American Express Company $AXP Stock Position Lifted by Triglav Investments D.O.O.

Triglav Investments D.O.O. lifted its position in American Express Company (NYSE:AXP) by 17.2% in the 3rd quarter, Holdings Channel.com reports. The fund owned 17,000 shares of the payment services company’s stock after acquiring an additional 2,500 shares during the period. Triglav Investments D.O.O.’s holdings in American Express were worth $5,647,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Savant Capital LLC boosted its holdings in American Express by 1.9% in the third quarter. Savant Capital LLC now owns 40,483 shares of the payment services company’s stock worth $13,447,000 after purchasing an additional 751 shares during the period. J.W. Cole Advisors Inc. lifted its position in shares of American Express by 0.7% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 26,894 shares of the payment services company’s stock worth $8,933,000 after buying an additional 186 shares during the last quarter. Hantz Financial Services Inc. boosted its holdings in shares of American Express by 21.1% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,183 shares of the payment services company’s stock valued at $393,000 after buying an additional 206 shares during the period. Aspen Capital Management LLC bought a new stake in shares of American Express during the 3rd quarter valued at about $245,000. Finally, Ashton Thomas Private Wealth LLC raised its stake in American Express by 8.9% during the third quarter. Ashton Thomas Private Wealth LLC now owns 9,740 shares of the payment services company’s stock worth $3,235,000 after acquiring an additional 792 shares during the period. 84.33% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting American Express

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

• Positive Sentiment: Q4 showed double‑digit top‑ and bottom‑line growth and management set FY2026 EPS guidance well above current consensus, reinforcing the company’s earnings trajectory. 3 Things Every American Express Investor Needs to Know
• Positive Sentiment: Long-term bull case coverage highlights AMEX as a durable cash‑flow generator and “evergreen” holding for investors, supporting buy-and-hold sentiment. Could Buying American Express (AXP) Today Set You Up for Life?
• Positive Sentiment: Management is taking pricing and product actions — raising fees and tightening lounge access — to defend its premium positioning, which should help margins over time. American Express Raises Fees And Tightens Lounges To Defend Premium Edge
• Neutral Sentiment: Short interest and momentum checks show typical market activity; no evidence of a large, coordinated short squeeze or material trend reversal yet. American Express Company (NYSE:AXP) Short Interest Update
• Neutral Sentiment: Company is evaluating a move to 2 World Trade Center; this could raise longer‑term occupancy costs but is not an immediate earnings driver. American Express Weighs 2 World Trade Center Move And Long Term Costs
• Neutral Sentiment: Several outlets note mixed analyst views and stable momentum on the index level — sentiment among professional analysts is divided, which can increase intraday volatility. Analysts Conflicted on These Financial Names: Flagstar Financial (FLG) and American Express (AXP)
• Negative Sentiment: BTIG issued a “Sell” rating on AXP, adding immediate downward pressure from a respected institutional voice. American Express (NYSE:AXP) Earns “Sell” Rating from BTIG Research
• Negative Sentiment: JPMorgan published a pessimistic forecast for AXP’s stock price, which can influence other institutional and model-driven sellers. JPMorgan Chase & Co. Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Truist cut its price target to $400, signaling more conservative upside expectations that could temper investor enthusiasm. Truist Financial Lowers American Express (NYSE:AXP) Price Target to $400.00

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on AXP shares. Wall Street Zen lowered American Express from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Truist Financial lowered their price objective on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note on Monday. The Goldman Sachs Group reiterated a “buy” rating and issued a $420.00 target price on shares of American Express in a research note on Tuesday, January 6th. HSBC set a $295.00 price target on shares of American Express and gave the stock a “hold” rating in a research report on Friday, October 10th. Finally, UBS Group reiterated a “neutral” rating and issued a $395.00 price objective on shares of American Express in a research report on Wednesday. Nine investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, American Express has a consensus rating of “Hold” and a consensus target price of $353.05.

American Express Price Performance

Shares of NYSE AXP opened at $353.43 on Thursday. The stock has a market cap of $243.46 billion, a P/E ratio of 22.96, a P/E/G ratio of 1.48 and a beta of 1.14. The firm’s 50-day simple moving average is $368.85 and its 200 day simple moving average is $344.68. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The company has a quick ratio of 1.66, a current ratio of 1.68 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last released its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). American Express had a return on equity of 33.49% and a net margin of 15.00%.The company had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter last year, the firm posted $3.04 earnings per share. The firm’s quarterly revenue was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts expect that American Express Company will post 15.33 EPS for the current year.

American Express Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd will be paid a $0.82 dividend. The ex-dividend date of this dividend is Friday, January 2nd. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. American Express’s payout ratio is currently 21.31%.

About American Express

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.