American Express Attracts Institutional Investor Attention with New Stake

American Express Company (NYSE:AXP) saw significant changes in its shareholder base during the 2nd quarter, according to recent disclosure filings. Focus Partners Advisor Solutions LLC purchased a new stake in American Express, investing approximately $1,837,000 in the company's stock through the acquisition of 5,429 shares.

This is not an isolated incident; several other large investors have increased their holdings of American Express over the past few quarters. Cornerstone Advisory LLC raised its position by 2.9% during the 4th quarter, Dover Advisors LLC grew its holdings by 0.4%, and Invenio Wealth Partners LLC increased its stake by 3.9%. Total Clarity Wealth Management Inc. also lifted its position in American Express by 3.4%

American Express has shown strong performance in recent times, with the company beating analysts' consensus estimates of $4.41 per share by $0.12 in the latest quarterly earnings report. The payment services company reported a net margin of 15.07% and a return on equity of 34.12%. With its FY 2026 guidance set at 17.300-17.900 EPS, American Express is expected to continue growing.

The company's dividend payout ratio (DPR) stands at 23.06%, with a quarterly dividend of $0.95 per share paid on Monday, August 10th. This represents an annualized dividend of $3.80 and a dividend yield of 1.1%.