Waverly Advisors LLC Boosts Holdings in American Express Company $AXP

Waverly Advisors LLC lifted its holdings in American Express Company (NYSE:AXP) by 5.4% in the first quarter, HoldingsChannel reports. The fund owned 91,809 shares of the payment services company’s stock after buying an additional 4,683 shares during the period. Waverly Advisors LLC’s holdings in American Express were worth $27,770,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in American Express by 24.4% in the fourth 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 during the last quarter. Sivia Capital Partners LLC grew its stake in shares of American Express by 13.0% during the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after buying an additional 200 shares during the last quarter. Schnieders Capital Management LLC. bought a new position in shares of American Express during the second quarter valued at about $428,000. Howland Capital Management LLC increased its holdings in shares of American Express by 4.2% in the second quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock worth $707,000 after buying an additional 90 shares during the period. Finally, HUB Investment Partners LLC increased its holdings 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 buying an additional 481 shares during the period. Hedge funds and other institutional investors own 84.33% of the company’s stock.

American Express Stock Down 4.4%

Shares of NYSE:AXP opened at $325.86 on Friday. American Express Company has a 1 year low of $288.34 and a 1 year high of $387.49. The company has a market cap of $222.34 billion, a PE ratio of 19.77, a P/E/G ratio of 1.31 and a beta of 1.04. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. The stock’s 50-day moving average is $332.50 and its 200 day moving average is $330.33.

American Express (NYSE:AXP) last released its quarterly earnings data on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, topping the consensus estimate of $4.41 by $0.12. The business had revenue of $14.99 billion during the quarter, compared to analysts’ expectations of $19.70 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.The business’s revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the business posted $4.08 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts anticipate that American Express Company will post 17.68 EPS for the current year.

American Express Announces Dividend

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

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express beat Q2 EPS estimates with $4.53 per share and reported 10% year-over-year revenue growth, showing resilient demand from cardmembers. AmEx raises 2026 revenue growth forecast as affluent cardholders keep spending
• Positive Sentiment: The company raised its 2026 revenue growth forecast and guided full-year EPS to $17.30-$17.90, signaling confidence that premium card spending on travel and dining remains strong. American Express Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Management said cardmember spending stayed healthy, with strong travel and entertainment demand and continued strength among affluent customers, which supports revenue momentum. American Express Sales, Profit Rise on Higher Card Member Spending
• Neutral Sentiment: Analysts and market commentary suggest the stock reaction is being driven by an earnings-quality debate: investors liked the beat, but the market is questioning whether growth can continue while expenses rise. Why American Express Stock Fell 6.5% Friday Morning
• Negative Sentiment: Revenue came in below some Wall Street expectations, and reports highlighted softer net interest income and rising operating costs, which helped trigger selling despite the profit beat. American Express shares slip despite earnings beat as revenue falls short of forecasts

Wall Street Analyst Weigh In

AXP has been the subject of several analyst reports. Loop Capital began coverage on American Express in a report on Thursday, May 21st. They set a “buy” rating and a $389.00 target price for the company. Guggenheim started coverage on American Express in a research report on Monday, July 13th. They issued a “buy” rating for the company. Royal Bank Of Canada lowered American Express from a “moderate buy” rating to a “hold” rating in a research note on Monday, July 13th. JPMorgan Chase & Co. upgraded shares of American Express from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $328.00 to $400.00 in a report on Monday, July 13th. Finally, Jefferies Financial Group raised shares of American Express from a “hold” rating to a “buy” rating in a research note on Monday, July 13th. 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 issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $374.11.

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.