Coleford Investment Management Ltd. Has $32.48 Million Position in American Express Company $AXP

Coleford Investment Management Ltd. decreased its stake in shares of American Express Company (NYSE:AXP) by 2.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 87,792 shares of the payment services company’s stock after selling 2,105 shares during the period. American Express makes up about 7.9% of Coleford Investment Management Ltd.’s investment portfolio, making the stock its 5th largest holding. Coleford Investment Management Ltd.’s holdings in American Express were worth $32,479,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently made changes to their positions in the company. Trajan Wealth LLC increased its position in shares of American Express by 30.9% during the third quarter. Trajan Wealth LLC now owns 24,901 shares of the payment services company’s stock worth $8,271,000 after acquiring an additional 5,881 shares in the last quarter. Hillsdale Investment Management Inc. increased its position in shares of American Express by 218.7% during the third quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock worth $2,837,000 after acquiring an additional 5,860 shares in the last quarter. Sumitomo Mitsui Financial Group Inc. increased its position in shares of American Express by 11.7% during the third quarter. Sumitomo Mitsui Financial Group Inc. now owns 82,863 shares of the payment services company’s stock worth $27,524,000 after acquiring an additional 8,651 shares in the last quarter. Parr Mcknight Wealth Management Group LLC increased its position in shares of American Express by 1,243.9% during the third quarter. Parr Mcknight Wealth Management Group LLC now owns 13,775 shares of the payment services company’s stock worth $4,576,000 after acquiring an additional 12,750 shares in the last quarter. Finally, Hudson Bay Capital Management LP increased its position in shares of American Express by 159.5% during 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. Institutional investors own 84.33% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on AXP. Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 14th. Morgan Stanley decreased their target price on shares of American Express from $395.00 to $385.00 and set an “equal weight” rating for the company in a research report on Thursday, April 16th. Wells Fargo & Company decreased their target price on shares of American Express from $425.00 to $415.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. Weiss Ratings downgraded shares of American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 15th. Finally, Evercore set a $345.00 target price on shares of American Express in a research report on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $359.05.

American Express Stock Up 2.1%

American Express stock opened at $318.81 on Wednesday. The company has a market cap of $217.53 billion, a P/E ratio of 19.89, a price-to-earnings-growth ratio of 1.27 and a beta of 1.06. American Express Company has a 1-year low of $286.15 and a 1-year high of $387.49. The company has a fifty day simple moving average of $314.70 and a 200 day simple moving average of $336.51. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73.

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

American Express Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd will be paid a $0.95 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. American Express’s dividend payout ratio (DPR) is currently 23.71%.

Key American Express News

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

• Positive Sentiment: American Express management said card fee revenue is expected to accelerate in the second half of 2026, signaling stronger recurring revenue and better earnings visibility. American Express CFO sees card fee revenue picking up for remainder of 2026
• Positive Sentiment: Delta’s new SkyMiles card perks may support American Express’s co-branded card ecosystem by improving cardholder value, loyalty, and spending on AmEx-linked travel products. Delta Unveils New SkyMiles Card Perks to Boost Traveler Value
• Positive Sentiment: Recent commentary on American Express’s premium brand and appeal to millennials and Gen Z reinforces the company’s pricing power and long-term customer retention strategy. The American Express CEO defied haters who said he’d never have the top job—winning with millennials and Gen Z and trouncing the competition
• Neutral Sentiment: Several articles this week were conference transcripts or valuation/earnings roundups, which add context but do not appear to introduce a major new catalyst for the stock. American Express Company (AXP) Presents at Morgan Stanley US Financials Conference 2026 Transcript
• Neutral Sentiment: Analyst and valuation pieces suggest investors are still reassessing American Express after a recent pullback, but they do not point to a clear negative shock. A Look At American Express (AXP) Valuation After Recent Share Price Pullback And Mixed Returns

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.