American Express Company $AXP Shares Sold by Border to Coast Pensions Partnership Ltd

Border to Coast Pensions Partnership Ltd lessened its holdings in shares of American Express Company (NYSE:AXP) by 15.9% in the third quarter, according to its most recent filing with the SEC. The firm owned 152,856 shares of the payment services company’s stock after selling 28,898 shares during the quarter. Border to Coast Pensions Partnership Ltd’s holdings in American Express were worth $50,773,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of AXP. Brighton Jones LLC raised its holdings in American Express by 24.4% during the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after purchasing an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of American Express by 13.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after buying an additional 200 shares in the last quarter. Wealthcare Advisory Partners LLC lifted its holdings in shares of American Express by 1.5% in the second quarter. Wealthcare Advisory Partners LLC now owns 4,481 shares of the payment services company’s stock valued at $1,429,000 after buying an additional 65 shares during the period. Simplicity Wealth LLC boosted its stake in American Express by 123.9% during the second quarter. Simplicity Wealth LLC now owns 2,172 shares of the payment services company’s stock valued at $693,000 after buying an additional 1,202 shares in the last quarter. Finally, Canopy Partners LLC boosted its stake in American Express by 9.3% during the second quarter. Canopy Partners LLC now owns 6,199 shares of the payment services company’s stock valued at $1,977,000 after buying an additional 526 shares in the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

American Express News Summary

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

• Positive Sentiment: Q4 showed double‑digit top‑ and bottom‑line growth and management set FY2026 EPS guidance well above current consensus, reinforcing the company’s earnings trajectory. 3 Things Every American Express Investor Needs to Know
• Positive Sentiment: Long-term bull case coverage highlights AMEX as a durable cash‑flow generator and “evergreen” holding for investors, supporting buy-and-hold sentiment. Could Buying American Express (AXP) Today Set You Up for Life?
• Positive Sentiment: Management is taking pricing and product actions — raising fees and tightening lounge access — to defend its premium positioning, which should help margins over time. American Express Raises Fees And Tightens Lounges To Defend Premium Edge
• Neutral Sentiment: Short interest and momentum checks show typical market activity; no evidence of a large, coordinated short squeeze or material trend reversal yet. American Express Company (NYSE:AXP) Short Interest Update
• Neutral Sentiment: Company is evaluating a move to 2 World Trade Center; this could raise longer‑term occupancy costs but is not an immediate earnings driver. American Express Weighs 2 World Trade Center Move And Long Term Costs
• Neutral Sentiment: Several outlets note mixed analyst views and stable momentum on the index level — sentiment among professional analysts is divided, which can increase intraday volatility. Analysts Conflicted on These Financial Names: Flagstar Financial (FLG) and American Express (AXP)
• Negative Sentiment: BTIG issued a “Sell” rating on AXP, adding immediate downward pressure from a respected institutional voice. American Express (NYSE:AXP) Earns “Sell” Rating from BTIG Research
• Negative Sentiment: JPMorgan published a pessimistic forecast for AXP’s stock price, which can influence other institutional and model-driven sellers. JPMorgan Chase & Co. Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Truist cut its price target to $400, signaling more conservative upside expectations that could temper investor enthusiasm. Truist Financial Lowers American Express (NYSE:AXP) Price Target to $400.00

Analyst Ratings Changes

AXP has been the subject of several research reports. Royal Bank Of Canada restated an “outperform” rating and set a $425.00 price objective on shares of American Express in a research report on Monday, January 12th. Credit Suisse Group set a $328.00 target price on shares of American Express in a report on Monday, January 12th. Compass Point restated a “neutral” rating and issued a $324.00 price target on shares of American Express in a research report on Monday, October 20th. Evercore ISI set a $400.00 price objective on American Express in a research report on Tuesday, January 6th. Finally, TD Cowen reissued a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Nine research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, American Express currently has a consensus rating of “Hold” and an average price target of $353.05.

American Express Trading Up 1.1%

American Express stock opened at $353.43 on Thursday. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.66 and a current ratio of 1.68. The firm has a market capitalization of $243.46 billion, a price-to-earnings ratio of 22.96, a P/E/G ratio of 1.48 and a beta of 1.14. The company has a 50 day moving average price of $368.85 and a 200 day moving average price of $344.68.

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

American Express Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd will be paid a dividend of $0.82 per share. 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 payout ratio is 21.31%.

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.