BIP Wealth LLC Takes Position in American Express Company $AXP

Key Points

• BIP Wealth LLC bought 2,938 American Express shares during the second quarter, valued at approximately $994,000. Institutional investors collectively own 84.33% of AXP’s outstanding stock.
• American Express reported quarterly EPS of $4.53, beating estimates by $0.12, while revenue rose 10% year over year to $14.99 billion. The company also maintained its 2026 EPS guidance at $17.30–$17.90.
• AXP pays a quarterly dividend of $0.95 per share, equivalent to an annualized $3.80 dividend and a 1.1% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $373.32.

BIP Wealth LLC purchased a new position in American Express Company (NYSE:AXP) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 2,938 shares of the payment services company's stock, valued at approximately $994,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AXP. Brighton Jones LLC increased its holdings in shares of American Express by 24.4% in the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company's stock worth $1,924,000 after purchasing an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company's stock valued at $554,000 after acquiring an additional 200 shares during the period. Schnieders Capital Management LLC. purchased a new stake in shares of American Express during the 2nd quarter valued at about $428,000. Howland Capital Management LLC boosted its holdings in shares of American Express by 4.2% during the 2nd quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company's stock valued at $707,000 after acquiring an additional 90 shares during the last quarter. Finally, HUB Investment Partners LLC grew its stake in shares of American Express by 19.9% in the second quarter. HUB Investment Partners LLC now owns 2,898 shares of the payment services company's stock worth $924,000 after acquiring an additional 481 shares during the period. Institutional investors own 84.33% of the company's stock.

American Express Stock Performance

NYSE AXP opened at $342.27 on Friday. American Express Company has a fifty-two week low of $290.97 and a fifty-two week high of $387.49. The company has a market cap of $231.14 billion, a P/E ratio of 20.77, a P/E/G ratio of 1.39 and a beta of 1.04. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.54 and a current ratio of 1.55. The business's 50 day moving average price is $341.33 and its 200-day moving average price is $327.58.

American Express (NYSE:AXP - Get Free Report) last released its earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share (EPS) for the quarter, topping the consensus estimate 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 net margin of 15.07% and a return on equity of 34.12%. The business's revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the business earned $4.08 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts predict that American Express Company will post 17.67 earnings per share for the current year.

American Express Announces Dividend

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

More American Express News

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

• Positive Sentiment: Expanded virtual-card capabilities: AXP is making American Express Virtual Cards available through its @ Work platform for U.S. corporate customers. The products offer adjustable spending limits, enhanced fraud protection and easier expense management, potentially increasing commercial-payment volumes and customer retention. American Express expands virtual cards for US commercial customers
• Positive Sentiment: Premium travel ecosystem strengthened: American Express added 350 luxury hotels across 116 countries to the Platinum Card travel program. More curated booking options could improve the value proposition of its premium cards, support spending and help justify annual fees. American Express adds 350 luxury hotels to Platinum Card travel program
• Positive Sentiment: Evidence of loyalty-driven spending: United Airlines’ results highlighted how American Express perks can help capture premium travel spending, even without a United co-branded card. The example supports AXP’s broader strategy of using travel benefits and partnerships to attract affluent customers. Popular legacy airline captures premium spend because of American Express perks
• Positive Sentiment: Constructive analyst outlook: Piper Sandler forecast meaningful appreciation potential for AXP shares, providing a positive signal following the company’s recent earnings beat and continued revenue growth. Piper Sandler Forecasts Strong Price Appreciation for American Express Stock
• Neutral Sentiment: Capital structure update: AXP issued Series E preferred shares and announced full redemption of Series D preferred shares. The move may improve funding flexibility, but it also adds preferred financing obligations and has limited direct impact on common-share earnings. American Express Issues New Series E Preferred Shares
• Neutral Sentiment: Mixed analyst sentiment: Coverage of AXP showed differing views, suggesting valuation and expectations remain areas of debate despite the company’s strong operating trends. Analysts Have Conflicting Sentiments on American Express

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the stock. Benchmark assumed coverage on shares of American Express in a research report on Monday, July 13th. They set a "buy" rating on the stock. DZ Bank upgraded shares of American Express from a "hold" rating to a "buy" rating and set a $375.00 target price for the company in a research note on Thursday, June 18th. Weiss Ratings reissued a "hold (c+)" rating on shares of American Express in a report on Monday, July 13th. Freedom Capital upgraded American Express from a "hold" rating to a "strong-buy" rating in a research note on Thursday, May 14th. Finally, Loop Capital assumed coverage on American Express in a research report on Thursday, May 21st. They set a "buy" rating and a $389.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $373.32.

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.

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