American Express Company $AXP Stock Purchased by Barlow Wealth Partners LLC

Key Points

• Barlow Wealth Partners significantly increased its American Express stake by 3,566% in the third quarter, ending with 32,847 shares valued at approximately $9.99 million. Hedge funds and other institutional investors collectively own 84.33% of AXP.
• American Express reported quarterly EPS of $4.53, exceeding analyst expectations, while revenue increased 10% year over year. The company issued annualized dividends of $3.80 per share, representing a 1.2% yield.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $365.63, though several firms recently lowered their targets. Investors also face regulatory concerns related to a reported $350 million anti-money-laundering fine.

Barlow Wealth Partners LLC boosted its stake in shares of American Express Company (NYSE:AXP - Free Report) by 3,566.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 32,847 shares of the payment services company's stock after buying an additional 31,951 shares during the period. American Express comprises 1.1% of Barlow Wealth Partners LLC's investment portfolio, making the stock its 27th largest holding. Barlow Wealth Partners LLC's holdings in American Express were worth $9,989,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the company. Saxony Capital Management LLC boosted its holdings in shares of American Express by 67.8% during the third quarter. Saxony Capital Management LLC now owns 1,463 shares of the payment services company's stock worth $445,000 after purchasing an additional 591 shares during the period. RDA Financial Network acquired a new position in American Express in the 3rd quarter valued at approximately $2,179,000. Ninety One UK Ltd acquired a new position in American Express in the 3rd quarter valued at approximately $21,313,000. PFG Private Wealth Management LLC lifted its position in American Express by 19.4% in the 3rd quarter. PFG Private Wealth Management LLC now owns 1,512 shares of the payment services company's stock worth $460,000 after buying an additional 246 shares in the last quarter. Finally, Ninety One SA Pty Ltd purchased a new stake in American Express in the 3rd quarter worth approximately $762,000. 84.33% of the stock is owned by hedge funds and other institutional investors.

More American Express News

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

American Express Stock Performance

AXP stock opened at $313.61 on Friday. The firm has a 50 day moving average of $321.67 and a two-hundred day moving average of $325.37. American Express Company has a 12 month low of $290.97 and a 12 month high of $387.49. The company has a market capitalization of $211.79 billion, a price-to-earnings ratio of 19.03, a P/E/G ratio of 1.31 and a beta of 1.08. The company has a quick ratio of 1.54, a current ratio of 1.55 and a debt-to-equity ratio of 1.66.

American Express (NYSE:AXP - Get Free Report) last released its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, beating analysts' consensus estimates of $4.41 by $0.12. American Express had a net margin of 15.07% and a return on equity of 34.12%. 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 firm earned $4.08 EPS. American Express's revenue for the quarter was up 10.0% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities analysts anticipate that American Express Company will post 17.65 EPS for the current fiscal 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 issued 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 Upgrades and Downgrades

AXP has been the subject of a number of research reports. Citigroup decreased their target price on shares of American Express from $355.00 to $340.00 and set a "neutral" rating for the company in a research note on Wednesday, September 30th. JPMorgan Chase & Co. cut their price objective on American Express from $400.00 to $360.00 and set an "overweight" rating for the company in a report on Monday. Loop Capital reduced their price objective on American Express from $389.00 to $386.00 and set a "buy" rating for the company in a research report on Monday, July 27th. TD Cowen lowered their target price on 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, Truist Financial dropped their target price on American Express from $375.00 to $370.00 and set a "buy" rating on the stock in a research report on Wednesday, September 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $365.63.

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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