Ninety One UK Ltd Increases Stock Holdings in American Express Company $AXP

Ninety One UK Ltd grew its position in American Express Company (NYSE:AXP) by 4.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 44,559 shares of the payment services company’s stock after buying an additional 1,740 shares during the quarter. Ninety One UK Ltd’s holdings in American Express were worth $16,485,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in AXP. Ameriprise Financial Inc. increased its position in American Express by 27.0% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock worth $1,310,515,000 after purchasing an additional 845,283 shares in the last quarter. Amundi increased its position in American Express by 23.9% during the 3rd quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock worth $925,449,000 after purchasing an additional 537,205 shares in the last quarter. Danske Bank A S purchased a new stake in American Express during the 3rd quarter worth about $153,292,000. Capital Wealth Planning LLC increased its position in American Express by 18.5% during the 3rd quarter. Capital Wealth Planning LLC now owns 2,169,242 shares of the payment services company’s stock worth $720,535,000 after purchasing an additional 337,991 shares in the last quarter. Finally, Credit Agricole S A purchased a new stake in American Express during the 3rd quarter worth about $93,571,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on AXP shares. BTIG Research dropped their price objective on American Express from $328.00 to $285.00 and set a “sell” rating for the company in a research report on Monday, March 16th. Truist Financial dropped their price objective on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. Evercore set a $393.00 price objective on American Express in a research report on Tuesday, February 10th. Wells Fargo & Company dropped their price objective on American Express from $425.00 to $415.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. Finally, Morgan Stanley dropped their price objective on American Express from $395.00 to $385.00 and set an “equal weight” rating for the company in a research report on Thursday. Seven analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, American Express currently has an average rating of “Hold” and an average price target of $350.70.

Insiders Place Their Bets

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the sale, the insider owned 8,945 shares in the company, valued at $3,189,608.10. The trade was a 62.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the completion of the sale, the insider owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This trade represents a 75.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 73,944 shares of company stock worth $26,114,366 over the last 90 days. Corporate insiders own 0.14% of the company’s stock.

American Express Stock Up 1.8%

AXP opened at $331.47 on Friday. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The stock has a market capitalization of $227.32 billion, a price-to-earnings ratio of 21.54, a price-to-earnings-growth ratio of 1.37 and a beta of 1.13. The business has a 50-day moving average of $316.28 and a two-hundred day moving average of $344.54. American Express Company has a 12 month low of $239.27 and a 12 month high of $387.49.

American Express (NYSE:AXP) last posted its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing the consensus estimate of $3.54 by ($0.01). The business had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter last year, the firm earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, research analysts expect that American Express Company will post 15.33 earnings per share for the current year.

American Express Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a $0.95 dividend. This is a positive change from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. This represents a $3.80 annualized dividend and a yield of 1.1%. American Express’s dividend payout ratio (DPR) is presently 24.69%.

Trending Headlines about American Express

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

• Positive Sentiment: Acquisition of AI expense startup Hyper strengthens AmEx’s commercial services technology stack and signals accelerated investment in agentic automation for expense reporting and compliance; deal expected to close in Q2. AmEx to buy Altman-backed Hyper in push for AI-powered expense tools
• Positive Sentiment: Company is rolling out AI-driven agent and expense tools and touting “agentic commerce” capabilities — a strategic move that could expand commercial spend products, drive differentiation versus peers, and support revenue/fee growth over time. American Express Bets On AI Agents With Hyper Deal And New Tools
• Positive Sentiment: Analysts and screens (Zacks) point to the ingredients for a likely Q1 earnings beat — resilient consumer and commercial spending trends and positive EPS setup — supporting near-term upside expectations. American Express (AXP) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Longer-term competitive moat argued to be resilient by investors/writers, supporting confidence in durable returns even through cyclical headwinds. American Express’ Moat Is More Resistant Than What You Think
• Neutral Sentiment: Quarterly 13F filing shows Baxter Bros trimmed AXP by a small amount — a minor ownership change, not a large-scale sell-off. American Express Company $AXP is Baxter Bros Inc.’s 8th Largest Position
• Neutral Sentiment: Company messaging and filings point to stable credit quality with only moderate write-offs — credit trends are healthy but remain a line-item to monitor for earnings sensitivity. American Express Reports Stable Credit Quality, Moderate Write-Offs
• Negative Sentiment: Some analysts urge caution ahead of Q1 — pointing to valuation, rising costs, and that AXP may not be an obvious “must-buy” before results; these views inject near-term volatility risk. American Express: Not A Pound-The-Table Buy Ahead Of Q1
• Negative Sentiment: Shares pulled back in the prior session amid mixed market action, underscoring short-term sensitivity to broader market moves and news flow. American Express (AXP) Stock Dips While Market Gains: Key Facts

About American Express

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.