Jag Capital Management LLC Increases Stock Holdings in American Express Company $AXP

Jag Capital Management LLC increased its holdings in shares of American Express Company (NYSE:AXP) by 156.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,646 shares of the payment services company’s stock after buying an additional 26,012 shares during the period. American Express comprises approximately 1.7% of Jag Capital Management LLC’s investment portfolio, making the stock its 20th largest holding. Jag Capital Management LLC’s holdings in American Express were worth $15,777,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Valley Wealth Managers Inc. lifted its position in shares of American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after buying an additional 46 shares in the last quarter. Joseph Group Capital Management acquired a new position in American Express in the 4th quarter valued at $26,000. Guerra Advisors Inc acquired a new position in American Express in the 3rd quarter valued at $28,000. Measured Wealth Private Client Group LLC acquired a new position in American Express in the 3rd quarter valued at $28,000. Finally, Torren Management LLC acquired a new position in American Express in the 4th quarter valued at $32,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on AXP shares. UBS Group reissued a “neutral” rating and issued a $395.00 price objective on shares of American Express in a research note on Wednesday, February 4th. Evercore set a $345.00 price objective on American Express in a research note on Wednesday, April 29th. Truist Financial reduced their price objective on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research note on Monday, March 23rd. The Goldman Sachs Group increased their price objective on American Express from $360.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, April 28th. Finally, Weiss Ratings downgraded American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, American Express has a consensus rating of “Hold” and a consensus target price of $357.47.

Key American Express News

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

• Positive Sentiment: Freedom Broker raised its view on American Express to Buy from Hold and lifted its price target to $370 from $325, signaling confidence in the company’s earnings power and valuation. American Express (AXP) Gets Price Target Hike from Freedom Broker despite Unchanged Outlook
• Positive Sentiment: American Express Canada launched a new Chef in Residence program to expand Platinum dining experiences, reinforcing the company’s premium-card positioning and member engagement strategy. American Express Canada Expands Platinum Dining Experiences with New American Express Chef in Residence Program
• Neutral Sentiment: Barclays initiated or maintained a Hold-type stance on American Express, suggesting analysts see limited near-term upside after the latest results rather than a strong catalyst. American Express (AXP) Gets a Hold from Barclays
• Neutral Sentiment: A consumer-loan satisfaction report showed non-bank lenders closing the gap with banks, which is relevant to American Express because it highlights rising competition in consumer finance, but it does not directly change AXP’s outlook on its own. Non-Bank Lenders Close Satisfaction Gap with Banks as Consumer Loan Satisfaction Remains Flat, JD Power Finds
• Negative Sentiment: Investor reaction to American Express’s first-quarter earnings was described as lukewarm, and a portfolio update from Artisan Select Equity Fund listed AXP among its worst contributors, suggesting sentiment around the stock has cooled despite solid fundamentals. Is American Express Stock Still Worth Buying After Earnings? Artisan Select Equity Fund Q1 2026 Portfolio Update

American Express Stock Down 0.9%

Shares of AXP opened at $309.42 on Wednesday. American Express Company has a 52-week low of $281.46 and a 52-week high of $387.49. The company has a market capitalization of $211.13 billion, a PE ratio of 19.30, a price-to-earnings-growth ratio of 1.27 and a beta of 1.08. The stock has a fifty day simple moving average of $311.01 and a two-hundred day simple moving average of $341.59. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73.

American Express (NYSE:AXP) last issued its earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. American Express had a return on equity of 33.95% and a net margin of 15.13%.The business had revenue of $14.22 billion during the quarter, compared to the consensus estimate of $18.60 billion. During the same period last year, the company earned $3.64 EPS. The company’s revenue for the quarter 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, equities analysts forecast that American Express Company will post 17.59 EPS for the current year.

American Express Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 8th. Shareholders of record on Friday, April 3rd were paid a $0.95 dividend. This is a boost from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend was Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. American Express’s dividend payout ratio is 23.71%.

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.