Silvant Capital Management LLC Makes New Investment in American Express Company $AXP

Silvant Capital Management LLC acquired a new stake in shares of American Express Company (NYSE:AXP) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 28,058 shares of the payment services company’s stock, valued at approximately $9,491,000.

Several other hedge funds have also recently modified their holdings of AXP. Brighton Jones LLC increased its stake 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 valued at $1,924,000 after purchasing an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in 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 worth $554,000 after buying an additional 200 shares in the last quarter. Schnieders Capital Management LLC. acquired a new stake in American Express during the second quarter valued at $428,000. Howland Capital Management LLC grew its holdings in 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 valued at $707,000 after purchasing an additional 90 shares during the period. Finally, HUB Investment Partners LLC increased its position 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 valued at $924,000 after buying an additional 481 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express expanded its virtual-card capabilities for U.S. commercial customers through its @ Work platform and Conferma. The initiative could strengthen AXP’s position in corporate payments by improving security, spending controls, and integration with business and travel workflows. Is American Express’ Expanded Virtual Cards Strategy Deepening Its Corporate Moat in Premium Payments?
• Positive Sentiment: AXP became the official payments partner of St Andrews Links, expanding its premium sports and lifestyle partnership portfolio. The agreement may support international brand awareness, card-member engagement, and premium-card acquisition, although the near-term financial impact is likely limited. American Express and St Andrews Links Trust Announce Partnership
• Positive Sentiment: A recent profile highlighted CEO Steve Squeri’s strategy of attracting younger customers with premium products such as the Platinum Card. The company’s success with millennials and Gen Z supports the long-term value of its premium-card model. The American Express CEO Defied Haters
• Neutral Sentiment: Analyst opinions on American Express are mixed, indicating limited consensus on the stock’s valuation and outlook. Management is scheduled to participate in the Barclays Global Financial Services Conference on September 16, which could provide additional commentary on spending trends, credit quality, and guidance. Analysts’ Opinions Are Mixed on American Express American Express to Participate in Barclays Global Financial Services Conference
• Negative Sentiment: A 2026 Long Angle survey of more than 9,000 high-net-worth individuals found that Amex and Chase lagged other providers in loyalty, while Fidelity and Schwab ranked better in banking-related categories. The findings raise concerns about customer retention and competitive pressure in an important premium segment. Long Angle High-Net-Worth Study

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 14th. Barclays raised their target price on American Express from $322.00 to $364.00 and gave the company an “equal weight” rating in a report on Tuesday, July 7th. Morgan Stanley decreased their price objective on American Express from $385.00 to $382.00 and set an “equal weight” rating for the company in a research note on Monday, July 27th. Benchmark began coverage on shares of American Express in a research report on Monday, July 13th. They set a “buy” rating for the company. Finally, The Goldman Sachs Group boosted their target price on American Express from $360.00 to $400.00 and gave the stock a “buy” rating in a research note on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, American Express has a consensus rating of “Moderate Buy” and a consensus price target of $373.32.

American Express Stock Down 2.3%

Shares of NYSE:AXP opened at $331.99 on Friday. American Express Company has a fifty-two week low of $290.97 and a fifty-two week high of $387.49. The firm’s 50-day simple moving average is $342.98 and its 200-day simple moving average is $326.77. The company has a market cap of $224.20 billion, a price-to-earnings ratio of 20.15, a PEG ratio of 1.37 and a beta of 1.04. The company has a quick ratio of 1.54, a current ratio of 1.55 and a debt-to-equity ratio of 1.66.

American Express (NYSE:AXP) last issued its earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.41 by $0.12. American Express had a return on equity of 34.12% and a net margin of 15.07%.The business had revenue of $19.64 billion during the quarter, compared to the consensus estimate of $19.70 billion. During the same period in the prior year, the business posted $4.08 EPS. The company’s revenue for the quarter was up 10.0% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities research analysts predict that American Express Company will post 17.67 earnings per share for the current year.

American Express Dividend Announcement

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

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.