AXP · News · 20260922N

Institutional Ownership Changes

AMERICAN EXPRESS CO · 2026-09-22 · Importance 18 · Surprise 22 · No source text

State Street Corp. increased its American Express stake by 40.2% in Q2 2026. The institution acquired 11,739,541 shares, bringing total holdings to 40.97 million shares valued at approximately $13.86 billion. American Express reported quarterly EPS of $4.53, exceeding estimates, while revenue increased 10% year over year. The shares recently declined 2.1% to $307.13 despite positive fiscal 2026 EPS guidance.

Key facts

• American Express reported a 10% year-over-year revenue increase. source
• State Street Corp increased its stake in American Express Company by 40.2% in Q2 2026. source
• State Street Corp acquired over 11.7 million shares of American Express Company in Q2 2026. source
• State Street Corp's total holdings in American Express Company reached 40.97 million shares valued at approximately $13.86 billion. source
• American Express maintains a positive fiscal 2026 EPS guidance. source
• American Express reported quarterly earnings of $4.53 EPS. source
• American Express shares fell 2.1% to $307.13. source
• American Express holds a consensus "Moderate Buy" analyst rating with an average price target of $373.32. source

Impact estimates