Clearbridge Investments LLC Has $153.41 Million Position in American Express Company $AXP

Clearbridge Investments LLC cut its stake in shares of American Express Company (NYSE:AXP) by 3.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 414,673 shares of the payment services company’s stock after selling 15,082 shares during the quarter. Clearbridge Investments LLC’s holdings in American Express were worth $153,408,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AXP. Brighton Jones LLC lifted its holdings in American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after buying an additional 1,273 shares during the period. Sivia Capital Partners LLC lifted its holdings in American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after buying an additional 200 shares during the period. Schnieders Capital Management LLC. acquired a new position in American Express during the 2nd quarter worth about $428,000. Howland Capital Management LLC lifted its holdings in American Express by 4.2% during the 2nd 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 lifted its holdings in American Express by 19.9% during the 2nd 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. 84.33% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express announced a quarterly dividend of $0.95 per share, reinforcing its shareholder-return profile. The dividend is payable on August 10 to holders of record on July 2. Article Title
• Positive Sentiment: A broader market rally boosted financial stocks, which can help sentiment around American Express as part of the sector. Article Title
• Neutral Sentiment: One article highlighted Navan’s AI-powered travel and expense platform as a challenger to entrenched providers including American Express, but this is more of a competitive backdrop than a direct near-term catalyst. Article Title
• Neutral Sentiment: Coverage also noted that American Express card spending is growing at its fastest pace in three years, which supports the long-term consumer-spending story, though investors remain focused on whether affluent demand can hold up. Article Title
• Negative Sentiment: Several market recaps emphasized that AXP has been trending lower recently, with shares down year to date and trading below key moving averages, suggesting ongoing valuation and momentum pressure. Article Title

American Express Stock Down 0.1%

Shares of NYSE:AXP opened at $310.48 on Monday. The business’s 50-day moving average is $313.91 and its 200-day moving average is $336.89. American Express Company has a 1 year low of $286.15 and a 1 year high of $387.49. 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 company has a market capitalization of $211.85 billion, a price-to-earnings ratio of 19.37, a P/E/G ratio of 1.26 and a beta of 1.06.

American Express (NYSE:AXP) last posted its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share 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 for the quarter, compared to the consensus estimate of $18.60 billion. During the same period in the prior year, the business earned $3.64 EPS. The firm’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. Equities research analysts predict that American Express Company will post 17.59 earnings per share for the current year.

American Express Announces Dividend

The company 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 dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, July 2nd. American Express’s dividend payout ratio is 23.71%.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on AXP shares. Evercore set a $345.00 price objective on American Express in a research note on Wednesday, April 29th. Barclays dropped their price objective on American Express from $323.00 to $322.00 and set an “equal weight” rating on the stock in a research note on Friday, April 24th. Bank of America boosted their price objective on American Express from $381.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, April 24th. Freedom Capital raised American Express from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 14th. Finally, Royal Bank Of Canada set a $415.00 price objective on American Express in a research note on Friday, April 10th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, American Express currently has an average rating of “Hold” and a consensus price target of $359.05.

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.