American Express Company $AXP Position Raised by Baldwin Wealth Partners LLC MA

Key Points

• Baldwin Wealth Partners increased its American Express stake by 1,178.3% in the third quarter, bringing its holdings to 8,488 shares valued at approximately $2.58 million. Institutional investors collectively own 84.33% of the stock.
• Analyst sentiment remains positive overall, with a consensus “Moderate Buy” rating and an average price target of $365.63, despite several recent target reductions.
• American Express exceeded quarterly EPS expectations and reported 10% year-over-year revenue growth, but faces regulatory pressure after its bank was fined $350 million over anti-money-laundering control deficiencies.

Baldwin Wealth Partners LLC MA raised its holdings in shares of American Express Company (NYSE:AXP - Free Report) by 1,178.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,488 shares of the payment services company's stock after purchasing an additional 7,824 shares during the period. Baldwin Wealth Partners LLC MA's holdings in American Express were worth $2,581,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Archer Investment Corp bought a new stake in American Express in the 2nd quarter worth about $25,000. Lifetime Wealth Management P.C. purchased a new position in American Express in the 4th quarter worth about $33,000. Elevation Wealth Partners LLC lifted its stake in American Express by 78.8% during the 3rd quarter. Elevation Wealth Partners LLC now owns 93 shares of the payment services company's stock valued at $28,000 after acquiring an additional 41 shares during the period. Cedar Mountain Advisors LLC lifted its stake in American Express by 58.3% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 95 shares of the payment services company's stock valued at $32,000 after acquiring an additional 35 shares during the period. Finally, Frazier Financial Advisors LLC purchased a new stake in shares of American Express during the 2nd quarter valued at about $33,000. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on AXP. BTIG Research reduced their price target on shares of American Express from $315.00 to $230.00 and set a "sell" rating for the company in a research note on Monday, September 7th. Truist Financial cut their price target on American Express from $375.00 to $370.00 and set a "buy" rating for the company in a research note on Wednesday, September 23rd. JPMorgan Chase & Co. reduced their price target on shares of American Express from $400.00 to $360.00 and set an "overweight" rating for the company in a research report on Monday. TD Cowen lowered their price objective on shares of American Express from $338.00 to $335.00 and set a "hold" rating on the stock in a research note on Tuesday, October 6th. Finally, Jefferies Financial Group raised shares of American Express from a "hold" rating to a "buy" rating in a report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $365.63.

Key Stories Impacting American Express

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

• Positive Sentiment: JPMorgan maintained an overweight rating while lowering its price target from $400 to $360, implying substantial upside from recent levels. JPMorgan American Express price-target update
• Positive Sentiment: Recent commentary highlights American Express as a potential value opportunity after a sizable 2026 decline. The company continues to post strong profitability, and its latest quarterly earnings exceeded consensus estimates while revenue increased year over year. Should You Buy American Express Stock for Less Than the Company Paid for Its Own Shares?
• Positive Sentiment: American Express is reportedly expanding its Gen Z customer base much faster than its Baby Boomer base, supporting the long-term growth case for its premium-card and payments businesses. American Express is growing its Gen Z customer base
• Neutral Sentiment: American Express will participate in upcoming investor conferences, giving management an opportunity to discuss growth, credit trends, regulatory remediation and its fiscal 2026 earnings outlook. American Express to Participate in Upcoming Investor Conferences
• Negative Sentiment: American Express National Bank was fined $350 million by the Office of the Comptroller of the Currency and received a cease-and-desist order over longstanding anti-money-laundering and Bank Secrecy Act control deficiencies. The penalty itself may be absorbable, but the required compliance overhaul could raise operating costs and create execution risk. American Express fined OCC over AML controls
• Negative Sentiment: A law firm is investigating potential claims on behalf of long-term shareholders, adding governance and litigation overhang following the regulatory action. Grabar Law Office shareholder investigation

American Express Stock Performance

NYSE:AXP opened at $311.57 on Tuesday. The stock has a 50-day simple moving average of $323.84 and a two-hundred day simple moving average of $325.10. American Express Company has a 52-week low of $290.97 and a 52-week high of $387.49. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.54 and a current ratio of 1.55. The firm has a market capitalization of $210.41 billion, a PE ratio of 18.91, a P/E/G ratio of 1.33 and a beta of 1.08.

American Express (NYSE:AXP - Get Free Report) last issued its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 EPS for the quarter, topping analysts' consensus estimates of $4.41 by $0.12. American Express had a return on equity of 34.12% and a net margin of 15.07%. The business had revenue of $14.99 billion during the quarter, compared to analysts' expectations of $19.70 billion. During the same quarter in the prior year, the business posted $4.08 earnings per share. The business'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. Analysts forecast that American Express Company will post 17.67 EPS for the current year.

American Express Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 9th will be paid a dividend of $0.95 per share. The ex-dividend date is Friday, October 9th. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. American Express's dividend payout ratio (DPR) is presently 23.06%.

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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