VectorGlobal IAG Inc. Makes New Investment in American Express Company $AXP

Key Points

• VectorGlobal IAG acquired 28,372 American Express shares in the first quarter, valued at approximately $8.58 million and representing 2.2% of the firm’s portfolio. Institutional investors and hedge funds collectively own 84.33% of AXP.
• American Express reported quarterly EPS of $4.53, exceeding the $4.41 analyst estimate, while revenue increased 10% year over year to $14.99 billion. The company issued fiscal 2026 EPS guidance of $17.30–$17.90.
• AXP announced a quarterly dividend of $0.95 per share, equivalent to an annualized $3.80 and a 1.1% yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $372.95.

VectorGlobal IAG Inc. bought a new stake in shares of American Express Company (NYSE:AXP) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 28,372 shares of the payment services company's stock, valued at approximately $8,582,000. American Express makes up 2.2% of VectorGlobal IAG Inc.'s holdings, making the stock its 21st biggest position.

Other hedge funds have also recently bought and sold shares of the company. Evolution Wealth Management Inc. raised its holdings in shares of American Express by 6,600.0% in the 4th quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company's stock worth $25,000 after purchasing an additional 66 shares in the last quarter. Joseph Group Capital Management acquired a new stake in American Express during the fourth quarter valued at approximately $26,000. Sfam LLC bought a new stake in American Express during the fourth quarter worth approximately $26,000. Caitong International Asset Management Co. Ltd acquired a new position in American Express in the fourth quarter worth approximately $28,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in American Express in the third quarter worth approximately $28,000. 84.33% of the stock is owned by institutional investors and hedge funds.

American Express Price Performance

NYSE AXP opened at $336.82 on Monday. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.55 and a quick ratio of 1.54. The firm has a market capitalization of $227.46 billion, a price-to-earnings ratio of 20.44, a price-to-earnings-growth ratio of 1.36 and a beta of 1.04. The company has a 50 day simple moving average of $334.97 and a 200-day simple moving average of $328.55. American Express Company has a 52-week low of $288.34 and a 52-week high of $387.49.

American Express (NYSE:AXP - Get Free Report) last announced its quarterly earnings data on Friday, July 24th. The payment services company reported $4.53 EPS for the quarter, beating analysts' consensus estimates of $4.41 by $0.12. The firm had revenue of $14.99 billion for the quarter, compared to the consensus estimate of $19.70 billion. American Express had a net margin of 15.07% and a return on equity of 34.12%. The firm's revenue was up 10.0% on a year-over-year basis. During the same period in the previous year, the firm posted $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts predict that American Express Company will post 17.67 earnings per share for the current fiscal year.

American Express Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd will be paid a dividend of $0.95 per share. The ex-dividend date of this dividend is 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 23.06%.

Trending Headlines about American Express

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

• Positive Sentiment: American Express reported second-quarter earnings of $4.53 per share, above the $4.41 analyst estimate, while revenue increased 10% year over year. Management cited strong new-card acquisition, higher engagement from existing customers and momentum from the refreshed Platinum Card. 5 Must-Read Analyst Questions From American Express’s Q2 Earnings Call
• Positive Sentiment: Analysts continue to view AXP favorably, with the stock carrying an average “Moderate Buy” recommendation. Commentators including Jim Cramer characterized the post-earnings weakness as a potential buying opportunity, citing the company’s earnings beat, growth outlook and competitive position. American Express Receives Average Recommendation of Moderate Buy
• Positive Sentiment: American Express is expanding its business-payments capabilities beyond faster settlement toward greater controls, policy management and data-driven oversight. These initiatives could deepen relationships with corporate customers and support longer-term payments growth. Mastercard and Amex Turn B2B Payments Into a Living Control Layer
• Positive Sentiment: Amex Global Business Travel launched an integration with Anthropic’s Claude that allows travelers and enterprise AI agents to book and manage policy-compliant air and hotel reservations. The move could improve Amex’s corporate-travel relevance as AI-driven booking develops. Amex GBT Empowers Claude to Book Corporate Travel
• Neutral Sentiment: Recent analyst coverage emphasizes AXP’s durable premium-card franchise, but investors are weighing that growth story against a share price trading at roughly 20 times earnings and near its moving-average levels. American Express Growth Story Keeps Building
• Negative Sentiment: The principal near-term headwind is the market’s negative response to the second-quarter report. Although earnings slightly beat estimates and revenue was broadly in line with expectations, investors may have wanted stronger evidence that accelerated spending and premium-product adoption will justify current valuation levels. Top Analyst Reports for Microsoft, Palo Alto Networks and American Express

Wall Street Analyst Weigh In

Several research firms have issued reports on AXP. Wells Fargo & Company cut their price objective on American Express from $425.00 to $415.00 and set an "overweight" rating for the company in a research report on Thursday, April 9th. The Goldman Sachs Group lifted their target price on American Express from $360.00 to $400.00 and gave the stock a "buy" rating in a report on Tuesday, April 28th. Morgan Stanley cut their target price on American Express from $385.00 to $382.00 and set an "equal weight" rating on the stock in a research report on Monday, July 27th. Guggenheim initiated coverage on American Express in a report on Monday, July 13th. They set a "buy" rating for the company. Finally, Bank of America increased their price target on American Express from $387.00 to $391.00 and gave the company a "buy" rating in a research report on Thursday, July 9th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $372.95.

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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