Calamos Advisors LLC Boosts Stake in American Express Company $AXP

Posted by Brian Himes on Jul 14th, 2026

American Express logo Calamos Advisors LLC grew its position in shares of American Express Company (NYSE:AXP) by 26.8% in the first quarter, according to its most recent filing with the SEC. The fund owned 253,116 shares of the payment services company’s stock after acquiring an additional 53,517 shares during the quarter. Calamos Advisors LLC’s holdings in American Express were worth $76,563,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AXP. Hudson Bay Capital Management LP boosted its stake in shares of American Express by 159.5% during the third quarter. Hudson Bay Capital Management LP now owns 31,611 shares of the payment services company’s stock valued at $10,500,000 after purchasing an additional 19,429 shares during the period. Investment Research Partners LLC bought a new position in American Express in the third quarter worth approximately $1,573,000. Keybank National Association OH raised its position in shares of American Express by 3.0% in the 4th quarter. Keybank National Association OH now owns 359,261 shares of the payment services company’s stock worth $132,909,000 after acquiring an additional 10,495 shares in the last quarter. Swiss Life Asset Management Ltd lifted its position in shares of American Express by 34.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 139,887 shares of the payment services company’s stock valued at $51,751,000 after buying an additional 35,533 shares during the last quarter. Finally, Nordea Investment Management AB lifted its position in American Express by 6.2% during the fourth quarter. Nordea Investment Management AB now owns 2,474,363 shares of the payment services company’s stock valued at $920,710,000 after acquiring an additional 144,512 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

American Express Trading Up 1.0%

Shares of AXP stock opened at $354.26 on Tuesday. The company’s 50-day moving average price is $326.23 and its 200-day moving average price is $331.67. American Express Company has a twelve month low of $288.34 and a twelve month high of $387.49. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73. The stock has a market cap of $241.72 billion, a price-to-earnings ratio of 22.10, a PEG ratio of 1.41 and a beta of 1.04.

American Express (NYSE:AXP – Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, beating the consensus estimate of $4.01 by $0.27. The firm had revenue of $14.21 billion for the quarter, compared to analyst estimates of $18.60 billion. American Express had a net margin of 15.13% and a return on equity of 33.95%. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.64 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities 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 will be paid on Monday, August 10th. Stockholders of record on Thursday, July 2nd will be paid a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, July 2nd. American Express’s payout ratio is 23.71%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on AXP shares. Royal Bank Of Canada downgraded American Express from an “outperform” rating to a “sector perform” rating in a report on Monday. Weiss Ratings downgraded American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 15th. Piper Sandler lowered shares of American Express from an “overweight” rating to a “neutral” rating in a report on Monday. TD Cowen lifted their price target on American Express from $330.00 to $338.00 and gave the company a “hold” rating in a research note on Tuesday, July 7th. Finally, Freedom Capital upgraded shares of American Express from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, American Express presently has a consensus rating of “Moderate Buy” and an average target price of $374.15.

Get Our Latest Report on AXP

Trending Headlines about American Express

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

Positive Sentiment: JPMorgan upgraded American Express to overweight and raised its price target to $400, signaling confidence in further upside. Benzinga report
Positive Sentiment: JPMorgan said American Express should better withstand Middle East conflict-related fallout than rivals because its cardholders skew more affluent and defensive. Yahoo Finance article
Positive Sentiment: Evercore ISI also raised its price target on AXP to $380 from $345, reinforcing expectations for solid near-term trends. Yahoo Finance article
Positive Sentiment: RBC Capital reaffirmed its buy rating on American Express, adding to the broader positive analyst sentiment. The Globe and Mail article
Neutral Sentiment: Coverage pieces highlighted AXP as a stock to watch and discussed whether its momentum can continue, but did not introduce a new fundamental catalyst. Seeking Alpha article
Neutral Sentiment: American Express also drew attention from a note saying it remains a buy despite its valuation, which supports sentiment but underscores the stock is not cheap. CNBC article

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.