LM Advisors LLC Invests $819,000 in American Express Company $AXP

Posted by George Bondi on Aug 23rd, 2026

American Express logo LM Advisors LLC acquired a new position in American Express Company (NYSE:AXP – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 2,423 shares of the payment services company’s stock, valued at approximately $819,000.

Other institutional investors have also added to or reduced their stakes in the company. Haverford Trust Co bought a new stake in shares of American Express in the 2nd quarter worth $4,335,000. Clear Harbor Asset Management LLC bought a new position in shares of American Express during the second quarter valued at $1,348,000. S&G Foundation bought a new position in shares of American Express during the second quarter valued at $216,852,000. Davis Asset Management L.P. purchased a new stake in shares of American Express during the second quarter valued at $21,310,000. Finally, First Nebraska Trust Co bought a new stake in American Express in the 2nd quarter worth about $583,000. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

American Express Stock Up 1.5%

American Express stock opened at $336.00 on Friday. American Express Company has a one year low of $290.97 and a one year high of $387.49. The stock has a fifty day moving average of $343.19 and a 200 day moving average of $326.83. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.54 and a current ratio of 1.55. The stock has a market cap of $226.90 billion, a PE ratio of 20.39, a price-to-earnings-growth ratio of 1.36 and a beta of 1.04.

American Express (NYSE:AXP – Get Free Report) last announced its earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.41 by $0.12. The business had revenue of $19.64 billion for the quarter, compared to analysts’ expectations of $19.70 billion. American Express had a return on equity of 34.12% and a net margin of 15.07%.The business’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same period last year, the firm posted $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, sell-side analysts predict that American Express Company will post 17.67 EPS for the current year.

American Express Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Thursday, July 2nd were issued a $0.95 dividend. The ex-dividend date of this dividend was 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%.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Bank of America boosted their target price on American Express from $387.00 to $391.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Royal Bank Of Canada downgraded shares of American Express from a “moderate buy” rating to a “hold” rating in a report on Monday, July 13th. BTIG Research reduced their price target on shares of American Express from $324.00 to $315.00 and set a “sell” rating for the company in a research note on Monday, July 27th. Jefferies Financial Group raised shares of American Express from a “hold” rating to a “buy” rating in a report on Monday, July 13th. Finally, Morgan Stanley lowered their price objective on shares of American Express from $385.00 to $382.00 and set an “equal weight” rating on the stock in a research report on Monday, July 27th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $373.32.

Read Our Latest Stock Analysis on American Express

American Express Company 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.