American Express Company $AXP Stock Holdings Reduced by Heritage Investors Management Corp

Heritage Investors Management Corp cut its position in shares of American Express Company (NYSE:AXP) by 3.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 158,970 shares of the payment services company’s stock after selling 5,143 shares during the period. American Express accounts for about 1.6% of Heritage Investors Management Corp’s investment portfolio, making the stock its 14th largest position. Heritage Investors Management Corp’s holdings in American Express were worth $52,803,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Valley Wealth Managers Inc. raised its position in American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after acquiring an additional 46 shares in the last quarter. Briaud Financial Planning Inc acquired a new position in shares of American Express during the 2nd quarter worth $26,000. Access Investment Management LLC bought a new position in shares of American Express during the 2nd quarter valued at $26,000. Manning & Napier Advisors LLC bought a new position in shares of American Express during the 3rd quarter valued at $27,000. Finally, Guerra Advisors Inc acquired a new stake in shares of American Express in the 3rd quarter valued at $28,000. 84.33% of the stock is currently owned by institutional investors and hedge funds.

American Express Stock Up 0.2%

NYSE AXP opened at $352.95 on Tuesday. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The stock has a market cap of $243.13 billion, a PE ratio of 22.93, a PEG ratio of 1.48 and a beta of 1.15. The firm has a 50-day simple moving average of $369.32 and a 200 day simple moving average of $344.32. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.66 and a current ratio of 1.68.

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). American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. During the same period last year, the company earned $3.04 EPS. The company’s revenue was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, research analysts forecast that American Express Company will post 15.33 EPS for the current year.

American Express Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd will be issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, January 2nd. American Express’s dividend payout ratio (DPR) is presently 21.31%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on AXP shares. Wells Fargo & Company raised their target price on American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. JPMorgan Chase & Co. reduced their target price on American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a report on Monday. HSBC set a $295.00 price target on American Express and gave the company a “hold” rating in a report on Friday, October 10th. The Goldman Sachs Group restated a “buy” rating and issued a $420.00 price objective on shares of American Express in a research note on Tuesday, January 6th. Finally, Barclays upped their price objective on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. Nine research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $352.59.

Key American Express News

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

• Positive Sentiment: Truist trimmed its price target from $420 to $400 but kept a “buy” rating, signaling continued conviction in AmEx’s long-term earnings power and implying meaningful upside from current levels. Truist lowers AXP target but keeps buy
• Positive Sentiment: Analysis published by Kalkine notes AXP’s momentum appears stable on the NYSE Composite, which supports near-term resilience in the stock amid mixed headlines. Momentum looks stable
• Neutral Sentiment: JPMorgan lowered its price target from $385 to $375 and moved to a “neutral” rating — a modest pullback in upside expectations but not a dimming of the company’s core outlook. JPMorgan lowers AXP target
• Neutral Sentiment: A Benzinga piece summarizing analyst expectations outlines mixed views on AmEx’s medium-term growth drivers and consensus estimates; this keeps the stock sensitive to upcoming metric beats/misses (new accounts, spend trends). Analyst expectations for AXP
• Negative Sentiment: Benzinga reports that new card sign-ups have softened and an analyst reiterated a “sell” rating with a $328 target, citing weakening customer-acquisition momentum — a direct growth concern that pressured the stock. New card sign-ups losing steam
• Negative Sentiment: BTIG reaffirmed its “sell” stance with a $328 price target, reinforcing downside risk in some brokers’ view if growth/slowing account trends persist. BTIG reaffirms sell
• Negative Sentiment: Yahoo reports AmEx is weighing a move to 2 World Trade Center, which could increase long-term occupancy costs and signal higher fixed expenses; investors may view this as a potential near-term headwind to margins. Weighs 2 World Trade Center move

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.