trust lifted its holdings in American Express by 0.6% in the 3rd quarter. Grove Bank & Trust now owns 7,206 shares of the payment services company's stock worth $2,191,000 after purchasing an additional 46 shares during the last quarter. Institutional investors own 84.33% of the company's stock.

American Express Stock Up 1.2%

AXP opened at $307.85 on Friday. The business has a 50 day moving average of $325.07 and a 200-day moving average of $324.99. The stock has a market capitalization of $207.90 billion, a price-to-earnings ratio of 18.68, a P/E/G ratio of 1.31 and a beta of 1.08. The company has a current ratio of 1.55, a quick ratio of 1.54 and a debt-to-equity ratio of 1.66. American Express Company has a 1-year low of $290.97 and a 1-year high of $387.49.

American Express (NYSE:AXP - Get Free Report) last released its earnings results on Friday, July 24th. The payment services company reported $4.53 EPS for the quarter, beating 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 firm had revenue of $14.99 billion during the quarter, compared to analysts' expectations of $19.70 billion. During the same period in the prior year, the company earned $4.08 EPS. The business's quarterly revenue was up 10.0% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, sell-side analysts anticipate that American Express Company will post 17.67 earnings per share for the current year.

American Express Announces Dividend

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

Analyst Ratings Changes

Several brokerages have commented on AXP. BMO Capital Markets started coverage on American Express in a report on Thursday. They set an "outperform" rating and a $380.00 price target on the stock. Morgan Stanley decreased their price objective on shares of American Express from $385.00 to $382.00 and set an "equal weight" rating for the company in a report on Monday, July 27th. JPMorgan Chase & Co. upgraded shares of American Express from a "neutral" rating to an "overweight" rating and raised their target price for the company from $328.00 to $400.00 in a research note on Monday, July 13th. Guggenheim started coverage on shares of American Express in a report on Monday, July 13th. They issued a "buy" rating on the stock. Finally, TD Cowen decreased their price target on shares of American Express from $338.00 to $335.00 and set a "hold" rating for the company in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, sixteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $365.07.

Key American Express News

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

• Positive Sentiment: American Express launched an integrated Corporate Cashback platform combining corporate cards, expense-management software and AI-powered tools for spending controls and reporting. The initiative could improve its appeal to business customers and support payment volume growth as card acceptance reaches more than 190 million locations globally. American Express launches new corporate platform
• Positive Sentiment: Amex is also advising merchants on “agentic commerce,” including ways to manage AI-driven shopping and payment risks. Such efforts could help the company remain relevant as artificial intelligence changes how consumers and businesses transact. Amex advises businesses on AI
• Neutral Sentiment: Demand for American Express Centurion Lounge access remains strong, prompting an expanded Newark airport location. This supports the value of Amex’s premium-card ecosystem, although the update is unlikely to materially affect near-term earnings. Amex expands Newark Centurion Lounge
• Neutral Sentiment: Investor coverage has highlighted AXP’s valuation, dividend eligibility and recent attention from retail investors, but these articles provide limited new information relative to the regulatory announcement.
• Negative Sentiment: The OCC and Federal Reserve imposed parallel enforcement actions and a combined $350 million penalty after identifying significant, systemic deficiencies in American Express’s anti-money-laundering program. Regulators said roughly $13 billion in suspected activity went inadequately monitored or reported over nearly 11 years, particularly within the company’s national bank subsidiary. The financial penalty, remediation costs, heightened oversight and potential reputational damage are the main reasons the news is pressuring AXP. OCC penalty against American Express

American Express Company Profile

American Express Company NYSE: AXP is a global financial services company that provides payment, lending, travel and related products to consumers, small businesses and corporate customers. Its offerings include consumer and business charge and credit cards, payment solutions, commercial financing, deposit products and rewards programs.

American Express also operates a worldwide merchant network and provides businesses with payment acceptance services, transaction-processing capabilities and data-driven marketing solutions.

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