ORG Wealth Partners LLC Has $819,000 Holdings in American Express Company $AXP

ORG Wealth Partners LLC increased its stake in shares of American Express Company (NYSE:AXP) by 134.2% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 2,464 shares of the payment services company’s stock after acquiring an additional 1,412 shares during the period. ORG Wealth Partners LLC’s holdings in American Express were worth $819,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the stock. McGlone Suttner Wealth Management Inc. raised its position in shares of American Express by 1.0% in the third quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock valued at $967,000 after purchasing an additional 29 shares during the period. Sandy Cove Advisors LLC grew its stake in American Express by 2.1% in the 3rd quarter. Sandy Cove Advisors LLC now owns 1,462 shares of the payment services company’s stock valued at $485,000 after buying an additional 30 shares during the last quarter. Bath Savings Trust Co grew its stake in American Express by 1.1% in the 3rd quarter. Bath Savings Trust Co now owns 2,922 shares of the payment services company’s stock valued at $971,000 after buying an additional 31 shares during the last quarter. Jamison Private Wealth Management Inc. raised its holdings in American Express by 0.7% in the 3rd quarter. Jamison Private Wealth Management Inc. now owns 4,220 shares of the payment services company’s stock worth $1,402,000 after acquiring an additional 31 shares during the period. Finally, Berger Financial Group Inc lifted its position in American Express by 1.4% during the 3rd quarter. Berger Financial Group Inc now owns 2,232 shares of the payment services company’s stock worth $741,000 after acquiring an additional 31 shares during the last quarter. 84.33% of the stock is owned by institutional investors.

American Express News Roundup

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

• Positive Sentiment: American Express confirmed management will participate in the UBS Financial Services Conference on Feb. 10 — gives investors direct access to management for questions on margins, lending trends and guidance. American Express to Participate in UBS Financial Services Conference
• Positive Sentiment: TD Cowen raised its price target to $375 (maintaining a Hold), a modest vote of confidence that suggests limited near-term downside from their view. Benzinga
• Positive Sentiment: Analysis pieces highlight product momentum and strength with younger premium cardholders, which supports the longer-term card-spend and customer-retention bull case for AXP. Does AXP’s Younger Premium Cardholders and Product Momentum Change The Bull Case For American Express?
• Neutral Sentiment: Coverage and analyst views remain mixed — some outlets list American Express among names with divergent analyst opinions, reflecting varied views on growth vs. credit/lending risks. Analysts’ Opinions Are Mixed on These Financial Stocks
• Neutral Sentiment: Benzinga and other aggregator pieces compile multiple analyst viewpoints (9 experts) — useful for context but not a single clear catalyst. The Analyst Verdict: American Express In The Eyes Of 9 Experts
• Neutral Sentiment: Broader market narratives (e.g., lists of largest stable holdings after Berkshire’s leadership change) may affect investor appetite for big-cap financials, but impacts on AXP are indirect and uncertain. 74% of the $317B Portfolio … 8 Unstoppable Stocks
• Negative Sentiment: President Trump called for a one-year 10% cap on credit-card interest rates starting Jan. 20 — he provided no implementation details, but the proposal elevates regulatory and political risk for card issuers and is cited by the market as a key reason for selling in AXP today. Trump calls for a one-year 10% cap on credit card interest in a Truth Social post Trump calls one year cap on credit card interest rates at 10%

American Express Price Performance

NYSE:AXP opened at $375.79 on Friday. The company has a debt-to-equity ratio of 1.78, a quick ratio of 1.59 and a current ratio of 1.61. The company has a 50-day moving average of $369.05 and a 200-day moving average of $339.45. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a market capitalization of $258.86 billion, a price-to-earnings ratio of 25.22, a PEG ratio of 1.60 and a beta of 1.15.

American Express (NYSE:AXP) last posted its quarterly earnings results on Friday, January 30th. The payment services company reported ($11.85) earnings per share (EPS) for the quarter, missing the consensus estimate of $3.56 by ($15.41). The business had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. American Express had a return on equity of 33.41% and a net margin of 14.97%. As a group, equities research analysts anticipate that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd will be given a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio is 22.01%.

Insider Activity

In other American Express news, insider Douglas Tabish sold 2,515 shares of the business’s stock in a transaction dated Thursday, October 23rd. The shares were sold at an average price of $355.61, for a total value of $894,359.15. Following the transaction, the insider directly owned 2,515 shares in the company, valued at $894,359.15. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CMO Elizabeth Rutledge sold 50,000 shares of the company’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $360.21, for a total transaction of $18,010,500.00. Following the sale, the chief marketing officer directly owned 85,577 shares in the company, valued at $30,825,691.17. This represents a 36.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 57,515 shares of company stock worth $20,658,509. Corporate insiders own 0.20% of the company’s stock.

Wall Street Analysts Forecast Growth

AXP has been the topic of a number of recent analyst reports. Wolfe Research began coverage on American Express in a research note on Monday, December 8th. They issued a “peer perform” rating on the stock. Evercore ISI set a $400.00 price target on American Express in a research report on Tuesday. Weiss Ratings upgraded American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Morgan Stanley set a $370.00 target price on shares of American Express in a research report on Tuesday, December 16th. Finally, BTIG Research upped their target price on shares of American Express from $277.00 to $307.00 and gave the company a “sell” rating in a research note on Friday, October 17th. Nine analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $343.95.

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.