Stableford Capital II LLC Makes New $1.12 Million Investment in American Express Company $AXP

Stableford Capital II LLC acquired a new stake in American Express Company (NYSE:AXP) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 3,693 shares of the payment services company’s stock, valued at approximately $1,123,000.

Other institutional investors have also made changes to their positions in the company. Archer Investment Corp acquired a new stake in American Express during the second quarter valued at approximately $25,000. Elevation Wealth Partners LLC raised its holdings in shares of American Express by 78.8% in the 3rd quarter. Elevation Wealth Partners LLC now owns 93 shares of the payment services company’s stock worth $28,000 after buying an additional 41 shares in the last quarter. Frazier Financial Advisors LLC lifted its position in shares of American Express by 66.7% during the 1st quarter. Frazier Financial Advisors LLC now owns 100 shares of the payment services company’s stock worth $30,000 after buying an additional 40 shares during the period. Evolution Wealth Management Inc. grew its position in American Express by 58.2% in the first quarter. Evolution Wealth Management Inc. now owns 106 shares of the payment services company’s stock valued at $32,000 after acquiring an additional 39 shares during the period. Finally, Whipplewood Advisors LLC grew its stake in American Express by 2,550.0% during the first quarter. Whipplewood Advisors LLC now owns 106 shares of the payment services company’s stock worth $32,000 after buying an additional 102 shares during the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

AXP has been the subject of several recent analyst reports. JPMorgan Chase & Co. raised shares of American Express from a “neutral” rating to an “overweight” rating and raised their price objective for the stock from $328.00 to $400.00 in a report on Monday, July 13th. TD Cowen dropped their price target on American Express from $338.00 to $335.00 and set a “hold” rating for the company in a report on Tuesday. UBS Group cut their price objective on American Express from $384.00 to $345.00 and set a “neutral” rating for the company in a research report on Monday. Loop Capital reduced their price objective on American Express from $389.00 to $386.00 and set a “buy” rating on the stock in a research note on Monday, July 27th. Finally, BMO Capital Markets started coverage on American Express in a report on Thursday. They set an “outperform” rating and a $380.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, sixteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $365.07.

American Express Price Performance

AXP opened at $307.85 on Friday. American Express Company has a one year low of $290.97 and a one year high of $387.49. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.55 and a quick ratio of 1.54. The company’s 50 day simple moving average is $325.07 and its 200-day simple moving average is $324.99. The stock has a market capitalization of $207.90 billion, a P/E ratio of 18.68, a price-to-earnings-growth ratio of 1.31 and a beta of 1.08.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, beating analysts’ consensus estimates of $4.41 by $0.12. American Express had a net margin of 15.07% and a return on equity of 34.12%. The business had revenue of $14.99 billion during the quarter, compared to analyst estimates of $19.70 billion. During the same quarter last year, the business posted $4.08 earnings per share. American Express’s revenue for the quarter 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. Sell-side analysts anticipate that American Express Company will post 17.67 earnings per share for the current fiscal year.

American Express Dividend Announcement

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

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express launched an integrated Corporate Cashback platform combining corporate cards, expense-management software and AI-powered tools for spending controls and reporting. The initiative could improve its appeal to business customers and support payment volume growth as card acceptance reaches more than 190 million locations globally. American Express launches new corporate platform
• Positive Sentiment: Amex is also advising merchants on “agentic commerce,” including ways to manage AI-driven shopping and payment risks. Such efforts could help the company remain relevant as artificial intelligence changes how consumers and businesses transact. Amex advises businesses on AI
• Neutral Sentiment: Demand for American Express Centurion Lounge access remains strong, prompting an expanded Newark airport location. This supports the value of Amex’s premium-card ecosystem, although the update is unlikely to materially affect near-term earnings. Amex expands Newark Centurion Lounge
• Neutral Sentiment: Investor coverage has highlighted AXP’s valuation, dividend eligibility and recent attention from retail investors, but these articles provide limited new information relative to the regulatory announcement.
• Negative Sentiment: The OCC and Federal Reserve imposed parallel enforcement actions and a combined $350 million penalty after identifying significant, systemic deficiencies in American Express’s anti-money-laundering program. Regulators said roughly $13 billion in suspected activity went inadequately monitored or reported over nearly 11 years, particularly within the company’s national bank subsidiary. The financial penalty, remediation costs, heightened oversight and potential reputational damage are the main reasons the news is pressuring AXP. OCC penalty against American Express

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.