World Investment Advisors Acquires 3,220 Shares of American Express Company $AXP

World Investment Advisors increased its holdings in shares of American Express Company (NYSE:AXP) by 37.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 11,846 shares of the payment services company’s stock after purchasing an additional 3,220 shares during the quarter. World Investment Advisors’ holdings in American Express were worth $4,383,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of AXP. Trajan Wealth LLC boosted its position in shares of American Express by 30.9% during the 3rd quarter. Trajan Wealth LLC now owns 24,901 shares of the payment services company’s stock valued at $8,271,000 after acquiring an additional 5,881 shares during the last quarter. Hillsdale Investment Management Inc. boosted its position in shares of American Express by 218.7% during the 3rd quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock valued at $2,837,000 after acquiring an additional 5,860 shares during the last quarter. Sumitomo Mitsui Financial Group Inc. boosted its position in shares of American Express by 11.7% during the 3rd 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 last quarter. Parr Mcknight Wealth Management Group LLC boosted its position in shares of American Express by 1,243.9% during the 3rd 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 last quarter. Finally, Hudson Bay Capital Management LP boosted its position in shares of American Express by 159.5% during the 3rd quarter. Hudson Bay Capital Management LP now owns 31,611 shares of the payment services company’s stock valued at $10,500,000 after acquiring an additional 19,429 shares during the last quarter. 84.33% of the stock is owned by institutional investors.

American Express Stock Performance

NYSE:AXP opened at $310.48 on Friday. The stock’s fifty day moving average is $313.91 and its 200 day moving average is $336.92. American Express Company has a fifty-two week low of $286.15 and a fifty-two week high of $387.49. The firm has a market capitalization of $211.85 billion, a PE ratio of 19.37, a PEG ratio of 1.27 and a beta of 1.06. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.56 and a current ratio of 1.57.

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

American Express Announces Dividend

The firm also recently announced 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 presently 23.71%.

American Express News Summary

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

• Positive Sentiment: American Express announced a quarterly dividend of $0.95 per share, reinforcing its shareholder-return profile. The dividend is payable on August 10 to holders of record on July 2. Article Title
• Positive Sentiment: A broader market rally boosted financial stocks, which can help sentiment around American Express as part of the sector. Article Title
• Neutral Sentiment: One article highlighted Navan’s AI-powered travel and expense platform as a challenger to entrenched providers including American Express, but this is more of a competitive backdrop than a direct near-term catalyst. Article Title
• Neutral Sentiment: Coverage also noted that American Express card spending is growing at its fastest pace in three years, which supports the long-term consumer-spending story, though investors remain focused on whether affluent demand can hold up. Article Title
• Negative Sentiment: Several market recaps emphasized that AXP has been trending lower recently, with shares down year to date and trading below key moving averages, suggesting ongoing valuation and momentum pressure. Article Title

Analyst Upgrades and Downgrades

A number of research firms have recently commented on AXP. Truist Financial lowered their target price on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. BTIG Research reiterated a “sell” rating and set a $285.00 target price on shares of American Express in a research report on Friday, April 24th. Loop Capital began coverage on American Express in a research report on Thursday, May 21st. They set a “buy” rating and a $389.00 target price for the company. Royal Bank Of Canada set a $415.00 price target on American Express in a report on Friday, April 10th. Finally, Wells Fargo & Company decreased their price target on American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a report on Thursday, April 9th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, American Express currently has an average rating of “Hold” and a consensus price target of $359.05.

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.