Kestra Investment Management LLC Has $306,000 Position in American Express Company $AXP

Posted by Geri Gentry on May 28th, 2026

American Express logo Kestra Investment Management LLC cut its stake in shares of American Express Company (NYSE:AXP) by 85.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 828 shares of the payment services company’s stock after selling 4,700 shares during the quarter. Kestra Investment Management LLC’s holdings in American Express were worth $306,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AXP. Brighton Jones LLC lifted its holdings 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 worth $1,924,000 after buying an additional 1,273 shares during the period. Sivia Capital Partners LLC lifted its holdings in American Express by 13.0% during the 2nd 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 during the period. Schnieders Capital Management LLC. acquired a new position in American Express during the 2nd quarter worth about $428,000. Howland Capital Management LLC lifted its holdings in American Express by 4.2% during the 2nd quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock worth $707,000 after buying an additional 90 shares during the period. Finally, HUB Investment Partners LLC lifted its holdings in American Express by 19.9% during the 2nd quarter. HUB Investment Partners LLC now owns 2,898 shares of the payment services company’s stock worth $924,000 after buying an additional 481 shares during the period. 84.33% of the stock is owned by institutional investors and hedge funds.

American Express Stock Performance

Shares of AXP opened at $312.67 on Thursday. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.56 and a current ratio of 1.57. The stock has a 50 day moving average price of $312.07 and a two-hundred day moving average price of $339.44. The firm has a market capitalization of $213.34 billion, a P/E ratio of 19.51, a P/E/G ratio of 1.26 and a beta of 1.08. American Express Company has a 52 week low of $286.15 and a 52 week high of $387.49.

American Express (NYSE:AXP – Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. The firm had revenue of $14.22 billion during the quarter, compared to analyst estimates of $18.60 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.The company’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same period in the previous year, the company posted $3.64 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts forecast that American Express Company will post 17.59 earnings per share for the current fiscal year.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 8th. Shareholders of record on Friday, April 3rd were issued a dividend of $0.95 per share. The ex-dividend date of this dividend was Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. This is an increase from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is presently 23.71%.

Wall Street Analysts Forecast Growth

Several brokerages have commented on AXP. Morgan Stanley cut their target price on American Express from $395.00 to $385.00 and set an “equal weight” rating on the stock in a report on Thursday, April 16th. Freedom Capital raised American Express from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 14th. BTIG Research reissued a “sell” rating and issued a $285.00 price objective on shares of American Express in a research note on Friday, April 24th. Weiss Ratings downgraded American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 15th. Finally, JPMorgan Chase & Co. dropped their price objective on American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a research note on Thursday, April 9th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $359.05.

Read Our Latest Research Report on American Express

American Express Profile

(Free Report)

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.