AssuredPartners Investment Advisors LLC Makes New $5.54 Million Investment in American Express Company $AXP

Key Points

• AssuredPartners Investment Advisors acquired 16,362 American Express shares worth approximately $5.54 million in the second quarter. Institutional investors and hedge funds now own 84.33% of AXP’s outstanding stock.
• American Express reported quarterly EPS of $4.53, beating estimates of $4.41, while revenue rose 10% year over year to $19.64 billion. The company maintained fiscal 2026 EPS guidance of $17.30–$17.90.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $373.32, while American Express pays a quarterly dividend of $0.95, yielding approximately 1.1% annually.

AssuredPartners Investment Advisors LLC acquired a new position in shares of American Express Company (NYSE:AXP - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 16,362 shares of the payment services company's stock, valued at approximately $5,535,000.

Other large investors also recently made changes to their positions in the company. Cornerstone Advisory LLC increased its holdings in American Express by 2.9% during the fourth quarter. Cornerstone Advisory LLC now owns 1,017 shares of the payment services company's stock worth $376,000 after buying an additional 29 shares during the last quarter. Total Clarity Wealth Management Inc. raised its position in American Express by 3.4% during the fourth quarter. Total Clarity Wealth Management Inc. now owns 874 shares of the payment services company's stock worth $323,000 after acquiring an additional 29 shares in the last quarter. Dover Advisors LLC lifted its stake in American Express by 0.4% in the fourth quarter. Dover Advisors LLC now owns 7,977 shares of the payment services company's stock valued at $2,951,000 after acquiring an additional 29 shares during the last quarter. Invenio Wealth Partners LLC grew its position in shares of American Express by 3.9% in the 3rd quarter. Invenio Wealth Partners LLC now owns 776 shares of the payment services company's stock valued at $258,000 after acquiring an additional 29 shares during the period. Finally, Geneos Wealth Management Inc. grew its position in shares of American Express by 1.0% in the 4th quarter. Geneos Wealth Management Inc. now owns 3,167 shares of the payment services company's stock valued at $1,172,000 after acquiring an additional 30 shares during the period. Institutional investors and hedge funds own 84.33% of the company's stock.

American Express Stock Up 0.4%

Shares of AXP opened at $339.90 on Thursday. 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 Company has a 12 month low of $290.97 and a 12 month high of $387.49. The firm's 50 day moving average is $342.72 and its 200-day moving average is $326.91. The stock has a market capitalization of $229.54 billion, a PE ratio of 20.62, a P/E/G ratio of 1.36 and a beta of 1.04.

American Express (NYSE:AXP - Get Free Report) last issued its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share (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 $19.64 billion for the quarter, compared to the consensus estimate of $19.70 billion. During the same quarter in the prior year, the business posted $4.08 earnings per share. The firm'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. Equities research analysts forecast that American Express Company will post 17.67 EPS for the current year.

American Express Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Thursday, July 2nd were given a $0.95 dividend. The ex-dividend date was Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. American Express's dividend payout ratio (DPR) is presently 23.06%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on AXP. BTIG Research lowered their price objective on shares of American Express from $324.00 to $315.00 and set a "sell" rating on the stock in a research note on Monday, July 27th. TD Cowen lifted their price target on American Express from $330.00 to $338.00 and gave the stock a "hold" rating in a report on Tuesday, July 7th. Weiss Ratings reissued a "hold (c+)" rating on shares of American Express in a research report on Monday, July 13th. Loop Capital started coverage on American Express in a research note on Thursday, May 21st. They issued a "buy" rating and a $389.00 price objective on the stock. Finally, Barclays raised their price objective on American Express from $322.00 to $364.00 and gave the company an "equal weight" rating in a research report on Tuesday, July 7th. One equities research 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 company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $373.32.

Key Stories Impacting American Express

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

• Positive Sentiment: American Express is expanding its premium lifestyle and sports partnerships by naming St Andrews Links its Official Payments Partner. The agreement could increase global brand visibility, card-member engagement and spending among affluent travelers and golf fans. American Express and St Andrews Links Trust partnership
• Positive Sentiment: AXP has expanded virtual-card capabilities for U.S. commercial customers through its @ Work platform and Conferma. The move embeds American Express more deeply into corporate payment and travel workflows, potentially improving retention, security and business-spending volumes. American Express expanded virtual cards strategy
• Positive Sentiment: A profile of CEO Steve Squeri highlights American Express’s successful focus on millennials and Gen Z customers, including the willingness of younger consumers to pay premium annual fees for differentiated benefits. The narrative reinforces the company’s premium-card strategy and customer growth potential. American Express CEO and premium card strategy
• Neutral Sentiment: Management will participate in the Barclays Global Financial Services Conference on September 16. The event may provide updates on spending trends, credit quality and 2026 guidance, but no new financial outlook was announced. American Express Barclays conference announcement
• Neutral Sentiment: American Express is among the holdings in US Financial 15 Split Corp., which declared a monthly preferred-share distribution. The announcement has no direct impact on AXP’s earnings or capital allocation. US Financial 15 preferred dividend announcement

About American Express

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.

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