B. Metzler seel. Sohn & Co. AG Raises Position in American Express Company $AXP

B. Metzler seel. Sohn & Co. AG lifted its position in American Express Company (NYSE:AXP) by 32.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 94,363 shares of the payment services company’s stock after acquiring an additional 22,970 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in American Express were worth $31,343,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of AXP. Vanguard Group Inc. lifted its position in shares of American Express by 1.3% during the second quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock worth $14,808,730,000 after purchasing an additional 581,369 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of American Express by 11.1% in the 2nd quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock valued at $4,282,984,000 after purchasing an additional 1,349,746 shares in the last quarter. Fisher Asset Management LLC lifted its holdings in American Express by 1.7% during the third quarter. Fisher Asset Management LLC now owns 8,881,546 shares of the payment services company’s stock worth $2,950,095,000 after buying an additional 146,586 shares during the period. Norges Bank purchased a new stake in shares of American Express during the 2nd quarter worth $1,897,335,000. Finally, Artisan Partners Limited Partnership lifted its position in shares of American Express by 3.0% during the second quarter. Artisan Partners Limited Partnership now owns 4,620,873 shares of the payment services company’s stock valued at $1,473,966,000 after buying an additional 133,439 shares during the last quarter. 84.33% of the stock is owned by institutional investors.

American Express Trading Down 2.1%

AXP opened at $300.83 on Friday. The company’s 50 day simple moving average is $350.90 and its two-hundred day simple moving average is $349.33. The firm has a market capitalization of $206.55 billion, a price-to-earnings ratio of 19.55, a price-to-earnings-growth ratio of 1.27 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49.

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 company had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts expect that American Express Company will post 15.33 EPS 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. Investors of record on Friday, April 3rd will be issued a $0.95 dividend. This is a boost from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Thursday, April 2nd. American Express’s payout ratio is currently 21.31%.

Insiders Place Their Bets

In related news, insider Anna Marrs sold 27,425 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the completion of the transaction, 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 SEC, which is accessible through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total value of $2,820,301.82. Following the transaction, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 73,944 shares of company stock worth $26,114,366. Company insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on AXP. Truist Financial decreased their price objective on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Wolfe Research started coverage on shares of American Express in a research report on Monday, December 8th. They set a “peer perform” rating for the company. BTIG Research reiterated a “sell” rating and set a $328.00 price objective on shares of American Express in a research note on Monday, February 2nd. TD Cowen reiterated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Finally, JPMorgan Chase & Co. lowered their price target on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research report on Monday, February 2nd. Nine analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $352.73.

More American Express News

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

• Positive Sentiment: Board approved a 16% quarterly dividend increase to $0.95 and emphasized shareholder returns, a supportive sign for income-focused investors. American Express Announces 16% Increase in Quarterly Dividend
• Positive Sentiment: New long-term stadium and NFL team partnerships aim to drive card engagement and incremental transactions in key metro markets — a revenue/TPV growth lever for premium cardholders. American Express announces stadium, NFL team partnerships
• Positive Sentiment: Company is expanding tech initiatives (AI partner Traversal) and planning a new World Trade Center HQ, signaling investment in operations and long-term productivity improvements. American Express Taps AI And Sports Deals As Stock Trades Below Targets
• Neutral Sentiment: Valuation write-ups note the dividend hike and partnerships but also point out the recent pullback — useful context for investors reassessing entry points. Taking A Fresh Look At American Express (AXP) Valuation After Dividend Hike And New Sports Partnerships
• Neutral Sentiment: Company updated its Q1 earnings date and will webcast the annual meeting — housekeeping items that provide upcoming catalysts/communication opportunities. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
• Negative Sentiment: Commentary says the current slide looks more sentiment-driven than business-driven — highlighting panic selling and momentum losses as drivers of the near-term weakness. American Express Stock’s Slide Worsens as Shares Hit $300. Time to Buy?
• Negative Sentiment: Short interest has risen materially, indicating growing bearish positioning that can amplify downward moves. American Express Company (NYSE:AXP) Sees Large Increase in Short Interest
• Negative Sentiment: New premium cards from competitors (Robinhood’s $695 Platinum) are being positioned against Amex’s lucrative premium card franchise — potential pressure on market share and fee income over time. Robinhood’s new $695 Platinum card vs $895 Amex Platinum: Which one has better perks?
• Negative Sentiment: Analysis pointing to a ~12% slip in March cites concerns about disruption (AI, competition) and investor rotation away from expensive financial names. Why American Express Stock Slipped 12% In March

American Express Company 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.