Epoch Investment Partners Reduces $48M in American Express Company ($AXP)

Epoch Investment Partners has reduced its stake in American Express Company (NYSE: AXP) by about 28.9%. According to the latest Form 13F filing with the SEC, the investment firm sold 141,639 shares, bringing its total holdings to 349,126 shares valued at approximately $117.1 million. The filing reflects holdings as of the reporting period and may not represent the investor's current position.

What Changed in Epoch Investment Partners' American Express Position

Epoch Investment Partners cut its position in American Express from 490,765 shares to 349,126 shares. This reduction of 141,639 shares represents a 28.9% decrease. The remaining stake is valued at about $117.1 million, based on the recent share price.

Other Institutional Activity in American Express

Other major investors also adjusted their holdings in American Express. Berkshire Hathaway maintained its massive stake of 151,610,700 shares, valued at around $45.9 billion. BlackRock, Inc. reduced its holdings by 432,527 shares, ending with 41,910,309 shares worth about $12.7 billion. Vanguard Capital Management LLC added 33,010,215 shares, bringing its total to the same number, valued at roughly $9.98 billion. State Street Corp trimmed its position by 237,147 shares, holding 29,227,721 shares worth $8.84 billion. Meanwhile, Geode Capital Management, LLC increased its stake by 1,458,338 shares to 14,166,474 shares, valued at $4.27 billion.

American Express Stock Snapshot

Shares of American Express (NYSE: AXP) are trading around $335.38. The company boasts a market cap of $228.8 billion and a P/E ratio of 20.92. The stock's 52-week range is between $288.34 and $387.49. It has a 50-day moving average of $316.99 and a 200-day moving average of $337.28. The company has a current ratio of 1.57, a quick ratio of 1.56, and a debt-to-equity ratio of 177.85.

Recent Earnings

American Express reported revenue of $68.81 billion with a growth rate of 11.6%. The company achieved a net margin of 16.3% and a return on equity of 34.4%. Its earnings per share stand at $16.03. The next earnings report is scheduled for July 24, 2026.

Dividend

American Express offers an annual dividend rate of $3.80, yielding 1.13% with a payout ratio of 21.3%.

Insider Buying and Selling at American Express Company

Several insiders at American Express made purchases on May 5, 2026. Karen Parkhill, Thomas Baltimore Jr., John Joseph Brennan, Charles Phillips Jr., Lisa Wardell, and Deborah Majoras each bought 742 shares. These transactions were not made under a Rule 10b5-1 plan.

Analysts Set New Price Targets

On May 22, 2026, Loop Capital initiated coverage on American Express with a 'buy' rating and a price target of $389. Evercore ISI Group maintained a 'hold' rating with a $345 target on April 29. Goldman Sachs also kept a 'buy' rating, setting a $400 target on April 28. The consensus rating is a 'buy,' with an average target price of $361.94 based on 24 analyst opinions.

About American Express Company

American Express Company, founded in 1850 and headquartered in New York, operates as an integrated payments company worldwide. It offers credit and charge cards, banking products, and services in travel, dining, and lifestyle management. The company serves consumers, small businesses, and corporations through various channels, including online, mobile, and direct sales. Led by CEO Stephen Joseph Squeri, American Express employs around 76,800 people.

Bottom Line

Epoch Investment Partners' decision to reduce its stake in American Express by nearly 29% is notable. Investors often track such moves for insights into fund strategies. However, it's important to remember that 13F filings reflect past positions and may not indicate current holdings. American Express continues to be a significant player in the financial services sector, with ongoing interest from major institutional investors.