RDA Financial Network Acquires 7,167 Shares of American Express Company $AXP

RDA Financial Network acquired a new stake in shares of American Express Company (NYSE:AXP) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 7,167 shares of the payment services company’s stock, valued at approximately $2,179,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Flputnam Investment Management Co. acquired a new stake in shares of American Express in the 2nd quarter valued at $12,879,000. State Street Corp increased its position in American Express by 40.2% during the second quarter. State Street Corp now owns 40,967,262 shares of the payment services company’s stock worth $13,857,176,000 after buying an additional 11,739,541 shares during the last quarter. Evolve Private Wealth LLC acquired a new position in American Express during the second quarter worth $5,172,000. Silicon Valley Capital Partners raised its holdings in American Express by 14.9% during the second quarter. Silicon Valley Capital Partners now owns 41,480 shares of the payment services company’s stock valued at $14,030,000 after buying an additional 5,365 shares in the last quarter. Finally, OMERS ADMINISTRATION Corp acquired a new stake in shares of American Express in the second quarter worth about $11,642,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: Value-oriented investors see upside: Harris Oakmark’s third-quarter investor letter highlighted American Express as a compelling large-cap investment, suggesting confidence in the company’s long-term earnings power and valuation. What Makes American Express a Compelling Bet?
• Positive Sentiment: Growth at a relatively modest multiple: Analysts note that American Express raised its full-year revenue outlook in its latest quarterly report, while the stock has cooled despite double-digit revenue growth. Its latest results also showed adjusted EPS of $4.53, above the $4.41 consensus, and revenue growth of 10% year over year. American Express Double-Digit Growth at a Below-Average Multiple
• Positive Sentiment: AI commerce could add a new growth avenue: American Express is developing AI-powered payment security and its “Proof of Intent” token to support agent-led purchases. If successful, the technology could reduce fraud, protect transactions and increase payment volumes as agentic checkout expands. Can American Express Turn AI Commerce Into a New Growth Driver?
• Positive Sentiment: Brokerage targets imply potential upside: American Express has a consensus price target of $365.63, well above the trading level cited in the market update, indicating that analysts collectively see room for appreciation. American Express Consensus Target Price
• Neutral Sentiment: Marketing partnership: Rakuten launched a limited-edition Naruto Shippuden design for the Rakuten American Express Card. The promotion may support customer engagement, but its direct financial effect on AXP is likely limited. Rakuten Naruto Shippuden American Express Card
• Negative Sentiment: Regulatory costs remain an overhang: Coverage highlights a recent $350 million AML fine, which could weigh on earnings, compliance expenses and investor sentiment even though American Express continues to generate strong returns on equity. American Express Stock May Sit Below Fair Value As AML Fine Lands

Analysts Set New Price Targets

Several analysts have recently issued reports on AXP shares. HSBC upped their price target on American Express from $312.00 to $329.00 and gave the stock a “hold” rating in a research note on Monday, July 13th. Truist Financial lowered their price objective on American Express from $375.00 to $370.00 and set a “buy” rating on the stock in a report on Wednesday, September 23rd. Piper Sandler raised their price objective on American Express from $396.00 to $405.00 and gave the company an “overweight” rating in a research note on Wednesday, August 12th. Jefferies Financial Group upgraded American Express from a “hold” rating to a “buy” rating in a report on Monday, July 13th. Finally, BTIG Research reduced their target price on American Express from $315.00 to $230.00 and set a “sell” rating for the company in a report on Monday, September 7th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $365.63.

American Express Stock Performance

AXP traded up $5.88 during trading on Thursday, hitting $312.83. The stock had a trading volume of 1,235,595 shares, compared to its average volume of 3,227,765. The firm has a market cap of $211.25 billion, a PE ratio of 18.98, a P/E/G ratio of 1.34 and a beta of 1.08. The company has a current ratio of 1.55, a quick ratio of 1.54 and a debt-to-equity ratio of 1.66. American Express Company has a 12 month low of $290.97 and a 12 month high of $387.49. The company has a 50 day simple moving average of $322.25 and a 200-day simple moving average of $325.22.

American Express (NYSE:AXP) last posted its quarterly earnings data on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, topping the consensus estimate 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 $14.99 billion during the quarter, compared to analysts’ expectations of $19.70 billion. During the same quarter in the previous year, the firm earned $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. Analysts expect that American Express Company will post 17.65 EPS for the current year.

American Express Dividend Announcement

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

About American Express

American Express Company (NYSE: AXP) is a global financial services company that provides payment, lending, travel and related products to consumers, small businesses and corporate customers. Its offerings include consumer and business charge and credit cards, payment solutions, commercial financing, deposit products and rewards programs.

American Express also operates a worldwide merchant network and provides businesses with payment acceptance services, transaction-processing capabilities and data-driven marketing solutions.