Rothschild & Co Wealth Management UK Ltd Grows Stock Holdings in American Express Company $AXP

Rothschild & Co Wealth Management UK Ltd boosted its holdings in shares of American Express Company (NYSE:AXP) by 0.5% in the 4th quarter, Holdings Channel reports. The firm owned 2,906,722 shares of the payment services company’s stock after buying an additional 14,969 shares during the period. American Express accounts for about 16.9% of Rothschild & Co Wealth Management UK Ltd’s holdings, making the stock its largest position. Rothschild & Co Wealth Management UK Ltd’s holdings in American Express were worth $1,075,342,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of AXP. Fisher Asset Management LLC increased its holdings in shares of American Express by 1.7% during the third quarter. Fisher Asset Management LLC now owns 8,881,546 shares of the payment services company’s stock worth $2,950,095,000 after buying an additional 146,586 shares in the last quarter. Capital World Investors boosted its holdings in shares of American Express by 0.5% during the 3rd quarter. Capital World Investors now owns 5,122,335 shares of the payment services company’s stock valued at $1,701,435,000 after acquiring an additional 24,297 shares in the last quarter. Capital Research Global Investors boosted its holdings in shares of American Express by 0.7% during the 3rd quarter. Capital Research Global Investors now owns 4,452,660 shares of the payment services company’s stock valued at $1,479,019,000 after acquiring an additional 29,331 shares in the last quarter. Ameriprise Financial Inc. boosted its holdings in shares of 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 valued at $1,310,515,000 after acquiring an additional 845,283 shares in the last quarter. Finally, Legal & General Group Plc grew its position in American Express by 2.4% during the 3rd quarter. Legal & General Group Plc now owns 3,483,876 shares of the payment services company’s stock worth $1,157,204,000 after acquiring an additional 83,189 shares during the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. BTIG Research dropped their target price 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. Weiss Ratings downgraded American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 15th. Truist Financial cut their target price on shares of American Express from $400.00 to $360.00 and set a “buy” rating on the stock in a research report on Monday, March 23rd. Evercore set a $393.00 target price on shares of American Express in a report on Tuesday, February 10th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. Seven analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, American Express has a consensus rating of “Hold” and an average price target of $359.67.

American Express Trading Up 1.1%

Shares of AXP stock opened at $333.43 on Thursday. American Express Company has a 1-year low of $257.21 and a 1-year high of $387.49. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The stock has a market cap of $228.66 billion, a price-to-earnings ratio of 21.67, a PEG ratio of 1.39 and a beta of 1.13. The stock has a 50-day moving average of $314.60 and a 200-day moving average of $344.56.

American Express (NYSE:AXP) last posted its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, beating analysts’ consensus estimates of $4.01 by $0.27. American Express had a net margin of 15.00% and a return on equity of 33.49%. The company had revenue of $17.66 billion for the quarter, compared to analyst estimates of $18.60 billion. On average, equities research analysts forecast that American Express Company will post 17.53 earnings per share for the current year.

American Express Increases Dividend

The company 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. The ex-dividend date is Thursday, April 2nd. This is an increase from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.1%. American Express’s dividend payout ratio is currently 24.69%.

Trending Headlines about American Express

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

• Positive Sentiment: Amex is showcasing new, exclusive card‑member experiences as the NFL’s Official Payments Partner at the 2026 NFL Draft — a marketing push designed to drive premium card engagement and spending. Read More.
• Positive Sentiment: Coverage highlights Amex’s recent 16% dividend increase and rollout of AI‑driven payment tools (ACE Developer Kit, Amex Agent offerings), which support revenue and fee growth narratives. These product and capital‑return moves can underpin investor confidence. Read More.
• Positive Sentiment: Long‑term endorsement from Warren Buffett/Berkshire Hathaway is being highlighted in recent pieces, reinforcing a narrative of durable cash flows and shareholder returns that appeals to value and income investors. Read More.
• Neutral Sentiment: Earnings season focus: Amex is reporting Q1 results (market attention ahead of the print), with previews pointing to premium card growth and solid spending trends but management flagging macro risks — results will likely move the stock. Read More.
• Neutral Sentiment: Investors can review recent commentary/transcript on card‑member spending, retention and credit performance for context on quarters just reported. Read More.
• Neutral Sentiment: Corporate social programs (Amex Canada grant program) and broader positive press keep brand momentum steady but are unlikely to move near‑term earnings materially. Read More.
• Negative Sentiment: JPMorgan cut AXP’s price target from $375 to $325 and left a Neutral rating, citing an uncertain macro outlook — that reduces upside in consensus targets and adds near‑term pressure. Read More.
• Negative Sentiment: Analysts’ consensus is clustered at Hold/Neutral with concerns about valuation vs. growth; the stock carries sensitivity to macro slowdown and travel/merchant spend trends, which explains recent YTD softness. Read More.

Insider Transactions at American Express

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction on 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 transaction, the insider directly owned 8,945 shares in the company, valued at $3,189,608.10. This trade represents a 62.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 in the last three months. Insiders own 0.14% of the company’s stock.

American Express Company Profile

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.