Alphinity Investment Management Pty Ltd Trims Holdings in American Express Company $AXP

Alphinity Investment Management Pty Ltd decreased its holdings in shares of American Express Company (NYSE:AXP) by 57.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 787,512 shares of the payment services company’s stock after selling 1,069,694 shares during the period. American Express accounts for about 2.6% of Alphinity Investment Management Pty Ltd’s holdings, making the stock its 21st largest holding. Alphinity Investment Management Pty Ltd owned about 0.11% of American Express worth $261,580,000 at the end of the most recent quarter.

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

Key American Express News

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

• Positive Sentiment: Truist reaffirmed a Buy on AXP, citing the company’s underlying growth despite rising costs after Q4 — this supports upside expectations from analysts who focus on AmEx’s margin and card‑member trends. Truist Maintains Buy Rating on American Express
• Positive Sentiment: AmEx launched a Flexible Payment Option for small businesses (instant line of credit), which can expand payment volume and merchant relationships — a growth catalyst for loan receivables and fees. AmEx Debuts Flexible Payments for Small Businesses
• Positive Sentiment: Analysts and commentators are reassessing AXP’s valuation after double‑digit revenue and earnings growth in the latest quarter and a FY‑2026 EPS guide that implies upside vs. some street estimates. That narrative supports the current uptick. Assessing American Express (AXP) Valuation After Strong Double Digit Revenue And Earnings Growth
• Neutral Sentiment: Multiple news services report that brokerages’ consensus rating is Hold, reflecting mixed views — steady fundamentals but limited near‑term upside per some firms. American Express Company (NYSE:AXP) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Robert W. Baird and other outlets reiterate cautious/hold stances; analysts remain broadly optimistic on long‑term cash flows but cautious on near‑term multiples. Robert W. Baird Keeps Their Hold Rating on American Express (AXP)
• Neutral Sentiment: Market commentary and comparisons (e.g., GBOOY vs AXP) keep AXP on investors’ radar for relative value, but don’t shift consensus decisively. GBOOY or AXP: Which Is the Better Value Stock Right Now?
• Negative Sentiment: A Fool.com piece questions whether AXP is a buy given recent underperformance versus the broader market, a narrative that can cap enthusiasm and limit multiple expansion. Is American Express a Buy, Sell, or Hold in 2026?

Insider Activity at American Express

In other American Express news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the sale, the insider owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. This trade represents a 57.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Denise Pickett sold 23,385 shares of the business’s 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 completion of the transaction, the insider owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This represents a 75.10% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on AXP. BTIG Research reaffirmed a “sell” rating and set a $328.00 price objective on shares of American Express in a research report on Monday, February 2nd. Credit Suisse Group set a $328.00 target price on American Express in a research note on Monday, January 12th. Truist Financial dropped their price target on American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. TD Cowen reiterated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Finally, UBS Group reissued a “neutral” rating and set a $395.00 price objective on shares of American Express in a research report on Wednesday. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $353.05.

American Express Stock Performance

Shares of American Express stock opened at $359.26 on Friday. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49. The firm’s 50-day moving average is $368.52 and its 200 day moving average is $345.42. The stock has a market cap of $247.48 billion, a price-to-earnings ratio of 23.34, a PEG ratio of 1.52 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.68 and a quick ratio of 1.66.

American Express (NYSE:AXP) last issued its earnings results 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). The firm had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The firm’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period last year, the firm posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts anticipate that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Announces Dividend

The firm also recently disclosed 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. The ex-dividend date of this dividend is Friday, January 2nd. This represents a $3.28 annualized dividend and a yield of 0.9%. American Express’s dividend payout ratio is 21.31%.

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.