American Express Company $AXP Shares Acquired by Impax Asset Management Group plc

Impax Asset Management Group plc boosted its holdings in American Express Company (NYSE:AXP) by 7.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 20,706 shares of the payment services company’s stock after purchasing an additional 1,488 shares during the period. Impax Asset Management Group plc’s holdings in American Express were worth $6,878,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the stock. Seaview Investment Managers LLC increased its stake in shares of American Express by 527.8% in the third quarter. Seaview Investment Managers LLC now owns 24,398 shares of the payment services company’s stock worth $8,104,000 after buying an additional 20,512 shares during the last quarter. Krilogy Financial LLC bought a new stake in shares of American Express in the 3rd quarter worth about $2,176,000. Stratos Wealth Partners LTD. grew its stake in American Express by 7.3% in the third quarter. Stratos Wealth Partners LTD. now owns 31,282 shares of the payment services company’s stock worth $10,391,000 after purchasing an additional 2,134 shares in the last quarter. Stratos Investment Management LLC increased its holdings in American Express by 1.2% in the third quarter. Stratos Investment Management LLC now owns 39,958 shares of the payment services company’s stock valued at $13,273,000 after buying an additional 483 shares during the last quarter. Finally, Wealthstream Advisors Inc. raised its stake in American Express by 4.0% during the third quarter. Wealthstream Advisors Inc. now owns 851 shares of the payment services company’s stock valued at $283,000 after buying an additional 33 shares in the last quarter. Institutional investors and hedge funds 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: Expanded NBA partnership and marketing push should support premium card activation and brand engagement, a revenue-positive move that reinforces AmEx’s focus on experience-driven cardholders. NBA, American Express announce multiyear partnership
• Positive Sentiment: Q4 miss was tiny on EPS (beat/beat context: missed by $0.01) but Zacks highlights strength in premium spending, resilient credit trends and steady FY guidance — factors that have supported investor confidence after results. AmEx’s Q4 Earnings Miss Isn’t the Whole Story
• Positive Sentiment: Management presentation at the UBS Financial Services Conference provided investor access to strategy, portfolio metrics and outlook — visibility that can support valuation once digested by attendees and analysts. American Express Presents at UBS Conference — Slideshow
• Neutral Sentiment: American Express announced new debt issuances to boost funding — improves liquidity and funding flexibility but increases leverage and interest cost exposure; market reaction depends on size/terms. American Express Boosts Funding With New Debt Issuances
• Neutral Sentiment: Coverage/transcripts from Seeking Alpha provide incremental detail from conferences and management remarks — useful for modeling but not an immediate price catalyst by itself. American Express UBS Presentation Transcript
• Negative Sentiment: MarketWatch reports AXP underperformed peers on Wednesday — relative weakness can trigger sector rebalancing outflows and weigh on the stock. American Express Co. stock underperforms Wednesday
• Negative Sentiment: Evercore left an In-Line rating but trimmed its price target, a reminder analysts may be marginally lowering expectations — analyst PT cuts can pressure shares. Why Is American Express Stock Tuesday?

American Express Stock Down 2.5%

AXP stock opened at $354.18 on Thursday. The firm’s 50-day moving average is $368.26 and its two-hundred day moving average is $346.45. The company has a market capitalization of $243.18 billion, a price-to-earnings ratio of 23.01, a price-to-earnings-growth ratio of 1.54 and a beta of 1.14. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a current ratio of 1.59, a quick ratio of 1.66 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last posted its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 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 company had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. During the same quarter in the prior year, the business earned $3.04 EPS. American Express’s revenue 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. On average, analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were paid a dividend of $0.82 per share. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $3.28 annualized dividend and a yield of 0.9%. American Express’s dividend payout ratio is currently 21.31%.

Insider Transactions at American Express

In related news, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the transaction, the insider directly owned 7,754 shares in the company, valued at $2,767,480.14. The trade was a 75.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Anna Marrs sold 27,425 shares of the stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the transaction, the insider owned 20,394 shares of the company’s stock, valued at $7,138,103.94. This trade represents a 57.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 65,810 shares of company stock valued at $23,294,065 in the last three months. 0.20% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have recently commented on AXP. Barclays lifted their target price on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 6th. UBS Group reiterated a “neutral” rating and set a $395.00 target price on shares of American Express in a research note on Wednesday, February 4th. Evercore ISI set a $393.00 price target on shares of American Express in a report on Tuesday. Credit Suisse Group set a $328.00 price objective on shares of American Express in a research note on Monday, January 12th. Finally, JPMorgan Chase & Co. cut their target price on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Nine analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $354.78.

American Express 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.