5,882 American Express Company $AXP Shares Sold by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. trimmed its position in American Express Company (NYSE:AXP) by 10.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 49,575 shares of the payment services company’s stock after selling 5,882 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in American Express were worth $15,076,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Diversify Advisory Services LLC increased its holdings in American Express by 3.1% in the 3rd quarter. Diversify Advisory Services LLC now owns 23,304 shares of the payment services company’s stock valued at $7,315,000 after buying an additional 708 shares during the period. Lakeshore Capital Group Inc. raised its position in American Express by 8.2% during the 3rd quarter. Lakeshore Capital Group Inc. now owns 6,463 shares of the payment services company’s stock worth $1,965,000 after purchasing an additional 491 shares during the last quarter. Revisor Wealth Management LLC lifted its stake in shares of American Express by 1.5% in the third quarter. Revisor Wealth Management LLC now owns 4,274 shares of the payment services company’s stock worth $1,342,000 after acquiring an additional 65 shares during the period. Bank Pictet & Cie Europe AG lifted its position in shares of American Express by 40.1% in the 3rd quarter. Bank Pictet & Cie Europe AG now owns 3,000 shares of the payment services company’s stock worth $912,000 after purchasing an additional 859 shares during the period. Finally, 55 North Private Wealth LLC lifted its holdings in American Express by 9.0% in the third quarter. 55 North Private Wealth LLC now owns 1,607 shares of the payment services company’s stock valued at $489,000 after buying an additional 133 shares during the period. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Guggenheim began coverage on American Express in a research note on Monday, July 13th. They set a “buy” rating for the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of American Express in a research note on Friday, October 9th. Bank of America upped their price target on American Express from $387.00 to $391.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. TD Cowen decreased their target price on shares of American Express from $338.00 to $335.00 and set a “hold” rating for the company in a research report on Tuesday, October 6th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $330.00 target price on shares of American Express in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, American Express currently has an average rating of “Moderate Buy” and a consensus price target of $364.89.

American Express Stock Performance

Shares of AXP opened at $313.10 on Friday. The company has a current ratio of 1.55, a quick ratio of 1.54 and a debt-to-equity ratio of 1.66. The company has a market capitalization of $211.44 billion, a price-to-earnings ratio of 19.00, a PEG ratio of 1.38 and a beta of 1.08. The stock has a 50 day moving average of $318.84 and a 200 day moving average of $325.94. American Express Company has a 12 month low of $290.97 and a 12 month high of $387.49.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, October 23rd. The payment services company reported $4.68 EPS for the quarter, topping analysts’ consensus estimates of $4.50 by $0.18. American Express had a return on equity of 34.12% and a net margin of 15.07%. The business had revenue of $20.06 billion for the quarter, compared to analyst estimates of $20.12 billion. During the same period last year, the company posted $4.14 earnings per share. American Express’s quarterly revenue was up 8.9% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.600-17.900 EPS. As a group, sell-side analysts forecast that American Express Company will post 17.65 earnings per share for the current year.

American Express Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 9th will be given a dividend of $0.95 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. American Express’s dividend payout ratio (DPR) is currently 23.06%.

American Express News Roundup

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

• Positive Sentiment: Strong third-quarter results: American Express reported adjusted EPS of $4.68, above the $4.50 consensus estimate, while revenue rose 8.9% year over year to approximately $20.1 billion. Billed business increased 8% to $454 billion, supported by higher card spending, fees and interest income. American Express Q3 Earnings Beat Estimates on Strong Card Fees
• Positive Sentiment: Profit outlook increased: Management raised its 2026 adjusted EPS forecast to $17.60–$17.90, while reported coverage cited GAAP EPS guidance of $18.30–$18.60. Lower credit-loss provisions and continued spending by affluent customers supported the improved outlook. American Express raises 2026 profit forecast as affluent customers keep spending
• Positive Sentiment: Customer engagement initiatives: American Express is expanding its travel ecosystem by adding Airbnb listings and rewards to Amex Travel, potentially strengthening premium-card retention and spending. American Express brings Airbnb bookings and rewards to Amex Travel platform
• Neutral Sentiment: Premium-card benefit changes: Updates to the Platinum Card’s hotel and airport perks, including a revised $600 hotel credit beginning in 2027, could improve the value proposition for some members but may also introduce additional restrictions. Amex Platinum benefits updates
• Negative Sentiment: AI-related layoffs overshadowed the earnings beat: American Express plans to eliminate about 5% of its global workforce—roughly 3,500 to 4,000 positions—and will record a $336 million restructuring charge. Investors may view the move as evidence of rising costs and execution risk, even though it could generate longer-term efficiency gains. American Express is cutting 5% of its workforce
• Negative Sentiment: Revenue and network-volume performance were only broadly in line with expectations: This limited the positive impact of the earnings and guidance improvements, particularly amid a broader market decline and investor concerns about consumer resilience outside American Express’s affluent customer base. American Express Q3 earnings beat as network volume disappoints

American Express Company Profile

American Express Company is a global financial services company that provides payment, lending, travel and expense management products and services. Its offerings include consumer and small-business charge and credit cards, corporate payment programs, business financing solutions, deposit products and digital payment services.

The company operates an integrated payments network that connects card members, merchants and financial institutions. American Express also provides merchant acquisition and payment processing services, data and analytics, fraud prevention tools, and customer loyalty programs.