London & Capital Asset Management Ltd Raises Stock Holdings in American Express Company $AXP

London & Capital Asset Management Ltd boosted its position in shares of American Express Company (NYSE:AXP) by 5.2% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 113,538 shares of the payment services company’s stock after acquiring an additional 5,619 shares during the quarter. American Express comprises about 2.7% of London & Capital Asset Management Ltd’s portfolio, making the stock its 18th largest position. London & Capital Asset Management Ltd’s holdings in American Express were worth $37,713,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of AXP. Vanguard Group Inc. boosted its position in American Express by 1.3% in the second quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock valued at $14,808,730,000 after buying an additional 581,369 shares during the last quarter. Geode Capital Management LLC raised its position in American Express by 11.1% during the 2nd quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock worth $4,282,984,000 after buying an additional 1,349,746 shares during the last quarter. Norges Bank acquired a new stake in American Express during the 2nd quarter valued at approximately $1,897,335,000. Artisan Partners Limited Partnership lifted its stake in American Express by 3.0% during the 2nd 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 acquiring an additional 133,439 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in shares of American Express by 13.9% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,342,556 shares of the payment services company’s stock valued at $1,385,188,000 after acquiring an additional 530,967 shares during the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently issued reports on AXP. UBS Group reissued a “neutral” rating and set a $395.00 target price on shares of American Express in a report on Wednesday, February 4th. Morgan Stanley set a $395.00 price target on American Express in a research report on Tuesday, January 20th. Credit Suisse Group set a $328.00 price objective on American Express in a report on Monday, January 12th. Barclays upped their target price on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Finally, Wall Street Zen cut American Express from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Nine research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $352.73.

Trending Headlines about American Express

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

• Positive Sentiment: Large corporate real-estate move could be seen as a long-term vote of confidence in the business and NYC hub status; American Express will relocate its global HQ to 2 World Trade Center, a project that supports the firm’s long-term footprint and corporate visibility. American Express to move into new headquarters in final World Trade Center building
• Neutral Sentiment: Earlier session headlines and analyst coverage noted a rebound in AXP tied to macro / AI commentary (Nvidia CEO remarks) and mentions in listicles, but these items appear to have had only temporary upside ahead of today’s sell-off. Why the Market Dipped But American Express (AXP) Gained Today
• Negative Sentiment: Headline focus on AI-driven workforce cuts prompted fresh investor concern and selling pressure, cited in market commentary as a near-term catalyst for the drop. Is It Time to Sell American Express Stock?
• Negative Sentiment: Unusual options activity: buyers bought ~21,709 put contracts (≈31% above average), indicating elevated short-term bearish bets and hedging demand that can amplify downside. (No direct article link provided.)
• Negative Sentiment: Short interest rose ~20% in February to ~8.6M shares, increasing the proportion of shares sold short and adding downward pressure risk if sentiment worsens. (Data summary provided in market feeds.)
• Negative Sentiment: Opinion / analysis pieces are flagging AXP’s YTD pullback (roughly mid-February-to-date slump and discussion of whether the fall is a buying opportunity or structural warning), which can drive momentum-based selling. American Express Has Slumped: Is It a Bargain or a Red Flag?

Insider Activity at American Express

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the completion of the transaction, the insider owned 8,945 shares in the company, valued at $3,189,608.10. This represents a 62.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Denise Pickett sold 23,385 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the completion of the transaction, the insider directly owned 7,754 shares in the company, valued at $2,767,480.14. This represents a 75.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock worth $26,114,366 in the last quarter. 0.20% of the stock is owned by insiders.

American Express Price Performance

Shares of American Express stock opened at $307.93 on Monday. The firm has a market cap of $211.43 billion, a PE ratio of 20.01, a P/E/G ratio of 1.31 and a beta of 1.15. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The business has a 50-day moving average price of $358.41 and a 200 day moving average price of $349.62.

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

American Express Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were paid a $0.82 dividend. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. American Express’s dividend payout ratio (DPR) is currently 21.31%.

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.