Thames Capital Management LLC Has $9.23 Million Stock Position in American Express Company $AXP

Thames Capital Management LLC trimmed its position in shares of American Express Company (NYSE:AXP) by 33.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 27,784 shares of the payment services company’s stock after selling 13,792 shares during the period. Thames Capital Management LLC’s holdings in American Express were worth $9,229,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. McGlone Suttner Wealth Management Inc. grew its position in American Express by 1.0% in the third quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock worth $967,000 after acquiring an additional 29 shares in the last quarter. Sandy Cove Advisors LLC lifted its stake in shares of American Express by 2.1% in the 3rd quarter. Sandy Cove Advisors LLC now owns 1,462 shares of the payment services company’s stock valued at $485,000 after purchasing an additional 30 shares during the last quarter. Bath Savings Trust Co increased its position in American Express by 1.1% during the third quarter. Bath Savings Trust Co now owns 2,922 shares of the payment services company’s stock worth $971,000 after buying an additional 31 shares during the last quarter. Jamison Private Wealth Management Inc. raised its holdings in American Express by 0.7% during the third quarter. Jamison Private Wealth Management Inc. now owns 4,220 shares of the payment services company’s stock valued at $1,402,000 after buying an additional 31 shares in the last quarter. Finally, Berger Financial Group Inc lifted its position in shares of American Express by 1.4% in the third quarter. Berger Financial Group Inc now owns 2,232 shares of the payment services company’s stock worth $741,000 after buying an additional 31 shares during the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Price Performance

Shares of NYSE:AXP opened at $357.41 on Friday. The firm has a market capitalization of $246.20 billion, a PE ratio of 23.99, a PEG ratio of 1.50 and a beta of 1.15. The company has a current ratio of 1.61, a quick ratio of 1.59 and a debt-to-equity ratio of 1.78. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The business’s 50 day moving average is $368.63 and its 200-day moving average is $340.74.

American Express (NYSE:AXP) last issued its earnings results on Friday, January 30th. The payment services company reported ($11.85) EPS for the quarter, missing the consensus estimate of $3.56 by ($15.41). The firm had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. American Express had a return on equity of 33.41% and a net margin of 14.97%. Sell-side analysts predict that American Express Company will post 15.33 earnings per share for the current year.

American Express Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 2nd will be given a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, January 2nd. American Express’s dividend payout ratio is 22.01%.

Analyst Ratings Changes

A number of brokerages have recently commented on AXP. UBS Group set a $385.00 price objective on American Express in a report on Monday. JPMorgan Chase & Co. lifted their price target on shares of American Express from $360.00 to $385.00 and gave the company a “neutral” rating in a research report on Monday. Keefe, Bruyette & Woods raised their target price on shares of American Express from $371.00 to $394.00 and gave the company an “outperform” rating in a research note on Wednesday, October 1st. The Goldman Sachs Group reissued a “buy” rating and set a $420.00 target price on shares of American Express in a research report on Tuesday, January 6th. Finally, Morgan Stanley set a $370.00 price target on American Express in a research report on Tuesday, December 16th. Nine analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $352.82.

Insiders Place Their Bets

In other American Express news, insider Denise Pickett sold 5,000 shares of American Express stock in a transaction that occurred on Wednesday, October 22nd. The stock was sold at an average price of $350.73, for a total transaction of $1,753,650.00. Following the sale, the insider directly owned 7,726 shares of the company’s stock, valued at approximately $2,709,739.98. The trade was a 39.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CMO Elizabeth Rutledge sold 50,000 shares of the firm’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $360.21, for a total value of $18,010,500.00. Following the transaction, the chief marketing officer owned 85,577 shares of the company’s stock, valued at $30,825,691.17. This trade represents a 36.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 57,515 shares of company stock worth $20,658,509 over the last quarter. Company insiders own 0.20% of the company’s stock.

American Express News Summary

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

• Positive Sentiment: American Express reported stable card lending and credit metrics for the quarter-to-date, signaling no immediate deterioration in credit performance. American Express Reports Stable Card Lending and Credit Metrics
• Positive Sentiment: Some sell-offs have attracted bullish commentary: JPMorgan analysts forecast strong price appreciation for AXP, reflecting confidence in the company’s earnings power if regulatory risks subside. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for American Express
• Positive Sentiment: Several retail-focused pieces argue the AXP pullback could be a buying opportunity for long-term investors, framing the drop as policy-driven rather than company-specific. American Express Stock Dips. Time to Buy?
• Neutral Sentiment: Industry roundups and peer comparisons (Q3 reviews, valuation write‑ups) put AXP’s fundamentals in context but don’t change the near-term narrative driven by policy risk. Credit Card Stocks Q3 In Review: American Express Vs Peers
• Neutral Sentiment: Valuation comparisons (e.g., AXP vs. other financial/misc services names) offer perspective for value investors but are secondary to policy and macro developments. BUR vs. AXP: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: President Trump’s proposed 10% cap on credit-card interest rates has been widely reported and directly pressured AXP and peers, creating risk of revenue compression or business-model changes if enacted. Trump’s 10% Credit Card Cap Plan Hit AmEx Stock Hard
• Negative Sentiment: Banking leaders and commentators are publicly opposing the cap, warning it could force account closures or reduce lending—heightening the chance of political and legal battles that add near-term uncertainty. Wall Street bankers hope to fend off Trump’s demands for credit card rate cap
• Negative Sentiment: Multiple outlets quote CEOs and bank execs saying a 10% cap would harm lending and consumers, reinforcing market concerns that regulatory action could materially reduce card yields and fees. Wall Street Vs. White House: CEOs Warn Trump’s 10% Credit Card Rate Cap Would Freeze Lending

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.