Orange Investment Advisors Inc. Reduces Position in American Express Company $AXP

Posted by Geri Gentry on May 22nd, 2026

American Express logo Orange Investment Advisors Inc. reduced its stake in American Express Company (NYSE:AXP) by 17.6% during the 4th quarter, Holdings Channel reports. The fund owned 36,448 shares of the payment services company’s stock after selling 7,769 shares during the period. American Express comprises about 1.5% of Orange Investment Advisors Inc.’s portfolio, making the stock its 15th biggest position. Orange Investment Advisors Inc.’s holdings in American Express were worth $13,484,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Valley Wealth Managers Inc. boosted its stake in shares of American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after purchasing an additional 46 shares during the last quarter. Joseph Group Capital Management acquired a new position in shares of American Express in the fourth quarter valued at approximately $26,000. Guerra Advisors Inc purchased a new position in shares of American Express during the third quarter valued at approximately $28,000. Measured Wealth Private Client Group LLC acquired a new position in American Express in the 3rd quarter valued at $28,000. Finally, Torren Management LLC acquired a new position in American Express in the 4th quarter valued at $32,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

American Express News Summary

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

Positive Sentiment: American Express announced a strategic partnership with Fanatics that includes a co-branded Fanatics American Express card, exclusive fan experiences, and broader payment acceptance across select Fanatics channels, which could help drive new card acquisitions and spending volume. Article Title
Positive Sentiment: AmEx expanded its sports-commerce strategy with Fanatics through a rewards integration and new card offering, reinforcing its premium brand and loyalty ecosystem. Article Title
Positive Sentiment: Multiple commentary pieces pointed to American Express as one of Warren Buffett’s favorite long-term holdings, which can support investor confidence in AXP’s durable business model and valuation. Article Title
Positive Sentiment: American Express and Main Street America awarded more than $10 million in grants to over 500 small businesses, underscoring the company’s ongoing support for Main Street merchants and small-business relationships. Article Title

American Express Stock Up 0.0%

Shares of American Express stock opened at $309.93 on Friday. American Express Company has a twelve month low of $281.46 and a twelve month high of $387.49. The stock has a market cap of $211.48 billion, a price-to-earnings ratio of 19.33, a price-to-earnings-growth ratio of 1.26 and a beta of 1.08. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73. The company has a fifty day moving average price of $311.23 and a 200 day moving average price of $340.89.

American Express (NYSE:AXP – Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. American Express had a return on equity of 33.95% and a net margin of 15.13%.The company had revenue of $14.22 billion for the quarter, compared to analysts’ expectations of $18.60 billion. During the same quarter in the previous year, the firm posted $3.64 earnings per share. The firm’s quarterly revenue was up 11.4% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts forecast that American Express Company will post 17.59 earnings per share for the current fiscal year.

American Express Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 8th. Shareholders of record on Friday, April 3rd were issued a $0.95 dividend. The ex-dividend date was Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. This is a boost from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio (DPR) is currently 23.71%.

Wall Street Analysts Forecast Growth

AXP has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. lowered their price objective on American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research report on Thursday, April 9th. Evercore set a $345.00 price target on American Express in a research note on Wednesday, April 29th. BTIG Research restated a “sell” rating and issued a $285.00 price target on shares of American Express in a report on Friday, April 24th. Truist Financial cut their price objective on shares of American Express from $400.00 to $360.00 and set a “buy” rating on the stock in a report on Monday, March 23rd. Finally, Weiss Ratings cut shares of American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, American Express presently has a consensus rating of “Hold” and an average price target of $359.05.

Read Our Latest Stock Report on American Express

About American Express

(Free Report)

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.