American Express Company $AXP Shares Acquired by Sapient Capital LLC

Key Points

• Sapient Capital increased its American Express stake by 261.9% in the third quarter, ending with 24,437 shares worth approximately $7.43 million. Institutional investors collectively own 84.33% of AXP shares.
• Analysts maintain a generally positive outlook, with 14 Buy or Strong Buy ratings, though the consensus rating is Hold and the average price target is $365.07.
• American Express recently beat quarterly earnings estimates with EPS of $4.53 and reported 10% year-over-year revenue growth. Shares traded at $307.85, below their 50- and 200-day moving averages, while the company reaffirmed 2026 EPS guidance of $17.30–$17.90 and a quarterly dividend of $0.95 per share.

Sapient Capital LLC lifted its stake in American Express Company (NYSE:AXP - Free Report) by 261.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 24,437 shares of the payment services company's stock after buying an additional 17,685 shares during the quarter. Sapient Capital LLC's holdings in American Express were worth $7,431,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. BlackRock Inc. acquired a new position in American Express in the second quarter valued at approximately $14,208,662,000. State Street Corp increased its holdings in shares of American Express by 40.2% during the 2nd quarter. State Street Corp now owns 40,967,262 shares of the payment services company's stock valued at $13,857,176,000 after purchasing an additional 11,739,541 shares in the last quarter. Corient Private Wealth LP acquired a new position in shares of American Express in the 2nd quarter valued at $253,945,000. Bank of New York Mellon Corp acquired a new position in shares of American Express in the 2nd quarter valued at $1,263,787,000. Finally, Legal & General Group Plc purchased a new stake in American Express during the second quarter worth $1,138,054,000. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on AXP shares. Loop Capital cut their price objective on shares of American Express from $389.00 to $386.00 and set a "buy" rating for the company in a report on Monday, July 27th. Evercore set a $320.00 price target on American Express in a research note on Thursday, October 1st. Bank of America increased their price target on American Express from $387.00 to $391.00 and gave the stock a "buy" rating in a research report on Thursday, July 9th. Truist Financial dropped their price objective on American Express from $375.00 to $370.00 and set a "buy" rating on the stock in a report on Wednesday, September 23rd. Finally, Benchmark initiated coverage on American Express in a research note on Monday, July 13th. They set a "buy" rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company 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 a Corporate Cashback platform combining new cards, expense-management software and AI-powered spending controls. Card acceptance has reached more than 190 million locations worldwide, potentially strengthening AXP’s appeal to corporate customers. American Express Rolls Out Corporate Cashback Platform
• Positive Sentiment: The company is positioning itself for agentic commerce by helping merchants prepare for consumers who use AI tools to compare and purchase products. Its proposed payment protections could help build trust and create a longer-term role for Amex in AI-enabled transactions. Amex advises businesses on AI
• Positive Sentiment: Demand for premium card benefits remains visible through the planned expansion of the Newark Centurion Lounge, which is being enlarged before opening to accommodate strong expected traffic. This supports AXP’s premium-brand strategy, though it also implies higher investment. Amex Supersizes Newark Airport Centurion Lounge
• Neutral Sentiment: AXP is trending on Zacks, increasing visibility among investors. The attention itself is not a fundamental catalyst, so investors are likely to focus on valuation, consumer spending trends and upcoming results. American Express Is a Trending Stock
• Neutral Sentiment: Investors must own shares by October 9 to qualify for the November 10 dividend. The payout may support income-oriented demand, although the stock’s relatively modest yield limits its appeal for pure dividend investors. American Express Dividend Eligibility
• Negative Sentiment: Despite the recent strategic announcements, AXP trades below its key moving averages and well below its 12-month high, reflecting ongoing market caution. Its latest quarterly report showed an EPS beat and 10% year-over-year revenue growth, but investors still need evidence that growth can support the company’s 2026 EPS guidance of $17.30–$17.90.

American Express Price Performance

NYSE:AXP traded up $3.60 during trading hours on Thursday, hitting $307.85. 5,293,900 shares of the stock were exchanged, compared to its average volume of 3,251,503. The firm's fifty day moving average price is $325.07 and its 200 day moving average price is $324.99. American Express Company has a 52-week low of $290.97 and a 52-week high of $387.49. The company has a market cap of $207.90 billion, a P/E 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 (NYSE:AXP - Get Free Report) last released its earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $19.70 billion. During the same quarter last year, the business posted $4.08 earnings per share. 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, equities research analysts anticipate that American Express Company will post 17.66 EPS for the current fiscal year.

American Express Announces Dividend

The firm 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. This represents a $3.80 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Friday, October 9th. American Express's payout ratio is 23.06%.

American Express 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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