West Branch Capital LLC Sells 1,898 Shares of American Express Company $AXP

West Branch Capital LLC trimmed its holdings in American Express Company (NYSE:AXP) by 76.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 600 shares of the payment services company’s stock after selling 1,898 shares during the period. West Branch Capital LLC’s holdings in American Express were worth $203,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AXP. Keybank National Association OH lifted its position in shares of American Express by 3.0% in the fourth quarter. Keybank National Association OH now owns 359,261 shares of the payment services company’s stock worth $132,909,000 after buying an additional 10,495 shares in the last quarter. Swiss Life Asset Management Ltd increased its stake in American Express by 34.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 139,887 shares of the payment services company’s stock worth $51,751,000 after acquiring an additional 35,533 shares during the last quarter. Peapack Gladstone Financial Corp raised its holdings in shares of American Express by 6.2% during the 4th quarter. Peapack Gladstone Financial Corp now owns 65,997 shares of the payment services company’s stock worth $24,416,000 after acquiring an additional 3,855 shares in the last quarter. Sumitomo Mitsui Financial Group Inc. boosted its position in shares of American Express by 4.8% during the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 86,871 shares of the payment services company’s stock valued at $32,138,000 after acquiring an additional 4,008 shares during the last quarter. Finally, Blue Capital Inc. bought a new position in shares of American Express during the 4th quarter valued at approximately $2,838,000. Institutional investors own 84.33% of the company’s stock.

American Express Price Performance

American Express stock opened at $340.97 on Wednesday. American Express Company has a 12-month low of $290.97 and a 12-month high of $387.49. 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 firm has a 50-day moving average price of $339.21 and a 200-day moving average price of $327.77. The firm has a market capitalization of $230.26 billion, a PE ratio of 20.69, a price-to-earnings-growth ratio of 1.37 and a beta of 1.04.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 EPS for the quarter, beating the consensus estimate of $4.41 by $0.12. American Express had a net margin of 15.07% and a return on equity of 34.12%. The company had revenue of $14.99 billion for the quarter, compared to the consensus estimate of $19.70 billion. During the same period in the prior year, the firm posted $4.08 EPS. The firm’s revenue was up 10.0% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities research analysts forecast that American Express Company will post 17.67 EPS for the current year.

American Express Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, August 10th. Stockholders of record on Thursday, July 2nd were paid a dividend of $0.95 per share. The ex-dividend date of this dividend was Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. American Express’s dividend payout ratio is currently 23.06%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on AXP shares. Barclays boosted their price target on shares of American Express from $322.00 to $364.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. Piper Sandler downgraded shares of American Express from an “overweight” rating to a “hold” rating in a report on Monday, July 13th. Weiss Ratings restated a “hold (c+)” rating on shares of American Express in a research report on Monday, July 13th. Evercore set a $370.00 price target on American Express in a research report on Monday, July 27th. Finally, Jefferies Financial Group raised American Express from a “hold” rating to a “buy” rating in a research note on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $372.84.

Trending Headlines about American Express

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

• Positive Sentiment: Amex Ventures invests in Fazeshift’s artificial-intelligence platform. American Express’ corporate venture arm backed Fazeshift, an AI-native company automating accounts-receivable workflows. The funding will support expansion into additional finance operations, potentially giving AXP early exposure to technologies that could improve business-payment products and strengthen its commercial-services ecosystem. Amex Ventures Funds Fazeshift’s Agentic AI Expansion Beyond Accounts Receivable
• Positive Sentiment: Expanded US Open benefits support Amex’s premium-brand strategy. New 2026 US Open offerings include lounges, hospitality, merchandise, transportation-related perks and exclusive experiences for card members. The program may help drive engagement, spending and customer retention, particularly among higher-income customers, although the direct financial impact is likely limited in the near term. American Express Unveils New Tennis Experiences for All Fans
• Neutral Sentiment: Recent fundamentals remain supportive but valuation leaves less room for disappointment. AXP’s latest quarterly results exceeded EPS expectations, with earnings of $4.53 per share versus the $4.41 consensus, while revenue increased 10% year over year. Management’s fiscal 2026 EPS outlook of $17.30–$17.90 provides a growth framework, but the stock’s premium valuation means investors will likely continue watching spending trends, credit quality and execution closely.
• Negative Sentiment: A report that billionaire Lord Sugar was denied a higher credit limit highlights Amex’s underwriting discipline. The isolated anecdote is unlikely to affect earnings, but it could draw attention to credit-limit controls and customer-service decisions. Billionaire Lord Sugar denied Amex credit limit increase

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.