Trajan Wealth LLC Buys 3,601 Shares of American Express Company $AXP

Trajan Wealth LLC lifted its stake in American Express Company (NYSE:AXP) by 14.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 28,502 shares of the payment services company’s stock after purchasing an additional 3,601 shares during the period. Trajan Wealth LLC’s holdings in American Express were worth $10,544,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Hillsdale Investment Management Inc. boosted its position in shares of American Express by 218.7% in the 3rd quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock worth $2,837,000 after purchasing an additional 5,860 shares during the last quarter. Sumitomo Mitsui Financial Group Inc. grew its stake in American Express by 11.7% in the third quarter. Sumitomo Mitsui Financial Group Inc. now owns 82,863 shares of the payment services company’s stock valued at $27,524,000 after acquiring an additional 8,651 shares during the period. Parr Mcknight Wealth Management Group LLC grew its stake in American Express by 1,243.9% in the third quarter. Parr Mcknight Wealth Management Group LLC now owns 13,775 shares of the payment services company’s stock valued at $4,576,000 after acquiring an additional 12,750 shares during the period. Hudson Bay Capital Management LP increased its holdings in shares of American Express by 159.5% in the third quarter. Hudson Bay Capital Management LP now owns 31,611 shares of the payment services company’s stock worth $10,500,000 after acquiring an additional 19,429 shares in the last quarter. Finally, Keybank National Association OH raised its position in shares of American Express by 3.0% during the fourth quarter. Keybank National Association OH now owns 359,261 shares of the payment services company’s stock worth $132,909,000 after purchasing an additional 10,495 shares during the period. 84.33% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on AXP. Weiss Ratings cut American Express from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, April 15th. Wells Fargo & Company cut their price objective on American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a report on Thursday, April 9th. Evercore set a $345.00 price objective on American Express in a report on Wednesday, April 29th. BTIG Research reiterated a “sell” rating and set a $285.00 price objective on shares of American Express in a report on Friday, April 24th. Finally, The Goldman Sachs Group lifted their price objective on American Express from $360.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $357.47.

American Express Stock Performance

Shares of American Express stock opened at $309.92 on Thursday. The firm has a market cap of $211.47 billion, a price-to-earnings ratio of 19.33, a price-to-earnings-growth ratio of 1.26 and a beta of 1.08. The stock’s 50-day moving average is $311.10 and its 200-day moving average is $341.25. American Express Company has a one year low of $281.46 and a one year high of $387.49. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56.

American Express (NYSE:AXP) last issued its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, beating analysts’ consensus estimates of $4.01 by $0.27. The company had revenue of $14.22 billion for the quarter, compared to analyst estimates of $18.60 billion. American Express had a return on equity of 33.95% and a net margin of 15.13%.The company’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the company posted $3.64 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts predict that American Express Company will post 17.59 earnings per share for the current fiscal year.

American Express Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 8th. Stockholders of record on Friday, April 3rd were issued a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. This is a positive change from American Express’s previous quarterly dividend of $0.82. The ex-dividend date was Thursday, April 2nd. American Express’s dividend payout ratio is presently 23.71%.

Trending Headlines about American Express

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

• Positive Sentiment: American Express announced a strategic partnership with Fanatics, including a new Fanatics American Express card, exclusive fan experiences, and expanded sports-focused rewards. Investors may view this as a way to deepen cardmember engagement and support future spending volume. Article Title
• Positive Sentiment: American Express and Main Street America awarded more than $10 million in grants to over 500 small businesses through the Shop Small program, reinforcing the company’s small-business brand and merchant relationships. Article Title
• Positive Sentiment: Multiple articles highlighted American Express as one of Warren Buffett’s favorite long-term holdings, which can support investor confidence by emphasizing the company’s durable moat, strong balance sheet, and steady earnings power. Article Title
• Neutral Sentiment: Analysts and commentary pieces noted that American Express remains attractive after its recent pullback, but also suggested some upside may already be priced in. This keeps the stock in valuation-watch territory rather than clearly signaling a new catalyst. Article Title
• Neutral Sentiment: Barclays reportedly kept a Hold rating on American Express, which does not materially change the outlook but may temper enthusiasm after the recent earnings-related debate. Article Title
• Negative Sentiment: Coverage following the latest earnings said the market reaction was lukewarm, and recent articles noted the stock had been sliding over the prior week and month. That suggests investors are still weighing strong fundamentals against slower near-term momentum. Article Title

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.