American Express Company $AXP Stock: Mather Group LLC. Raises Holdings

Key Points

• Mather Group increased its American Express stake by 56.6% in the third quarter, owning 12,788 shares valued at approximately $3.89 million. Institutional investors collectively hold 84.33% of AXP’s outstanding shares.
• AXP opened at $313.61, while analysts maintain a “Moderate Buy” consensus and an average price target of $365.63, implying potential upside. Recent quarterly earnings of $4.53 per share exceeded estimates.
• American Express declared a quarterly dividend of $0.95 per share, equivalent to $3.80 annually and a 1.2% yield, with a 23.06% payout ratio.

Mather Group LLC. lifted its holdings in American Express Company (NYSE:AXP) by 56.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,788 shares of the payment services company's stock after acquiring an additional 4,621 shares during the period. Mather Group LLC.'s holdings in American Express were worth $3,889,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the business. Archer Investment Corp bought a new stake in shares of American Express during the 2nd quarter valued at about $25,000. Elevation Wealth Partners LLC increased its holdings in American Express by 78.8% in the third quarter. Elevation Wealth Partners LLC now owns 93 shares of the payment services company's stock worth $28,000 after purchasing an additional 41 shares in the last quarter. Frazier Financial Advisors LLC lifted its stake in American Express by 66.7% in the first quarter. Frazier Financial Advisors LLC now owns 100 shares of the payment services company's stock valued at $30,000 after buying an additional 40 shares during the period. Evolution Wealth Management Inc. lifted its stake in American Express by 58.2% in the first quarter. Evolution Wealth Management Inc. now owns 106 shares of the payment services company's stock valued at $32,000 after buying an additional 39 shares during the period. Finally, Whipplewood Advisors LLC boosted its holdings in shares of American Express by 2,550.0% during the 1st quarter. Whipplewood Advisors LLC now owns 106 shares of the payment services company's stock worth $32,000 after buying an additional 102 shares in the last quarter. 84.33% of the stock is owned by institutional investors.

American Express Price Performance

AXP stock opened at $313.61 on Friday. The company has a market capitalization of $211.79 billion, a P/E ratio of 19.03, a price-to-earnings-growth ratio of 1.31 and a beta of 1.08. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.54 and a current ratio of 1.55. American Express Company has a 52-week low of $290.97 and a 52-week high of $387.49. The business has a 50-day simple moving average of $321.67 and a two-hundred day simple moving average of $325.37.

American Express (NYSE:AXP - Get Free Report) last issued its quarterly earnings data 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. The firm had revenue of $14.99 billion during the quarter, compared to analyst estimates of $19.70 billion. American Express had a return on equity of 34.12% and a net margin of 15.07%. The company's revenue for the quarter was up 10.0% on a year-over-year basis. During the same period in the previous year, the company posted $4.08 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts expect that American Express Company will post 17.65 EPS for the current fiscal year.

American Express Dividend Announcement

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

Trending Headlines about American Express

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

• Positive Sentiment: Institutional investor support: Harris Oakmark’s third-quarter 2026 investor letter identified American Express as a compelling investment, signaling confidence in the company’s brand, business quality and long-term capital appreciation potential. What Makes American Express (AXP) a Compelling Bet?
• Positive Sentiment: AI commerce opportunity: American Express is developing issuer-side tools, including “Proof of Intent” and AI-powered payment security, to authenticate purchases made by autonomous shopping agents. If successful, the technology could protect against fraud, support higher transaction volumes and create a new payments growth channel. Can American Express Turn AI Commerce Into a New Growth Driver?
• Neutral Sentiment: Marketing partnership: Rakuten launched a limited-edition Naruto Shippuden design for the Rakuten American Express Card. The promotion may improve card engagement and brand visibility, but it does not change the card’s existing rewards or represent a material near-term earnings catalyst. Rakuten Introduces Limited Edition NARUTO SHIPPUDEN Credit Card Design
• Positive Sentiment: Analyst valuation support: Brokerages reportedly have a consensus target price of $365.63, implying meaningful upside relative to the recent trading level. However, the target is forward-looking and does not eliminate regulatory risks. American Express Consensus Target Price
• Negative Sentiment: AML fine and valuation concerns: A reported $350 million anti-money-laundering fine is pressuring the investment case, raising questions about compliance costs, regulatory oversight and whether AXP’s valuation fully reflects its earnings power. American Express Stock May Sit Below Fair Value As AML Fine Lands

Analyst Ratings Changes

AXP has been the subject of several recent analyst reports. HSBC raised their price objective on shares of American Express from $312.00 to $329.00 and gave the stock a "hold" rating in a research report on Monday, July 13th. Truist Financial dropped their target price on shares of American Express from $375.00 to $370.00 and set a "buy" rating on the stock in a research report on Wednesday, September 23rd. Bank of America boosted their target price on shares of American Express from $387.00 to $391.00 and gave the company a "buy" rating in a research report on Thursday, July 9th. TD Cowen cut their target price 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, BMO Capital Markets began coverage on shares of American Express in a report on Thursday, October 8th. They issued an "outperform" rating and a $380.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $365.63.

About American Express

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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