Franklin Resources Inc. Has $183.37 Million Stock Holdings in American Express Company $AXP

Franklin Resources Inc. increased its position in shares of American Express Company (NYSE:AXP) by 1.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 495,660 shares of the payment services company’s stock after acquiring an additional 6,757 shares during the period. Franklin Resources Inc.’s holdings in American Express were worth $183,369,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in AXP. Evolution Wealth Management Inc. boosted its position in shares of 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 worth $25,000 after acquiring an additional 66 shares in the last quarter. Joseph Group Capital Management acquired a new stake in American Express in the fourth quarter valued at approximately $26,000. Measured Wealth Private Client Group LLC acquired a new stake in American Express in the third quarter valued at approximately $28,000. Torren Management LLC acquired a new stake in American Express in the fourth quarter valued at approximately $32,000. Finally, Entrust Financial LLC acquired a new stake in American Express in the fourth quarter valued at approximately $41,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Analyst Ratings Changes

A number of analysts have weighed in on AXP shares. Bank of America raised their target price on shares of American Express from $381.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Loop Capital started coverage on shares of American Express in a research report on Thursday, May 21st. They issued a “buy” rating and a $389.00 target price on the stock. Weiss Ratings lowered shares of American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 15th. Wells Fargo & Company cut their target price on shares of American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Finally, Morgan Stanley cut their target price on shares of American Express from $395.00 to $385.00 and set an “equal weight” rating on the stock in a research report on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $359.05.

Key Stories Impacting American Express

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

• Positive Sentiment: American Express management said card fee revenue is expected to accelerate in the second half of 2026, signaling stronger recurring revenue and better earnings visibility. American Express CFO sees card fee revenue picking up for remainder of 2026
• Positive Sentiment: Delta’s new SkyMiles card perks may support American Express’s co-branded card ecosystem by improving cardholder value, loyalty, and spending on AmEx-linked travel products. Delta Unveils New SkyMiles Card Perks to Boost Traveler Value
• Positive Sentiment: Recent commentary on American Express’s premium brand and appeal to millennials and Gen Z reinforces the company’s pricing power and long-term customer retention strategy. The American Express CEO defied haters who said he’d never have the top job—winning with millennials and Gen Z and trouncing the competition
• Neutral Sentiment: Several articles this week were conference transcripts or valuation/earnings roundups, which add context but do not appear to introduce a major new catalyst for the stock. American Express Company (AXP) Presents at Morgan Stanley US Financials Conference 2026 Transcript
• Neutral Sentiment: Analyst and valuation pieces suggest investors are still reassessing American Express after a recent pullback, but they do not point to a clear negative shock. A Look At American Express (AXP) Valuation After Recent Share Price Pullback And Mixed Returns

American Express Price Performance

Shares of NYSE:AXP opened at $318.81 on Wednesday. The firm has a market cap of $217.53 billion, a PE ratio of 19.89, a price-to-earnings-growth ratio of 1.27 and a beta of 1.06. The firm’s fifty day moving average is $314.70 and its 200-day moving average is $336.51. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.56 and a current ratio of 1.57. American Express Company has a 52 week low of $286.15 and a 52 week high of $387.49.

American Express (NYSE:AXP) last issued its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. The company had revenue of $14.22 billion for the quarter, compared to analyst estimates of $18.60 billion. American Express had a net margin of 15.13% and a return on equity of 33.95%. American Express’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.64 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts predict that American Express Company will post 17.59 earnings per share for the current year.

American Express Announces Dividend

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 is Thursday, July 2nd. American Express’s payout ratio is 23.71%.

American Express 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.