B. Metzler seel. Sohn & Co. AG Invests $25.04 Million in American Express Company $AXP

Key Points

• B. Metzler seel. Sohn & Co. AG acquired 74,028 American Express shares worth approximately $25.04 million during the second quarter. Institutional investors and hedge funds collectively 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 reaffirmed fiscal 2026 EPS guidance of $17.30–$17.90 and pays a quarterly dividend of $0.95, yielding about 1.1%.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $373.32, despite UBS maintaining a neutral rating and lowering its target to $384.

B. Metzler seel. Sohn & Co. AG acquired a new stake in shares of American Express Company (NYSE:AXP) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 74,028 shares of the payment services company's stock, valued at approximately $25,040,000.

A number of other institutional investors have also recently made changes to their positions in the business. Evolution Wealth Management Inc. increased its position in American Express by 6,600.0% during 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 in the last quarter. Joseph Group Capital Management acquired a new stake in American Express in the fourth quarter worth about $26,000. Sfam LLC purchased a new stake in shares of American Express during the fourth quarter worth about $26,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of American Express during the fourth quarter worth about $28,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in shares of American Express during the third quarter valued at about $28,000. Institutional investors and hedge funds own 84.33% of the company's stock.

American Express Trading Down 2.3%

American Express stock opened at $331.99 on Friday. 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 Company has a 52 week low of $290.97 and a 52 week high of $387.49. The company has a market capitalization of $224.20 billion, a price-to-earnings ratio of 20.15, a price-to-earnings-growth ratio of 1.37 and a beta of 1.04. The stock has a 50-day moving average price of $342.98 and a 200 day moving average price of $326.77.

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 for the quarter, topping the consensus estimate of $4.41 by $0.12. American Express had a net margin of 15.07% and a return on equity of 34.12%. The company 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 company earned $4.08 EPS. American Express's quarterly revenue was up 10.0% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts anticipate that American Express Company will post 17.67 EPS for the current year.

American Express Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Stockholders of record on Thursday, July 2nd were paid 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 is presently 23.06%.

Wall Street Analyst Weigh In

Several equities analysts recently commented on AXP shares. UBS Group decreased their price objective on shares of American Express from $386.00 to $384.00 and set a "neutral" rating for the company in a research report on Monday, August 3rd. Freedom Capital upgraded shares of American Express from a "hold" rating to a "strong-buy" rating in a research note on Thursday, May 14th. The Goldman Sachs Group raised their price target on shares of American Express from $360.00 to $400.00 and gave the stock a "buy" rating in a report on Tuesday, April 28th. Loop Capital began coverage on shares of American Express in a research note on Thursday, May 21st. They set a "buy" rating and a $389.00 price objective for the company. Finally, Weiss Ratings reissued a "hold (c+)" rating on shares of American Express in a report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, American Express presently has a consensus rating of "Moderate Buy" and a consensus target price of $373.32.

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express expanded its virtual-card capabilities for U.S. commercial customers through its @ Work platform and Conferma. The initiative could strengthen AXP’s position in corporate payments by improving security, spending controls, and integration with business and travel workflows. Is American Express’ Expanded Virtual Cards Strategy Deepening Its Corporate Moat in Premium Payments?
• Positive Sentiment: AXP became the official payments partner of St Andrews Links, expanding its premium sports and lifestyle partnership portfolio. The agreement may support international brand awareness, card-member engagement, and premium-card acquisition, although the near-term financial impact is likely limited. American Express and St Andrews Links Trust Announce Partnership
• Positive Sentiment: A recent profile highlighted CEO Steve Squeri’s strategy of attracting younger customers with premium products such as the Platinum Card. The company’s success with millennials and Gen Z supports the long-term value of its premium-card model. The American Express CEO Defied Haters
• Neutral Sentiment: Analyst opinions on American Express are mixed, indicating limited consensus on the stock’s valuation and outlook. Management is scheduled to participate in the Barclays Global Financial Services Conference on September 16, which could provide additional commentary on spending trends, credit quality, and guidance. Analysts’ Opinions Are Mixed on American Express American Express to Participate in Barclays Global Financial Services Conference
• Negative Sentiment: A 2026 Long Angle survey of more than 9,000 high-net-worth individuals found that Amex and Chase lagged other providers in loyalty, while Fidelity and Schwab ranked better in banking-related categories. The findings raise concerns about customer retention and competitive pressure in an important premium segment. Long Angle High-Net-Worth Study

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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