American Express Company $AXP Stock Holdings Lessened by Epoch Investment Partners Inc.

Key Points

• Epoch Investment Partners cut its American Express stake by 28.9% in the first quarter, selling 141,639 shares and leaving it with 349,126 shares worth about $105.6 million.
• American Express reported Q2 EPS of $4.53, beating estimates, while revenue rose 10% year over year to $14.99 billion, though revenue still came in below some Wall Street expectations.
• The company raised its FY 2026 EPS guidance to $17.30-$17.90 and continued its quarterly dividend of $0.95 per share, but the stock fell as investors weighed growth against rising costs and softer net interest income.

Epoch Investment Partners Inc. reduced its stake in shares of American Express Company (NYSE:AXP - Free Report) by 28.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 349,126 shares of the payment services company's stock after selling 141,639 shares during the quarter. Epoch Investment Partners Inc. owned approximately 0.05% of American Express worth $105,604,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. increased its stake in American Express by 6,600.0% in the 4th quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company's stock valued at $25,000 after buying an additional 66 shares during the period. Joseph Group Capital Management acquired a new stake in shares of American Express during the 4th quarter valued at $26,000. Sfam LLC purchased a new position in shares of American Express during the 4th quarter valued at $26,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of American Express during the 4th quarter valued at $28,000. Finally, Wilkerson Advisory Group LLC acquired a new position in shares of American Express in the fourth quarter worth $29,000. 84.33% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about American Express

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

• Positive Sentiment: American Express beat Q2 EPS estimates with $4.53 per share and reported 10% year-over-year revenue growth, showing resilient demand from cardmembers. AmEx raises 2026 revenue growth forecast as affluent cardholders keep spending
• Positive Sentiment: The company raised its 2026 revenue growth forecast and guided full-year EPS to $17.30-$17.90, signaling confidence that premium card spending on travel and dining remains strong. American Express Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Management said cardmember spending stayed healthy, with strong travel and entertainment demand and continued strength among affluent customers, which supports revenue momentum. American Express Sales, Profit Rise on Higher Card Member Spending
• Neutral Sentiment: Analysts and market commentary suggest the stock reaction is being driven by an earnings-quality debate: investors liked the beat, but the market is questioning whether growth can continue while expenses rise. Why American Express Stock Fell 6.5% Friday Morning
• Negative Sentiment: Revenue came in below some Wall Street expectations, and reports highlighted softer net interest income and rising operating costs, which helped trigger selling despite the profit beat. American Express shares slip despite earnings beat as revenue falls short of forecasts

American Express Trading Down 4.4%

American Express stock opened at $325.86 on Friday. American Express Company has a one year low of $288.34 and a one year high of $387.49. The company's fifty day moving average price is $332.50 and its two-hundred day moving average price is $330.33. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. The company has a market capitalization of $222.34 billion, a price-to-earnings ratio of 20.33, a PEG ratio of 1.37 and a beta of 1.04.

American Express (NYSE:AXP - Get Free Report) last announced its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, topping analysts' consensus estimates of $4.41 by $0.12. The company had revenue of $14.99 billion during the quarter, compared to analysts' expectations of $19.70 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.The business's quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, analysts forecast that American Express Company will post 17.67 earnings per share for the current fiscal year.

American Express Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd will be given a dividend of $0.95 per share. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. American Express's dividend payout ratio is presently 23.71%.

Analyst Upgrades and Downgrades

AXP has been the subject of several recent research reports. Evercore began coverage on American Express in a report on Monday, July 13th. They set a "neutral" rating for the company. DZ Bank upgraded American Express from a "hold" rating to a "buy" rating and set a $375.00 target price on the stock in a research note on Thursday, June 18th. Loop Capital assumed coverage on American Express in a research report on Thursday, May 21st. They issued a "buy" rating and a $389.00 target price on the stock. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of American Express in a research note on Monday, July 13th. Finally, Morgan Stanley upgraded American Express from a "positive" rating to an "overweight" rating in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, American Express has an average rating of "Moderate Buy" and an average target price of $374.11.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.