26,367 Shares in American Express Company $AXP Bought by Segall Bryant & Hamill LLC

Segall Bryant & Hamill LLC purchased a new stake in American Express Company (NYSE:AXP) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 26,367 shares of the payment services company’s stock, valued at approximately $8,068,000.

Other institutional investors have also added to or reduced their stakes in the company. Wellington Grp LLC increased its stake in American Express by 41.3% during the 1st quarter. Wellington Grp LLC now owns 1,993 shares of the payment services company’s stock valued at $603,000 after purchasing an additional 583 shares in the last quarter. GKV Capital Management Co. Inc. purchased a new stake in shares of American Express during the first quarter valued at $106,000. Western Wealth Management LLC grew its holdings in shares of American Express by 15.3% during the first quarter. Western Wealth Management LLC now owns 9,716 shares of the payment services company’s stock valued at $2,939,000 after buying an additional 1,287 shares during the last quarter. Edgestream Partners L.P. increased its position in shares of American Express by 610.3% in the 1st quarter. Edgestream Partners L.P. now owns 22,432 shares of the payment services company’s stock valued at $6,785,000 after acquiring an additional 19,274 shares during the period. Finally, Kentucky Retirement Systems raised its stake in American Express by 120.6% in the 1st quarter. Kentucky Retirement Systems now owns 76,063 shares of the payment services company’s stock worth $23,008,000 after acquiring an additional 41,578 shares during the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express News Summary

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

• Positive Sentiment: American Express reported second-quarter earnings of $4.53 per share, above the $4.41 analyst estimate, while revenue increased 10% year over year. Management cited strong new-card acquisition, higher engagement from existing customers and momentum from the refreshed Platinum Card. 5 Must-Read Analyst Questions From American Express’s Q2 Earnings Call
• Positive Sentiment: Analysts continue to view AXP favorably, with the stock carrying an average “Moderate Buy” recommendation. Commentators including Jim Cramer characterized the post-earnings weakness as a potential buying opportunity, citing the company’s earnings beat, growth outlook and competitive position. American Express Receives Average Recommendation of Moderate Buy
• Positive Sentiment: American Express is expanding its business-payments capabilities beyond faster settlement toward greater controls, policy management and data-driven oversight. These initiatives could deepen relationships with corporate customers and support longer-term payments growth. Mastercard and Amex Turn B2B Payments Into a Living Control Layer
• Positive Sentiment: Amex Global Business Travel launched an integration with Anthropic’s Claude that allows travelers and enterprise AI agents to book and manage policy-compliant air and hotel reservations. The move could improve Amex’s corporate-travel relevance as AI-driven booking develops. Amex GBT Empowers Claude to Book Corporate Travel
• Neutral Sentiment: Recent analyst coverage emphasizes AXP’s durable premium-card franchise, but investors are weighing that growth story against a share price trading at roughly 20 times earnings and near its moving-average levels. American Express Growth Story Keeps Building
• Negative Sentiment: The principal near-term headwind is the market’s negative response to the second-quarter report. Although earnings slightly beat estimates and revenue was broadly in line with expectations, investors may have wanted stronger evidence that accelerated spending and premium-product adoption will justify current valuation levels. Top Analyst Reports for Microsoft, Palo Alto Networks and American Express

Analyst Ratings Changes

A number of brokerages have commented on AXP. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of American Express in a research report on Monday, July 13th. Piper Sandler cut American Express from an “overweight” rating to a “hold” rating in a research note on Monday, July 13th. Benchmark started coverage on American Express in a report on Monday, July 13th. They set a “buy” rating for the company. Jefferies Financial Group upgraded American Express from a “hold” rating to a “buy” rating in a research report on Monday, July 13th. Finally, JPMorgan Chase & Co. raised shares of American Express from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $328.00 to $400.00 in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $372.95.

American Express Stock Performance

NYSE AXP opened at $336.82 on Monday. The firm has a market capitalization of $227.46 billion, a P/E ratio of 20.44, a PEG ratio of 1.36 and a beta of 1.04. The stock has a 50-day simple moving average of $334.97 and a two-hundred day simple moving average of $328.55. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.54 and a current ratio of 1.55. American Express Company has a fifty-two week low of $288.34 and a fifty-two week high of $387.49.

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

American Express Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Thursday, July 2nd will be paid a dividend of $0.95 per share. The ex-dividend date of this dividend is 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 (DPR) is presently 23.06%.

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.