American Express Company $AXP Shares Acquired by Ninety One UK Ltd

Ninety One UK Ltd grew its position in American Express Company (NYSE:AXP) by 4.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,559 shares of the payment services company’s stock after purchasing an additional 1,740 shares during the period. Ninety One UK Ltd’s holdings in American Express were worth $16,485,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC lifted its position in American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after acquiring an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC lifted its position in American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after acquiring an additional 200 shares in the last quarter. Schnieders Capital Management LLC. acquired a new position in American Express during the 2nd quarter worth approximately $428,000. Howland Capital Management LLC lifted its position in American Express by 4.2% during the 2nd quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock worth $707,000 after acquiring an additional 90 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its position in American Express by 19.9% during the 2nd quarter. HUB Investment Partners LLC now owns 2,898 shares of the payment services company’s stock worth $924,000 after acquiring an additional 481 shares in the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other American Express news, insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the sale, the insider directly owned 9,433 shares in the company, valued at $3,270,704.09. The trade was a 46.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction that occurred 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 sale, the insider owned 8,945 shares in the company, valued at $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 73,944 shares of company stock valued at $26,114,366 over the last 90 days. 0.14% of the stock is owned by company insiders.

American Express Price Performance

AXP stock opened at $331.47 on Friday. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. American Express Company has a 52-week low of $239.27 and a 52-week high of $387.49. The stock’s 50 day moving average is $316.28 and its two-hundred day moving average is $344.54. The company has a market capitalization of $227.32 billion, a PE ratio of 21.54, a P/E/G ratio of 1.37 and a beta of 1.13.

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

American Express Increases Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Credit Suisse Group set a $328.00 price target on American Express in a research report on Monday, January 12th. Morgan Stanley reduced their price target on American Express from $395.00 to $385.00 and set an “equal weight” rating on the stock in a research report on Thursday. JPMorgan Chase & Co. reduced their price target on American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. UBS Group reissued a “neutral” rating and set a $395.00 price target on shares of American Express in a research report on Wednesday, February 4th. Finally, Wells Fargo & Company reduced their price target on American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Seven research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $350.70.

Key Stories Impacting 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.