American Express Company $AXP Stock Holdings Trimmed by Capital Wealth Planning LLC

Capital Wealth Planning LLC trimmed its position in American Express Company (NYSE:AXP) by 0.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,152,624 shares of the payment services company’s stock after selling 16,618 shares during the period. American Express accounts for 5.2% of Capital Wealth Planning LLC’s portfolio, making the stock its 2nd biggest position. Capital Wealth Planning LLC’s holdings in American Express were worth $798,546,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Jessup Wealth Management Inc purchased a new stake in American Express in the fourth quarter worth $164,000. Signet Private Wealth LLC purchased a new stake in American Express in the fourth quarter worth $218,000. Wellspring Financial Advisors LLC grew its stake in American Express by 143.7% in the fourth quarter. Wellspring Financial Advisors LLC now owns 2,669 shares of the payment services company’s stock worth $989,000 after purchasing an additional 1,574 shares during the period. Zions Bancorporation National Association UT grew its stake in American Express by 61.5% in the fourth quarter. Zions Bancorporation National Association UT now owns 3,817 shares of the payment services company’s stock worth $1,412,000 after purchasing an additional 1,454 shares during the period. Finally, GWN Securities Inc. purchased a new stake in American Express in the fourth quarter worth $282,000. 84.33% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

AXP has been the topic of several analyst reports. Truist Financial dropped their target price on American Express from $400.00 to $360.00 and set a “buy” rating on the stock in a report on Monday, March 23rd. Evercore set a $345.00 target price on American Express in a report on Wednesday, April 29th. JPMorgan Chase & Co. dropped their target price on American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a report on Thursday, April 9th. The Goldman Sachs Group boosted 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. Finally, Loop Capital initiated coverage on American Express in a report on Thursday, May 21st. They issued a “buy” rating and a $389.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $359.05.

American Express Trading Down 1.5%

American Express stock opened at $313.76 on Thursday. The company has a market capitalization of $214.09 billion, a price-to-earnings ratio of 19.57, a price-to-earnings-growth ratio of 1.29 and a beta of 1.06. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73. American Express Company has a 12 month low of $286.15 and a 12 month high of $387.49. The business’s fifty day simple moving average is $315.03 and its two-hundred day simple moving average is $336.30.

American Express (NYSE:AXP) last announced its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.01 by $0.27. The firm had revenue of $14.22 billion for the quarter, compared to the consensus estimate of $18.60 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.The company’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period in the prior year, the company posted $3.64 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities analysts predict that American Express Company will post 17.59 earnings per share for the current fiscal year.

American Express Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Thursday, July 2nd will be issued a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, July 2nd. American Express’s dividend payout ratio is presently 23.71%.

More American Express News

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

• Positive Sentiment: Zacks said American Express looks like a stock to watch because of its earnings growth and relative price strength, reinforcing the idea that investors are rewarding its fundamentals. Earnings Growth & Price Strength Make American Express (AXP) a Stock to Watch
• Positive Sentiment: American Express CFO said card fee revenue should pick up for the rest of 2026, a sign that an important revenue stream may improve as the year goes on. American Express CFO sees card fee revenue picking up for remainder of 2026
• Positive Sentiment: Delta is adding new SkyMiles card perks, which could help strengthen the American Express co-branded card franchise by boosting traveler value, loyalty, and spending. Delta Unveils New SkyMiles Card Perks to Boost Traveler Value
• Neutral Sentiment: Coverage of American Express’s Morgan Stanley conference presentation and Q1 earnings recap did not point to a major new catalyst, but they kept investors focused on the company’s operating trends and outlook. American Express Company (AXP) Presents at Morgan Stanley US Financials Conference 2026 Transcript Reflecting on credit card stocks’ Q1 earnings: American Express (NYSE: AXP)
• Negative Sentiment: Analyst commentary was mixed, and a valuation-focused article noted that AXP still trades below its 200-day average and has been under pressure year to date, which can temper enthusiasm despite recent gains. A Look At American Express (AXP) Valuation After Recent Share Price Pullback And Mixed Returns

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.