Fiduciary Alliance LLC Trims Stock Position in American Express Company $AXP

Fiduciary Alliance LLC reduced its stake in American Express Company (NYSE:AXP) by 18.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 10,800 shares of the payment services company’s stock after selling 2,474 shares during the quarter. Fiduciary Alliance LLC’s holdings in American Express were worth $3,554,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Evolution Wealth Management Inc. grew its position in 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 valued at $25,000 after buying an additional 66 shares during the last quarter. Joseph Group Capital Management purchased a new position in American Express during the 4th quarter worth $26,000. Sfam LLC acquired a new stake in shares of American Express in the 4th quarter worth $26,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of American Express in the 4th quarter worth $28,000. Finally, Wilkerson Advisory Group LLC purchased a new stake in shares of American Express in the fourth quarter valued at about $29,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

American Express Stock Performance

Shares of AXP opened at $342.55 on Thursday. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73. The stock has a market cap of $233.73 billion, a P/E ratio of 21.37, a PEG ratio of 1.39 and a beta of 1.06. The company has a 50-day moving average of $320.38 and a two-hundred day moving average of $334.40. American Express Company has a 12-month low of $288.34 and a 12-month high of $387.49.

American Express (NYSE:AXP) last released its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, beating the consensus estimate of $4.01 by $0.27. American Express had a net margin of 15.13% and a return on equity of 33.95%. The business had revenue of $14.21 billion for the quarter, compared to analyst estimates of $18.60 billion. During the same period in the prior year, the business earned $3.64 earnings per share. The company’s quarterly revenue was up 11.4% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts predict that American Express Company will post 17.64 EPS 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 issued a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Thursday, July 2nd. American Express’s dividend payout ratio is 23.71%.

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express launched a new ABA American Express Business Card for legal professionals and signed a multiyear global payments partnership with the NFL, signaling continued expansion of its card and payments ecosystem. American Express (AXP) Launches ABA Card Partnership And Lands New NFL Payments Deal
• Positive Sentiment: Truist raised its price target on American Express to $375 from $360 and kept a buy rating, reflecting continued confidence in the company’s earnings and upside potential.
• Positive Sentiment: Recent coverage also highlighted American Express as a strong trading-day outperformer, suggesting investors are rotating into the name on relative strength. American Express Co. stock outperforms competitors on strong trading day
• Neutral Sentiment: American Express also announced plans to webcast its second-quarter 2026 earnings call on July 24, keeping investors focused on upcoming results rather than providing new financial guidance.
• Neutral Sentiment: Commentary questioning whether AmEx’s affluent consumer remains resilient adds some caution, but it does not appear to have outweighed the more positive news flow today. American Express Keeps Saying the Affluent Consumer Is Fine. Should Investors Trust It?

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Royal Bank Of Canada set a $415.00 target price on American Express in a research report on Friday, April 10th. DZ Bank raised American Express from a “hold” rating to a “buy” rating and set a $375.00 price target for the company in a report on Thursday, June 18th. Truist Financial lifted their price target on American Express from $360.00 to $375.00 and gave the company a “buy” rating in a research note on Wednesday. The Goldman Sachs Group upped their price objective on American Express from $360.00 to $400.00 and gave the stock a “buy” rating in a report on Tuesday, April 28th. Finally, Bank of America increased their price objective on American Express from $381.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $361.55.

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.